Risk Assessment

At Neeyovan, we believe a strong financial future begins with understanding your goals and managing risk thoughtfully. A well-structured investment strategy helps protect your wealth, keep your objectives in sight, and support sustainable growth.

The first key part of that strategy is understanding your unique risk profile, and choosing the right asset class.

TAKE YOUR COMPLIMENTARY RISK ASSESSMENT

We tailor a strategy that fits your comfort level – whether conservative or growth-oriented. As markets shift and your goals evolve, we adapt your plans accordingly.

Here’s to smart decisions, steady growth, and a successful financial journey – together.

1. What age band do you fall into?.

Less than 30 years

Between 30 to 40 years

Between 40 to 50 years

Between 50 to 60 years

More than 60 years

2. What portion of your monthly income goes towards household expenses and loan payments?.

Less than 30%

Between 30% to 40%.

Between 40% to 50%

Between 50% to 60%

More than 60%

3. What asset class do you invest in/would like to invest in?.

4. The asset mix that most closely matches your own preference is:.

Equity Fixed Deposit

More than 80% Less than 20%

60% – 80% 20% – 40%

40% – 60% 40% – 60%

20% – 40% 60% – 80%

Less than 80% More than 20%

5. By when do you require this money from your proposed investments?.

15 years or more

10-15 years

5-10 years

3-5 years

6. 5 to 10 years from now, where do you expect your investments to be?.

Substantially greater than it is today

Greater than it is today

Somewhat more than what is today

The same as it is today

7. What is your current Investment Portfolio between different INDEX?.

Large cap Mid & Small cap

80% 20%

50% 50%

20% 80%

– 100%

8. What degree of risk are you currently prepared to take with your financial decisions?.

9. When faced with a major financial decision, are you more concerned about the possible losses or the possible gains?.

0% to 5% loss or gain

5% – 10% loss or gain

10% – 15% loss or gain

Above 15% gain or loss

10. How easily do you adapt when things go wrong financially?.

Very uneasily

Somewhat uneasily

Somewhat easily

Very easily

11. Your investing style is:.

I invest and hold for long term

I take short term trades based on the news/tips from friends and family

Both the style of investing

12. Suppose that 5 years ago you bought stock in a highly regarded company. That same year the company experienced a severe decline in sales due to poor managment. The price of the stock dropped drastically and you sold at a substanial loss. The company has been restructured under new management and most experts now expect it to produce better than average returns. Given your bad past experience with this company, would you buy stock now?.

Definitely not

Not sure

Definitely yes

13. If your equity portfolio is losing money, you are likely to sell and exit from the investment if your loss exceeds:.

More than 30%

20% – 30%

10% – 20%

Upto 10%

14. I don’t feel sorry about some bad investment decisions.

15.Consider the average rate of return you expect to earn on an investment portfolio over the next ten years. How does this compare to the returns you would receive from investing the same amount in one-year bank fixed deposits?.

Same as bank fixed deposits

1.5 times bank fixed deposit rate

2 times bank fixed deposit rate

2.5 times bank fixed deposit rate

3 times bank fixed deposit rate

More than 3 times bank fixed deposit rate

16. If given a choice you would invest in : Company A: It is available at cheaper valuation and is expected to do good in long term. It might give less than market return in short term. Company B: It grows at a constant rate of 15%-20% and is expected to grow in same manner..

Company A

Company B

Both Company A and Company B

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Number

Name.

First Last

Email.

Phone No..

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