A short, SEBI/AMFI-aligned questionnaire that scores your risk tolerance and gives your distributor a signed, dated record on file - required before any mutual fund recommendation.
1
Answer 12 risk questions
Covers your goals, horizon, income and reaction to market swings - takes about 3 minutes.
2
Add a financial wellness check
18 more questions on budgeting, protection and planning, for your own awareness.
3
Verify & sign
Confirm your identity with a one-time email code and a signature.
4
Get your report
A PDF risk profile report is emailed to you, and shared with your distributor.
