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Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

Step 1: Describe your knowledge of investments:

None Limited Good Extensive

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

Step 2: When you invest your money, you are:

Most concerned about your investment losing value Equally concerned about your investment losing or gaining value Most concerned about your investment gaining value

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

Step 3: If the market lost 25% in the last few months, and your investments
also suffered the same - what would be your first impulse?

Sell all of my investments Sell some of my investments Will wait and take no action immediately Will invest more

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

Step 4: Have you ever invested in shares or mutual funds? If yes, for how many years?

Never 1-3 years 3-5 years 5+ years

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

Step 5: To obtain a return of more than what you would receive
as a bank fixed deposit, you must take risks.

Strongly disagree with the statement Disagree with the statement Agree with the statement Strongly agree with the statement

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

Step 6: How do you react to the idea of investments?

I get stressed and avoid making financial decisions. I ask for advice from my friends and family. I seek professional advice. I am knowledgeable about investments and use my own expertise.

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AMFI (Association of Mutual Funds in India) - ARN No : 307108

BSE (Bombay Stock Exchange) MEMBER
CODE : 20980

COMPANY IDENTIFICATION NUMBER
(CIN)- U66190KA2024PTC189600

No. 6 G R Layout, Kereguddadahalli, Chikkabanavara, Bangalore-560090.

+91 9491476011
+91 8123980669

ponteaucapitalservices@gmail.com

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