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Risk Profile Assessment

Discover your investment personality and get personalized portfolio recommendations

Your Information

Please provide your details to receive personalized recommendations

1

What is your age group?

2

What is your investment time horizon?

3

What percentage of your monthly income can you invest?

4

How would you describe your investment knowledge?

5

If your investment loses 20% in a month, what would you do?

6

What is your primary investment objective?

7

How stable is your income source?

8

Do you have an emergency fund covering 6-12 months of expenses?

9

What return expectation do you have from your investments?

10

How many dependents do you have?

0 of 10 questions answered

Why Risk Profiling Matters

Understanding your risk profile is crucial for successful investing. It helps align your investments with your financial goals, time horizon, and comfort with market volatility.

🎯

Personalized Strategy

Get investment recommendations tailored to your unique situation

⚖️

Balanced Portfolio

Achieve optimal balance between risk and returns

😌

Peace of Mind

Invest confidently knowing your portfolio matches your risk tolerance

SERVICES

IMPORTANT LINKS

CONTACT US

Office Address:

House No 100, Avinash Capital Homes 2, Saddu, Raipur, Chhattisgarh - 492014

Email: weplanurdream@gmail.com

Phone: (+91) 7869126639

AMFI registered mutual fund distributor

CONNECT WITH US

Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.

The past performance of mutual funds is not necessarily indicative of future performance. The value of investments can go down as well as up. Investors should consult their financial advisors if in doubt about whether the product is suitable for them.

PlanurDream is an AMFI registered Mutual Fund Distributor (ARN: 185790). We do not guarantee returns or assure capital protection. All investment decisions should be made after careful consideration of your financial situation, risk tolerance, and investment objectives.

AMFI REGISTRATION DETAILS

ARNARN Holder's NameARN Valid FromARN Valid TillPINCityKYD CompliantEUINSIF Validity FromSIF Validity Till
185790Satyajeet Das22 Jul 202421 Jul 2027492010RaipurYesE17344401 Sep 202518 Aug 2028
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