Income Split (Smart Budgeting)
Investment Recommendation
Stock Performance
Finance Bot
Ask about investing, saving, taxes
Risk Assessment Questionnaire
1. What is your age?
Under 30
30-50
50-65
Over 65
2. How long do you plan to invest?
Less than 3 years
3-7 years
7-15 years
More than 15 years
3. What is your investment goal?
Capital preservation
Income
Growth
Aggressive growth
4. How would you react to a 20% drop in your portfolio?
Sell everything
Sell some
Hold
Buy more
5. What percentage of your income do you save?
Less than 5%
5-10%
10-20%
More than 20%
6. Have you invested in stocks before?
No
Yes, a little
Yes, moderately
Yes, extensively
7. What is your knowledge of investing?
Beginner
Intermediate
Advanced
Expert
8. How comfortable are you with volatility?
Not comfortable
Somewhat
Comfortable
Very comfortable
9. What is your net worth excluding home?
Less than 1 lakh
1-5 lakh
5-20 lakh
More than 20 lakh
10. How much debt do you have?
High debt
Moderate
Low
No debt
11. What is your emergency fund?
Less than 3 months
3-6 months
6-12 months
More than 12 months
12. How do you feel about risk?
Risk averse
Neutral
Risk tolerant
Risk seeking