Risk Assessment "." indicates required fields Welcome to ALTIS Financial Partners! At ALTIS, we believe that a strong financial future begins with understanding and managing risk. A well-balanced investment strategy ensures your wealth is protected, your goals stay within reach, and your long-term growth remains on track. Choosing the right asset class is a key step in this journey. Our approach helps you: Balance Growth & Stability – Equities drive returns, while fixed income adds security. Manage Risk Effectively – Diversification helps safeguard against market fluctuations. Maximize Wealth Potential – The right investment mix enhances long-term financial success. By assessing your unique risk profile, we tailor an investment strategy that aligns with your comfort level—whether conservative or aggressive—while adapting to market shifts and evolving financial goals. But our commitment goes beyond investment advice. At ALTIS, we walk alongside you every step of the way, providing ongoing portfolio reviews, market insights, and strategic financial planning to keep you on course. Here’s to a future of smart decisions, sustainable growth, and financial success—together. Welcome aboard! 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?. Direct Equity Mutual Funds Alternative Investment Fund PMS Real Estate Gold/silver/bullion Fixed deposit Structured Debt Startups Bonds/Debt Private Equity/Unlisted 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?. 0% 6% to 12% 8% to 15% 10% to 18% 12% to 25% 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. True Partially True Neutral Partially False False 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 Number Name. First Last Email. Phone No..
