Score your risk appetite across 8 behavioural and financial dimensions and map to an optimal asset allocation.
Quick Summary: Risk Tolerance Profiler
A Risk Tolerance Profiler conducts an interactive risk assessment to determine an investor's emotional ability and financial capacity to bear market volatility, mapping them to Conservative, Moderate, or Aggressive portfolios.
Nature:Calculator platform and is NOT a SEBI-registered Investment Adviser. All calculations are indicative.
Risk:"Investments in securities market are subject to market risks. Read all related documents carefully before investing."
Consult a SEBI-registered IA or CA for personalised advice.
9 out of 10 traders in F&O incurred net losses (SEBI 2023). Tax estimates based on IT Act 2025. Trezoriq is not liable for financial decisions based on results.
Profiling Progress0 / 12 answered
Part 1: Financial Capacity
Objective ability to handle investment losses.
What is your investment time horizon?
How stable is your primary income source?
How many months of expenses do you have in an emergency fund?
What percentage of your monthly income goes toward EMIs and fixed obligations?
How many financial dependents do you support?
If you lost your job today, how long could you sustain your lifestyle from existing savings alone?
Part 2: Risk Appetite & Psychology
Emotional relationship with risk and volatility.
Your equity portfolio drops 30% in 3 months due to a market crash. You:
Which investment outcome would you most prefer?
How do you feel when you check your portfolio and find it's down ₹2 lakh in a week?
How would you describe your past investment behaviour?
When making a large financial decision, you primarily rely on:
What is the maximum percentage loss you could accept in a 12-month period without reconsidering your strategy?
