Risk Tolerance Assessment

1. Investment Time Horizon How long do you plan to keep your money invested?

Less than 3 years 3–7 years More than 7 years

2. Reaction to Market Declines If your investment dropped 15% in a year, what would you most likely do?

Sell to avoid further losses Hold and wait for recovery Invest more at lower prices

3. Income Stability How stable is your primary source of income?

Unstable or irregular Mostly stable Very stable and predictable

4. Investment Experience Your past experience with investing.

Beginner Some experience Experienced investor

5. Primary Goal What matters most to you when investing?

Preserving capital Balanced growth and stability Maximizing long-term growth