Your details help us personalise the advisory report and reach out with tailored solutions.
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💼 Step 2 · Portfolio Breakdown
Your current investments
Enter current values in ₹ Lacs for each asset class. Enter 0 if not applicable. We compute your Financial Reality Profile from this.
Asset Classes
🏦Fixed Deposits (FD)—
💵Cash & Savings (Bank / Liquid)—
📈Equity & Mutual Funds—
📋Fixed Income (Bonds, PPF, EPF, NPS)—
🏠Real Estate (market value)—
💎Commodities & Alternatives (Gold, REITs etc.)—
Total entered₹0 LacsEnter values
Financial Reality Profile (detected live)
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🧠 Step 3 · Risk Questionnaire
Your investment mindset
5 questions to determine your Risk Appetite Profile. Answer honestly — there are no right or wrong answers.
1. What is your investment horizon?
2. If markets fall more than 5% in a week, what will you do?
3. What is your primary investment objective?
4. What is your experience in equity / market investments?
5. How comfortable are you with portfolio volatility?
④ Action Required
Choose Advisory Basis
Two profiles have been computed from your inputs. Select which one should drive the advisory recommendation below.
Risk Appetite Profile
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Based on your questionnaire answers and investment mindset.
Financial Reality Profile
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Based on your actual current portfolio composition.
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Advisory Profile
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* This report is generated for illustrative and advisory purposes only. It does not constitute financial advice.
Real Estate is excluded from liquid allocation calculations. AND Fintech recommends reviewing this plan annually or upon material change in circumstances.