Check Your Risk Appetite 1. What is your primary investment goal? Preserve capital with minimal risk Generate steady income with moderate risk Achieve capital growth with moderate to high risk Maximize capital growth with high risk tolerance 2. How would you describe your knowledge of investments? Limited or none Basic understanding Good understanding of financial markets Advanced knowledge and experience 3. What is your investment time horizon? Less than 1 year 1 to 3 years 3 to 7 years More than 7 years 4. How would you react if your investment lost 10% of its value in a short period? Sell all investments to avoid further losses Sell some investments to limit losses Hold investments and wait for recovery Buy more, seeing it as a buying opportunity 5. Which of the following investment outcomes would you be most comfortable with? Stable returns around 2-4% per year with little chance of loss Moderate returns around 5-8% per year with some risk of loss Higher returns around 8-12% per year with a higher risk of loss Potential for high returns above 12%, accepting large fluctuations or losses 6. What percentage of your total investable assets are you willing to risk on high-risk investments? 0-10% 10-25% 25-50% More than 50% 7. If your portfolio experienced a 20% decline, how long would it take you to feel comfortable investing again? Immediately (within days) Within a few weeks Several months I would be very hesitant or stop investing 8. What is your current financial situation? I have limited savings and rely mostly on my income I have some savings but need to maintain liquidity I have good savings and stable income I have substantial savings and can invest long-term 9. How important is liquidity (ability to convert investments to cash quickly) to you? Very important Somewhat important Not very important Not important at all 10. How often do you want to review and possibly adjust your investment portfolio? Frequently (monthly or quarterly) Semi-annually Annually Rarely (every few years) Submit Your Risk Appetite: