The risk profile assessment is a small questionnaire that helps determine how much risk you should ideally take while investing.

It considers factors such as your financial situation, need to take risks, attitude towards gains & losses, etc, and calculates if you have a Low, Moderate, or High-risk profile. This risk level will be the default risk level across goals (you can change the risk manually in goals though - although we recommend sticking by the recommended risk).

As per the recent guidelines from SEBI, it's mandatory for you to complete the risk profile assessment and provide us with an e-sign if you wish to see or go ahead with our advisory (the funds we recommend, the asset allocation we recommend, etc).

This is a one-time process (will take very little time), and you will be prompted to do so (if not done already) if you try to view or invest in our recommended funds.