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Question 1 of 8
If your portfolio dropped 20% in a month, what would you do?
Dimension · Attitude (30% weight)
Sell everything to stop the bleeding
Sell some to reduce exposure
Hold and wait for recovery
Buy more — markets are on sale
Question 2 of 8
How many months of expenses can you cover from savings if you lost income tomorrow?
Dimension · Capacity (25% weight)
Less than 3 months
3 to 6 months
6 to 12 months
More than 12 months
Question 3 of 8
When do you expect to need the bulk of this portfolio?
Dimension · Horizon (20% weight)
Within 2 years
3 to 5 years
5 to 10 years
More than 10 years
Question 4 of 8
How would you describe your annual household income from all sources?
Dimension · Income stability (15% weight)
Variable / commission-based
Stable salary, single source
Multiple stable sources
Passive / dividend-driven
Question 5 of 8
Which best describes your past investing experience?
Dimension · Experience (10% weight)
FDs and savings only
Mutual funds for a few years
Equity, MFs, sometimes derivatives
Active trader across asset classes
Question 6 of 8
When deciding on an investment, how do you typically feel?
Dimension · Attitude (30% weight)
Anxious until I see returns
Cautiously optimistic
Confident — I trust the plan
Excited about the upside
Question 7 of 8
Which sentence sounds most like you?
Dimension · Capacity (25% weight)
"I can't afford to lose any of this"
"A small loss is acceptable for steady growth"
"Moderate ups and downs are fine"
"I'll trade volatility for higher long-term returns"
Question 8 of 8
What's your single biggest financial goal for the next 10 years?
Dimension · Horizon (20% weight)
Buy a primary home
Children's education
Retire comfortably by 55
Build generational wealth