Dashboard – Wealthcrop

Account Overview

Investor ID

KYC Status

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Suitability Score --

Risk Profiler Assessment

NISM-aligned regulatory suitability diagnostic

Step 1 of 9

1. What is your current age group?

Under 30 years (Wealth Accumulation Phase) 30 - 45 years (Active Career growth) 45 - 55 years (Pre-retirement consolidation) 55 - 65 years (Late career wealth protection) Above 65 years (Retirement & capital security)

2. What is your primary objective for this portfolio?

Capital Preservation (Protect what I have at all costs) Regular Income generation (Payout dependencies) Conservative Balanced Assets (Very low volatility match) Balanced Growth & Income Index alignment Maximum Long-term Wealth & High Momentum Alpha

3. How long do you intend to keep your capital invested?

Immediate liquidity (Less than 1 year) Short Horizon (1 - 3 years) Medium Term (3 - 5 years) Long Term (5 - 8 years) Multi-decade Legacy compounding (> 8 years)

4. Which statement best describes your tolerance to market fluctuations?

I cannot tolerate any loss of my principal capital. I am okay with nominal temporary paper values dips. I am comfortable with standard index fluctuations over business cycles. High equity volatility is expected; I welcome standard market corrections. Severe multi-year corrections do not phase me if matching long growth trajectories.

5. What would you do if your investment value fell by 20% in a market correction?

Liquidate immediately to lock in remainder of capital safety. Partially redeem and shift funds into banking fixed deposits. Do nothing. Retain active tracking and wait out market sentiment. Continue recurring investments (SIPs) and take no impulsive exit paths. Deploy supplemental cash reserves to buy more units at heavy discounts.

6. What is your primary source of stable income?

Retirement Pension payouts / Fixed Rental annuities Strictly dependent on interest savings / No active wages Variable performance commission / Cyclical business dividends Established corporate salary / Highly reliable business earnings Multiple diversified cashflow assets (Extremely solid surplus)

7. What percentage of your total savings is represented by this investment?

Vast concentration (More than 75% of total savings) Substantial commitment (50% - 75% of savings) Balanced distribution (25% - 50% of savings) Moderate exposure (10% - 25% of savings) Very minor allocation (Less than 10% of overall net worth)

8. Describe your experience with financial market products:

No experience. I have only used bank fixed deposits. Basic familiarity with tax-saving debt instruments & insurance policies. Solid experience in hybrid mutual funds and index trackers. Active portfolio owner holding individual equities or long-term growth funds. Highly sophisticated. Active user of direct equity trades, derivatives, or algorithms.

9. What is your expectation regarding long-term returns?

Risk-free savings rates matching basic inflation (5 - 7%) Conservative debt-fund profiles beating simple savings (7 - 9%) Moderate balanced growth tracking broad market indexes (10 - 12%) Strong, multi-cap outperformance seeking index alpha (12 - 15%) Aggressive growth trajectories focusing on momentum sectors (>15%)

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