Financial Health Questionnaires

What Kind of Investor Are You?

Behavioural Risk Profiling • Savings & Investment • Complete the questionnaire below

1. What is your current age?

2. What is the investment horizon for your primary goal?

3. How many financial dependants do you have?

4. How stable is your income?

5. How many months of essential expenses do you have in liquid emergency savings?

6. How long have you been investing in market-linked instruments?

7. If your portfolio fell by 20% in 3 months, what would you most likely do?

8. If you experienced a real market fall previously, what did you actually do?

9. What is your primary investment goal?

10. If your portfolio beat the Nifty 50 but still returned -8% in a year, how would you feel?

11. Does your employer's stock or ESOP form more than 20% of your savings?

12. What is your approximate annual household income?

This questionnaire is for educational purposes only and does not constitute financial advice.

Standard Disclosures, Caveats and Terms of Use

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Important Disclaimer

This questionnaire is for financial self-education and awareness purposes only. It does not constitute financial advice, investment advice, tax advice, or any regulated financial service. tackl.finance is not a SEBI-registered Investment Adviser, IRDAI-registered insurance intermediary, or AMFI-registered distributor. The outputs generated by this tool are indicative only and are based solely on the information entered by the user.

Scope and Limitations

  • All calculations are based solely on the information provided by the user. Results are only as accurate as the inputs entered.
  • The questionnaire uses standardised rules of thumb and widely accepted financial benchmarks. Individual circumstances may differ materially from these benchmarks.
  • Tax calculations, where applicable, use prevailing Indian Income Tax Act provisions as understood at the time of publication. Tax laws change; users must verify current provisions with a qualified tax adviser.
  • Interest rates, inflation assumptions, and market return assumptions used in calculations are indicative only. Actual rates and returns will differ.
  • This tool does not access or store any bank account, investment account, credit bureau, or other personal financial data. All data is entered manually by the user.

Data Privacy

  • tackl.finance does not store, share, or sell any personal financial information entered into this questionnaire.
  • Results are generated and displayed within the user's browser session. If the user navigates away, results are not retained unless the user saves or prints them.
  • Users are advised not to enter sensitive information such as account numbers, PAN numbers, or Aadhaar numbers in any free-text field.

Terms of Use

  • By using this questionnaire, the user acknowledges that tackl.finance bears no liability for any financial decision made based on the results of this tool.
  • The questionnaire is intended for adults (18 years and above) resident in India.
  • Results are for the user's personal use only and should not be shared as professional financial guidance with third parties.
  • tackl.finance reserves the right to update, modify, or withdraw any questionnaire without prior notice.

Recommended Next Steps

Users who identify significant gaps, risks, or concerns through this questionnaire are encouraged to:

  • Consult a SEBI-registered Investment Adviser (RIA) for investment-related decisions.
  • Consult an IRDAI-registered insurance broker or adviser for insurance-related decisions.
  • Consult a Certified Financial Planner (CFP) accredited by FPSB India for comprehensive financial planning.
  • Consult a practising Chartered Accountant (CA) for tax-related decisions.

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