A Quick 2-Minutes Assessment

PMS AIF WORLD offers the finest investment services for PMS and AIF

Risk profiling is an important exercise to understand attitude to risk as unless this is known, investors can make wrong decisions. And, we believe and act towards informed decisions. This exercise helps you in ascertaining the suitable universe from where further deep-diving should be done, to select a list of best options. We are a new-age investment platform for informed investors who are looking to build wealth in the age of the knowledge economy.

PMS SELECTOR

1 / 5

What is your investment time horizon?

Less than 3 Years

3 Years to 5 Years

5 Years to 7 Years

7 Years and Above

2 / 5

What is your investment objective & what returns are you looking for? Keep in mind, for higher return, you need to take longer horizon and higher volatility ( risk )

Safety & return that just beats the inflation: A high degree of stability and predictability of investment return over time.

Capital appreciation, and lower volatility : High degree of consistent long term returns.

Wealth creation, and no issues with volatility: Substantial increase in market value of investments, over and above broader indices like Nifty & Sensex.

Wealth accumulation : Multiplication of capital over long term and appetite to invest more at 15% or 25 or even 40% fall as clear goal is long term wealth accumulation.

3 / 5

I am sure you understand, minimum investment amount for a single PMS is Rs 50 lacs. What % of your Financial Net worth is Rs 50 lacs ?

More than 75 %

50% to 75%

25% to 50%

Less than 25%

4 / 5

What comes to your mind first when your think of Equity Markets?

High risk segment, not for me

Means for good returns

Best asset class for wealth creation

Only asset class for wealth multiplication

5 / 5

What level of volatility are you comfortable with? Select choice of worst drawdown in an year.

Investment A : -5 %

Investment B : -20 %

Investment C : -30 %

Investment D : -40 %

Wish to make INFORMED INVESTMENTS for Long Term WEALTH CREATION

Do Not Simply Invest, Make Informed Decisions

Book a call with our Experts

Disclaimer: This PMS Selector tool is meant to be used for illustration purposes only and to assist the investors in viewing the right PMS for their prospective investments based on a fixed set of questions. The tool does not warrant the completeness or accuracy of the output results; and please note that this tool alone is not sufficient and shouldn’t be used for deciding or finalizing any investment strategy. Users shall be fully responsible/liable for any decision taken on the basis of this tool. Investors are advised to speak to our experts before making any investment decisions.

A Quick 2-Minutes Assessment

Do Not Simply Invest, Make Informed Decisions

Do Not Simply Invest, Make Informed Decisions

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