Financial Risk Profiling | LLIVRICH FINSERV – Personalized Investment Strategies

1. What Is Your Age?

More Than 60 Years

Less Than 60 Years

Less Than 45 Years

Less Than 30 Years

2. What Is Your Primary Investment Goal?

Capital preservation

Income Generation

Capital Appreciation

Speculative Growth

3. What Is Your Investment Time Horizon?

Less Than 3 Years

3 - 5 Years

5 - 10 Years

More Than 10 Years

4. How Would You Describe Your Tolerance For Investment Losses ?

Very Low (Cannot Tolerate Any Loss)

Low (Uncomfortable With Loss)

Moderate (Can Tolerate Some Loss)

High (Comfortable With Significant Loss)

5. How Do You React When The Stock Market Declines By 10% Or More?

Sell Immediately To Prevent Further Losses

Consider Selling But Prefer To Hold

Hold And Wait For Recovery

See It As A Buying Opportunity

6. How Experienced Are You With Equity Investments ?

No Experience

Some Experience

Experienced

Very Experienced

7. What Percentage Of Your Total Investable Assets Are You Comfortable Allocating To Equities ?

Less Than 20%

20% - 40%

40% - 60%

More Than 60%

8. What Is Your Current Financial Situation ?

Unstable With Potential Financial Risks

Low But Stable Income

Moderate Income With Occasional Fluctuations

Stable With Secure Income

9. How Would You React If Your Portfolio Lost 20% Of Its Values In A Short Period ?

Sell To Avoid Further Losses

Hold And Wait For Recovery

Will Do Asset Rebalancing

Buy More To Capitalize On Lower Prices

10. Do You Rely On Your Investments For Regular Income Or For Long-Term Growth ?

Rely On Them For Regular Income

A Mix Of Income And Growth

Rely On Deferred Regular Income

Purely For Long-Term Growth

Risk Profiler Quiz