PRIMAEGIS RESEARCH — Investor Risk Profile

PPrimaegis Research

Score —

Important — please read

This assessment is a self-assessment aid that precedes a conversation. It is research and education only. It is not investment advice, an offer, or a solicitation, and it does not recommend any scheme, security or amount to invest.

Scores, bands and asset mixes shown are indicative and profile-level — generic to a risk band, never a personalised portfolio. Your existing holdings, goals, liabilities and tax position change the right answer.

Under the SEBI (Investment Advisers) Regulations, 2013, risk profiling and suitability assessment are advisory activities. Please consult a SEBI-registered investment adviser before acting. Market-linked investments are subject to market risk; read all scheme documents carefully.

Review your risk profile at least once a year, or after any major life change — a new job, a marriage, a child, a large liability, or retirement.

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