Module 7: Risk Tolerance

👤 About You

Your Age (years old)

Number of Dependents (people who rely on you financially)

🏦 Financial Foundation

Emergency Fund Status

❌
No emergency fund

⚠️
1-3 months

✅
3-6 months

💪
6+ months

Income Stability

🏛️
Very Stable

🏢
Stable

📊
Variable

🎲
Unstable

📈 Investment Preferences

Investment Time Horizon

⏱️
Short
< 3 yrs

📅
Medium
3-10 yrs

🗓️
Long
10+ yrs

Investment Experience

🆕
None

🌱
Beginner

📊
Intermediate

🎯
Expert

Investment Goal

🛡️
Preserve

⚖️
Balanced

📈
Growth

🚀
Aggressive

🧠 Risk Scenarios

If investment drops 20% in one week, you would:

😰
Sell Everything

😟
Sell Some

😐
Do Nothing

🤑
Buy More!

How comfortable are you with potential losses?

🚫
Cannot tolerate

📉
Up to 5%

📊
Up to 15%

💪
Up to 30%+

What annual return do you expect?

🏦
Protect capital

📊
3-5%

📈
6-10%

🚀
10%+

Risk Tolerance Assessment

👤 About You

🏦 Financial Foundation

📈 Investment Preferences

🧠 Risk Scenarios