Advisoira Book Discovery Call

Advisoira Tools

Start with your investor risk profile.

More practical planning tools are being added next.

Know your risk
before you invest.

15 questions across psychology and financial capacity. Takes under 4 minutes. Results are specific to you.

1
Risk Tolerance
How you think and feel about risk
1When you hear the word "risk" about your money, you associate it with…
2Which scenario concerns you more for your long-term future?
3You invest ₹10L today. A month later it drops to ₹8L. Your instinct is to…
4If forced to choose a salary structure, you'd prefer…
5The maximum portfolio drop you could tolerate before moving to cash…
6Making an investment decision without consulting anyone, you feel…
7You sold a stock at a loss. It later booms. Would you invest again?
8Your primary goal for this investment portfolio…
9Warned an investment could drop 30% in a bad year — how much would you put in?
10How comfortable are you with the day-to-day swings of the stock market?
2
Risk Capacity
Your financial ability to absorb losses
1Emergency fund status
2Income stability
3Investment horizon
4Age / Life stage
5Investing experience
Please answer all questions before continuing.
3
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Your Investor Profile
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Tolerance —/400
Capacity —/5
Recommended Asset Allocation
Equity
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Debt
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Liquid
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Expected Annual Return
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Based on historical capital market assumptions for this allocation
1-Year Worst Case (2σ)
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95% statistical confidence interval based on historical volatility
⚠

Worst case represents a 95% confidence interval based on historical volatility. Extreme "black swan" events may exceed these parameters. This is not financial advice.

Selected Tool

Portfolio Overlap Analyzer

This tool is next in line. It will show hidden stock-level duplication across funds, reveal where concentration risk is building, and help you judge whether your diversification is real.

More Tools In Progress

Next releases on the roadmap

Portfolio overlap analyzer

See where your funds own the same stocks, spot hidden concentration, and understand whether your diversification is real.

Planning tools coming next

We are also building allocation diagnostics, tax-aware planning calculators, and portfolio governance dashboards for long-term wealth decisions.

Need help interpreting your profile?

Book a discovery call and we can discuss what this result means for your current portfolio and decision process.

Book Discovery Call