Choosing the right investment starts with knowing how much risk you're comfortable with. Behtari's Risk Profile Calculator is a powerful tool designed to help you assess your risk tolerance, investment horizon, and overall investment goals so you can invest smarter.
Whether you're just starting out or are a seasoned investor, understanding your risk profile is a crucial step in building a portfolio that matches your financial objectives and time frame.
What is a Risk Profile?
Your investment risk profile is a reflection of how much market risk you're willing and able to take. It's influenced by factors like:
• Your age
• Investment experience
• Risk appetite
• Investment goals
• Knowledge of financial products
Our calculator evaluates these variables to generate a personalized risk score, guiding you toward the most suitable investment options or multi-asset portfolios.
Questions We Ask to Assess Your Risk Score
To help you make informed decisions, our calculator will ask:
What is your age?
Younger investors typically have higher risk capacity due to a longer time horizon.
What is your investment horizon?
Are you investing for 1 year, 3 years, or more than 5? Your time frame directly affects the kind of investments that are suitable for you.
How do you define your investment knowledge?
From beginners to advanced investors, we tailor our suggestions based on your financial literacy.
What is your risk appetite?
Are you conservative, moderate, or aggressive in handling market fluctuations?
How would you define your investment experience by asset classes?
Your familiarity with different asset classes helps us better understand your comfort level with various types of investments, which in turn affects your overall risk score.
What is your investment objective?
Are you looking for capital preservation, steady income, or long-term growth?
Why Use a Risk Profile Calculator?
• Helps match you with the right investment products (e.g., low-risk vs. high-risk funds)
• Avoids emotional decisions by setting realistic expectations
• Creates a financial plan that aligns with your life goals
• Ensures your money works for you—efficiently and safely
Whether your goal is wealth accumulation, retirement planning, or saving for your child's education, knowing your risk score helps you move in the right direction.
FAQs
What is a Risk Profile?
Your Investment risk profile is a reflection of how much market risk you're willing and able to take. It's influenced by factors like: Your age, Investment experience, Risk appetite, Investment goals, Knowledge of financial products.
How does Behtari assess my risk profile?
Behtari uses the following questions to assess your risk profile:
• What is your age? Younger investors typically have higher risk capacity due to a longer time horizon.
• What is your investment horizon? Are you investing for 1 year, 3 years, or more than 5? Your time frame directly affects the kind of investments that are suitable for you.
• How do you define your investment knowledge? From beginners to advanced investors, we tailor our suggestions based on your financial literacy.
• What is your risk appetite? Are you conservative, moderate, or aggressive in handling market fluctuations?
• How would you define your investment experience by asset classes? Your familiarity with different asset classes helps us better understand your comfort level with various types of investments, which in turn affects your overall risk score.
• What is your investment objective? Are you looking for capital preservation, steady income, or long-term growth?
Can my risk profile change over time?
Yes. As you age, earn more, or approach your financial goals, your investment strategy and risk profile may need to be adjusted.
What happens after I get my risk score?
Once you receive your score, Behtari will recommend suitable investment options that match your profile.
What is the purpose of Behtari's Risk Profile Calculator?
Behtari's Risk Profile Calculator is a powerful tool designed to help you assess your risk tolerance investment horizon, and overali investment goals so you can invest smarter.
Behtari Capital is a one stop shop for mutual funds. Behtari aims to empower investors and the general public by providing them the information on mutual funds and helping them to invest more conveniently. Investors can buy, sell mutual funds and track and manage their profitability at a low cost through their behtari account. Behtari is a product by Capital Stake.
Disclaimer: Please note that Behtari is an investment platform that provides information on mutual funds, but does not offer advice or recommendations. Investors are solely responsible for their investment decisions. Behtari does not guarantee any returns or capital security.