Investment Risk Questionnaire
Pannon Group NS • Simple risk profile assessment
Client Information
Full name:
Email:
Risk Assessment
1. Investment horizon
Less than 3 years
3–7 years
More than 7 years
2. Primary objective
Capital preservation
Balanced growth
Long-term growth
3. Reaction to a 10% short-term drop
Sell to avoid further loss
Hold
Buy more
4. Willingness to accept volatility
Very low
Moderate
High
5. Knowledge of investing
Limited
Average
Advanced
6. Allocation to high-risk assets
Less than 20%
20–50%
More than 50%
7. Importance of liquidity
Very important
Somewhat important
Not important
Calculate Risk Profile
Download CSV
On calculate, your answers will also be emailed to the advisor (Pannon Group NS).