Meta Investment
+91-9309806281
Free · Takes 5–7 minutes

Know Your
Investor Risk Profile

Personalised investment recommendations start with understanding your risk appetite. Complete this short questionnaire and receive your risk profile report instantly.

Start Questionnaire →
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Better Investment Fit

Investments aligned precisely to your risk tolerance — no more guesswork from your advisor.

✅

SEBI Compliant

Risk profiling is mandatory under SEBI regulations before any investment recommendation.

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Annual Tracking

Your risk profile is reviewed annually so your portfolio stays aligned as your life changes.

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Instant PDF Report

Download a detailed report with your score, risk category, and full question-by-question breakdown.

How It Works

1

Enter your details

Name, mobile number, and optional email — takes 30 seconds.

2

Answer ~20 questions

About your finances, investment experience, and goals. 5–7 minutes.

3

Get your risk profile

Instant result with downloadable PDF. Your advisor follows up.

Start Your Risk Profile

Free · Confidential · Takes 5–7 minutes

🔒 Your information is kept confidential and used only for risk profiling purposes.

Frequently Asked Questions

What is an investor risk profile?
An investor risk profile is an assessment of your willingness and ability to take investment risk. It considers your financial goals, investment horizon, income stability, and past investment experience. SEBI requires financial advisors to determine a client's risk profile before recommending investments.
How long does the questionnaire take?
The questionnaire takes approximately 5–7 minutes to complete. It consists of around 20 questions covering your financial situation, investment experience, and risk tolerance.
What risk profile categories are there?
There are six categories: Low, Low to Moderate, Moderate, Moderate High, High, and Very High. Each corresponds to a score range out of 100 and determines the type of investments suitable for you.
What happens after I complete the questionnaire?
You will immediately see your risk category and score on screen, and you can download a detailed PDF report. Your advisor at Meta Investment will review your profile and reach out with personalised investment recommendations.
How often should I update my risk profile?
SEBI recommends reviewing your risk profile at least once a year, or whenever your financial situation changes significantly — such as a change in income, major expenses, retirement, or a shift in financial goals.
Is my information secure?
Yes. Your information is stored securely and used only to generate your risk profile report and for advisory purposes by Meta Investment. It is never shared with third parties.