Portfolio comparison template

The template consists of two sections: > Investor Profile - Based on a sample of questions we gauge the Investor's risk-taking ability and score it. The scoring is done from 1-4, where 1 means most risk-averse and 4 being the risk-taker. > Comparision Sheet - Based on the risk-taking ability of the investor, we are suggesting some default portfolios which will suit the investor and he/she can compare his portfolio with our suggested ones on various parameters.