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.

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