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📊 Client Risk Overview
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Session Reference
W2603-001A
Module
💰 Wealth Advisory
RM
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📋 Client Summary
📊 Financial Profile
💰 Investment Plan
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months
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📋 Risk Assessment
Progress
Page 1 of 3
Questions
0/9
Answered
Current Score
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Complete all questions
🧠 Past Experiences
Q1
15%
Before we look at any numbers — has money ever surprised you? Good or bad, anything that stayed with you.
Q2
4%
Growing up, how did your family approach money?
Q3
10%
Composure
Have you ever started an investment and then stopped it before the goal — for any reason?
📈 Risk Profile Preview
Your Answers
Answer questions to see summary
Score Breakdown
Past Behavior
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Present Situation
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Future Outlook
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Composure Factor
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Risk Bands
Conservative (1.0 - 2.0)
Moderate (2.0 - 3.0)
Aggressive (3.0 - 4.0)
📋 Your Profile
Client
—
—
Investment Plan
—
—
Your Risk Assessment
Your Foundation
What your finances safely support
7.2
/10
Your Resolve
What your instinct is ready to embrace
8.2
/10
Best Fit → your Foundation
Discovery stretches to your Resolve
✦ Your Natural Choice
Your Natural Choice
Choice Computing surfaces the option that naturally fits your life — your goals, your comfort, your reality. We didn't choose. We revealed.
How we arrived here
5,355
products across 9 asset classes
YOUR PROFILE — TWO INDEPENDENT READINGS
FINANCIAL CAPACITY
—
Your balance sheet — income, assets, liabilities, commitments
RISK DISPOSITION
—
Your instinct — how you respond to uncertainty and volatility
THESE READINGS + YOUR 5-YEAR HORIZON QUALIFIED
—
products appropriate for your situation
EACH SCORED ACROSS SIX DIMENSIONS
Growth
Certainty
Liquidity
Tax efficiency
Inflation
Risk fit
—
fully ranked — three distinct paths emerged
NAV data as of —
✦ BEST FIT
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→ ₹—
Best match for your profile
◇ SAFE HARBOUR
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→ ₹—
Steadier returns, less ups and downs
◈ DISCOVERY
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→ ₹—
Higher growth potential
📊 What could your investment become in 5 years?
Conservative
₹—
—
Expected
₹—
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Strong
₹—
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Based on selected fund's historical performance
💡 See how different amounts grow
↻ Projections update as you type
Why this fund over 23 alternatives?
💪 Why You Can Trust This
How did this fund handle tough times?
March 2020
COVID crash
Fell 32%
Recovered in 7 months
2018
IL&FS crisis
Still +8.2%
Outperformed peers
2008
Global crisis
Fell 52%
Recovered in 18 months
Why this fits YOUR situation
✓
Your 9-year horizon gives time to ride out 2-3 market cycles. This fund has never had a negative 5-year return.
✓
Your risk ability of 7.0 means you can handle occasional 25-30% drops. This fund's volatility is within your comfort zone.
✓
This fund's 3Y CAGR is 12.5%. It has delivered consistent returns in 8 of the last 10 rolling 3-year periods.
✓
Your composure is high. You're unlikely to panic-sell during downturns, which is exactly when this fund type recovers best.
📋 Advisory Summary
Client
—
Investment Plan
—
Risk Profile
—
Recommended
—
SIP Amount
—
✅ Consent & Declaration
📜 Investor Declaration
🪪 KYC Status
✓
KYC Verified
PAN-based verification complete
✍️ Digital Acknowledgement
⏱️ Execution Timeline
When should this investment be processed?
📅 Investment will be processed by —
📋 Regulatory
SEBI Registration
Registered Investment Adviser
SEBI Reg. No: INA000012345
SEBI Reg. No: INA000012345
AMFI Registration
AMFI Reg. No: ARN-123456
Valid till: 31-Mar-2027
Valid till: 31-Mar-2027
Grievance Redressal
SEBI SCORES Portal
AMFI Investor Helpline
1800-XXX-XXXX
AMFI Investor Helpline
1800-XXX-XXXX
⚠️ Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.
📋 Session Complete
✅
Advisory Complete
W2603-001A
Client
—
Date & Time
—
RM
—
📄 Advisory Report
TrustPath
Choice Computing Advisory Report
Client Information
Name: —
Age: —
City: —
Income: —
Age: —
City: —
Income: —
Investment Plan
Corpus: —
Monthly: —
Horizon: —
Monthly: —
Horizon: —
Risk Assessment
Risk Score: — | Band: —
Recommendation
Product: —
Category: —
SIP Amount: —
Category: —
SIP Amount: —
This advisory report is generated by TrustPath — Wealth Choice.
The recommendations are based on MCDA/PROMETHEE-II analysis considering the client's stated goals, risk profile, and investment horizon.
Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
📤 Actions
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Your Choice Story
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