Investor Profiling Tool Investor Profiling Tool Age Group Below 30 30 – 45 45 – 60 Above 60 Income Stability Fixed & Stable Fixed + Variable Business / Seasonal Irregular Investment Experience Beginner Basic Knowledge Experienced Market Expert If portfolio falls 20% Exit immediately Wait nervously Hold calmly Invest more Investment Time Horizon Less than 3 years 3 – 7 years More than 7 years Generate Investor Profile Equity Debt Gold