Comments on: Have you got your Financial Health Check done? http://ranjanvarma.com/financial-health-check/ Learning and Sharing Things Around Money Thu, 29 Jul 2010 03:31:17 +0000 hourly 1 http://wordpress.org/?v=3.0.1 By: Ranjan http://ranjanvarma.com/financial-health-check/comment-page-1/#comment-3650 Ranjan Wed, 29 Jul 2009 06:31:23 +0000 http://ranjanvarma.com/?p=711#comment-3650 @jayarajvmba Thanks. Some of the pointers we will use to profile your risk appetite would be as under: Choose from the following: I wish to reduce my chance of short-term losses. To do this, I acknowledge that I must accept potentially lower long-term returns . I wish to pursue growth of assets over the intermediate to long term. To do this, I know I have to accept some moderate risk, which may include losses.. I wish to pursue higher long-term wealth accumulation. To do this, I know that I have to accept moderate to high risk, which may include losses. There are more questions. Stay tuned for updates. Thanks again @jayarajvmba Thanks. Some of the pointers we will use to profile your risk appetite would be as under:

Choose from the following:
I wish to reduce my chance of short-term losses. To do this, I acknowledge that I must accept potentially lower long-term returns .
I wish to pursue growth of assets over the intermediate to long term. To do this, I know I have to accept some moderate risk, which may include losses..
I wish to pursue higher long-term wealth accumulation. To do this, I know that I have to accept moderate to high risk, which may include losses.

There are more questions. Stay tuned for updates. Thanks again

]]> By: jayarajvmba http://ranjanvarma.com/financial-health-check/comment-page-1/#comment-3643 jayarajvmba Tue, 28 Jul 2009 17:25:40 +0000 http://ranjanvarma.com/?p=711#comment-3643 hi, one thing is sure - the software - "Rupee Manager" will be of immense helpful to people across all ages. here's my query what are the possible questions that will come under step 2 ? and what criteria will be used to evaluate a person risk profile ? because most people don't know their risk profile.. there are some people who invest money in the stock market at the age of 60 + and some young investors investing 100 % of their surplus in debt funds . Anyhow , It should be the other way... and what i expect out of this software ? after entering in all the answers for the questions - it should give me the following 1. the present status of my financial health ( may be on a score ranging from 0 to 100 ) 2. (action plan) what should i need to do to improve my financial health ? 3. and how should i plan my investment , according to my risk profile, so that my long term goals are achieved? hope this will help u out in developing a better product regards hi,

one thing is sure – the software – “Rupee Manager” will be of immense helpful to people across all ages.

here’s my query

what are the possible questions that will come under step 2 ?

and what criteria will be used to evaluate a person risk profile ?

because most people don’t know their risk profile.. there are some people who invest money in the stock market at the age of 60 + and some young investors investing 100 % of their surplus in debt funds . Anyhow , It should be the other way…

and what i expect out of this software ?

after entering in all the answers for the questions – it should give me the following

1. the present status of my financial health ( may be on a score ranging from 0 to 100 )

2. (action plan) what should i need to do to improve my financial health ?

3. and how should i plan my investment , according to my risk profile, so that my long term goals are achieved?

hope this will help u out in developing a better product

regards

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