Market Mindset Quiz - Find Your Financial Persona

ShiftAlt Capital

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Question 1 of 12

You just received ₹10 lakh. What's your first move?

Ask a friend

Deposit it in a bank FD

Put it in index mutual funds -- reliable and easy

Pick top-performing Indian stocks yourself

Pick top-performing US stocks yourself

Question 2 of 12

What kind of content do you usually consume about money?

Personal finance Instagram reels or influencers

YouTube videos on hot stocks and penny picks

Business news and long-form blogs

I don't usually follow finance content

Mix of the above

Question 3 of 12

If a friend told you they made 30% return last year in US ETFs, how would you feel?

Excited and ready to learn more or replicate it

Open to exploring, if it's explained well

Slightly FOMO, but unsure I'd try

Curious but still hesitant

Skeptical and uninterested

Question 4 of 12

How do you feel when the value of your investment drops by 10% in a short period (e.g., 1 month)?

I wait it out and monitor closely

I feel anxious and want to withdraw immediately

I feel concerned and start questioning my choices

I feel excited about the opportunity to buy more at a discount

I view it as a temporary phase and may consider investing more

Question 5 of 12

How long do you usually keep your investments?

I like quick results hence prefer short term - less than a year

1-3 years -- mid-term is fine

5+ years -- I'm a long-term thinker

All of the above

None of the above

Question 6 of 12

If you were to invest in U.S. markets, what would your reason be?

Dollar returns -- I want to hedge INR

U.S. companies are the world's best

Indian markets are better -- no need to look abroad

Not sure yet -- still learning

Invest in both US and Indian markets

Question 7 of 12

How do you usually invest your money?

Pick my own stocks on Zerodha / Groww etc.

Invest in mutual funds via an advisor or app

Fixed deposits or gold -- safe and familiar

All of the above

None of the above

Question 8 of 12

What excites you more?

Finding hidden stock gems before others

Watching my SIPs grow slowly but surely

Knowing my money is safe and untouched

Investing in global brands I love

Options a, b and d above

Question 9 of 12

How do you usually decide what to invest in?

Based on news and trending stocks

Based on advisor's recommendation

Based on my research and diversification goals

I don't yet know how to choose

Options a, b and c above

Question 10 of 12

Which of these statements best describes your past experience with equity investments?

I've never invested in stocks or mutual funds

I've tried, but felt uncomfortable with the volatility

I've invested but mostly rely on others to manage it

I have experience and feel moderately confident

I've actively invested and feel very comfortable managing risk

Question 11 of 12

How confident are you in your understanding of the risks and benefits of investing in US stocks/ETFs?

Slightly aware but uncomfortable

Confident, but I still prefer guidance

I understand the basics

Very confident --- I do my own analysis or follow a clear strategy

Not confident at all

Question 12 of 12

How important is "capital protection" versus "wealth growth" in your mind?

Mostly protection --- only small growth is okay

I lean towards growth but with informed risk

Balance of growth and safety is ideal

Growth is my top priority --- I accept volatility

100% protection --- I don't want to lose money

Your Financial Persona

Strategic Investor

Your Score: 0/60

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