Create Your Risk Profile

Choose how you’d like to get started — create a new profile manually or import an existing client portfolio.

Create Profile Manually

Enter the client’s details and complete the risk profile questionnaire to generate a new profile.

No portfolio file required

Takes about 2 minutes

Import Client Portfolio

Upload a CAMS or KFintech Excel file to automatically import the client’s details and investment portfolio, then complete the risk profile questionnaire.

Drop your Excel file here, or click to browse

View supported file formats

Row 1: Client Name [PAN]
Row 2–4: Address & contact details
Row 7+: Scheme Name, Type, Folio, Investment, Current Value, CAGR…
SIP & STP sections after the main portfolio table
Column I (top rows): RM Name & contact

Verify Extracted Client Details

Details parsed from the uploaded portfolio file. Please verify or correct before continuing to the risk questionnaire.

Client Name *

PAN Number

Mobile Number * (10 digits)

Email Address *

Create Your Risk Profile

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