Free assessments
What quietly decides what an individual ends up with
Three things. The biases that shape what people actually do with money, as opposed to what they know they should do. The myths they were told early enough that nobody ever went back and checked them. And how much risk their circumstances can actually carry, which is usually not the same as how much risk they think they want.
These 3 assessments look at 1 each. Take any of them, or all 3. About 7 to 9 minutes each. At the end you download a written report describing what your answers show.
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Assessment 01
Know your biases
20 questions about what you own, what you have done with money and what you would do next. It looks for the biases behind those answers, names them, and explains how someone with each one tends to act.
Assessment 02
Know your myths
20 questions about insurance, debt, tax, inflation, what a fund costs you and who inherits what. Most have a right answer. Your report takes only the ones where your answer and the evidence disagreed, gives each a page, and names where to check it.
Assessment 03
Know your risk profile
23 questions in 2 halves. The first asks how you feel about risk; the second asks what your circumstances can actually carry. You get the lower of the 2, because a plan someone abandons in a bad year is worse than a smaller plan they keep. This one does ask about your money, in ranges, never exact figures.
What you get back
A written report. It names what your answers show, explains what each thing means, and describes how people who answer that way tend to behave. It does not tell you what to buy.
What it is not
None of these is investment advice, a financial plan, or a recommendation to buy or sell anything. The biases and myths assessments do not ask about your money at all. The risk profile does, in ranges, never exact figures, and it produces a risk profile, which is a precondition of advice rather than advice itself. Nothing is recommended to you on the strength of any of them. Advice requires onboarding, KYC, a risk profile you have agreed to, and a signed agreement.
Who made it
Mrigashira Consultancy is a SEBI-registered Investment Adviser in Raipur, registration INA000022817. Anushri Shukla wrote the questions, the scoring and what each report says. The report itself is built from your answers and sent to you automatically.
If you want to talk it through
Your report is yours to read on your own, and it is written to be read that way. If you would like to go through it with Anushri Shukla, you can book 30 minutes. There is no obligation and nothing is sold on the call.
Disclosures
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns.
Mrigashira Consultancy · SEBI Registered Investment Adviser · Registration no. INA000022817
Office 514, Saffron Corporate, VIP Road, Near Telibandha Chowk, Raipur, Chhattisgarh 492001
contact@mrigashiraconsultancy.in · +91 96695 51550
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