What is Risk Profiling ?
RISK PROFILING
STATEMENT OF PURPOSE
STATEMENT OF PURPOSE
Risk Profiling combines two key areas - estimating financial risk-taking capacity and understanding the risk tolerance level. We have compiled 20 questions that will help you evaluate yourself on both these parameters. Based on your risk profile, we will recommend an asset allocation structure best suited for you. The Risk Profile Assessment should take you about 10 minutes to complete.
STATEMENT OF PURPOSE
STATEMENT OF PURPOSE
STATEMENT OF PURPOSE
Your Investment Adviser is required by law to make enquiries to determine the nature of investment advice to be given to you on the basis of assessment of your investment objectives, risk tolerance, risk attitude, financial condition and future goals. RISKOMETER has been prepared to help you consider various investment risks and to unde
Your Investment Adviser is required by law to make enquiries to determine the nature of investment advice to be given to you on the basis of assessment of your investment objectives, risk tolerance, risk attitude, financial condition and future goals. RISKOMETER has been prepared to help you consider various investment risks and to understand how they impact your personal finances. The questions define your attitude to security and the level of risk you are prepared to accept for your investments.
ADVICE
STATEMENT OF PURPOSE
ADVICE
Please note you need to answer the questions according to your perception towards financial matters. There is no right or wrong answer. Please answer all questions by selecting only one response to each question. Different weightages are given for each answer. The total score would suggest the category of risk profile you fit into and
Please note you need to answer the questions according to your perception towards financial matters. There is no right or wrong answer. Please answer all questions by selecting only one response to each question. Different weightages are given for each answer. The total score would suggest the category of risk profile you fit into and decide what category type of investor you are. Please note the information provided by you in this data sheet will be kept confidential