Risk Profiling

Normally People buy financial products without matching their own risk profile to that of the product. We do a prior risk profiling of the client. So that the investments are aligned with risk appetite. We use a risk profiler to assess the risk appetite of the client before starting the financial planning exercise and adopt strategies accordingly.  We ensure to avoid excessive concentration in any particular type of asset. We try to build a balanced portfolio which gives decent return and offer liquidity if required.