">
Know your optimal level of investment risks
Scroll Down
"The great long-term financial risk isn't losing your money; its out-living your money" - Nick Murray
Why Risk Profiling is important for investors?

Most investors start with unrealistic expectations about risk and return. Unrealistic expectations can quickly become unfulfilled expectations and unfulfilled expectations tend to cause grief for all concerned. There is often a gap between the level of risk which your client would normally choose to take, their risk tolerance, and the risk associated with the return required to achieve their goals. profiling is a process for finding the optimal level of investment risk for your client by balancing their risk required, risk capacity and their individual risk tolerance. There is often a mismatch between risk required, capacity and tolerance.

  • Risk Tolerance is the level of financial risk the client is emotionally comfortable with.
    For example, how much a person is willing for their portfolio to diminish for a chance to make bigger returns.
  • Risk Required is the risk associated with the return required to achieve the client's goals from the financial resources available.
  • Risk Capacity is the level of financial risk the client can afford to take.

It is psychological and critical to know how comfortable an investor is with investment ups and downs, completing the following questionnaire will assist in understanding the risk profiling of the investor and make suitable investments decisions.

Client Risk Profile Questionaire

Your liquid net worth is defined as the sum of (a) your investment assets (including balances with bank and investments but exclude your home and businesses that you own) minus

(b) your total of any loans that you have.

The single greatest challenge you face as an investor is handling the truth about yourself" - Jason Zweig

why ascent?
1
Mutual Funds Distributor - AMFI Regitered
Assist our clients in building financial assets and wealth with a step-by-step process of Goal Based Financial Planning
2
Get your KYC done within minutes
The KYC process is entirely paperless and the compliance is done through Bio-metric. You just need PAN and Aadhaar.
3
FREE On-line account {LIMITED PERIOD OFFER}
Create an on-line account. You just need a PAN, Aadhaar and a Bank Account with net-banking facility.
4
Transacting through Web, Mobile App
Automated portfolio, transaction history, Mandate Regn., Purchases & Redemptions, SIP, Capital gains etc.
5
Our other advisory services to clients
Our services include Life, Health and General Insurance, Best rated company's FD, NPS, Estate Planning.

Registered Distributor
ARN: 109866

Invest through NSE
Code:NSE005007

Invest through BSE.
Member Code:109866
Contact Us
Submit For Registration Client Login
    For Enquiry  
   +91-9841013668