Risk Profiling

Risk tolerance in financial decision making differs widely from person to person. We help you make informed decision about the choices that are most appropriate to you, your life, goals and attitude towards risk.

Three key components of individual’s financial life that we concentrate upon:

• Study risk attitude, psychological willingness to take the risk
• Evaluate financial ability to check risk capacity
• Find and finalise the need, objective behind risk
• Categorize low risk, low mid risk, mid risk investments, mid high risk and high risk in congruence with risk appetite
• Sought to educate clients about risks and rewards
• Evaluate investments that best match with your risk taking ratio

All investments involve some risk. Investments with higher volatility are considered to be riskier than those that have lower volatility. Whether you are conservative, moderate and aggressive risk taker, at StepAhead Financial Solutions we examine the most suitable opportunity that is needed to meet with your financial objectives. Our risk profiling services measure the balance between risk and return that you are prepare to take.

The more accurate your risk profile would be, the greater the chances of achieving the right mix of investment mix for your needs. Evaluate your risk profile today and win a chance to attain more from the right portfolio mix!