Our risk profiling method 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. We broadly categorize investors into 5 risk profiles:

• Very Conservative investors whose priority is preservation of capital and who do not wish to take investment risk
• Moderately Conservative investors who are willing to take some risk but the priority is preservation of capital
• Balanced investors who have understanding of the markets and are willing to take short term risk for long term capital growth
• Assertive investors who understand the markets and are interested in maximizing long term capital growthk
• Aggressive you are willing to sacrifice your capital for the highest long term capital growth

To know more about our risk profiling, read our risk profiling guide