Risk assessment and mitigation are key to a successful investment strategy
Every family and every investor have different needs. We don’t believe in one-size-fits-all investment strategies. We tailor each and every financial solution we offer to fit our client perfectly.
Q1. Where do you see yourself with regards to taking investment risks?
Q2. How often do you buy or sell investments?
Q3. How would you react to financial losses?
Q4. Are you willing to put a significant part of your wealth in high risk investment?
Q5. How often would you like to oversee your portfolio?
Q6. Would you risk losing some money for the chance to gain?
You are a conservative investor seeking to preserve your wealth while earning modest but consistent periodic returns, even if overall investment returns are lower. You do not like market downturns and will prepare ahead of time to minimize losses during such events.
You do NOT act impulsively to new information but try to make an informed decision by monitoring the situation and doing your own research. During market volatility, you can stick to your investment plan even if it is uncomfortable but may deviate if you get too uncomfortable. You tend to review your portfolio regularly.
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Risk mitigation is integral to successful investments, please provide your contact details to talk to our financial advisors.
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