- Financial Tools
- Risk Profiler
Risk Profile Calculator
Discover your risk profile to optimize your investments
Calculate RiskRisk 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?
Risk Profile
Conservative
Risk Averse
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.
Responsiveness Level
Paced Responder
Medium Responsiveness
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.
Not sure which solution suits you best? Simulate various portfolios on our digital platform.
Get Investment Advice for your Risk Profile
Risk mitigation is integral to successful investments, please provide your contact details to talk to our financial advisors.
Thank you for your interest in The Family Office.
A member of our team will contact you shortly.
Learn more about wealth management
Resources to help you make better decisions for your future
-
education
Seeking Returns While Managing Risk
A basic principle of investing is that there is no return without risk. In...
Apr 28 2022 | 4 Min Read -
education
What future for the U.S. dollar?
U.S. citizens make up just 4% of the global population, but the U.S. dollar is...
Apr 19 2022 | 4 Min Read -
education
What the U.S. President's Executive Order Means for Digital Assets
Digital assets have in the past few years grown from a niche investment to a...
Apr 17 2022 | 5 Min Read -
education
Endowment Model: Explained
Many Ivy League universities, as Yale and Harvard, invest their endowments...
Apr 13 2022 | 2 Min Read -
education
Private Markets’ Cashflow Profile and Performance Measures
“Committing capital to a private equity fund is different from buying a...
Apr 11 2022 | 4 Min Read -
education
Oil Supply and Fears of Disruption: Market Reaction to the Russia-Ukraine conflict
The ongoing Ukraine conflict continues to affect global markets as uncertainty...
Apr 07 2022 | 5 Min Read