Risk Analysis

Risk Management is More Important Than Return Management .

We all have very different attitudes towards risk when it comes to money.

Some of us like to take more risk with the chance of a higher return on our investments whereas for others security of their investments is more important even if it means a lower expected rate of return.

There are 5 different profiles. Each risk profile is associated with a particular rate of return. However, an increasing rate of return means a greater risk of volatility.

Risk ProfileRate of Return
Defensive5.0 %
Conservative7.0 %
Balanced8.5.0 %
Growth12 %

15 & above %


Your attitude towards risk will help determine what mix of investments are suitable for you.


To Check Your Risk Profile, Click Here 

Learn how we helped to invest!!!


Financial Health Checkup