​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​

Risk ​Assessment

Risk is good, so what risks should you take?

 
 
​​

To match your investment approach with your unique Risk Profile is of critical importance in the investment process. The diagram below shows the key pillars ​forming your overall risk profile.

  • ​Risk required: This is​ the level of risk required to be taken on investments to achieve your desired level of investment return.

  • Risk Tolerance: Risk tolerance is the level of financial risk the client is emotionally comfortable with or willing to take.

  • Risk Capacity​: Risk capacity is the level of financial risk the client can afford to take.

risk-matrix  ​​​​

Your unique risk tolerance and risk capacity may change overtime due to life events and life stage cycles. This may have an impact on your portfolio recommendation​ and may need to be reviewed. Should there be any change​ that may affect your investment goals, please contact us to reassess your risk profile and investment portfolio.

Make the sensible choice to start y​our investment journey​ by knowing your risk profile.​​

 
​​
​​