Risk Profiling

Mapping investor Risk Preference, Risk Capacity, and Risk Requirements using the PCR Triangle framework

Good investment advice is a result of knowing you better.

We do this in a systematic way by using our advisory framework –The PCR Triangle.

The PCR Triangle is designed to capture your Risk Preferences, Risk Capacity, and Risk Requirements, in order to determine your Risk Profile. This Risk Profile is the basis for finding the suitability of portfolio(s) as per your investment objectives.

Time to complete: 3-5 minutes.

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