Paisa Vaisa with Anupam Gupta cover image

Advisor Perspectives 6 | Discussing Financial Freedom with Dilzer Consultants

Paisa Vaisa with Anupam Gupta

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Psychometric Risk Profiling at Onboarding

The mentality of people becomes very different in different market conditions. An annual risk profiling is typically what we would recommend because of various factors. Personality type psychometric risk profile has both qualitative and quantitative aspects attached to it. We are trying to help the customer understand that from your risk profile, we draw down the asset allocation,. And then in the portfolio, we further draw down the selection, right?

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