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Advisor Perspectives 6 | Discussing Financial Freedom with Dilzer Consultants
Paisa Vaisa with Anupam Gupta
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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