Risk Profile Questionnaire

 

We take a 360° view of your risk profile by assessing three key dimensions:

return objective – the level of return you need to reach your investment goals;
risk capacity – how much risk your finances can realistically support;
risk tolerance – how comfortable you are with market ups and downs.

 

This approach enables us to design a strategy tailored to your needs and preferences.

1 / 1 .
Section I

Return objective

Your return objective outlines the performance your investments should aim for to support your financial goals – whether that’s buying a home, funding education, or building long-term wealth. This dimension ensures your strategy remains purposeful and results-driven, striking the right balance between ambition and realism.

1. What is your primary investment goal?

2. What would you like to achieve with your investment?

Please select up to three main goals.

arrowBack
Section II

Risk capacity

Risk capacity refers to your financial ability to absorb investment risk, regardless of your emotional comfort. It considers your time horizon, liquidity needs, financial stability, and how dependent you are on this capital. Understanding your capacity helps ensure that your portfolio is not only suitable for your goals, but also resilient in the face of market volatility or personal financial needs.

1. What is your expected investment horizon?

2. Do you anticipate needing liquidity from the investment?

3. What portion of your portfolio might you take out in the next 1–3 years?

4. How stable is your current cash flow?

5. What level of portfolio decline would meaningfully disrupt your lifestyle?

6. Do you currently hold investments? If yes, please estimate your portfolio allocation by asset class:

arrowBack
Setion III

Risk tolerance

Risk tolerance reflects how you naturally respond to the ups and downs of investing. Are you calm and patient during market declines, or do you get anxious and want to sell? Understanding your emotional threshold helps us design a strategy you can stick with – especially in volatile times.

1. What word comes to mind first when you think of “financial risk”?

2. In major financial decisions, do you focus more on potential losses or gains?

3. Suppose you are guaranteed to receive $100,000 in 12 months, or you can take $90,000 now.

Which do you prefer?

4. Imagine you are given $100,000. Which option do you choose?

5. Imagine you are given $200,000. Which option do you choose?

6. Which $100,000 portfolio outcome would you be most comfortable with over 3 years?

7. How much can your total investments go down before you start feeling uncomfortable?

8. In the past, how did you react to investment losses?

9. How would you describe your financial knowledge?

10. How long have you been investing in financial markets?

arrowBack

Processing ...

Success Success

Success!

Thank you for filling out the questionnaire! We will analyze your answers and get back to you as soon as possible. In the meantime,
please look over our solutions or browse through our latest insights.

scroll up