Take a Risk Tolerance Assessment

This short quiz is an all-important first step for using SmartWealth. It evaluates your willingness and ability to take risk within the context of your circumstances (age, income, wealth level, living expenses, etc). It also gauges how you are likely to behave in the face of fluctuations in the financial markets.

The risk tolerance score you will get along with other relevant information such as your financial goals, investment horizon and unique circumstances; as well as the state of the capital market are vital inputs we then use to craft your smart investment plan.

Knowing your risk profile before preparing an investment roadmap for you ensures that you get a plan that is crafted to suit your personality. Such a plan produces a portfolio that reflect the level of financial market uncertainties you choose to accept.

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