Step 1

Assessment

This section will help you to assess your available resources with regard to your income, expenses, liabilities and current investments. 

Secondly, we do Risk profiling for you considering various factors. e.g. your age, family size, time available and your risk appetite.

This step is about collecting all relevant information from the customer to assess available resources with regard to customer’s income, expenses, cash flow, liabilities, current investments and insurances. The customer should share all relevant information honestly with his Volatility Coach & Protection Counsellor. Customer should also give details of family members, their name, age and occupation etc. to the Volatility Coach & Protection Counsellor.

Secondly, as a Volatility Coach & Protection Counsellor, we do risk profiling of the customer based on various factors. e.g. family size, member's age, duration of goals and personal risk appetite.

Based on all the information provided, the Volatility Coach & Protection Counsellor will be able to assess and analyze the customer’s current situation and determine as to what must be done to meet the customer’s goals.

Go to the next step or contact your Volatility Coach & Protection Counsellor at +919312400678.