QuietGrowth - Robo Advice and Automated Investment Service - Products
Investment Methodology
Our methodology to determine the risk tolerance of the client has various aspects such as: Objective ability of the client to take risk based on her projected savings after expenses throughout her working years, projected retirement income, and projected retirement spending needs Subjective willingness of the client to take risk Consistency of responses given by the client to the questions used to determine her subjective risk tolerance We have designed our client risk tolerance determination methodology in such a manner that a minimum number of questions are sufficient to determine the risk tolerance of the client to a reasonable accuracy.