Our first step in the process of making a wealth planis to assess your capacity for undertaking financial risk. We create your risk profile based on a thorough understanding of your risk-taking ability through a risk profiler questionnaire that captures your demographic and socio-economic profile. Every client has unique responsibilities, objectives, personality and other variables. We at CREDIBILIS believe that every client’s wealth plan must be unique and based on his individual risk taking capacity and personality.

We also follow dynamic asset allocation that is suited to your risk portfolio. Your wealth is carefully distributed among various asset classes like equity, debt, real estate and other alternatives to maximize your returns.