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Portfolio Analytics Setup
(one-time, required for fund suggestions)
Run in order: Categorize funds first (fast), then fetch benchmark data, then compute analytics (slow — ~5 min).
Today's Opportunities
Actionable items across your client base
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Fund Recommendations
Based on your organisation's filter criteria
Select a client family to also see portfolio gap analysis.
Families
Family
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Manage advisors in your organisation
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Default Benchmarks
Thresholds applied to every client's financial health check in your organisation
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Risk Profile Assessment
Answer all 12 questions honestly. Your advisor will use this to recommend suitable investments. Valid for 1 year from submission.
1
Risk Tolerance
Your willingness to take risk and endure losses
Investment Experience
1
How long have you been investing in Equity / Stocks / Mutual Funds?
Market Fluctuations
2
How do you react to a significant decline (20–40% drop) in your investments?
Loss Taking Appetite
3
How comfortable are you with taking risks / losses to achieve better returns?
Portfolio Drops
4
What level of temporary decrease in portfolio value can you tolerate?
2
Risk Capacity
Your financial ability to endure potential losses
Income Stability
5
How stable is your current income / job or business?
Emergency Funds
6
How many months of living expenses do you have in an Emergency Fund?
Financial Obligations
7
Do you have near-term financial obligations that may require you to access investments?
Current Investments
8
How would you characterise your current investments?
3
Risk Required
The risk needed to achieve your investment goals
Return Expectations
9
What is your expected annual return on investments?
Investment Goals
10
What is your primary investment objective?
Time Horizon
11
How long do you plan to invest before withdrawing?
Time Flexibility
12
How flexible are you with your investment time horizon?
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Your advisor will generate a family financial plan once all data is in.
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Share context your advisor should know — upcoming life events, concerns, or anything that should factor into your plan.
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