Risk Profiling in Investwell

You can create your own Risk profiling questionnaire with as many questions as you want. This can be done from Admin login in Risk Profiling menu >> Setup Risk Questionnaire.

Assign scores to each option and then map each of the 5 Risk Profiles to a score bracket.

Risk Profiles available

1. Conservative
2. Moderately Conservative
3. Moderate
4. Moderately Aggressive
5. Aggressive

Investors can see the Risk profile questionnaire in their login in the Risk Profiling menu. 

Once they answer all the questions and press Submit, a Risk profile will be assigned to them based on their Score. They can assess Risk Profile again anytime they wish.

To Make the Risk Profile questionnaire compulsory go to Admin Login Settings >> Portal Settings >> IFA Preferences. Option called "Make Risk Profile Mandatory": you can set this to yes. Now, when an investor logs in, he will be prompted to fill out the risk questionnaire first before proceeding ahead and accessing their portal on both the web browser and mobile app.