Building a Client Risk Profile

A client says aggressive and means something you have not asked about yet. This course turns a conversation into a documented profile, and separates what someone can afford to lose from what they can live through.

₹499/- ₹0

Offer ends in 21 days

1,000 seats total 246 left

754 already enrolled

Six things you will be able to do

Go past the questionnaire score. Learn to ask what a client cannot answer directly, and to write down what you heard.

01 Separate capacity from toleranceWhat a client can afford to lose against what they can sit through.
02 Measure capacity from factsHorizon, income stability, reserves and commitments, none of them opinions.
03 Surface real toleranceQuestions about past behaviour, not self description, and what to listen for.
04 Resolve the mismatchHigh capacity, low tolerance and the reverse, and which one should bind.
05 Translate into constraintsTurn the profile into allocation limits a portfolio can actually be built against.
06 Document and revisit itWrite it so someone else could follow it, and know what should trigger a review.
The outcome

What changes after this course

You stop recording the word a client used and start documenting what they meant, split into what they can afford and what they can bear.

A conversation turned into a written profile someone else could act on

Capacity and tolerance assessed separately, then reconciled deliberately

Portfolio constraints that follow from the profile rather than from a label

What our learners say

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