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Guardian Asset ManagementInvestor Profiler


Not sure how to invest? This tool will help you determine your investor profile and the products that may be right for you.
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Welcome, Mr. Prit

My current age is

Welcome, Mr. Prit

My source of income is

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I would describe my gross annual income as:

Welcome, Mr. Prit

My assets that are currently available for investing are:

Welcome, Mr. Prit

My current level of investment knowledge can be best described as

Welcome, Mr. Prit

The portfolio with which I am most comfortable is:
Portfolio Options

Welcome, Mr. Prit

I understand that risky investments may offer greater potential returns, but they may also offer greater losses. I am comfortable with:

Welcome, Mr. Prit

I anticipate that I will need all or at least a substantial portion of my investable assets in approximately:

Welcome, Mr. Prit

My primary goal whenever I invest money is to:

Welcome, Mr. Prit

Based on your inputs, we have profiled you as a Moderate Risk Investor

Dear Ajju

Based on your inputs, we have profiled you as a Moderate Risk Investor

The objective of this investment portfolio mix is to generate a fairly stable and modest level on income with a very limited measure of capital growth. The value of your portfolio may fluctuate modestly from time to time.

The objective of this investment portfolio mix is to generate some capital growth while maintaining some limited amount of stable income. The value of your portfolio may fluctuate moderately from time to time.

The objective of this investment portfolio mix is to generate better than average returns via capital growth over the long-term. The value of your portfolio may fluctuate significantly from time to time.

Disclaimer: The portfolios referred to in this profiler are hypothetical and have been used purely for the purpose of assisting in the determination of an investor’s risk profile.

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Disclaimer ( Please read this before clicking 'I Agree'.)

By accessing the information provided by this web site and the illustration and calculator therein, you agree to be bound by the following terms and conditions and any other terms and conditions applicable at the Guardian Group noting that these terms and conditions are subject to change at the sole discretion of the Guardian Group and without any prior notice:

  • The portfolios referred to in this tool are hypothetical and are to be used purely for the purpose of assisting in the determination of an investor’s risk profile.
  • Consequently Guardian Asset Management and Investment Services Limited does not guarantee a specific return on any investment or investment strategy that may be referred to in this tool.


  • Note: Notwithstanding the foregoing, the use of this profiler is not mandatory, legally or procedurally and it is up to the discretion of the Portfolio Manager to decide on the need to complete. The tool’s primary function is that of a client relationship management tool and can be omitted where deemed necessary.

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