Group investor profile 2025

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To define your investor profile, you will need to carefully assess your ability and willingness to take risks, together with other factors such as your lifestyle, your financial resources and your investment timeframe.
At iA Financial Group, we work with five types of investor profiles, classified ing to risk tolerance level: Conservative. Moderate. Balanced. Growth. Aggressive.
Conclusion. To conclude, we have learned that there are broadly four types of investors for IPOs Retail Individual Investors (RIIs), Non-institutional Investors (NIIs) / High Net Worth Individuals (HNIs), Qualified Institutional Investors (QIIs), and Anchor Investors.
An investment profile is made up of key data relating to investments or financial assets. The investors risk tolerance, risk capacity, time frames for investments, revenues, liquidity requirements, tax questions, goals and expectations should all be included when creating an investment profile.
An investor profile or style defines an individuals preferences in investment decisions, for example: Short-term trading (active management) or long term holding (buy and hold) Risk-averse or risk tolerant / seeker. All classes of assets or just one (stocks for example)

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Types of Risk Profiles Conservative: This means you want minimal volatility. Moderate: This is for people who want to earn a moderate to high return but dont want to take on too much risk. Aggressive: An aggressive portfolio seeks the highest return possible.

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