Investments

The investor profile is a combination of characteristics, financial goals, risk tolerance, and knowledge of an investor. It is an assessment to understand the behavior and preferences of an investor in order to make more suitable investment decisions.

Risk refers to the potential for an investment to not meet the investor's expectations or goals. High-risk investments are more prone to financial losses. These investments are often associated with variable income and may not provide guarantees of returns or capital preservation.

Liquidity refers to the ease and speed at which an investment can be converted into cash without significant loss in value. Highly liquid investments, such as stocks traded on the stock market, can be easily bought or sold, allowing investors to access their funds quickly.

Profitability refers to the financial gain, usually as a percentage, that an investor earns on their invested capital. It measures the returns generated by an investment over a specific period and is influenced by various factors, including market conditions, economic conditions, the quality of investment management, and the associated risks.

The portfolio is built and managed according to the investor's goals and strategy. Diversification of securities is one of the most effective ways to achieve a balance between risk and profitability.

You need to complete the questionnaire to be able to invest. This allows us to prevent you from buying a product that you do not understand or are unaware of its associated risks.