Risk Assessment
& Investment Policy Tool

Your first step towards financial wellness

The tool lies at the heart of our phygital offering, Serenekit.

Serenekit is our attempt to reach out to many more Indians, whom we cannot reach out to physically. We offer five plans, of which two are freely accessible, and three are paid. For more details, refer to this link.

The Risk Assessment & Investment Tool’s main objective is to help you do a thorough risk assessment and create your investment plan. The tool is built around the concept of Required Rate of Return. For more details, refer to this link.