Risk Assessment
& Investment Policy Tool


Your first step towards financial wellness


Before you proceed, we recommend checking out these pages:

  • LINK Get details on Serenekit offering, at the heart of which lies the Risk Assessment & Investment Policy tool.
  • LINK Learn about the concepts behind our tool and watch a video message from our founder.

After creating your account, choose between the free or paid versions:

  • Free version: Select the Basic plan (2-4 mins) or the Advanced plan (30-45 mins).
  • Paid version: Choose from Core, Insight, or Essential plans. You’ll need to sign an investment advisory agreement. The entire process is online, and more details will be available after you sign up.
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Forgot your password? No problem. Just let us know your email address and we will email you a password reset link that will allow you to choose a new one.