Profiling the risk appetite of your client is an important process of mutual fund distribution. Rabbit provides a gamified version where you can ask risk profiling questions to your clients in a quiz format. It evaluates factors such as investment objectives, financial situation, time horizon, and emotional tolerance for market volatility. Depending on the risk score, your client is assigned one of the eight investment personalities that resonate with the characteristics of an animal.

1. Go to Clients tab in your dashboard. Under ‘List of all Clients’, click on the client whose risk profiling you want to see

2. Click on ‘Risk Profile’

3. You can now see the answers to the risk profiling questions for your client. The top right corner also gives the “Animal” Personality of the client