Knowing your MoneySign®
Based on patented technology
They adopt a systematic approach to solving problems and prefer familiar asset classes.
They are disciplined and consistent, and avoid risks in their pursuit of stability.
Even when scaling new heights, they never lose sight of the big picture.
They’re always chasing excellence and taking their chances to beat the competition.
Far from the trappings of haste and greed, they trust time-tested knowledge and wisdom.
Highly ambitious, they’re always on the hunt for rewarding opportunities.
Even in the midst of chaos and uncertainty, their composure remains intact.
With a combination of strategy and emotional intelligence, they know how to take bold but calculated risks.
Take the assessment to answer 25 insightful questions about how you handle your finances and find out your financial personality.
Know that each MoneySign® profile has both positive and negative traits. None is better than the others.
We designed the MoneySign® framework as a tool for you to recognise your financial disposition. Our in-depth assessment seeks to understand the way you deal with money — your propensity for risk, how you save and invest, your priorities, and so on — which in turn helps us guide you better.
To create this framework, we enlisted the help of Heera Psychological Testing Research and Consultancy Pvt. Ltd. and their experts who offered their insights and guidance throughout the process. The MoneySign® personality assessment has been developed in consultation with Dr Lokesh Gupta (PhD in Psychology), Dr Anita Manglani (PhD in Psychology), and Mr Hardik Singh Ahuja (Masters in Psychology).
PhD in Psychology
PhD in Psychology
Master’s in Psychology
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