What is MoneySign™ ?

Personal finance doesn’t have to be as intimidating as it’s made out to be, especially once you understand what your tendencies and traits are when it comes to money.

Through our research and our decades of experience in the industry, we’ve found that personality traits impact the way you handle money. We believe that good financial advice should take this into account to align your temperament with the choices you make.

We designed MoneySign™ as a tool for you to recognise your financial disposition. Our in-depth assessment seeks to understand aspects of the way you live — your propensity for risk, how you save and invest, your priorities, and so on — which in turn helps us guide you better.

We’ve conceived eight MoneySign™ profiles — each designed keeping in mind how inclined you may be to curiosity and experimentation, competitiveness, anxiety, discipline and other such characteristics that factor into how you manage your money.

MoneySign™ is a step towards making personal finance advisory more compassionate, by placing you and your personality at the core of this process.

The MoneySign™ Profiles

Tactical Tiger

Acute awareness, adaptability and agility characterise financial decision-making for this set of people. They assert control over their financial outcomes, take calculated risks, and get aggressive when necessary. This confidence serves them well, when administered mindfully.

Enlightened Whale

These are pragmatic thinkers who can make rational and considered judgements without buckling under pressure. They are not susceptible to worry and anxiety, but are highly attentive towards what matters to them. They are experts at navigating complex situations, and know how to take a break to cool off from time to time.

Persistent Horse

These are people who find comfort in routine, prioritise long-term economic stability over rapid growth, and avoid uncertainty. Patience and perseverance guide them through volatile periods, and time-tested financial wisdom resonates with their beliefs.

Stealthy Shark

Inquisitive, ambitious, and prone to restlessness, these are people who are constantly on the lookout for new opportunities, while keeping track of competitors. Their financial decisions are swift and aggressive — exercising some caution can sometimes be in their best interest.

Opportunistic Lion

They are curious about new financial products and tools, competitive to the core, and satisfied when risks pay off. Setbacks don’t faze them — they’re always looking out for the next big adventure.

Vigilant Turtle

Composure, keen observation, discipline and self-control allow this set of people to navigate difficult situations, solve complex problems, and achieve financial satisfaction. They like staying prepared for risks that may jeopardise their well-being, and are often more comfortable with tried-and-tested investment avenues.

Virtuous Elephant

These are people who make choices practically and systematically, which provides a sense of security to those around them. In a crisis, they remain calm and committed to their goals. Experimentation can make them restless, but it’s okay to push the envelope sometimes — within reason.

Far-Sighted Eagle

A sharp focus on the big picture and their remarkable foresight helps them leverage rewarding opportunities. Being bold and self-assured gives them a great appetite for risk, but thorough research and steering clear of herd behaviour is key.

Discover your MoneySign™

Identify the personality traits and behavioural patterns that shape your financial choices.

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