The investor profile is determined based on knowledge of the market, investment objectives, risks that are willing to assume and previous experience.
There are 3 profiles that are:
CONSERVATIVE
It is characterized by seeking investments that represent moderate growth, without assuming significant risks, prioritizing having an immediate availability of its investments and seeking to minimize the incidence of market fluctuations.
MODERATE
He is willing to accept certain fluctuations in his investments, hoping that in the medium/long term he will be able to obtain greater profitability. It is an intermediate profile, dealing with people who can tolerate a certain risk in their investments, in exchange for greater profitability.
AGGRESSIVE
It is characterized by investors whose main objective is to maximize the performance of their portfolio, assuming a high risk component. They are willing to hold their investments for long periods, without assigning a high priority to the immediate availability of their assets, and to assume capital losses.