14/09/2023
Let say you have a client who is a businessman and running his own business and would like to go for much more conservative investments. This happens usually on few reasons. Sometimes they want to go on the conservative side of investment because they already earn a lot of money themselves and the more money they have, they want to secure it and or lock in profit by investing in something much more secure. Some people who are not yet ultra high net worth, they tend to want to grow their money. So they want to put their money in higher risk categories investments such as Forex derivatives, cryptocurrencies as such because they're still in the growing their money phase, however in their already accumulate, so the amount of wealth that they are happy with, they want to log in and profit by putting in a much more secured much more consistent investment. So you can see there are two scenarios there some people want to go for more profit, the one who are still at the growing their asset, which is the profit oriented or the person who has enough, but what's the benefit of investing in something secure.
To be continued…
The link for the next part is in the comment section.