How is my portfolio personalised for me?
During the account opening process, we ask questions about your preferences to gain an understanding of your current financial situation.
In the financial assessment that customers are required to complete before opening an account, we ask about risk preferences, goals, current financial situations, and investment experience.
We use this information to make recommendations for you.
For example, based on the information you provided when filling out your profile, our algorithm may cap your risk limit.
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StashAway Management (DIFC) Limited is regulated by the DFSA (license number F006312) for the provision of arranging custody, arranging deals in investments, advising on financial products, and managing assets, with a retail endorsement.
StashAway Management (DIFC) Limited (registration number CL 3982) is established in the DIFC pursuant to the DIFC Companies Law. Its registered address is Unit 1301, Level 13, Emirates Financial Towers, P.O. Box 507051, Dubai International Financial Centre, Dubai, United Arab Emirates.
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