Knowing your MoneySign®
Your first step towards financial well-being.
8 MoneySign® Profiles
Based on patented technology
Vigilant Turtle
Persistent Horse
Far-Sighted Eagle
Opportunistic Lion
Virtuous Elephant
Enlightened Whale
Tactical Tiger
Stealthy Shark
Vigilant Turtle
Persistent Horse
Far-Sighted Eagle
Opportunistic Lion
Virtuous Elephant
Enlightened Whale
Tactical Tiger
Stealthy Shark
Vigilant Turtle
They adopt a systematic approach to solving problems and prefer familiar asset classes.
Persistent Horse
They are disciplined and consistent, and avoid risks in their pursuit of stability.
Far-Sighted Eagle
Even when scaling new heights, they never lose sight of the big picture.
Opportunistic Lion
They’re always chasing excellence and taking their chances to beat the competition.
Enlightened Whale
Far from the trappings of haste and greed, they trust time-tested knowledge and wisdom.
Stealthy Shark
Highly ambitious, they’re always on the hunt for rewarding opportunities.
Virtuous Elephant
Even in the midst of chaos and uncertainty, their composure remains intact.
Tactical Tiger
With a combination of strategy and emotional intelligence, they know how to take bold but calculated risks.
Discover your MoneySign®
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.
The Science Behind MoneySign®
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).
Dr Lokesh Gupta
PhD in Psychology
15 years
Dr. Anita Manglani
PhD in Psychology
20 years
Mr. Hardik Singh Ahuja
Master’s in Psychology
15 years
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