1
Persona2
Plan3
Investment4
ResultsWho are you?
Choose the persona that best matches your current life stage and financial situation
🎓
Student
Just starting out with limited income but a long time horizon
Risk Levelmedium
Income RangeLKR 5K - LKR 10K
Duration10-15 years
💼
Young Professional
Early career with steady income and growth potential
Risk Levelmedium
Income RangeLKR 10K - LKR 25K
Duration15-20 years
🚀
Business Owner
Entrepreneur with variable income seeking aggressive growth
Risk Levelhigh
Income RangeLKR 25K - LKR 50K
Duration5-10 years
⭐
Mid-Career Pro
Established professional with stable income and family goals
Risk Levelmedium
Income RangeLKR 15K - LKR 30K
Duration10-15 years
🏖️
Retired Individual
Focused on capital preservation and steady income
Risk Levellow
Income RangeLKR 10K - LKR 20K
Duration5-10 years