Risk

AML Risk Assessment

Systematic institutional AML risk assessment aligned with FATF methodology

Overview

A risk-based approach to AML/CFT begins with a thorough institutional risk assessment. Estabizz conducts structured AML risk assessments using FATF methodology and RBI/SEBI guidance, identifying your entity's inherent risks, evaluating existing controls, and producing a residual risk rating with a prioritised remediation roadmap.

What We Offer

Inherent risk assessment: customers, products, geographies, delivery channels
Control effectiveness assessment against PMLA and sector directions
Residual risk rating and heat-map
Transaction monitoring threshold calibration
High-risk customer segment identification and EDD trigger mapping
Remediation roadmap with risk-prioritised action plan
AML risk assessment report suitable for Board and regulator review

How It Works

1

Data Collection

Gather information on customer base, transaction volumes, geographies, products and existing controls.

2

Inherent Risk Scoring

Score each risk dimension (customer, product, geography, channel) using a structured risk matrix.

3

Control Assessment

Evaluate the effectiveness of existing KYC, transaction monitoring, screening and reporting controls.

4

Residual Risk & Report

Calculate residual risk ratings, produce the heat-map and draft the Board-level risk assessment report.

Documents Required

  • Customer base segmentation data (categories, volumes, geographies)
  • Product and service catalogue
  • Existing KYC/AML policy and CDD procedures
  • Transaction volume statistics (anonymised)
  • Previous audit or regulatory inspection reports (if any)

Frequently Asked Questions

How frequently should an AML risk assessment be conducted?+

Annually as a minimum, and whenever there is a material change — new product launch, entry into a new geography, significant change in customer mix, or a regulatory inspection finding.

Is an AML risk assessment the same as an AML audit?+

No. A risk assessment identifies and rates AML/CFT risks. An AML audit tests whether existing controls are operating effectively. Both are required; the risk assessment informs the audit scope.

What is the output of the risk assessment?+

A written risk assessment report with an inherent risk matrix, control rating, residual risk heat-map and a time-bound action plan — suitable for Board approval and regulator review.

AML Risk Assessment — Start Today

Systematic institutional AML risk assessment aligned with FATF methodology

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