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Risk Form


Risk Analysis Form

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Declaration

Disclaimer & Terms






















































Above Mentioned Services fall into the risk category choosen by you. If you agree to the above then click Yes.If you do not agree please click NO.

Yes     No


Risk involved with the above mentioned services will be the responsibilty of the applicant him self.

(III)Note:-

If you are willing to get telephonic support instead of SMS of our services then all the responsibility of loss or profit whether big or small, through holding or in intraday market, would only be yours and not of the company or any person associated with the company.

If you agree to the above then click "YES".If you do not agree please click "NO".

Yes      No


Investment risk profile

In setting up an investment portfolio suitable for you, your financial adviser will ask you a series of questions about your financial and lifestyle goals. Using this information, plus details of your current assets, liabilities and income, your adviser can determine what level of risk or exposure you are prepared to tolerate in relation to fluctuations in the marketplace - and the level that makes sense for your stage in life. From this, an appropriate mix of assets can be allocated to your investment portfolio.

Your Total Score Your Investment Profile
High Risk Investors(More than 231) Your Investment portfolio should have bias toward capital growth and you have little need for income. You are prepared to accept a higher degree of volatility and risk. Your primary concern is to accumulate assets over medium to long term.
Medium Risk Investor(131-230) Your investment portfolio should have focus on capital growth with some need for income. You are ready to take calculated risk to achieve better returns
Low Risk Investor(61-130) Your investment portfolio should have focus on capital growth with some need for income. You are ready to take calculated risk to achieve better returns

The questionnaire returns a score on the basis of which you fall in either of the category mentioned above. This assessment is made solely on the basis of your financial situation and the answers selected by you.
As your advisor, I and you confirm that we have worked together to determine your risk profile and the investment options that are best suited for your investment style.