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Suitability Assessment

As per the SEBI Investment Advisor Regulation 2013, the IA shall have a reasonable basis for believing that a recommendation or transaction entered into:


  • Meets the client’s investment objectives
  • Is such that the client is able to bear any related investment risks consistent with its investment objectives and risk tolerance
  • Is such that the client has the necessary experience and knowledge to understand the risks involved in the transaction
  • After analyzing your risk profile, the services that are offered to you meets up all the above mentioned criteria and concludes the following:


  • You understand the risk involved in Stock market trading
  • The service/services offered to you is/are only after scrutinizing the risk profile and observing all the requirements which you have while making investment in stock market
  • You have willingly made the payment for the service/services keeping in check your financial standing and assessing the capacity to absorb losses, whenever incurred.
  • We request you to kindly comprehend the above mentioned suitability assessment and provide us your answer in affirmation or disagreement, as the case may be.