This Investor Suitability Assessment guides you in choosing the services that suit your investment objectives, risk tolerance, financial profile and investment experience. The information that is provided forms the basis of our recommendation. It is important to provide accurate and complete information to ensure that suitable services are recommended according to investment needs and objectives.
As per the SEBI Guidelines, Investment Adviser shall ensure that-
It has a reasonable basis for believing that a recommendation or transaction entered into:
Based on risk involved in Stock Market, financial profile and investment experience, clients can be categorized into following categories
Types of risks and services covered under them
|Moderate Risk||High Risk|
|Cash Basic only.||Except Cash Basic service, our all other services falls in high risk segment.|