स्टॉक मार्केट में निवेश और व्यापार हमेशा बाजार जोखिमों के अधीन है, हमारी संस्था - ट्रेड ज्ञान सोलूशन्स (निवेश सलाहकार) किसी भी तरह की आश्वस्त, गारंटीकृत वापसी लाभ, लाभ साझेदारी सर्विस, और कोई भी ऐसी सर्विस जो कंपनी की वेबसाइट में उल्लेख नहीं हैं, प्रदान नहीं करती है. और ना ही हम किसी के डीमेट अकाउंट की जानकारी मांगते है. अगर कोई भी आपको ऐसी सेवाओं के बारे में बताता है तो हमसे एक बार संपर्क करे - 7771004879. Investment & Trading In Securities Market Is Always Subjected To Market Risks. Trade Gyan Solutions. ( Investment Advisor) Do Not Provide Any Assured/ Guaranteed Return/Profit services, Any Profit Sharing Services, And Services Which Are Not Mention In Company Website, Please Trade Only Company SMS With Proper Stop Loss. We did not ask for Demat details to anyone. Please call us if anyone provides a talk about these services. 7771004879

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INA000008808

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Classification of the Client

Clients are classified only in three categories low risk, medium risk and high risk clients with respective scores 10-15, 16-25, 26 and more and accordingly product is recommended to them.

Investors are categorized on the basis of this questionnaire and weights allotted

Questions Weight Allotted / Answer Score
What is your current age?
18 to 30 years old
2
2
31 to 40 years old
1.5
41 to 50 years old
1
51 to 60 years old
0.5
60+
0
Investment Goal
Capital Appreciation
3
3
Regular Income
1
Capital Appreciation and Regular Income
2
Proposed Investment Amount
Capital Appreciation
3
3
Regular Income
1
Capital Appreciation and Regular Income
2
Preferred Investment type
Short term Positional
0.5
0.5
Long term Positional
0
Intraday
1
Gross Annual Income details:-
Below 2 lac,
0.5
0.5
2-5 lac,
1
5-10 lac,
1.5
10-25 lac,
2
> 25 lac
2.5
Sources of Income
A. Primary Source
-
Salary
Salary
Business
B. Secondary Source
Royalties
Rental
Dividend
Dividend
Others
Market Value of portfolio held
<1 lacs
0.5
0.5
1-2 lacs
1
2-5 lacs
1.5
> 5 lacs
2
Investment Experience
< 1 years
0.5
0.5
1-2 Years
1
2-5 years
1.5
>5 years
2
Experience in Market Products For Selection of Product
Commodity
0.5
0.5
Stock
1
Derivatives Stocks
1.5
Forex
2
All
2.5
How many dependents do you financially support ?
None
2
2
Between 1-3
1
4+
0
What is the size of your emergency fund ?
< 1 month income
0
0
do not have
0
1-3 months income
0.5
3-6 months income
1
> 6 months income
1.5
How long do you wish to saty invested in the market ?
0-6 months
1
1
1-3 years
1.5
>3 years
2
What if due to any happening of an event your investment portfolio falls down, what would be your reaction?
Invest more funds to reduce the loss
2
2
Hold the position as it is
1.5
Sell a portion of your investment
1
Sell all the investments
0.5
How well do you understand investing in the markets?
I am a novice and don’t understand the markets at all
0.5
0.5
I have an amateur interest in investing and have invested earlier on my own and I also understand how the markets fluctuate
1.5
I am an experienced investor and have invested in different markets and understand different market strategies
2
How was your experience with investments in past ?
Very Good
2
2
Good
1.5
Moderate
1
Bad
0.5
Very Bad
0
In order to achieve high returns I am willing to choose high risk investments. Direct Questions to ascertain Risk Appetite
Strongly agree
2
2
Agree
1.5
Neutral
1
Disagree
0.5
Strongly disagree
0
When market is not performing well do you prefer to buy risky investments and sell less risky investments? Direct Questions to ascertain Risk Appetite
Strongly prefer
2
2
Prefer
1.5
Indifferent
1
Do not prefer
0.5
Strongly do not prefer
0
Risk Tolerance Direct Questions to ascertain risk appetite
High
2
2
Medium
1
Low
0
What percentage of monthly income is allocated to pay off debt [all EMIs]?
None
2
2
Between 0% -20%
1.5
Between 20% - 35%
1
Between 35% - 50%
0.5
> 50%
0
Occupation (please select the appropriate)
Private sector service, Public sector
Private sector service, Public sector
-
Government sector, Business
Professional, Agriculturist
Retired, Housewife, Student
Dealer
Others
Are you any of the following, or are directly or indirectly related to any of the following
Civil Servant
Civil Servant
-
Politician
Current or former head of state
Bureaucrat (Tax authorities, Foreign Services, IAS etc)
Current or former MP/MLA/MLC
Connected to Media
Connected to any company/promoter group/ group of companies listed on any stock exchange
Business/Private Job
Total Score

"*Investment Options offered to various categories of investors All the questions which are related to risk profiling have been assigned weight and based on the total score of a client product is recommended using following guideline; however special focus is made on any special requirements discussed with the client. "

Declaration *

    I hereby declare that I have read, understood and personally accomplished this entire Risk Profiling Questionnaire and that the answers I have given are accurate. I understand the risk involved in investing in equities. I will exercise my own independent judgment in subscribing the suitable package/s (if any) as per my Risk Profile Score.

स्टॉक मार्केट में निवेश और व्यापार हमेशा बाजार जोखिमों के अधीन है, हमारी संस्था - ट्रेड ज्ञान सोलूशन्स (निवेश सलाहकार) किसी भी तरह की आश्वस्त, गारंटीकृत वापसी लाभ, लाभ साझेदारी सर्विस, और कोई भी ऐसी सर्विस जो कंपनी की वेबसाइट में उल्लेख नहीं हैं, प्रदान नहीं करती है. और ना ही हम किसी के डीमेट अकाउंट की जानकारी मांगते है. अगर कोई भी आपको ऐसी सेवाओं के बारे में बताता है तो हमसे एक बार संपर्क करे - 7771004879. Investment & Trading In Securities Market Is Always Subjected To Market Risks. Trade Gyan Solutions. ( Investment Advisor) Do Not Provide Any Assured/ Guaranteed Return/Profit services, Any Profit Sharing Services, And Services Which Are Not Mention In Company Website, Please Trade Only Company SMS With Proper Stop Loss. We did not ask for Demat details to anyone. Please call us if anyone provides a talk about these services. 7771004879

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