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Pursuant to SEBI guideline, (Investment Advisor) Regulations 2013 we have formed policies for risk profiling and suitability assessment as required under regulation 16 and 17 of the said act. Following which Investment adviser shall ensure that-
Our risk profile comprehensive form comprises of such questions which helps client & us to determine the said objectives. This Investor Suitability assessment guides you in choosing services according to your investment objectives, risk tolerance, financial profile and investment experience. The information provided helps us to assess your needs in a defined manner. It is important to provide accurate and complete information to ensure that appropriate services are recommended according to investment needs and objectives.
To ensure that the advice given to you is suitable for you we shall ensure that all investments on which investment advice is provided is appropriate to your risk profile categorizing as low risk appetite, medium risk appetite and high risk appetite investor. A similar classification will be done for services after considering the risk and reward of the services offered and various SEBI guidelines in this regards. Client with Medium risk appetite is recommended to subscribe Medium risk services only and client with high risk appetite is recommended to subscribe either medium or high risk services. We do not offer low risk services.
Depending on the risk involved in stock market, financial profile and investment experience, clients can be classified into the following categories.
The maximum total score of the risk profile questionnaire is 750. Basis upon the scores we classify clients as –
As per the SEBI Guidelines, Investment Adviser shall ensure that-