Risk profiling of the client
Please note that the questionnaire is only suitable for customers that are comfortable with taking on some form of investment risk. It is not suitable for customers that do not want to take on any risk whatsoever. Clients are classified under three categories low risk, medium risk and high risk clients with respective scores 07-12, 13-18,19-27 and accordingly product is recommended to them. Investors are categorized on the basis of this questionnaire and weights allotted
Instructions for Completion of Risk Profiling Form:
- All details of Risk Profiling form should be completely filled by client including client's name & number.
- Clients have to compulsorily answer all the questions.
- Clients have to upload there signature in JPEG , JPE with in 1mb
Note :In case of any doubt, you can coordinate with your executive.
Please choose the option that best describe how you feel about each question. If no option is exactly right for you, choose the one that is closest.