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Risk profiling of the client

Risk profiling of the client

1) All details of Risk Profiling form should be completely filled by client including client's name & number.
2) Clients have to compulsorily answer all the questions.
3) Clients have to upload there signature in JPEG , JPE with in 1mb
Note :In case of any doubt, you can coordinate with your executive.

Male   Female
 Stock Cash   Stock Cash PDP   BTST Cash   HNI Cash    Stock Future    Stock Future PDP    BTST Fut    Royal Future    Nifty Future    Options    Options PDP    BTST Options    Bullions    Metals    Agri    Bullion & Metals    Bullion    Metals & Agri    Golden Sauda  
Category Weight Allotted Choose Ans.
Under 35 1
36-45 2
46-55 1.5
55-60 0.5
60+ 0
Married Unmarried

Investment objective including time duration.

Category Weight Allotted Choose Ans.
To grow aggressively 1.5
To grow significantly 1
To grow moderately 0.5
To grow with caution 0
Category Weight Allotted Choose Ans.
0-6 Months 1.5
7-12 Months 1
13-24 Months 0.5
>24 Months 0
Category Weight Allotted Choose Ans.
< 1 lacs 0
1-2 lacs 0.5
2-5 lacs 1
>5 lacs 1.5
Category Weight Allotted Choose Ans.
Short term Positional 0.5
Long term Positional 0
Intraday 1

* Occupation and Income details

Private sector service Public sector
Government sector Business
Professional Agriculturist
Retired Housewife
Student Others
Category Weight Allotted Choose Ans.
Below 1 lac 0
1-5 lac 0.5
5-10 lacs 1
10-25 lacs 1.5
>25 lacs 2
A. Primary Source B. Secondary Source
Salary Royalties
Business Rental
Dividend
:Others Specify

* Existing Investment and Assets

Category Weight Allotted Choose Ans.
< 1 lacs 0
1-2 lacs 0.5
2-5 lacs 1
>5 lacs 1.5
Category Weight Allotted Choose Ans.
Less than 25% 0
26% - 50% 0.5
51% - 75% 1
76% - 100% 1.5

* Risk appetite and tolerance

Category Weight Allotted Choose Ans.
High 2
Medium 1
Low 0
Category Weight Allotted Choose Ans.
High 2
Medium 1
Low 0
Category Weight Allotted Choose Ans.
I don't mind if I lose money 1.5
I can tolerate some losses 1
I'd have a hard time tolerating any losses 0.5
I need to see at least some return 0
Category Weight Allotted Choose Ans.
Do not have 0
< 1 month income 0.5
1-3 months income 1
3-6 months income 1.5
> 6 months income 2

* Liability and borrowing details

Category Weight Allotted Choose Ans.
None 2
1-3 1
4+ 0.5
Child marriage
Child education
Other
Category Weight Allotted Choose Ans.
None 2
0% -20% 1.5
20% - 35% 1
35% - 50% 0.5
> 50% 0

* Past experience

Category Weight Allotted Choose Ans.
< 3 years 2
3-5 years 1
>5 years 0
Stock
Commodity
Derivatives Stocks
Forex
All
Category Weight Allotted Choose Ans.
Very Good 2
Good 1.5
Moderate 1
Bad 0.5
Very Bad 0

 

Offline Risk Profile Form

Services

Profesor Name
Nifty Future

Nifty Futures Tips is one of our Premium Product.

Profesor Name
Bullion Metals Agri

Bullion Metal Agri pack is exclusively designed for those trader

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