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SEBI Registration No:- INA000008765

Process of client risk profiling and proposed KYC Procedure

Clients will be classified as low risk appetite, medium risk appetite and high risk appetite based on the score obtained by answering the following questionnaire. Once, the score is obtained client will be offered services which suits his/her risk appetite. The classification of the services is also mentioned below.

Questionnaire for risk profiling of the client

Male
Female
Under 35
Under 45
46-55
56-60
60+
Capital Appreciation
Regular Income
Capital Appreciation and Regular Income
1 lacs
1-2 lacs
2-5 lacs
5 lacs
Below Rs 1 Lac
1-5 Lac
5-10 Lac
10-25 Lac
25 Lacs
Salary
Business
Royalties
Rental
Dividend
Other Speicify
1 Lacs
1-2 Lacs
2-5 Lacs
5 Lacs
3 Years
3-5 Years
> 5 Years




































































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