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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

PART A= ASSESSMENT OF ABILITY OF CLIENT

Under 30 (5)
30-40 (4)
41-50 (3)
51-60 (2)
60 or over (1)
Single (5)
Married (3)
Widowed (1)








None (0)
Salary (3)
Business/Profession (5)
Under Rs. 2,00,000.00 (1)
Between Rs. 2,00,000.00 and Rs.5,00,000.00 (2)
Between Rs. 5,00,000.00 and Rs.10,00,000.00 (4)
> Over Rs. 10,00,000.00 (5)









Under Rs. 2,00,000.00 (1)
Between Rs. 2,00,000.00 and Rs.5,00,000.00 (2)
Between Rs. 5,00,000.00 and Rs. 10,00,000.00 (4)
Over Rs. 10,00,000.00 (5)





















































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