SEBI has recently shared a circular (Circular No.: SEBI/HO/IMD/DF1/CIR/P/2019/169)
As per SEBI (Investment Advisers) Regulations, 2013, investment advice can be given after completing risk profiling of the client and ensuring suitability of the product.
Risk Profiling combines two key areas :
1) Estimating financial risk-taking capacity and
2) Understanding the (psychological) risk tolerance level of an individual.
We have compiled few questions that will help you evaluate yourself on both these parameters. Also , based on your risk profile, our NISM Qualified team member will recommend product/ services best suited for you.