Risk Profiling

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.

  • Step 1
  • Step 2
  • Step 3
  • Finish

Investment Objective:

Step 2 - 4

Investment Purpose:

Step 3 - 4

Finish:

Step 4 - 4



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