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Risk Assessment Questionnaire

The objective of this questionnaire is to comprehensively assess your financial situation, investment goals, and risk tolerance. By gathering detailed information across key areas, we aim to ensure that any investment recommendations provided are suitable, compliant with regulatory guidelines, and aligned with your unique needs and preferences. Your responses will enable us to deliver transparent, objective, and personalized financial advice that supports your long-term financial well-being.

Occupation
Number of years until retirement
How secure is your current employment
You have to financially support
Your current family annual savings
Most important investment objective

Registration granted by SEBI, membership of BSE Administration and Supervision Limited (BASL) and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the Investment Adviser or provide any assurance of returns to investors. Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

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