Risk Based Classification Of The Services
Product Term/Risk Classification
Stock Cash/Medium
Base Metal/High
MCX /High
Nifty/Bank Nifty / High
Stock Future Premium / High
Ncdex Premium / High
Inventory Calls / High
HNI /High
Circuit Plan (Stock Cash)/Medium
Stock Option Platinum / High
Stock Future/High
PreciousMetal / High
NCDEX / High
Nifty Option / High
Stock Option Premium / High
Energy Premium / High
Stock Future BTST /STBT / High
Nifty Star / High
Stock Cash Platinum / Medium
Star India Pariwar Premium / High
Option Call-Put/High
Energy / High
Forex / High
Stock Cash Premium / Medium
Bullion Premium / High
Star India Pariwar / High
Stock Cash BTST / Medium
Platinum Tips (Combo Pack) / High
tock Future Platinum / High
The Above Classification Of Products Is Done Based On Following Segment: Segment/Risk*
Cash/Medium
F&O/High
Commodity/High
Forex/High
Risk Assessment Form
Would You Invest Where A Small Return Is Earned Associated With Small Risk Instead Of A High Return Associated With High Risk?/Direct Questions To Ascertain Risk Appetite*
Strongly Prefer/0
Prefer/0
Indiffernt/20
Prefer/0
Do Not Prefer/30
When Market Is Not Performing Well Would You Like To Invest In More Risky Investment Instead Of Less Risky Investment To Earn High Return?/Direct Questions To Ascertain Risk Appetite*
Strongly Prefer/0
Prefer/0
Indiffernt/20
Prefer/0
Do Not Prefer/30
High Risk Is Associated With High Return, Medium Risk Is Associated With Medium Returns And Low Risk Is Associated With Low Returns? What Risk You Can Bear (Not Prefer)?/ Direct Questions To Ascertain Risk Appetite*
Strongly Prefer/0
Prefer/0
Indiffernt/20
Prefer/0
Do Not Prefer/30
What Is The Duration Of Investment You Are Looking Forward To Keep Invested?
Long Term Positional More Than 1 Year/10
Intraday/20
Short Term Positional (From 1 Months To 6 Months)/10
In Which Of The Following Market Segments Have You Traded Previously?/ For Selection Of Product
Commodity
Stock
Derivatives Stocks
Forex
All
In Which Of The Following Market Segments Have You Traded Previously?/ For Selection Of Product
Extensive Experience
Moderate Experience
Very Less Experience
No Experience
What Is Your Experience With Commodity Investments?/For Selection Of Product
Extensive Experience
Moderate Experience
Very Less Experience
No Experience
What Is Your Experience With Forex Investments?/For Selection Of Product
Extensive Experience
Moderate Experience
Very Less Experience
No Experience
What Is Your Age Group?/Weight Allotted
Under 35/40
Under 45/30
46-55/20
55-60/10
60+/0
Investment Goal
Capital Appreciation/0
Regular Income/40
Capital Appreciation And Regular Income/20
What Is The Size Of Your Emergency Fund ?
do not have /0
less 1 month income/0
1-3 months income/10
3-6 months income/20
6 months income/30
What is your experience with investments in past ?
do not have /0
less 1 month income/0
1-3 months income/10
3-6 months income/20
6 months income/30
What Percentage Of Monthly Income Is Allocated To Pay Off Debt (All EMIs)?
none /40
between 0%-20% /30
between 20%-35%/20
between 35%50% /10
between 35%50% /10
50%/0
Are You Any Of The Following, Or Are Directly Or Indirectly Related To And Of The Following
civil servant
politician
current or former head of state
bureaucrat (tax authorities, foreign services, IAS etc)
connected to media
connected to any company/promoter group/group of companies listed on any stock exchange
none
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