This Investor Suitability Assessment guides you in choosing the services that suit your investment objectives, risk tolerance, financial profile and investment experience. The information that is provided forms the basis of our recommendation. It is important to provide accurate and complete information to ensure that suitable services are recommended according to investment needs and objectives.
As per the SEBI Guidelines, Investment Adviser shall ensure that :-
It has a reasonable basis for believing that a recommendation or transaction entered into:
Based on risk involved in Stock Market, financial profile and investment experience, clients can be categorized into following categories
Sr. No | Moderate Risk | High Risk | Low Risk |
---|---|---|---|
1 | CW- Cash Accurate | CW- Future Accurate | CW - Cash Positional |
2 | CW- Super Trend Cash | CW- Option Accurate | |
3 | CW- Index Future / Option Accurate | ||
4 | CW-MCX Accurate | ||
5 | CW- Super Trend Future | ||
6 | CW- Super Trend Option | ||
7 | CW-MCX Super Trend |