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Equity Cash Segment
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Number of complaints
Number of complaints
At the beginning of the month
Received during the month
8
2
0
Pending at the end of the month
Reasons for pendency
2
No Proper response from Customers after raising complaint
Home
Our Services
Equity Cash Segment
Index Option
Index Option Premium
Index Option Royal
Platinum Option Service
Share Advisor Premium
Contact
Welcome to your Risk Profile
Full Name
Email
Phone
Pan Number
Date of Birth
Date of Birth and Pan Number
1. What is your age group?*
Under 35
36-55
56-65
Above 65
2. What is Your Investment Amount?
Less than 2 lacs
2-5 lacs
5-10 lacs
Above 10 lacs
3. Investment Goal ?*
Capital Appreciation
Regular Income
Capital Appreciation and Regular Income
4. What is Your Preferred Investment Type?
Short Term Positional
Long term Positional
Intraday
5. What is your preferred segment?
Equity
Option
Future
All
6. How long have you been Investing?
0-1 yr
2-3 yrs
Above 3 yrs
7. What is your annual Income?
2-4 lac
5-7 lac
Above 7 Lac
8. Size of your Emergency Fund?
Don’t Have
1-3 Month Income
3-6 Month Income
06-12 Month Income
9. Source of Income ?
Salary
House Rent Income
Other Income
Business & Profession
10. Risk Tolerance Ratio ?
High
Medium
Low
11. What is your preference low risk, low return or high risk, high return?
Low Risk, Low Return.
High Risk, High Return.
12. When market is not performing well do you prefer to buy risky investments and sell less risky investments ?
Strongly Prefer
Prefer
Do not prefer
Strongly do not prefer
13. Percentage of Monthly Income is allocated to pay off debt [all EMIs]?
None
Between 0%-20%
Between 20%-50%
Greater than 50%
14. What would you do if there is a drop of in value in one of your investments?
Book your loss and invest in fixed deposits or bonds.
Hold on till the share comes back to your cost price and sell It
Do not bother because you had done enough research on the company
Average your cost by investing another same amount at a lower price
15. How secure is your current and future income from sources?
Not Secure
Somewhat Secure
Fairly Secure
Very Secure
Time is Up!
Time's up
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