Risk Profiling

All proposed members/users who want to start stock tips services with us are requested to fill up the Risk Profiling Form before going to start the business relationship with us: as it needs to be submitted to know say for examples the below types of details ( not limited to) of the proposed members/users of our services.

1) Profile
2) Risk Appetite
3) Occupation details
4) Past Investment/Trading History
5) Experience in the Stock Market
6) Type of Investment/Trading preferred
7) Size of Present Corpus invested in the market
8) Nature (Sources) of Incomes
9) Investment/Trading Goal

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1
IDENTITY DETAILS
Name of the Applicant
Date of Birth
Age
Mobile No.
Address
QUESTIONS DETAILS
1) What is your Age Group?
2) What is your Occupation ? (please select the appropriate)
3) What is your Current Investment Amount ?
4) What is your Preferred Investment type ?
5) What is your Gross Annual Income ?
6) What is your experience with equity investments ?
7) What is your experience with commodity investments?
8) What is your experience with Forex investments?
9) What is your experience with Derivatives Stock investments?
10) What is your experience with investments in past?
11) What is your Primary Sources of Income?
12) What is your Secondary Sources of Income?
13) What is your investment goal ?
14) What is your current Market Value of portfolio ?
15) What is your Investment Experience?
16) What is the size of your emergency fund?
17) What is your preference W.R.T securities with low risk, low return over high risk, high return?
18) When market is not performing well do you prefer to buy risky investments and sell less risky investments?
19) What is your Risk Tolerance Ratio ?
20) What percentage of monthly income is allocated to pay off debt [all EMIs] ?

Note : Clients with Long term Investment goal as investment objectives are not accepted at Green Stock Advisory

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DECLARATION
Agreement
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