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Risk Profile

Dear Trader/Investor,

Please note that the questionnaire is only suitable for customers those who are agree to take some investment risk. It is not suitable for customers who do not want to take any risk whatsoever.

Please select the option that best describes how you feel about each question. If no option is exactly right for you, choose the one that is closest.


NOTE :- All fields are mandatory.

Your Name :-

Contact Number :-

Email Id :-

PAN No :-

Dath Of Birth :-

GSTIN Number :-

Gender :-

1. What is your age group?

Under 30
31-50
51-60

2. What is your marital status ?

Married
Unmarried

3. Risk attitude towards trading/investment?

Aggressively
Moderately
Defensive

4.Investment Amount for Trading/Investment?

<50000
51000-100000
>100000

5. Preferred Trading/Investment type

Short term Positional
Intraday

6. Occupation (please select the appropriate)

Private sector service
Public sector
Business
Professional
Other

7. Gross Annual Income details

2-5 lacs
5-10 lacs
10-25 lac Or Above

8.Primary Sources of Income

Salary
Business

9. Secondary Sources of Income

Royalties
Rental
Dividend
Others

10. Market Value of portfolio held?

<1 lacs
1-3 lacs
3-5 lacs OR Above

11 What percentage of total net worth you are investing in this Trading/Investment program?

25% - 50%
51% - 75%
76% - 100%

12. What degree of risk have you taken with your past investment decisions?

High
Medium

13. What degree of risk do you wish to take with your future financial decisions?

High
Medium

14. Which of these statements would best describe your attitudes towards performance of this investment?

I don't mind if I lose money
I can tolerate a some loss
I need to see at least some return

15. What is the size of your emergency fund?

1-3 months income
3-6 months income
> 6 months income

16. How many dependents do you financially support?

None
Between 1-3
4+

17. Which of these is your liability in future?

Child marriage
Child education
Any other please
None

18. What percentage of monthly income is allocated to pay off debt [all EMIs]?

None
Between 5% -25%
>26%

19. Investment Experience

< 3 years
3-5 years
>5 years

20. Experience in market products

Commodity / Stocks
Stock And Derivatives And Forex
Stocks, Commodity, Derivatives And Forex

21. What is your experience with market products in past?

Good
Moderate
Bad

Your Total Score :-

Note : Clients with Long term Investment goal as investment objectives are not accepted at Tradecure Financial Research.



Suitability of risk profile

1.Profile is suitable for moderate/medium risk product if risk profile score is between 30-42 Points.

2.Profile is suitable for High risk product if risk profile score is 43 points or above.

3.Profile is not suitable for any service if score is below and equal 29.


Client Declaration

I hereby declare that the details furnished above are true and correct to the best of my knowledge and belief and I undertake to inform you of any changes therein, immediately. In case any of the above information is found to be false or untrue or misleading or misrepresenting, I am aware that I will be held liable for it. I have read all the terms and conditions and risk discloser of Tradecure Financial Research and I agree to take the service.


S/No Low Risk Products Medium Risk Products High Risk Products
1 NA Stock Future Premium Advice
2 NA Cash Plus HNI Equity
3 NA Future Plus HNI Commodity
4 NA Stock Cash Bullion Pack
5 NA Option Call &Put Bullion Metal Pack
6 NA Nifty Future Fortune Future
7 NA Base Metal Pack Fortune Cash
8 NA Forex Prime
9 NA Positional Advice Pack

RISK DISCLOSURE

PLEASE READ THE BELOW BEFORE SUBSCRIBE ANY SERVICE WITH US. Investments in Securities and commodities are subject to market and other risks and there is no assurance or guarantee that the objectives of any Services will be achieved. Traders/Investors in the services are not being offered any guaranteed/assured returns. Past performance[s] of these types of investments does not guarantee any future results. We do not have any refund & cancellation policy. All sales are final. Before subscriptions ensure that our products and services will meet your needs without the need to purchase, there will be absolutely no refund & cancellations. We do not offer refunds on subscriptions that have already been taken. By registering for service on website www.tradecure.com you have accepted all the terms and conditions. Prior to trading securities and commodities you must be aware of the risks involved. The high degree of leverage associated with these types of investments means that the degree of risk compared to other financial products is higher. Leverage (or margin trading) may work against you resulting in substantial loss. Tradecure Financial Research accepts no liability for any loss, tax, commission, brokerage you may be required to pay on any profits/loss made during the service tenure with us. Trading on Margin involves a high level of risk and is not suitable for all investors. The high degree of leverage can work against you as well as for you and the speeds which profits and losses can occur, means that clients should monitor positions closely it is the clients sole responsibility to monitor open trades. Before trading, you should carefully consider your investment objectives, level of financial experience, risk appetite and suitability of service offered by Tradecure Financial Research. If you are at all unsure as to the suitability of the service offered by Tradecure Financial Research. Please seek other/independent financial adviser. Only surplus funds should be placed at risk and anyone who does not have such funds should not participate in trading securities and commodities.


Quick payment
Kindly Note: Investment in securities and commodity market is subject to market risk, we do not offer any profit/loss sharing service, guaranteed profit service or services which are not mentioned in our website. We do not accept advisory fee in any other personal bank account. कृपया ध्यान दें: प्रतिभूतियों और कमोडिटी बाजार में निवेश बाजार जोखिम के अधीन है। हम किसी भी लाभ / हानि साझा करने की सेवा, गारंटीकृत लाभ सेवा या सेवाओं की पेशकश नहीं करते हैं, जिनका उल्लेख हमारी वेबसाइट में नहीं किया गया है। हम किसी अन्य व्यक्तिगत बैंक खाते में सलाहकार शुल्क स्वीकार नहीं करते हैं।
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