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RISK PROFILE MANAGEMENT

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Dear Trader/Investor

The risk profiling questionnaire is meant to measure the risk tolerance as well as time horizon in investing. The questionnaire is designed to show which type of investment approach may suit you best. Each answer would be given a point. The total score would suggest the appropriate risk profiling and risk assessment and suitability of service for you. Investment involves risk. The price of securities may go down as well as up, and under certain circumstances an investor may sustain a total or substantial loss of investment. Past performance is not necessarily indicative of the future or likely performance of the fund. Investors should read the relevant information document/ statement of additional information and do your own further research before making your investment decisions. An Investor should make an appraisal of the risks involved in investing in these products and should consult their own independent and professional advisors, to ensure that any decision made is suitable with regards to their circumstances and financial position. Our advice: There are not any right or wrong answers, please follow your instincts and answer the questions. Please answer the following questions by selecting only one response to each question.

IMPORTANT : Before making any investment decisions, it important to understand your attitude towards risk. This helps identify an appropriate mix of investments that you are comfortable with. Ideal Stock Investment Advisers Risk Profiling Tool will help you understand your ability to bear risk and identify the asset classes to match your investment needs.

NOTE: - All Fields are Mandatory

  • FORM FOR INDIVIDUAL

    RISK ASSESSMENT FORM



    ANALYSIS : In setting up an investment portfolio suitable for you, your financial adviser will ask you a series of questions about your financial and lifestyle goals. Using this information, plus details of your current assets, liabilities and income, your adviser can determine what level of risk or exposure you are prepared to tolerate in relation to fluctuations in the marketplace and the level that makes sense for your stage in life. From this, an appropriate mix of assets can be allocated to your investment portfolio.


    Indicative Investor Profile Score Description
    Very High Or Aggressive Investors 41&Above That Investor who are taking the high risk for greater return or the investor wants to take the regular income.
    Moderate High Investors 31 - 41 That Investor or traders who are investing for capital appreciation or regular income with protecting the investment already accumulated by investor.
    Moderate Investor 16-30 That investor who are investing in the market for capital growth as well as protecting the wealth already accumulated by investor.
    Low Investor Below 15 An investor who has low ability to accept risk. To achieve better returns, not willing/ able to invest a portion in equity funds or stocks for capital gains.

    Suitability Product according to client’s Risk Appetite

    Investor Profile Suitability Product
    Aggressive Investors Mega Derivative, MCX BTST, Future BTST, Cash BTST, Bullion HNI, Future HNI, Option HNI, Cash HNI
    Moderate High Investors Ideal Bullion, Option Ideal, Future Ideal, Base Metal & Energy, Bullion Tips, Index Future, Index Option, Stock Future, Stock Option
    Moderate Investor Stock Cash, Cash Ideal, Agri
    Low Investor No Service

    Risks Associated with Investing

    There are various risks associated with all investments. These include, but are not limited to: Investment and inflation risk, volatility and liquidity risk, concentration risk, foreign exchange risk and legislative risk.

    Investment and Inflation Risk

    Investment risk is about possibility of losing money as per the market situation. And the inflation risk is losing purchasing power of money. Inflation is an important consideration for all investors. If the after tax return on your investments is less than the rate of inflation, then the buying power of your money will decline with the passing of time.

    Volatility and Liquidity Risk

    Movements in the market mean that the price and therefore effective value of your investment can go down as well as up, sometimes suddenly (volatility). Volatility becomes a problem if you do not have the timeframe to withstand the rough patches when the price of your investment has gone down and has not moved back up. If you have some bonds that you would like to sell for immediate requirement but there is no buyer or fewer buyers than sellers – you may have to sell your bonds at discount.

    Concentration Risk

    When you invest in single company (I know a person who invested all his long term savings in Satyam), single fund or single asset management company you are actually taking a huge risk.

    Foreign Exchange Risk

    Foreign exchange risk refers to the probability of a loss in your investment capital occurring from an adverse movement in foreign exchange rates.

    Legislative or Legal Risk

    Your investment strategy could be affected by changes in the current laws and regulations.

    Other Risk

    Your investment may also be exposed to such other risk that we may highlight/update from time to time in our website.


    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.idealstock.in 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. Ideal Stock Investment Advisers 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 client’s 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 Ideal Stock Investment Advisers. If you are at all unsure as to the suitability of the service offered by Ideal Stock Investment Advisers. 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.

    DISCLAIMER

    The information received by subscribers is for their personal use. Investing involves a great deal of risk, including the loss of all or a portion of your investment, as well as emotional distress. Nothing contained herein should be construed as a warranty and guarantee of investment results. All risks, losses and costs associated with investing, including total loss of principal, are your responsibility. All information provided or contained in this Web site is the property of Ideal Stock, and should not be reproduced, copied, redistributed, transferred, or sold without the prior written consent of Ideal Stock. All rights reserved. By filling out this form you are agreeing the comply with and be bound by the following terms and conditions of use along with the terms and conditions posted on the website, which together with our privacy policy govern our relationship with you in relation to the website. By signing the form above, you agree to provide us your valid mobile number. Also by providing your mobile number, you provide us the consent to call you on the number provided by you and send SMS on your mobile number. You provide your consent for us to use your mobile numbers even if it is registered on the National 'Do Not Disturb' registry. Low risk appetite client will be not be offered services at our organization, medium risk appetite client will be given cash, equity related tips, only high risk appetite client will be given other products.

    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 may be held liable for it..