Risk Profile

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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.

Fill Risk Form

     

     

Q1. Age Group

Q2. Marital Status

Q3. Occupation

Q4. Primary Source of Income

Q5. Secondary Source of Income

Q6. Investment Goal

Q7. Preferred Investment Type

Q8. Gross Annual Income

Q9. Current Investment Amount

Q10. How many dependents do you financially support?

Q11. Investment Experience

Q12. Experience with investment in past

Q13. Experience in market product

Q14. Size of emergency fund

Q15. Preference W.R.T securities with low risk, low return over high risk, high return?

Q16. Market is not performing well do you prefer to buy risky investments and sell less risky investments?

Q17. Risk Tolerance

Q18. What percentage of monthly income is allocated to pay off debt [all EMIs]

Q19. How to you long want to stay invested into Pointed investment?

Q20. How secure is your current and future income from sources?

Q21. How familiar are you with your investment matters?

Q22. How would you 'honestly' describe yourself as a risk -taker?

Q23. How would you describe your overall income status ?

Score

0

Category

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



Suitability of risk profile

1.Profile is suitable for moderate/medium risk product if risk profile score is between 40-78 Points.

2.Profile is suitable for High risk product if risk profile score is 79 points or above.

3.Profile is not suitable for any service if score is below and equal 39.


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 Capital Heed Financial Research and I agree to take the service.


S/No Low Risk Products Medium Risk Products High Risk Products
1 NA Stock Cash Tips Equity Combo Tips
2 NA Option Call & Put Tips Premium Commodity Tips
3 NA BTST Cash Tips Money Value Pack
4 NA Stock Future Tips Index Option Tips
5 NA Positional Cash Tips F&O Combo
6 NA Nifty tips Premium Future
7 NA Metal Tis Premium Reports
8 NA IPO Ananlysis Energy Tips
9 NA Inventory Pack
10 NA Agri Tips
11 NA Customize Equity
12 NA BTST/STBT Future Tips
13 NA Premium Option
14 NA Bullion Tips
15 NA Bullion Metal Tips
16 NA PCP Pack
17 NA Forex Tips
18 NA Customize Commodity

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.capitalheed.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. Capital Heed 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 Capital Heed Financial Research. If you are at all unsure as to the suitability of the service offered by Capital Heed 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.



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*Please ensure you carefully read the Risk Disclosure Document as prescribed by SEBI*

Attention Investors !

Risk Disclosures:-
1. Investments in securities,equity derivatives, commodity derivatives and forex are subject to market risks, which includes price fluctuation risk. There is no assurance or guarantee that the objectives of any of the products mentioned in this document or on this site will be achieved.
2. As a business, we offer stock, commodity and forex market recommendations based on technical research ONLY to our subscribers i.e. "stock cash tips,commodity tips,option tips" etc. We have not authorised any organisation or firm to represent us and offer stock recommendations on our behalf.
3. As a business, we DO NOT offer or involved in any direct or indirect execution services. Our services are limited to providing research based trading signals.

Disclaimer: Investment / trading in stock and commodity markets are subject to market risk. KINDLY NOTE CAPITAL HEED FINANCIAL RESEARCH DO NOT PROVIDE ANY PROFIT SHARING SERVICES, GUARANTEED SERVICE AND SERVICES WHICH ARE NOT MENTIONED IN OUR WEBSITE, IF ANY PERSON TRY TO SELL SUCH TYPE OF PRODUCT KINDLY CALL ON +91-928-5501181
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