SEBI Registration No.INA000011149. Investment in Equity and Commodity market are subject to market risk. Trade only on Calls received through SMS with proper Target and Stop Loss. Telephonic Trading Tips should be ignored. For contact & support write us on info@nestra.co.in

RISK TOLERANCE QUESTIONNAIRE

PARTICULARS OF CLIENT



Risk Based Classification Of The Services

Product Term/Risk Classification:



The above classification of products is done based on following: Segment/Risk

RISK ASSESSMENT FORM


1. Would you invest, where a medium return is earned associated with medium risk, instead of a high return associated with high risk?/Direct questions to ascertain risk appetite.

2. When market is not performing well, would you like to invest in more risky investment, instead of less risky investment to earn high return?/Direct questions to ascertain risk appetite.

3. High risk is associated with high returns, medium risk is associated with medium returns and low risk is associated with low returns. What risk you can bear?/Direct questions to ascertain risk appetite.

4. What is the duration of investment you are looking forward to keep invested?

5. In which of the following market segments have you traded previously? (For selection of product):

6. What is your experience with equity investments? (For selection of product):

7. What is your experience with commodity investments? (For selection of product):

8. What is your experience with forex investments? (For selection of product):


9. What is your age group? (weightage allotted):

10. Investment goal:

11. Proposed investment amount:

12. Gross Annual Income Details:

13. Sources of income:

14. Market Value of portfolio held:

15. Investment experience:

16. Number of dependents you financially support:

17. Size of your emergency fund:

18. The percentage of monthly income allocated to pay off debt including EMI's:

19. With reference to above questionnaire clients profile is considered as:

20. Occupation:

21. Are you any of the following, or are directly or indirectly related to any of the following?

Date :

DISCLAIMER :

The information received by a subscriber 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. It is possible that Investment Models, Inc, (hereinafter referred as Nestra Capital Investment Adviser, may have a position in stocks or funds discussed within this site or in correspondence sent to clients. All information provided or contained in this Web site is the property of Nestra Capital Investment Adviser, and should not be reproduced, copied, redistributed, transferred, or sold without the prior written consent of Nestra Capital Investment Adviser all rights reserved.

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