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Risk Profile and Suitability

Risk Profile & Suitability


Dear Trader,

The risk profiling Interrogatory is mean to measure the risk toleration as well as time horizon in investing. The Interrogatory is designed to show which type of investment entrance may suit you best. Each answer would be given a point. The total score would suggest the suitable risk profiling and risk evaluation and conveniences of service for you.

Investment involves risk. The price of securities may go down as well as up, and under certain situation an investor may sustain a total or substantial loss of investment. Past excecution is not necessarily suggestive of the future or likely excecution of the fund. Investors should read the relevant information document/ statement of additional information and do your own further research before making your investment verdict. An Investor should make an diagnosis 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 convenient with regards to their condition and financial position

Our advice: There are not any right or wrong answers, please follow your intuition and answer of the questions. Please answer of the questions by selecting only one response to each question

IMPORTANT: Before making any investment decisions, it important to understand your attitude near risk. This helps define an appropriate mix of investments that you are cozy with. The Equicom Investment Advisers Risk Profiling Tool will help you understand your ability to bear risk and identify the asset classes to match your investment requirement.















 Under 35
 36-45
 46-55
 56-65
 Above 65


 Bad
 Very Bad
 Moderate
 Very good
 Good


 Regular Income
 Capital Appreciation and Regular Income
 Capital Appreciation


 Intraday
 Short Term Positional
 Long term Positional


 5-10 lacs
 > 10 lacs
 2-5 lacs
 < 2 lacs


 Extensive experience
 Moderate experience
 Very less experience
 No experience


 Extensive experience
 Moderate experience
 Very less experience
 No experience


 Extensive experience
 Moderate experience
 Very less experience


 Extensive experience
 Moderate experience
 Very less experience


 Private Sector
 Public Sector
 Government Service
 Business
 Professional
 Agriculturalist
 Retired
 Housewife
 Student
 Market Dealer/Trader
 Other


 Salary
 Capital Gain Income
 House Rent Income
 Other Income
 Business & Profession
 Royalties
 Rentals
 Dividend
 Other, Specify


 5-10 lacs
 > 10 lacs
 2-5 lacs
 < 2 lacs


 5-10 lacs
 > 10 lacs
 2-5 lacs
 < 2 lacs


 Strongly Prefer
 Prefer
 Indifferent
 Do not prefer
 Strongly do not prefer


 Commodity
 Stock
 Derivatives Stocks
 Forex
 All


 > 6 Month Income
 3-6 Month Income
 Do not have
 < 1 Month Income
 1-3 Month Income


 >5 Years
 2-5 Years
 < 2 Years



 High
 Medium
 Low


 Very Familiar. I Use Research to make investment decrsion. I understand va nous factors which Influence investment performance
 Fairly Familiar. I understand the various factors which influence investment performance
 Somewhat familiar. I don't fully understand Investments
 Not familiar at all With Investment and feel uncomfortable wrth Complexity


 Income from my wealth more than adequately provides for my cost of living
 Have more than 30% of my take - home salary every month
 Put aside at least 10% of my take - home salary every month in savings
 About manage to make ends meet; no monthly savings
 PF and other employment benefits are my only source of savings


 Single
 Married


 Salary
 Business


 Royalties/Rentals/Dividends
 Others


 Fairly Secure
 Very Secure
 Somewhat Secure
 Not Secure


 None
 Between 0%-20%
 Between 20%-35%
 Between 35%-50%
 >50%


 Average your cost by investing another Rs 1,00,000 at a lower price
 Do not bother because you had done enough research on the company
 Hold on till the share comes back to your cost price and sell It
 Book your loss and invest in fixed deposrts or bonds.


 Reckless ( I don't mind If I lose money )
 Willing to take evaluated risks (I can tolerate some loss)
 Low risk talking capability. (I'd have a hard time tolerating any losses)
 Extremely averse to risk. (I need to see at least some return)



 Civil Servant
 Politician
 Current or Forrmer Head of State
 Bureaucrat (Tax Authorities. Foreign Services,IAS etc.
 Current or Former MP/MLA/MLC
 Connected to Media
 Connected to any Company/Promoter/Group of Companies listed on any Stock Exchange
 None of the above


 High Risk, High Return.
 Low Risk, Low Return.


 None
 2+

Agree with long term investor goal or capital appreciation as investment purpose are not accepted at The Equicom Investment Advisers Private Limited.



Score

0


Analysis

In setting up an investment portfolio appropriate 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, amenableness and income, your adviser can sort out what level of risk or unveiling you are prepared to tolerate in relation to inconstancy in the marketplace - and the level that makes sense for your stage in life. From this, an suitable mix of assets can be allocated to your investment portfolio.


Investor Profile Score Description
Low Risk Investor 0-15 Investors who want Steady and Fixed Returns
Moderate Risk Investor 16-30 Investors who take little risk and Willing to get Good Capital returns on Long time Periods
High Risk Trader 31-50 Traders who take High risk to earn High return on short time of periods
Very High Risk Trader 51 and above Traders who take very high risk to becomes millionaire at one night

Suitability Product according to client’s Risk Appetite


Investor/Traders Suitability Product
Low Risk Investor We have no Such Products for this Types of Investors
Moderate Risk Investor Basic Equity and Stock Future Packages
High Risk Trader All Packages of F&O
and Nifty and Bank Nifty Basic Packages
Very High Risk Trader All Packages of Nifty and Bank Nifty
All Packages of Future and Options

Risks Associated with Investing


There are various risks respective with all investments. These include, but are not limited to: inflation, motility and market risk, specific risk, foreign exchange risk and decretive risk.


Inflation Risk

The real purchasing power of your money may not keep pace with inflation. Inflation is an important opinion 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.


Mercuriality and Market Risk

Movements in the market mean that the price and therefore effective value of your investment can go down as well as up, sometimes plump (mercuriality). Different types of investments experience different levels of mercuriality. mercuriality 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.


Exclusive Risk

Exclusive risk refers to those risks related to a specific investment. For example, a fall in the profit performance of a company may impact adversely on its share price. This in turn, is likely to affect the value of its securities.


Foreign Exchange Risk

Foreign exchange risk refers to the potential of a loss in your investment capital occurring from an adverse movement in foreign exchange rates. For example, if you invested in shares listed on an exchange in the USA, a downfall in the value of the US dollar relative to the Singapore dollar would mean a loss in value of your investment capital if you intend to convert the money invested back into Singapore currency.


Legislative or Legal Risk

Your investment strategy could be affected by changes in the current laws and regulations. For example if you invested previously in Malaysian shares through CLOB, the Applique of Malaysian exchange controls would have contrarily affected your investment.


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 garniture are subject to market and other risks and there is no comfort 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. 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.theequicom.com you have accepted all the terms and conditions. Prior to trading securities and garniture 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. The Equicom 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. 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 nearly it is the client’s sole amenableness to monitor open trades. If you are at all unsure as to the suitability of the service offered by The Equicom 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 garniture.

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