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Risk Assessment Form

Full Name

Mobile No.

1) Select Your Current Age?




2) Investment Objective in securities market??



3) Existing Assets?

4) Current Liabilities?

5) Horizon of Investment?



6) Annual Income?




7) Experience in Investments?



8) What is Your Income Profile?



9) How much Investment Amount in Securities Market?

10) How much Loss you can Bear?

11) Trading in securities contains high risk, will you accept if you lose your capital?


12) Select Your Trading Segment?
 Equity Cash Future & Option Commodity

I hereby declare that, All the details given 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 informationis found to be false or untrue or misleading or misrepresenting, I am aware that I may be held liable for it.

Contact Details

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: wealthfinancialadvice@gmail.com

: info@wealthfinancial.in


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