Capitalera
Investment in stock and commodity market are subject to the market risk. Please do not trade on those tips which are not provided through SMS or Messenger. Do not pay the charges in any other bank account which is not mentioned on website. SEBI Registration No- INA000954437.

Suitability Assessment

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Suitability Assessment

Client Name:
Age:
PAN:
Mobile:
Service:
Risk:
Preferred Trading Pattern:
Total trading Experience:
Size of Emergency fund:
Risk tolerance capacity:

Depending on the risk involved in stock market, financial profile and investment experience,customers can be classified into the following categories.

(i) Medium Risk Investor - This type of investor is able to accept investment loss occasionally and is willing to take small risk associated with market. The services recommended to these investors are listed below.

(ii) High Risk Investor – This type of investor is keen for opportunities to generate a high return and is able to accept substantial risk and can accept quite high investment loss. We have offered the product to you Based on your RP form and the suitability assessment. The product offered to you is appropriate to your Risk Profile and is based upon our reasonable assessment that the structure and risk reward profile of financial product is consistent with your experience, knowledge, investment objectives, risk appetite and capacity for absorbing loss.

Please Note & Understand:

Ø Investment in markets is subject to market risk and is to be borne by investor only.

Ø Past performance is not necessarily an indicator of future performance. Past performance does not guarantee future returns.

Ø Please be fully informed regarding the risks and cost associated with trading in the financial markets, it is one of the riskiest investment forms possible.

Ø (Equity Cash / Futures / Options /Commodity and currency derivatives) trading on margin involve high risk, and not suitable for all investors you may lose more amount initially invested by you.

Ø We informed you that trading activities and investment in markets carries risk and you are very well aware regarding the risk.

Ø For Disclosures, Disclaimers, Terms and Conditions kindly log on http://www.capitalera.in.

We are SEBI Registered Research Analyst and our registration number is INA000954437.

  • Cash fee is not accepted.
  • Read all the terms and conditions , privacy policy and disclaimer and the details of products on the websitehttp://www.capitalera.in/ after signing KYC and Risk profiling form we confirms that you read and understoodthem fully.
  • Market is full of risk; no one can give guarantee and surety for returns on investment.
  • We are not responsible for execution and wrong interpretation of advice and recommendation, and/or other related issues.
  • Stock Cash, Premium Stock Cash and BTST/STBT are Medium Risk Appetite Services.
  • Stock Option, Stock Future, Nifty Future, Nifty Option, All MCX and Premium are High Risk Appetite Services.

S.No. Service Risk Appetite
1 STOCK CASH MEDIUM
2 PREMIUM (STOCK CASH) MEDIUM
3 BTST/STBT (STOCK CASH) MEDIUM
4 STOCK OPTION HIGH
5 STOCK FUTURE HIGH
6 NIFTY FUTURE & OPTION HIGH
7 PREMIUM (OTHERS) HIGH
8 STOCK CASH HIGH


















Suitability Assessment


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