Suitability Report - NetWorth Research & Investment Advisor
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Suitability Report

INVESTMENT SUITABILITY REPORT


Pursuant to the obligations placed on an investment advisor by SEBI under SEBI (Investment Advisor) Regulations 2013, we have decided to formulate policies for risk profiling and suitability assessment as required under regulation 16 and 17 of the said act.

A. THE CLASSIFICATION SHOULD BE DONE IN A MANNER THAT

  • it meets the client’s investment objectives;
  • the client is able to bear any related investment risks consistent with its investment objectives and risk tolerance;
  • The client has the necessary experience and knowledge to understand the risks involved in the transaction.

To ensure that the advice given to the client is suitable for the client we shall ensure that all investments on which investment advice is provided is appropriate to the risk profile of the client by categorizing client as low risk appetite, medium risk appetite and high-risk appetite. A similar classification will be done for products after considering the risk and reward of the services offered and various SEBI guidelines in this regards. Client with Medium risk appetite is recommended to subscribe medium risk services only and client with high risk appetite is recommended to subscribe either medium or high risk services. We do not offer low risk services.

WE ARE NOT OFFERING ANY COMPLEX FINANCIAL PRODUCTS.

S. No Score Type of Investor Level of Risk Tolerance Suitable Services Characteristics of services
1 0-15 Conservative Low Nil NA
2 16-32 Balanced/Growth Medium Group A Offers Medium risk and reward, Generally principal is exposed to risk but not 100% exposed to risk Approximately 4-5 tips per service and mostly intraday.
3 33 and above Aggressive/Very Aggressive High Group B Offers High risk and high return, Principal may be at 100% risk, suitable only for experienced investors/ willing to take risk in markets for high returns. Approximately 4-5 tips per service and sometimes required to hold the position.

B. CATEGORY OF INVESTOR

Investor- I Investor-II Investor -III
“Low” Risk “Medium” Risk “High” Risk
An investor who has low ability to accept risk. To achieve better returns, not willing/ able to invest a portion in equity funds or stocks for capital gains An investor who understand risk in investment and accept short to long term fluctuation to achieve a high return and capital gain. Capital values can fluctuate and may fall under original investment capital, during economy downturn. Such Investor should be offered services classified under Group A An investor who seek for “high risk high return” investment, able to accept short to long term fluctuation to earn very high returns. Services under Group B are recommended however client may also opt for services under Group A.

C. CLASSIFICATION OF SERVICES

Sr.No Group A Group B
1 Stock Cash Basic Special Stock Cash
2 Basic Stock Futures
3 Special Stock Futures
4 Basic Stock Options
5 Special Stock Options
6 Special Index Options

D. PROCESS FOR SELECTING INVESTMENT

Terms & Conditions :-

  • This a general suitability statement.
  • Risk Profile assessment is an independent compliance. Make sure about the risk profile and score. If change is happening in your financial information, then it is your responsibility to inform us within 7 days of the change.
  • Past performance is a guarantee of future success.
  • All investments are subject to market risk.
  • Determination of Age and funds are necessary before investment in the equity market.
  • The requirement of an emergency fund is mandatory in this present condition.
  • We are no guarantee of any profit or return from the market. The degree of risk in the market is very high. The equity market is not a good medium for investment for students, housewives, farmers, senior citizens, retired persons, and other in same type of category.
  • Investment through debt capital is not a good choice because sometimes the investment become the zero.
  • In the fee amount, the GST is exclusive but the GST is not the part of the investment advisor fee.
  • Please read all the terms & Conditions, Disclaimers, and Disclosers from our website.

    https://www.networthresearch.co.in/terms-and-conditions/

    https://www.networthresearch.co.in/disclaimer/

  • यह एक सामान्य उपयुक्तता कथन है।
  • जोखिम प्रोफ़ाइल मूल्यांकन एक स्वतंत्र अनुपालन है। जोखिम प्रोफ़ाइल और स्कोर के बारे में सुनिश्चित करें। यदि आपकी वित्तीय जानकारी में परिवर्तन हो रहा है, तो यह आपकी जिम्मेदारी है कि परिवर्तन के 7 दिनों के भीतर हमें सूचित करें।
  • पिछला प्रदर्शन भविष्य की सफलता की गारंटी है।
  • सभी निवेश बाजार जोखिम के अधीन हैं।
  • इक्विटी बाजार में निवेश से पहले आयु और निधियों का निर्धारण आवश्यक है।
  • इक्विटी बाजार में निवेश से पहले आयु और निधियों का निर्धारण आवश्यक है।
  • हम किसी भी लाभ की गारंटी नहीं देते हैं बाजार में जोखिम की डिग्री बहुत अधिक है। इक्विटी मार्केट छात्रों, गृहिणियों, किसानों, वरिष्ठ नागरिकों, सेवानिवृत्त व्यक्तियों, और इस ही प्रकार की अन्य श्रेणी में आने वाले अन्य व्यक्तियों के लिए निवेश का अच्छा माध्यम नहीं है।
  • डेट कैपिटल के माध्यम से निवेश एक अच्छा विकल्प नहीं है क्योंकि कभी-कभी निवेश शून्य हो जाता है।
  • शुल्क राशि में, जीएसटी समावेशी नहीं है लेकिन जीएसटी निवेश सलाहकार शुल्क का हिस्सा नहीं है।
  • कृपया हमारी वेबसाइट से सभी नियम और शर्तें, अस्वीकरण और प्रकटीकरण पढ़ें।

    https://www.networthresearch.co.in/terms-and-conditions/

    https://www.networthresearch.co.in/disclaimer/

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