Money Secure Investor

SEBI REGISTRATION NO. : INA000008817
07828760689

Investment in stock and commodity markets are subject to market risk. Free call are only for paper trade to see our performance Don’t’ trade on free call, trade only on calls received through SMS with proper Targets and stop loss . Telephone trading tips should be ignored.

DUE TO SOME TECHNICAL UPGRADATION SOME OF OUR CONTACT NUMBERS HAVE BEEN CHANGED. YOU WILL NO LONGER BE ABLE TO CONTACT US ON OUR PREVIOUS NUMBERS. FOR ANY ISSUES AND QUERY PLEASE CONTACT US ON 07828760689. WE DON’T PROVIDE ANY GUARANTEE PROFIT SERVICE OR PROFIT/LOSS SHARING SERVICE. WE PROVIDE SERVICES WHICH ARE MENTIONED ON OUR WEBSITE ONLY. IF ANY PERSON TRY TO SELL SUCH TYPE OF PRODUCT KINDLY CONTACT US ON REGISTERED MAIL ID OR CONTACT NO. OUR MEDIUM OF SERVICE DELIVERY IS SMS ONLY. INVESTMENT IN STOCK OR COMMODITY MARKETS IS SUBJECT TO MARKET RISK.

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Risk Analysis

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Risk Analysis

Please fill Risk Profile to Complete Registration for Services

Your Name :-

Contact Number :-

Email ID :-

PAN Number :-

Date of Birth :-

Gender :-

1. What is your age group?

Under 30 Under 45 46-55 56-60 60+

2. What is your marital status ?

Married Unmarried

3. What is your Investment Goal ?

Capital Appreciation Regular Income Capital Appreciation and Regular Income

4. What is your Proposed Investment Amount?

< 50000 < 1 lack 1-2 lacs 2-5 lacs > 5 lacs

5. What is your Preferred Investment type?

Short term Positional Long term Positional Intraday

6. Occupation (please select the appropriate)

Private sector service Public sector Government sector Business Professional Agriculturist Retired Housewife Others

7. Details related Gross Annual Income.

Below Rs 1 Lac 1-3 Lac 3-6 Lac 6-10 Lac > 10 Lac

8. Sources of Income

(A) Primary Source

Salary Business

(B) Secondary Source

Royalties Rental Dividend Others

9. What is the Market Value of portfolio held?

<1 lacs 1-2 Lacs 2-5 Lacs >5 Lacs

10. What is the size of your emergency fund ?

do not have < 1 month income 1-3 months income 3-6 months income > 6 months income

11. How many dependents do you financially support ?

None Between 1-3 4+

12. What percentage of monthly income is allocated to pay off debt [all EMIs]?

None Between 0% -15% Between 15% -35% Between 35% - 50% > 50%

13. What is your Investment Experience?

< 3 years 3-5 years 6-10 years >10 years

14. Experience in market products.

Extensive Moderate Less Very Less No experience

15. What is your experience with investments in past ?

Very Good Good Moderate Bad Very Bad

16. What is your experience with equity investments ?

Extensive experience Moderate experience Very Less experience No experience

17. What is your experience with Commodity investments ?

Extensive experience Moderate experience Very Less experience No experience

18. What is your experience with Forex investments ?

Extensive experience Moderate experience Very Less experience No experience

19. What is your preference w.r.t securities with low risk, low return over high risk, high return ?

Strongly prefer Prefer Indifferent Do not prefer Strongly do not prefer

20. When market is not performing well do you prefer to buy risky investments and sell less risky investments?

Strongly prefer Prefer Indifferent Do not prefer Strongly do not prefer

21. Risk Tolerance.

High Medium Low

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

Civil Servant Politician Current or former 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/ group of companies listed on any stock exchange

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Note : Clients with Long term Investment goal as investment objectives are not accepted at Money Secure Investor.

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Principle Officer :

Officer Name: MS. Alka Srivastava

Phone: 07828760689

Email : sri.alka17@gmail.com

Disclaimer: This information is intended to assist professional investors. The information does not constitute investment advice or an offer to invest or to provide management services and is subject to correction, completion and amendment without notice. As with all investments, there are associated risks and you could lose money investing. Prior to making any investment, a prospective investor should consult with its own investment, accounting, legal and tax advisers to evaluate independently the risks, consequences and suitability of that investment. Read More