CapitalStars Risk Form
PROCESS OF CLIENT RISK PROFILING:

Risk Profiling is a process of measuring Risk Bearing capacity of Investors/ Traders in Securities Markets. RISK assessment done on the basis of answers of Risk profiling Questions provided by Investors/Traders. The maximum total of our Questionnaire is 100. On the basis of Risk Profiling Questionnaire Investors/Traders may classify as:

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Risk Assessment

  • Low Risk Appetite Investor/Trader - If Risk Tolerance score is Less than 45 we categories as Low Risk Appetite Investor/Trader.
  • Moderate Risk Appetite Investor/Trader - If Risk Tolerance score is between 45- 59 we categories as Moderate Risk Investor/Trader.
  • High Risk Appetite Investor/Trader - If Risk Tolerance score is 60 & above we categories as High Risk Investor/Trader.
QUESTIONNAIRE FOR RISK PROFILING OF THE CLIENT:-
CLIENT RISK ANALYSIS
WE CLASSIFY INVESTOR/TRADER RISK TOLERANCE AS FOLLOW:
S.No Types Of Investor Level Of Risk Tolerance Description
1 Conservative Low Risk Low Risk Investor/Trader are Investor /Trader who take very low risk and mainly focus on capital protection, they satisfy with low return.
2 Moderate Medium Risk Medium Risk Investor/Trader are Investor /Trader who take Medium risk and mainly focus on moderate return. They want capital appreciation as well as regular income/short term income from their Investment/Trading. In case of Moderate Investor their capital investment at medium risk.
3 Aggressive / Risky Investor High Risk High Risk Investor/Trader are Investor /Trader who take high risk and for getting higher return. They focus on capital appreciation, regular income, short term income, intraday income In case of risky investor their capital investment always at high risk.
CLIENT DECLARATION

Client Declaration I hereby declare that the details furnished 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 information is found to be false or untrue or misleading or misrepresenting, I am/we aware that I/we may be held liable for it.

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Investment/Trading in securities Market is subject to market risk, past performance is not a guarantee of future performance. The risk of loss in trading and investment in Securities markets including Equites, Derivatives, commodity and Currency can be substantial. These are leveraged products that carry a substantial risk of loss up to your invested capital and may not be suitable for everyone. You should therefore carefully consider whether such trading/Investment is suitable for you in light of your financial condition. Please ensure that you understand fully the risks involved and do invest money according to your risk bearing capacity. CapitalStars Financial Research Pvt. Ltd. does not guarantee any returns in any of its products or services. Hence CapitalStars Financial Research Pvt. Ltd is not liable for any losses in any case. All Sales are final, CapitalStars Investment Adviser does not have any refund/cancellation policy, so won't entertain any money refund/cancellation case. Profit and loss of the services are totally borne by the client. I have read Disclaimer, Disclosures Risk Documents, and Terms & Conditions. I agree to all Terms and Conditions of CapitalStars Financial Research Pvt. Ltd. (Investment Adviser). KYC, Risk profiling& Assessment are done on the basis of the information’s Provided by Investor/Trader, if there is any change in future pertaining to it we request the Investor/Trader to update us.

Your Total Risk Assessment Score :-