Note: Clients with Long term Investment goal as investment objectives are not accepted at Wealth Buildup Financial Services an Investment Adviosr.
Risk Profile Suitability :
1. The maximum total is 76
2. If client scores less then 25 he / she is a low risk appetite client .
3. If client scores between 25 – 40, he / she is a medium risk appetite client and if scores above 40 he is high risk appetite client .
Note : Low risk appetite client will not be offered any service .
Risk based classification of the services
|2||Equity Premium Cash||Medium|
|3||HNI Cash Service||Medium|
|4||All Option (Call-Put) Service||High|
|5||All Future Service||High|
|7||Nifty Derivative Pack||High|
|8||Bullion Services, HNI Commodity||High|
|9||Base Metal & Energy||High|
|10||Wealth Exclusive (Future, Cash)||High|
Basis of classification
All the products have been classified using Following.
|Cash Stock, Equity Premium Cash, HNI Cash||All other Products|