Dear Trader/Investor,

Please note that the questionnaire is only suitable for customers those who are agree to take some investment risk. It is not suitable for customers who do not want to take any risk whatsoever. Please select the option that best describes how you feel about each question. If no option is exactly right for you, choose the one that is closest.

Contact Number :*

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1. What is your age group?*

2. What is your occupation?*

3. What is your investment goal?*

4. Market is not performing well do you prefer to buy risky investments and sell less risky investments?*

5. How to you long want to stay invested into Pointed investment?*

6. How secure is your current and future income from All sources?*

7. How would you describe your overall income status ?*

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

9. Your involvement on trading?*

10. You spend time (Experience) in market ?*

11. Chose your desired time period for investment ?*

12. Purpose of your investment , in terms of earning profit ?*

13. How familiar are you with your investment matters?*

14. How would you 'honestly' describe yourself as a risk -taker?*

15. Your yearly income by all sources ?

16. Your existing investment / assets ?

17. Your risk tolerance capacity, in terms of loss on your investment amount which you can bear ?

18. The & of borrowing fund on your total investment amount ?

19. What is the size of your emergency fund ?

Total Score


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 aware that I will be held liable for it. I have read all the terms and conditions and risk discloser of Wealth Buildup Financial Services and I agree to take the service.

Confirmation Code: captcha

Risk Disclosure:

Kindly read the below before subscribe any services with us. Investments in Securities and commodities are subject to market and other risks and there is no assurance or guarantee that the objectives of any Services will be achieved. Traders/Investors in the services are not being offered any guaranteed/assured returns. Past performance of these types of investments does not guarantee any future results. We do not have any refund & cancellation policy. All sales are final. Before subscriptions ensure that our products and services will meet your needs without the need to purchase, there will be absolutely no refund & cancellations. We do not offer refunds on subscriptions that have already been taken. By registering for service on website www.wealthbuildup.com you have accepted all the terms and conditions. Prior to trading securities and commodities you must be aware of the risks involved. The high degree of leverage associated with these types of investments means that the degree of risk compared to other financial products is higher. Leverage (or margin trading) may work against you resulting in substantial loss. Wealth Buildup Financial Services accepts no liability for any loss, tax, commission, brokerage you may be required to pay on any profits/loss made during the service tenure with us. Trading on Margin involves a high level of risk and is not suitable for all investors. The high degree of leverage can work against you as well as for you and the speeds which profits and losses can occur, means that clients should monitor positions closely it is the client’s sole responsibility to monitor open trades. Before trading, you should carefully consider your investment objectives, level of financial experience, risk appetite and suitability of service offered by Wealth Buildup Financial Services. If you are at all unsure as to the suitability of the service offered by Wealth Buildup Financial Services. Please seek other/independent Investment adviser. Only surplus funds should be placed at risk and anyone who does not have such funds should not participate in trading securities and commodities.

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

SN. ProductsRisk Classification
1Cash Intra-DayMedium
2Equity Premium CashMedium
3HNI Cash ServiceMedium 
4All Option (Call-Put) ServiceHigh
5All Future ServiceHigh
6Positional ServicesHigh
7Nifty Derivative PackHigh
8Bullion Services, HNI CommodityHigh
9Base Metal & EnergyHigh
10Wealth Exclusive (Future, Cash)High

Basis of classification

All the products have been classified using Following.

 MediumHigh
Cash Stock, Equity Premium Cash, HNI CashAll other Products
INVESTMENT IN STOCK OR COMMODITY MARKETS IS SUBJECT TO MARKET RISK. KINDLY NOTE WEALTH BUILDUP FINANCIAL SERVICES DO NOT PROVIDE ANY PROFIT SHARING SERVICES, GUARANTEED PROFIT SERVICE AND SERVICES WHICH ARE NOT MENTIONED IN OUR WEBSITE, IF ANY ONE TRY TO RECOMMEND SUCH TYPE OF SERVICES, KINDLY CALL ON +91-9039027260 FOR ANY COMPLAINS. PLEASE PAY ONLY IN COMPANY ACCOUNTS. NO REFUNDABLE POLICY. WE DO NOT OPEN BROKING ACCOUNT. KINDLY MAKE PAYMENT ON THE PRICING OF SERVICES WHICH ARE MENTIONED IN WEBSITE DO NOT PAY OTHER EXTRA CHARGE. KINDLY COMMUNICATE ON OUR CUSTOMER SUPPORT NO. +91-9522992223 FOR ANY QUERY.
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Quick payment

CASH INTRA-DAY

FEATURES OF SERVICE  

  1. Trader will get 2-3 intra-day calls.

  2. Calls will depends on techniqal level & market movements.

  3. Complete support provide by Analyst.

  4. Follow-up during market hours. and Sharing of all important news.

  5. Calls can be Availed through sms & telephonically basis.

SAMPLE CALLS

  1. BUY TATAMOTOR 100 SHARE ABOVE 405 TGT-409 & 412 SL- 400.

  2. SELL ICICIBANK 200 SHARE BELOW 265 TGT- 263 & 261 SL- 268.

 

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FUTURE SERVICE

FEATURES OF SERVICE  

  1. Trader will get 2-3 calls per day with proper STOPLOSS & TARGET ..

  2. Calls depends on techniqal level & market movements.

  3. Risk & Reward ratio 1:1 with respect to first TGT and SL.

  4. Follow-up during market hours. and Sharing of all important news.

  5. Calls can be Availed through sms & telephonically basis.

  6. NIFTY Review on daily basis, support and resistance. With globle market updates.

SAMPLE CALLS

  1. BUY TATAMOTOR FUT 2 LOT ABOVE 405 TGT-409 & 412 SL- 400

  2. SELL ICICIBANK 2 LOT BELOW 265 TGT- 263 & 261 SL- 268

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OPTION (CALL – PUT ) SERVICE

FEATURES OF SERVICE  

  1. We provide 1 or 2 calls per day.

  2.  Follow-up during market hours. and Sharing of all important news.

  3.  NIFTY  Review on daily basis, support and resistance. With globle market updates.

  4.  Risk & Reward ratio 1:1 with respect to first TGT and SL.

  5.  Calls depends on techniqal Research & for intraday only.

SAMPLE CALLS

  1. BUY  2 LOT OF TATAMOTOR  450CE ABOVE  5 TGT-7 & 9 SL- 2.5                  

  2. BUY 2 LOT OF ICICIBANK 260PE  AVOBE  7 TGT-9  & 11 SL- 5

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pricing1

CASH INTRADAY

Monthly 6999 Pay Now
Quarterly 17999 Pay Now
Half Yearly 29999 Pay Now
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