GROUND FLOOR, 26 PU4 COMMERCIAL, BEHIND C-21 MALL INDORE, SCHEME NO 54, INDORE, MP 452010
Call or Whatsapp :8818822299     SEBI No : INA000004377
Investment in stock or commodity market are subjected to market risk, before taking free trial & any services with The Equal Research Investment Advisor, client should read disclaimer, terms and conditions, refund policy of the company. Past Performance is not a Guarantee of Future Performance. The Equal Research does not claim/give any assured returns. Please beware of fraudulent calls.[Personal Account payment not accepted.]

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Suitability Assessment

SERVICE- STOCK CASH RISK- MEDIUM

As per the SEBI Investment Advisor Regulation 2013, the IA shall have a reasonable basis for believing that a recommendation or transaction entered into:

(i) Meets the client’s investmentobjectives

(ii) Is such that the client is able to bear any related investment risks consistent with its investment objectives and risktolerance

(iii) Is such that the client has the necessary experience and knowledge to understand the risks involved in thetransaction

After analyzing your risk profile, the services that are offered to you meets up all the above mentioned criteria and concludes the following:

You understand the risk involved in Stock markettrading

The service/services offered to you is/are only after scrutinizing the risk profile and observing all the requirements which you have while making investment in stockmarket

You have willingly made the payment for the service/services keeping in check your financial standing and assessing the capacity to absorb losses, wheneverincurred.

We request you to kindly comprehend the above mentioned suitability assessment and provide us your answer in affirmation or disagreement, as the case may be.

Types of risks and services covered under them


Medium Risk High Risk
1. STOCKCASH 1. STOCKOPTION
2. STOCK CASH PREMIUM 2. STOCK OPTIONPREMIUM
3. BTST/STBT 3. GOLDEN STOCK OPTION
4. POSITIONALCASH 4. NIFTY(FUTURE+OPTION)
5. PLATINUM STOCK CASH 5. STOCK FUTURE
- 6. STOCK FUTURE PREMIUM
- 7. POSITIONALFUTURE
- 8. PLATINUM STOCK FUTURE
- 9. MCX
- 10. MCX PREMIUM
- 11. GOLDEN MCX
- 12. MCX POSITIONAL
- 13. BULLION
- 14. BULLION PREMIUM
- 15. GOLDEN BULLION
- 16. ENERGY
- 17. ENERGYPREMIUM
- 18. INVENTORY ENERGY
- 19. BASEMETAL
- 20. BASE METALPREMIUM
- 21. PLATINUM BASEMETAL
- 22. NCDEX
- 23. NCDEX PREMIUM