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Soumen Bose
AMFI Registered Mutual Fund Distributor
ARN: 115652
Step 1 of 14

Investor Risk Profile Assessment

A 12-question assessment to understand investment personality, risk appetite, and indicative asset allocation reference.

Investor Details
All fields are mandatory.
Question 1 of 12
What is your primary investment objective?
Signature & Submission
Please draw your signature below or upload a signature image before submitting this assessment.
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RISK PROFILE DECLARATION, RISK & COMMISSION DISCLOSURE

I/We hereby confirm that I/We have provided complete and correct information regarding my/our personal, financial, and investment details for the purpose of risk profiling. Based on the information provided by me/us, my/our risk profile has been assessed and explained to me/us, and I/We understand my/our risk category and its meaning.

I/We acknowledge that mutual fund investments are subject to market risks, including market volatility, interest rate risk, and other economic factors. I/We understand that returns are not guaranteed and that past performance of any scheme does not indicate future performance. I/We confirm that I/We have been informed about the nature and risks of mutual fund schemes and that investments may result in loss of capital.

I/We confirm that all relevant scheme-related documents, including the Scheme Information Document (SID), Statement of Additional Information (SAI), Key Information Memorandum (KIM), and applicable risk factors, have been made available and explained to me/us before making any investment decision.

I/We further acknowledge and confirm that the distributor is a commission-based mutual fund distributor, and that the applicable commission structure and nature of remuneration payable by the Asset Management Company (AMC) to the distributor have been disclosed to me/us. I/We understand that no separate advisory fee is charged to me/us by the distributor for mutual fund transactions.

I/We understand that any investment decision taken by me/us is based on my/our own assessment of risk and suitability. I/We confirm that I/We shall take full responsibility for my/our investment decisions and shall not hold the distributor responsible for any market movements or factors beyond the distributor's control.

This declaration is given by me/us voluntarily and with full understanding of the risks involved, for the purpose of regulatory compliance under SEBI and AMFI guidelines.

Client Declaration

I/We hereby declare that:

  • I have received a copy of my/our completed risk profiling assessment.
  • I agree that this risk profile will be considered for all investment recommendations henceforth.
  • I have been explained all the relevant scheme-related documents including SID, SAI, KIM, & risk factors.
  • I have been informed about the whole commission structure and the commission earned by the distributor, and I have no objections to the same and I agree.
  • I authorize the distributor to retain this record for regulatory purposes.
Verification

The OTP will be sent to the investor's registered email only. The investor shares the OTP to confirm they are aware this risk profile is being completed and submitted.

Locked. To change, edit the email on the Investor Details step.
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