13, M.C. Complex, Paonta Sahib - 173025 (H.P.)
Email-Id :- kyc@aceinvestmentadvisory.com
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1. Ace Investment Advisory respects and values the right to privacy of each and every individual. By becoming clients you have a promise from our side that we shall remain loyal to all our clients and non clients whose information resides with us. This privacy policy of Ace Investment Advisory applies to the currents clients as well as former clients.
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4. Your information given to us represents your identity with us. If any changes are brought in any of the fields of which you have provided us the information, You shell bring it to our notice by either calling us or sending an email to us.
5. By filling out this form you are agreeing the comply with and be bound by the following terms and conditions of use along with the terms and conditions posted on the website www.aceinvestmentadvisory.com, which together with our privacy policy govern Ace Investment Advisory relationship with you in relation to the website.
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8. Ace Investment Advisory is registered with SEBI Registration Number: INA100002958.
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Above Mentioned Services fall into the risk category choosen by you. If you agree to the above then click Yes.If you do not agree please click NO.
Yes     NoIf you disagree to the above risk assesment please select atleast two or more services mentioned below.
Risk involved with the above mentioned services will be the responsibilty of the applicant himself/herself.
If you are willing to get our services, all the responsibility of loss or profit whether big or small, through holding or in intraday market, would only be yours and not of the company or any person associated with the company.
If you agree to the above then click "YES".If you do not agree please click "NO".
Yes     NoIn setting up an investment portfolio suitable for you, your financial adviser will ask you a series of questions about your financial and lifestyle goals. Using this information, plus details of your current assets, liabilities and income, your adviser can determine what level of risk or exposure you are prepared to tolerate in relation to fluctuations in the marketplace - and the level that makes sense for your stage in life. From this, an appropriate mix of assets can be allocated to your investment portfolio.
Your Total Score | Your Investment Profile |
(17 Above)-Very Aggressive Investors | As an very aggressive investor you are ready to take higher risk expecting greater returns. This is a result of your urge to get more income and capital growth. You are well place to recover from unforseen market downturns either because you have time on your side or access to to capital returns. |
(13-16)-Aggressive Investors | As an aggressive investor you are ready to take higher risk expecting greater returns. This is a result of your urge to get more income and capital growth. You are well place to recover from unforseen market et downturns either because you have time on your side or access to to capital returns. |
(9-12)-High Growth Investors | As a high growth investor your portfolio should have a bias towards capital growth and a little need of income. You are prepared to accept higher degree of volatility and risk. Your primary concern is to to accumulate assets over the medium to long term. |
(4-8) Moderate Investor | As a moderate investor your investment portfolio is directly focused on capital growth as well as protecting the wealth already accumulated by you. Your portfolio should be yeilding capital for maintainingng assets. Calculated risk is accepted to yeild better returns. |
The questionnaire returns a score on the basis of which you fall in either of the category mentioned above. This assessment is made solely on the basis of your financial situation and the answers selected by you.
As your advisor, I and you confirm that we have worked together to determine your risk profile and the investment options that are best suited for your investment style.
Client Signature:_________________________________________________________ | Date:_____________ |
Authorised Signatory_________________________________