NEWS AND UPDATES

1)Don't Change Strategies Every Month. Give them time. Our system didn't reward us much last month, we stood by it and its showering time and again ...
2)_The People and *Market* , from time to time will do everything in their power to destroy you mentally , emotionally and financially. But how you handle that period will decide how long you will last in the game , which will eventually help in making money and creating wealth_
3)Trade should come toward you ... not the other way round ... #TrendFollower #Patience #Discipline #RSI #MTF
4)WHAT SO EVER TRADES WE SHARE / ALERT ... IF EVER MADE SOME MONEY ... IF POSSIBLE AND YOU WISH ... PLS PREFER TO SPONSOR A HARD WORKING KIDS SCHOOL EDUCATION, WHO CANNOT AFFORD IT ...
5)ITS ALMIGHTY WHO IS GUIDING FORCE WE ARE JUST MEDIUM MARKET IS SUPREME BETTER WE ALWAYS REMAIN GROUNDED
6)Have the courage to stick to your trading approach. Don't destroy you hard work and confidence, because you want to make money fast. Profits come in bunches when the time is right. #Patience #Discipline #TradingPsychology #WeekendThoughts
7)The key to trading success is emotional discipline & patience. If intelligence were the key, there would be a lot more people making money trading. One cannot beg, borrow or steal emotional discipline & patience.
8)Cricket & Stock Market Batsman will wait for the right delivery to go for a 4 or a 6. Will not even think to hit each and every delivery for a 4 or a 6. Wait for the right setup and go for it. To make runs, batsman needs to stick to pitch. To make money, you need to survive here.
9)For me, buying at bottom or selling at top is not at all important ... Conviction in trade setup is very important to make money ...
10)MAJORITY LOOSE MONEY BECAUSE THEY ARE AFRAID OF LOOSING MONEY

Stock Market by TradingView

Risk profiling of the client

Please note that the questionnaire is only suitable for customers that are comfortable with taking on some form of investment risk. It is not suitable for customers that do not want to take on any risk whatsoever. Clients are classified under three categories low risk, medium risk and high risk clients with respective scores 07-12, 13-18,19-27 and accordingly product is recommended to them. Investors are categorized on the basis of this questionnaire and weights allotted

Instructions for Completion of Risk Profiling Form:

  • 1) All details of Risk Profiling form should be completely filled by client including client's name & number.
  • 2) Clients have to compulsorily answer all the questions.
  • 3) Clients have to upload there signature in JPEG , JPE with in 1mb.

    • Note : In case of any doubt, you can coordinate with your executive.

    Please choose the option that best describe how you feel about each question. If no option is exactly right for you, choose the one that is closest.

Category Weight Allotted Choose Ans.
Under 35 1
36-45 2
46-55 1.5
55-60 0.5
60+ 0
Married Unmarried

Investment objective including time duration.

Category Weight Allotted Choose Ans.
To grow aggressively 1.5
To grow significantly 2
To grow moderately 1.5
To grow with caution 0.5
Category Weight Allotted Choose Ans.
0-6 Months 1
7-12 Months 2
13-24 Months 1.5
>24 Months 0.5
Category Weight Allotted Choose Ans.
< 1 lacs 1
1-2 lacs 2
2-5 lacs 1.5
>5 lacs 0.5
Category Weight Allotted Choose Ans.
Short term Positional 1
Long term Positional 2
Intraday 1.5

* Occupation and Income details

Private sector service
Public sector
Government sector
Business
Professional
Agriculturist
Student
Housewife
Retired
Others
Category Weight Allotted Choose Ans.
Below 1 lac 1
1-5 lac 2
5-10 lacs 1.5
10-25 lacs 0.5
>25 lacs 2
A. Primary Source B. Secondary Source
Salary
Royalties
Business
Rental
Dividend
Others Specify

* Existing Investment and Assets

Category Weight Allotted Choose Ans.
< 1 lacs 1
1-2 lacs 2
2-5 lacs 1.5
>5 lacs 0.5
Category Weight Allotted Choose Ans.
Less than 25% 1
26% - 50% 2
51% - 75% 1.5
76% - 100% 0.5

* Risk appetite and tolerance

Category Weight Allotted Choose Ans.
High 2
Medium 1
Low 0
Category Weight Allotted Choose Ans.
High 2
Medium 1
Low 0
Category Weight Allotted Choose Ans.
I don't mind if I lose money 1
I can tolerate some losses 2
I'd have a hard time tolerating any losses 1.5
I need to see at least some return 0.5
Category Weight Allotted Choose Ans.
Do not have 1
< 1 month income 2
1-3 months income 1.5
3-6 months income 0.5
> 6 months income 0.5

* Liability and borrowing details

Category Weight Allotted Choose Ans.
None 2
1-3 1
4+ 0
Child marriage
Child education
Other
Category Weight Allotted Choose Ans.
Do not have 1
< 1 month income 2
1-3 months income 1.5
3-6 months income 0.5
> 6 months income 0.5

* Past experience

Category Weight Allotted Choose Ans.
< 3 years 2
3-5 years 1
>5 years 0
Stock
Commodity
Derivatives Stocks
Forex
All
Category Weight Allotted Choose Ans.
Very Good 1
Good 2
Moderate 1.5
Bad 0.5
Very Bad 0.5

Note : Clients with Long term Investment goal as investment objectives are not accepted at 3i Research.

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SEBI Registered Research Analyst "3i Research"

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