Risk Assessment & E-Sign

What is a risk profile assessment/questionnaire?
The risk profile assessment is a small questionnaire that helps determine how much risk you should ideally take while investing. It considers factors su...
Thu, 15 Jul, 2021 at 11:23 AM
Why do I have to provide an e-sign and complete risk assessment to view recommendations?
As per the recent guidelines from SEBI, we (and all other investment advisory platforms) are now only allowed to provide any advisory (such as recommended f...
Thu, 15 Jul, 2021 at 11:24 AM
Do I have to provide an e-sign if I want to invest in funds of my choice?
No, you do not have to provide us an e-sign or mandatorily complete the risk profile assessment, if you are looking to invest in the funds of your own choic...
Thu, 15 Jul, 2021 at 11:24 AM
Will my existing SIPs/Investments be impacted if I don't provide e-sign or complete risk assessment?
No, your existing SIPs or existing Investments will not be impacted at all - they will remain the same You will be required to complete these tasks only i...
Mon, 12 Jul, 2021 at 7:05 PM
Do I have to take the risk profile assessment again if I have already taken it before?
No, you do not have to take the assessment again. This is only a one-time activity.  However, if you feel your risk profile has changed since the last time...
Thu, 15 Jul, 2021 at 11:24 AM
Can I e-sign if my number is not linked to my Aadhaar?
At present, providing an e-sign is the only way to sign the advisory agreement. In case your mobile number is not linked to your Aadhaar then you will not b...
Mon, 12 Jul, 2021 at 7:30 PM
What happens if I don't fill the risk profile assessment or provide the e-sign?
As per the recent guidelines from SEBI, we (and all other investment advisory platforms) are now only allowed to provide any advisory (such as recommended f...
Thu, 15 Jul, 2021 at 11:25 AM