1.Risk Profiling

Ans :A risk profiling is a tool to measure of an investor's willingness and ability to take risks.

Ans :It is important for determining proper asset allocation. It helps an investor understand how much risk they can take and how much risk they should bear to achieve their goals.

Ans : It is very simple,just answer some prescribe questions from the website and your score will be generated automatically.

Ans :KYC or Know Your Client is a process to verify the identity of the client at time of account opening with any financial entity. It includes ID verification, Address verification and some other details as it may require by the financial entity.

Ans :Please click on the link by putting your PAN number and get details online instantly.Click here

Ans :The objective of the KYC is to identity theft, prevent terrorist financing, money laundering and financial fraud. KYC allows us to understand the customer better and manage risks properly.

Ans :Please visit the link above and check your KYC status If your KYC is already registered then no need to register your KYC again but if found that you are not compliant with KYC then you have under go with the process again with any financial intermediary.

Ans :If you are already KYC complaint then no need to undergo with same process again. You can check your KYC status on your own from the above link.
3.Client's Agreement

Ans :Investment Advisory Agreement is an agreement between client and Investment Adviser relating to service along with the terms and condition.To take any service client must enter into this agreement with the investment adviser to agree all the terms and conditions and after signing by the both parties client can make payment and service will be activated.

Ans :It is very simple. Client may do this agreement online by filling the form, from the website.Pdf file will be generated automatically and send it through your register email id.
4.General Faq

Ans :It is mandatory to provide self attested copy of Pan card ,self attested copy of risk profile, self attested copy of Client’s Agreement to get service. It is to be noted, Investment Advisor may ask for any other documents if needed to like income statement, acknowledgement of it return,demat statement etc.

Ans :No,profit and loss in stock market is very much uncertain.

Ans :To register you have fill the registration form by putting your valid Email and Mobile Number to get OTP and follow the steps.

Ans :The payment of fees shall be through a mode which shows traceability of funds. Such modes may include account payee crossed cheque/Demand Drafts or by way of direct credit to the bank accounts through NEFT/ RTGS/ IMPS/ UPI or any other mode specified by SEBI from time to time. However, the fees shall not be accepted in cash.