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Welcome to The Trade Bond, your trusted and reliable Source for getting Stock Market Recommendations. You will be eligible to get exclusive Trading Tips and recommendations by joining us, which will be personalized according to your risk Profile. Take the first step and optimize your investment strategy by completing the forms below.

Name *

First

Last

Mobile Number *

Alternate Number

Email *

Occupation *

Capital for Trading *

Trading Strategy *

Intraday
BTST/STBT
Mid-Term-Trading
Long-Term-Trading

Trading Experience *

Beginner
1 - 2 year
2 - 3 year
More than 3 year

Segment you trade in

Equity Cash
Stock Future
Stock Option
BankNifty/Nifty Option

Appropriate time to call *

9 am - 12 pm
12 pm - 2 pm
3:30 pm - 5 pm
5 pm - 8 pm
Anytime

RISK PROFILE FORM

Name *

First

Last

Mobile Number *

Alternate Number *

Email *

PAN CARD *

Investment *

Address *

City *

Date of Birth *

In Which Segment Do you trade in ? *

Equity
Index Derivatives
Forex
Stock Derivatives
Commodity
All

In which of the following market segments have you traded previously? *

Equity
Index Derivatives
Forex
Stock Derivatives
Commodity
All

Would you invest where as small return is earned associated with small risk instead of a high return associated with high risk? *

( 1 Marks ) Strongly prefer
( 2 Marks ) Prefer
( 3 Marks ) Indifferent
( 4Marks ) Do not prefer
( 5 Marks ) Strongly do not prefer

When market is not performing well would you likely to invest in more risky investment instead of less risky investment to earn high return? *

( 5 Marks ) Strongly prefer
( 4 Marks ) Prefer
( 3 Marks ) Indifferent
( 2 Marks ) Do not prefer
( 1 Marks ) Strongly do not prefer

Highly risk is associated with high return, medium risk is associated with medium return and low risk is associated with low return? What risks can you bear (not Prefer)? * *

( 5 Marks ) High
( 3 Marks ) Medium

What is the duration of investment you are looking forward to keep invested? *

( 20 Marks ) Intraday
( 5 Marks )Short term positional (from 1 month to 3 months)
( 3 Marks ) Mid term positional (from 6 months to 12 months)
( 1 Marks )Long term positional (more than 1 year)

What is your experience with equity investment? *

( 5 Marks ) Extensive experience
( 4 Marks ) Moderate experience
( 2 Marks ) Very less experience
( 0 Marks ) No experience

What is your experience with Commodity investment? *

( 5 Marks ) Extensive experience
( 4 Marks ) Moderate experience
( 2 Marks ) Very less experience
( 0 Marks ) No experience

What is your experience with forex investment? *

( 5 Marks ) Extensive experience
( 4 Marks ) Moderate experience
( 2 Marks ) Very less experience
( 0 Marks ) No experience

What is your age group? *

( 5 Marks ) Under 35
( 4 Marks ) Under 45
( 3 Marks ) 46-55
( 2 Marks ) 55-60
( 1 Marks ) 60+

What is your Investment Goal ? *

( 5 Marks ) Capital Appreciation and regular income
( 3 Marks ) Capital Appreciation
( 1 Marks ) Regular income

What is your Investment Amount ? *

( 5 Marks ) more then 5 Lac
( 4 Marks ) 2- 5 Lac
( 3 Marks ) 1 - 2 lac
( 1 Marks ) Less then 1 Lac

What is your Gross annual Income ? *

( 1 Marks ) Less then 1 Lac
( 2 Marks ) 1 - 5 lac
( 3 Marks ) 5 - 10 lac
( 4 Marks ) 10-25 Lac
( 5 Marks ) more then 25 Lac

What is your Primary Source of Income? *

( 3 Marks ) Salary
( 5 Marks ) Business

What is your secondary Source of Income? *

( 5 Marks ) Rental
( 3 Marks ) Others specify
( 3 Marks ) Dividend
( 3 Marks ) Royalties

What is your Market Value Of Portfolio held ? *

( 5 Marks ) more then 5 Lac
( 3 Marks ) 1 - 2 lac
( 4 Marks ) 2- 5 Lac
( 1 Marks ) Less then 1 Lac

What is your Investment Experience ? *

( 5 Marks ) more then 5 Years
( 3 Marks ) 3- 5 Years
( 1 Marks ) Less then 3 Years

How many dependents do you financially support? *

( 5 Marks ) None
( 3 Marks ) 1-3
( 1 Marks ) 4+

What is the size of your emergency fund? * *

( 4 Marks ) between 3- 6 months
(5 Marks)more then 6 months
( 3 Marks ) between 1-3 months
( 2 Marks ) less then 1 month
( 1 Marks ) do not have

What is your experience with investments in past? *

( 5 Marks ) very good
( 4 Marks ) good
( 3 Marks ) moderate
( 2 Marks ) bad
( 1 Marks ) very bad

What percentage of monthly income is allocated to pay off debt [all EMIs]? *

( 5 Marks ) none
( 4 Marks ) between 0% - 20%
( 3 Marks ) between 20% - 35%
( 2 Marks ) between 35% -50%
( 1 Marks ) more then 50%

What is your Occupation? *

( 1 Marks ) Agriculturist
( 3 Marks ) Retire, Housewife, Student
( 4 Marks ) Private sector service, public sector
( 5 Marks ) Government sector
( 3 Marks ) Others
( 5 Marks ) Professional, business

Are you any of the following, or are directly or indirectly related to any of the following *

civil servant
politician
current or former head of state
Bureaucrat(Tax authorities, Foreign Services, IAS etc..)
Current or Former MP/MLA/MLC.
Connected to Media
Connected to any company/ promoter group/group of companies listed on any stock exchange.
None

Table of Risk Classification
S. No. Score Range Risk Appetite
* 1-15 Low risk Appetite
* 16-30 Low to Moderate Risk Appetite
* 30-45 Moderate Risk Appetite
* 46-50 Moderate to High Risk Appetite
* Above 60 High Risk Appetite
Low risk appetite client will not be offered any services.