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+918828000298
valuevinay@gmail.com

Our Location

210 , 2nd Floor, Concorde Premises Co-Op Society Ltd. Plot No : 66A, Sector - 11 , CBD-Belapur Navi Mumbai - 400614

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Know your Risk Profile

Investment Suitability Profile Questionnaire

Answer all questions honestly. There are no right or wrong answers — this helps us understand how much risk suits you.

About you
Investment period
Question 1I consider myself to be knowledgeable about investments and financial matters.
Question 2How secure do you think your current and future income is?
Question 3Which of the following statements best describes your investment objective?
Question 4Which of the following statements is true about your current savings/investments?
Question 5I am comfortable with investments that may frequently experience large declines in value if there is a potential for higher returns.
Question 6Which range of possible investment outcomes is most acceptable to you?
Question 7Do you have any loans for which a monthly EMI is being paid?
Question 8Are you comfortable with a part of your portfolio being invested in equity-related products that can be very volatile and may result in negative returns, especially in the short term?
Date and signature

Type your full name as your signature.

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Get in touch

For NISM related Compliance & Query: mfmailbackservices@gmail.com (M): 9820597879
For KYC & Client Onboarding: valuevinay@gmail.com Mobile: 8828000298
For Goal based Investment related: valuegoal4@gmail.com Mobile: 8655842257
Registered Address:
Flat No 801 Bldg No 07, NRI Complex Seawood Estate, Sec 54, 56, 58 Seawoods (W), Navi Mumbai- 400706
Office Address:
Concorde Premises #210, 2nd Floor, Plot No:66A, Next to Belapur MSEB Sector-11 CBD-Belapur, Navi Mumbai-400614
022-41278879
+91 8828000298
Disclaimer

Vinay Kumar Singh is a AMFI Registered Mutual Fund Distributor, NOT a SEBI-registered Investment Adviser (RIA). We do not provide personalised investment advice. For personalised advice consult a SEBI-registered RIA.

1. Standard Mutual Fund Disclaimer

Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully before investing. Past performance is not indicative of future returns. There is no guarantee that the investment objective of any scheme will be achieved. NAVs may go up or down depending upon market conditions.

Direct Plan vs Regular Plan: Direct Plans have lower expense ratios as they exclude distributor commission. Investors who invest through Vinay Kumar Singh will be in Regular Plans. Direct Plans available through AMC websites at lower cost.

2. Standard PMS Disclaimer

Vinay Kumar Singh is an APMI registered distributor of Portfolio Management Services (PMS). PMS products/services are offered through SEBI-registered Portfolio Managers. Any information provided on this website regarding PMS is for general informational purposes only and should not be construed as investment advice or a guarantee of returns. Investors are advised to independently review the relevant PMS documents, risks, fees and terms before investing.

3. Regular Plans & Commission Disclosure

Vinay Kumar Singh deals in Regular Plans only and receives trailing commission from AMCs as part of the Total Expense Ratio (TER). Direct Plans are available at lower expense ratios through AMC portals. No upfront fees are charged to investors.

4. Insurance Disclaimer

Insurance is the subject matter of solicitation. Vinay Kumar Singh is an IRDAI Licensed Intermediary (Licence No: 8001836029). Please read the policy document carefully before purchasing any insurance product.

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