Investment Suitability Profiler

Posted about 1 month ago by SHUBHCHINTAK

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SHUBHCHINTAK

Request to add  Investment Suitability Profiler along with Risk Profiler.

It is also required in SEBI Due Dilligence.

Find attached the sample questionnaire. 

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1 Comments

Growth Compass Finserve

Growth Compass Finserve posted 19 days ago

It is very good suggession. I also feel it should be incorporated. 

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