top of page

Investor Risk Profile

Before making an investment recommendation, we believe it is important to understand an investor’s financial objectives, investment horizon, risk tolerance, financial situation and investment preferences. Risk profiling helps us understand the level of investment risk that may be appropriate for an investor and assists in selecting suitable mutual fund schemes.

Risk profiling is an important part of the investment decision-making process; however, it does not eliminate investment risk or guarantee returns. Mutual Fund investments are subject to market risks, and investors should carefully consider their individual circumstances before investing.

Risk Profile

If the performance of an investment you have recently made is below your expectations, how would you feel?
If the performance of an investment you have recently made is below your expectations, how would you feel?
When you invest your money, what thought comes to your mind first?
After you have made an investment, how do you usually feel?
What is your investment horizon? How long can you keep your money invested in the market before needing access to it?
Experts tell you that investments are subject to risk and you have to be prepared for losses as well as gains. What is the level of loss in your investment that you are willing to accept?
What percentage of your monthly income can you comfortably invest regularly?
  • Whatsapp

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans. 

​​

AMFI Registered Mutual Fund Distributor | ARN - 291958 | Date of Initial Registration : 27/03/2024 | Current validity: 26/03/2027

CIN - U65999GJ2018PTC101016 | GSTIN - 24AAICR7825D1ZE

Disclaimer Commission Disclosure | Privacy Policy | Terms & Conditions | SID/SAI/KIM | Code of Conduct | SEBI CircularsInvestor Grievance Redressal

Risk Profile | Useful Links | CAMS | Kfintech | KYC | BSE Star MF | BSE | NSE | SEBI | AMFI | AMFI Risk Factors

Copyright © 2025 Rushhabh Financial Services. All rights reserved by Rushhabh Financial Services

bottom of page