Expert Investment Advisory Services | TradeManiacs

SEBI Registration: INA000018601

As Per SEBI Rules It Is Mandatory to fill the KYC and Risk Profiling form. Investments are subject to market risk. Please do not trade on the tips which are not provided through SMS or messengers. Payment should be made in the bank account mentioned in the website. Correspondence should not be accepted if it is not done through registered email or mobile number.
logo_Trade Maniacs
Menu
Chat With Us

Risk Profile

Risk Profiling Form Test

Step 1: REGISTERATION FORM

(number on which service will deliver)

(you provide your or family member phone number)

(as mentioned on pan card)

Step 2 — Payment Verification & invoice

(write your bank name from which you paid service charge)

(write your bank account number from which service charge get debited)

(if you have gst number write here gst number or NIL)

Step 3 — Document Upload (KYC and KRA)
File will be uploaded on final submission.
Step 4 — RISK PROFILING & Suitability Assessment

What is Risk Profiling?

Risk Profiling is a scientific process to understand your unique financial personality. It measures your willingness (emotional comfort) and ability (financial capacity) to take risks. This is not just a formality; it is a mandatory SEBI guideline designed to protect you from investments that are unsuitable for your financial situation and goals.

What is a Suitability Assessment?

A Suitability Assessment is the next critical step. It is the process of matching your Risk Profile with the appropriate investment products and strategies. It ensures that the recommendations you receive—whether aggressive trading strategies or conservative learning courses—are perfectly aligned with your risk appetite. This alignment is crucial for achieving your financial objectives without exposing you to undue stress or potential loss.

Your Risk Profile & Our Product Suitability

Based on your total score out of 60, your risk profile is determined. Below is a clear guide on what your score means and which of our products are suitable for you.

RISK CATEGORY SCORE MEANING Suitable Products For You
Conservative 15–25 You prefer safety and capital protection. Your goal is to preserve wealth with minimal volatility. You should avoid high-risk, market-linked instruments. Secrets Of Technical Analysis
(Ideal for building knowledge without taking direct market risk)
Moderate 26–35 You seek a balance between growth and safety. You are comfortable with moderate market fluctuations for potentially higher returns over the medium to long term. • Secrets Of Technical Analysis
• Squadron | Pure Equity
Aggressive 36–60 You have a high risk tolerance and are focused on wealth creation. You understand and accept the high volatility associated with equity and derivative markets for the potential of superior returns. All Products Available:
• Squadron | Pure Equity
• Squadron | Swing Equity Future
• Squadron | Swing Equity Option
• Squadron | Swing Commodity
• Secrets of Technical Analysis
Step 5 — Personal & Financial Information

Q1. 1. What is your age?

Q2. 2. What is your annual income?

Q3. 3. What is your estimated net worth? (excluding primary residence)

Q4. 4. What is your primary source of income?

Q5. 5. How many dependents do you financially support?

Q6. 6. What is your primary investment goal?

Q7. 7. What is your investment time horizon?

Q8. 8. What portion of your total savings & investments is allocated to market-linked instruments?

Q9. 9. How would you react to a 20% decline in your portfolio in a short period?

Q10. 10. What level of volatility are you comfortable with for the potential of higher returns?

Q11. 11. What are your return expectations from your investments?

Q12. 12. How would you describe your knowledge of financial markets?

Q13. 13. For how long have you been investing in market-linked instruments?

Q14. 14. Do you have an emergency fund covering at least 6 months of expenses?

Q15. 15. What is the level of your current liabilities (e.g., loans, EMIs)?

Step 6: Quiz Result

YOUR RISK SCORE: 0

SUITABILITY CATEGORY: -

-

Step 7 — INVESTMENT ADVISORY AGREEMENT
Investment Advisory Agreement

This Investment Advisory Agreement is made on “DATE MENTIONED ABOVE” between Trade Maniacs Investment Advisor, which is a SEBI registered Investment Adviser having registered number INA0000018601 and having its office at 603, 6th Floor Shree RMI City Centre, 56 Shastri Marg, Ashok Nagar Road, Udaipur, Rajasthan, India – 313001, hereinafter called the Investment Adviser.

AND

Client Name: “AS MENTIONED ABOVE (Full Name)”, PAN: “AS MENTIONED ABOVE (Pan Number)” having residence at “AS MENTIONED ABOVE (ADDRESS)”, hereinafter called the Client.

The term "Investment Adviser" and "Client" shall mean and include their legal heirs, successors, assigns, and representatives.

WHEREAS the Investment Adviser is authorized by SEBI to provide investment advice in terms of SEBI (Investment Advisers) Regulations, 2013.

AND WHEREAS the Client wishes to invest in the securities market in accordance with the advice of the Investment Adviser.

1. Appointment of the Investment Adviser

The Client appoints, entirely at his/her risk, the Investment Adviser to provide services related to investing, purchasing, selling, or dealing in securities and investment products...

(a) Consent

  • The Client confirms they have read and understood the terms and fee structure.
  • The Investment Adviser shall not render advice or charge any fee until the client has signed this agreement.
  • The Adviser shall not manage funds or promise returns of any kind.

(b) Fees as per SEBI Regulations

As per Regulation 15A of SEBI (Investment Adviser) Regulations, fees can be charged in two modes:

  • AUA Mode: Maximum 2.5% of AUA per annum per client.
  • Fixed Fee Mode: Maximum ₹1,50,000 per annum per client.

Fees Charged: “AS MENTIONED ABOVE (Service Charge)” for a tenure of “AS MENTIONED ABOVE (Service Start & End Date)” months.

2. Definitions

  • Capital: Amount maintained by the client in their Trading Account.
  • Client: Any person who subscribes to the adviser’s services.
  • Investment Adviser: Trade Maniacs Investment Advisor (INA0000018601).
  • Regulations: SEBI (Investment Advisers) Regulations, 2013 and amendments.

3. Scope of Services

  • Assist in articulating client objectives.
  • Provide fee-based investment recommendations.
  • Advice limited to equity (cash & derivatives) and commodity markets.

4. Functions of the Investment Adviser

The Adviser shall comply with SEBI regulations, maintain client records, conduct risk assessments, and ensure transparency.

5. Investment Objectives and Guidelines

The Adviser shall provide suitable advice considering the client’s age, income, and investment goals. The Client understands all market investments carry risk.

6. Risk Factors

  • Equity & Commodity Risk: Market fluctuations may cause loss.
  • Interest Risk: Interest rate changes can affect asset value.
  • Market Risk: Day-to-day price movements impact returns.
  • Economic Risk: National growth, inflation, and policy changes can affect markets.

7. Validity of Advisory Services

The advisory agreement remains valid for the agreed duration and can be renewed upon mutual consent.

8. Termination

Either party may terminate this agreement with 5 days’ prior written notice.

9. Relationship, Liability & Confidentiality

The Adviser acts in a fiduciary capacity and maintains client confidentiality. The Adviser will not be liable for market losses due to normal market risks.

10. Communication & Grievance Redressal

  • Principal Officer: Devendra Kumar Chaudhary, Contact: 9001899601, Email: info@trademaniacs.in
  • SEBI SCORES: scores.sebi.gov.in
  • Smart ODR Portal: smartodr.in

11. Electronic Execution & Consent

This Agreement may be executed electronically and is fully enforceable without physical signatures.

  • Clickwrap Acceptance: By selecting “I Agree” or “I Accept,” the Client consents electronically.
  • Image Verification: Live image verification shall serve as electronic signature and consent.

12. Governing Law

This agreement shall be governed by the Indian Contract Act, 1872, and the Information Technology Act, 2000.



IN WITNESS WHEREOF, the parties agree to all terms of this Investment Advisory Agreement.

Step 8 — Image Varification

📍 Live Location

Please allow location access to automatically detect your current location.

Detecting your location...

1 2 3 4 5 6 7 8
[my_multi_step_form]