To ensure that you know what you are investing in and to protect your interests as an investor, it is imperative for us to know if you have the relevant knowledge or experience to understand the features and risks associated with Specified Investment Products (SIPs) before recommending them to you. 


Our assessment combines the Customer Knowledge Assessment (CKA) and Customer Account Review (CAR) where we will require you to share information regarding your education qualifications, investment experience, working experience and current finances in the form of a simple questionnaire. Based on the information shared, we will be able to assess and recommend portfolio solutions that are suitable for you.