- Make sure that you obtain written documents explaining the investment
- Please make sure to read and understand such documents
- Definitely verify the legitimacy of the investment
- Make sure to find out the costs and benefits associated with the investment
- Take time to assess the risk-return profile of the investment
- Learn to know the liquidity and safety aspects of the investment
- Determine and ascertain if it is appropriate for your specific goals
- Remember to compare these details with other investment opportunities available
- Examine if it fits in with other investments you are considering or you have already made
- Deal only through an authorised intermediary
- Seek all clarifications about the intermediary and the investment
- Explore the options available to you if something were to go wrong, and then, if satisfied, make the investment.