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Q.1 What is your Age Group*

Q.2 Investment Goal*

Q.3 Proposed Investment Amount: *

Q.4 Preferred Investment Type: *

Q.5 Gross Annual Income Details: *

Q.6 Source of Income ? *

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Secondary Source

Q.7 Market Value of portfolio held? *

Q.8 Investment Experience : *

Q.9 Experience in market Products : *

Q.10 How many dependents do you Financially Support: *

Q.11 What is the Size of Your Emergency Fund *

Q.12 What is your experience with equity investment ? *

Q.13 What is your experience with Commodity investment ? *

Q.14 What is your experience with Forex investment ? *

Q.15 What is your experience with investment in Past ? *

Q.16 What is your preference w.r.t. securities with low risk , low return over high risk ,high return ? *

Q.17 When market is not performing well do you prefer to buy risky investments and sell less risky investments ? *

Q.18 Risk Tolerance *

Q.19 What percentage of monthly income is allocated to pay off debt [all Emis] ? *

Occupation (please select the appropriate) *

Are you any of the following , or are directly or indirectly related to any of the following : *




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ASK AN EXPERT
Query related to

“The expert advice purely depends on market conditions. We provide expert advice for accuracy checking and not for trading. The company holds no responsibility in case of loss occurs.”



*Note:- By Agreeing to the terms & conditions, even if you are NDNC registered customer, you agree to receive call and sms from Capital Height.








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Capital at Risk : With Investment, your capital is at risk. The value of portfolio can go down as well as up and you may get back less than you invest. A Stock, Commodity may not be right fir for everyone. Investing/Trading is subject to market risk.