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Client Details

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 ? *

Primary Source
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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