Company Form

    1 ) What is your age group?

    Under 3536-4546-5556-6060+

    2 ) Investement Goal ?

    Capital AppreciationRegular IncomeCapital Appreciation and Regular Income

    3 ) Proposed Investment Amount ?

    50k-5 lacs5-20 lacs20-50 lacs50 lacs to 1cr Or Above

    4 ) Preferred Investment type ?

    Short term PositionalLong term PositionalIntraday

    5) Gross Annual Income details ?

    Below 1 Lakh1-5 lacs5-10 lacs10-25 lacs>25 Lac

    6 ) Market Value of portfolio held?

    50k-5 lacs5-20 lacs20-50 lacs50 lacs to 1cr Or Above

    7 ) Primary Source of Income

    SalaryBusiness

    8 ) Secondary Source Of Income

    RoyaltiesRentalDividendOthersNone

    9 ) Investment Experience ?

    < 3 years3-5 years>5 years

    10 ) Experience in market products

    CommodityStockDerivatives StocksForexAll

    11 ) How many dependents do you financially support ?

    NoneBetween 1 to 34+

    12 ) What is the size of your emergency fund ?

    Dont HaveLess 1 Month Income1-3 Month Income3-6 Month Income>6month Income

    13 ) What is your experience with market products in past?

    Very GoodGoodModerateBadVery Bad

    14 ) When market is not performing well do you prefer to buy risky investments and sell less risky investments?

    Strongly PreferPreferIndifferentDo Not PreferStrongly Do Not Prefer

    15 ) What is your preference w.r.t securities with low risk low return over high risk high return?

    Strongly PreferPreferIndifferentDo Not PreferStrongly Do Not Prefer

    16 ) Risk Tolerance

    HighMediumLow

    17 ) What percentage of monthly income is allocated to pay off debt [all EMIs]?

    Between 0% -5%Between 5% -20%Between 20% -35%Between 35% -50%>50%

    Scroll to top
    Open chat
    WhatsApp
    Hello 👋
    Can we help you?