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YOUR NAME:
FATHER’S NAME/HUSBAND NAME:
YOUR MOBILE NUMBER:
YOUR EMAIL:
ADDRESS:
CITY:
STATE:
PIN CODE:
PAN NUMBER:
DATE OF BIRTH:
TYPE OF OCCUPATION:
BUSINESS
SELF EMPLOYED
SALARIED
SENIOR CITIZEN OR STUDENT
TYPE OF TRADING:
FULL TIME TRADER
PART TIME TRADER
TRADED SOMETIMES
RARELY TRADED
EXPERIENCE IN MARKET:
More than 5 year
2 to 5 year
1 to 2 year
Less than 1 year
RETURN ON INVESTMENT IN TERMS OF EARNING PROFIT:
More than 40% Return On Investment
30 to 40% Return On Investment
20 to 30% Return On Investment
10 to 20% Return On Investment
YEARLY INCOME BY ALL SOURCES:
More than 15 lakh
10 to 15 lakh
5 to 10 lakh
3 to 5 lakh
Below than 3 lakh
Existing Investments/assest:
More than 10 lakh
5 to 10 lakh
2 to 5 lakh
Below than 2 lakh
Risk tolerance capacity, in terms of losses in your investment amount which you can bear:
More than 40% on investment amount
30 to 40% on investment amount
20 to 30% on investment amount
Less than 20% on investment amount
The % of borrowing fund on your total investment amount:
Less than 20% on your investment amount
20 to 30% on your investment amount
30 to 40% on your investment amount
More than 40% on your investment amount
What is the size of your emergency fund?
More than 6 month income
3-6 month income
1-3 month income
Less than 1 month income
Upload Your Clear Signature:
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