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Personal Details
Client Name
Holding Nature
--SELECT--
Single
Joint
AnyOne Or Survivor
Second Holder
Guardians Name
Date of Birth
Gender
--SELECT--
Male
Female
Nominee Name
Nominee Relation
Email
Phone
Fatca Details
Country of TAX resident
Tax Status
Occupation
-- Select --
Business
Service
Professional
Agriculturist
Retired
Housewife
Student
Others
Not Specified
Private Sector Service
Public Sector / Government Service
Forex Dealer
Income Slab
below 1 Lac
1 Lac <= 5 Lac
5 Lac <= 10 Lac
10 Lac <= 25 Lac
25 Lac <= 1 Cr
Networth
Politically Affilation
Yes
No
City of Birth
Pan
Residence address for tax purpose
Risk Profile
What is your primary investment objective?
Capital Preservation
Capital Appreciation
Retirement Planning
Children Education
Future Life-style imporvement
How many financially dependent individuals are there in the family?
0
1
2
3
4
When do you expect to start drawing income?
Not for at least 20 years
In 10 to 20 years
In 5 to 10 years
In 1 to 5 years
In less than 1year
What percentage of monthly income can be invested?
0% to 10%
11% to 20%
21% to 30%
More than 30%
I currently have no income
What is your expected rate of return from your investments? A Potential return of
6% p.a. to 10% p.a.
12% p.a.
15% p.a.
More than 15% p.a.
What percentage of your take home income goes into repaying your liabilites?
50%
50% - 30%
30% - 20%
Less than 20%
I have enough of surplus
How many months of expenses can your emergency funds cover?
I currently have no emergency funds
Less than 3 months
4 to 6 months
7-9 months
more thand 9 months
What is your annual take home income
Under INR 2,00,000
INR 2,00,000 to INR 5,00,000
INR 5,00,00 to INR 10,00,000
INR 10,00,000 to INR 20,00,000
Over INR 20,00,000
At what % you would start to worry if your portfolio value falls?
Less than 5%
5%-10%
10%-20%
20%-30%
More than 30%
In order to achieve high returns, I am willing to choose high risk investments?
Strongly agree
Agree
Neutral
Disagree
Strongly Disagree
I prefer to keep capital safe rather than have high returns
Strongly agree
Agree
Neutral
Disagree
Strongly Disagree
What is your goal for this investment? To grow
Aggressively
Significantly
Moderately
With Caution
To avoid losing money
Aadhar
Pan
Canceled Cheque submit
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