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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/ASSETS:
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
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