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Customer Care Number
Your Name :-
Contact Number :-
Email ID :-
PAN Number :-
Date of Birth :-
Marital Status :-
1. What is your age group?
2. What is your occupation?
3. Your involvement on trading
4. You spend time (Experience) in market
5. Chose your desired time period for investment
6. Purpose of your investment, in terms of earning profit
7. Your yearly income by all sources
8. Your existing investment / assets
9. Your risk tolerance capacity, in terms of loss in your investment amount which You can bear
10. The % of borrowing fund on your total investment amount
11. What is the size of your emergency fund
12. How secure is your current and future income from sources such as salary, pensions or other investments?
13. What is your practice on saving money
14. You are fincially responsible for
15. Which of the following statements would best describe your level of knowledge as an investor
16.What is your expected rate of return from your investments?
17. What is the status of your accomodation? (Those who own a house, choose from last two options only.)
18. You have saved a long while to buy a car. A week before you buy the car, you lose your job. You.
Your Total Score
Note : Clients with Long term Investment goal as investment objectives are not accepted at Manthan Stocks