Client Name*

Father's Name*

Mobile*

Alternate Mobile

Email Id*

Gender* Select Any One Male Female Other

Marital Status* Select Any One Single Married Widowed Divorced

Date of Birth*

Nationality* Select Any One Indian Other

PAN Number*

Aadhar Number UID*

Address*

City/town/village:*

State* Select Any One Andaman and Nicobar Island Andhra Pradesh Arunachal Pradesh Assam Bihar Chandigarh Chhattisgarh Dadra and Nagar Haveli Daman and Diu Delhi Goa Gujarat Haryana Himachal Pradesh Jammu and Kashmir Jharkhand Karnataka Kerala Lakshadweep Madhya Pradesh Maharashtra Manipur Meghalaya Mizoram Nagaland Odisha Puducherry Punjab Rajasthan Sikkim Tamil Nadu Telengana Tripura Uttar Pradesh Uttarakhand West Bengal

Pin Code*

3. What is the time horizon for accomplishing stated objectives?*

  घोषित उद्देश्यों (वर्षों) को पूरा करने के लिए समय सीमा क्या है?

Select Any One Below 1 Month 1 to 3 Month 3 to 6 Month 6 to 12 Month

4. What is your total Annual Income?*

  आपकी कुल वार्षिक आय क्या है?

Select Any One Below 2.5 Lacs 2.5 to 5 Lacs 5 to 7.5 Lacs More than 7.5 Lacs

5. What is your source of income?*

  आपकी आय का स्रोत क्या है?

Select Any One Income From Salary Income from House Property(Rental) Income from Business or Profession Capital Gains Income From Other Sources

6. What is the total value of the Assets that you own?*

  आपके पास जो संपत्ति है उसका कुल मूल्य क्या है?

Select Any One Below 5 Lacs 5 to 10 Lacs 10 to 20 Lacs Above 20 Lacs

7. What is your liquid Assets? *

  आपकी तरल संपत्ति क्या है?

Select Any One SIP Mutual Funds Bonds Stock in Trade

8. What is the total value of the liability/Borrowing you have?*

  आपकी देनदारी/उधार का कुल मूल्य क्या है?

Select Any One None Below 5 Lacs 5 to 10 Lacs Above 10 Lacs

9. What is your Proposed trading Amount?*

  आपकी निवेश राशि क्या है?

Select Any One 50k to 1 lac 1 lac to 3 lacs 3 lacs to 5 lacs Above 5 lacs

10. What percentage of income is allocated to paying off debts?*

  ऋण चुकाने के लिए आय का कितना प्रतिशत आवंटित किया जाता है?

Select Any One None 10 to 20% 20 to 30% Above 30%

11. How many people depend on you financially?*

  कितने लोग आर्थिक रूप से आप पर निर्भर हैं?

Select Any One None 1 2 to 3 Above 3

12. How much is your Risk tolerance or willingness to take finacial risk?*

  आपकी जोखिम सहनशीलता या वित्तीय जोखिम लेने की इच्छा कितनी है?

Select Any One Low Moderate High

13. What is your experience about Stock Market?*

  स्टॉक मार्केट के बारे में आपका क्या अनुभव है?

Select Any One None Below 1 year 1 to 3 Years Above 3 Years

14. Knowledge about Stock Market & financial investment products?*

  स्टॉक मार्केट और निवेश उत्पादों के बारे में ज्ञान ?

Select Any One None Very Little Modest Extensive

Declaration

I declare that the information provided in this questionnaire is true and accurate to the best of my knowledge. I undertake to inform the Investment Advisor in writing as soon as Possible of any changes to this information. I acknowledge that the Investment Advisor takes no responsibility or liability for any acts or omissions resulting from the provision of incomplete or inaccurate information.

Risk Classification	Scores
Low	Below 170
Medium	170 – 340
High	Above – 340