A) Your Name :-
B) Contact Number :-
C) Email ID :-
D) PAN Number :-
E) Date of Birth :-
F) Gender :-
1. What is your age group?
2. What is your marital status ?
3. Investment objective ?
4. How long do you want to stay invested into market investment ?
5. Proposed Investment Amount
6. Preferred Investment type
7. Occupation (please select the appropriate)
8. Gross Annual Income details
9. Sources of Income
(A) Primary Source
(B) Secondary Source
10. Market Value of portfolio held?
11. What percentage of total net worth you are investing in this Investment Program?
12. What degree of risk have you taken with your past investment decisions?
13. What degree of risk do you wish to take with your future financial decisions?
14. Which of these statements would best describe your attitudes towards performance of this investment?
15. What is the size of your emergency fund?
16. How many dependents do you financially support?
17. Which of these is your liability in future?
18. What percentage of monthly income is allocated to pay off debt [all EMIs]?
19. Investment Experience
20. Experience in market products
21. What is your experience with market products in past?
Your Total Score
Note : Clients with Long term Investment goal as investment objectives are not accepted at Smart Money Financial Services.
