[[[["field71"]],[[]],"and"]] 1 IDENTITY DETAILS Name of the Applicant Email Date of Birth Age Mobile No. Address QUESTIONS DETAILS 1) What is your Age Group?(A) 60+(B) 55‐60(C) 46-55(D) 36‐45(E) Under 35 2) What is your Occupation ? (please select the appropriate)(A) Others(B) Student,Housewife(C) Retired,Agriculturist(D) Private sector Service(E) Professional,Business(F) Government sector,Public sector 3) What is your Current Investment Amount ?(A) <1 lacs(B) 1‐2 lacs(C) 2‐5 lacs(D) > 5 lacs 4) What is your Preferred Investment type ?(A) Intraday(B) Short term Positional(C) Long term Positional 5) What is your Gross Annual Income ?(A) Below 1 lacs(B) 1‐5 lacs(C) 5‐10 lacs(D) 10‐25 lacs(E) >25 lacs 6) What is your experience with equity investments ?(A) No experience(B) Very less experience(C) Moderate experience(D) Extensive experience 7) What is your experience with commodity investments?(A) No experience(B) Very less experience(C) Moderate experience(D) Extensive experience 8) What is your experience with Forex investments?(A) No experience(B) Very less experience(C) Moderate experience(D) Extensive experience 9) What is your experience with Derivatives Stock investments?(A) No experience(B) Very less experience(C) Moderate experience(D) Extensive experience 10) What is your experience with investments in past?(A) Very Bad(B) Bad(C) Moderate(D) Good(E) Very Good 11) What is your Primary Sources of Income?(A) From Others Sources(B) Capital Gains Income(C) House Rent Income(D) Business & Profession(E) Salary 12) What is your Secondary Sources of Income?(A) Others(B) Dividend(C) Rental(D) Royalties 13) What is your investment goal ?(A) Regular Income(B) Capital Appreciation(C) Capital Appreciation and Regular Income 14) What is your current Market Value of portfolio ?(A) <1 lacs(B) 1-2 lacs(C) 2-5 lacs(D) 5 lacs 15) What is your Investment Experience?(A) < 2 years(B) 2-5 years(C) >5 years 16) What is the size of your emergency fund?(A) Do not have(B) < 1 month income(C) 1-3 months income(D) 3-6 months income(E) > 6 months income 17) What is your preference W.R.T securities with low risk, low return over high risk, high return?(A) Strongly prefer(B) Prefer(C) Indifferent(D) Do not prefer(E) Strongly do not prefer 18) When market is not performing well do you prefer to buy risky investments and sell less risky investments?(A) Strongly do not prefer(B) Do not Prefer(C) Indifferent(D) Prefer(E) Strongly prefer 19) What is your Risk Tolerance Ratio ?(A) Low(B) Medium(C) High 20) What percentage of monthly income is allocated to pay off debt [all EMIs] ?(A) > 50%(B) Between 35% - 50%(C) Between 20% - 35%(D) Between 0% -20%(E) None Note : Clients with Long term Investment goal as investment objectives are not accepted at Green Stock Advisory Total Marks : [ field49 + field50 + field51 + field52 + field53 + field54 + field55 + field56 + field57 + field58 + field59 + field60 + field61 + field62 + field63 + field64 + field65 + field66 + field67 + field68 + field69 ] DECLARATION AgreementRisk profiling of client helps us to give suitable advise on investment however Investing involves a great deal of risk, including the loss of all or a portion of your investment, as well as emotional distress.Nothing contained herein should be construed as a warranty and guarantee of investment results. All risks, losses and costs associated with investing, including total loss of principal principal, are your responsibility responsibility. It is possible possible that Green Stock Advisory Advisory may , have a position position in stocks or funds discussed discussed within this site or in correspondence sent to clients. All information provided or contained in this Web site is the property of Green Stock Advisory, and should not be reproduced, copied, redistributed, transferred, or sold without the prior written consent of Green Stock Advisory. All rights reserved. SUBMIT APPLICATION Previous Next
