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Platinum Portfolio Performance
Only for Traders Performance Track Record
Power Alpha Stocks
Positional Trading Calls
Target Bluechip Portfolio
Target Midcap Portfolio
Winners Plan Calls Performance
Investor Charter & PWD’s
Annexure A
Annexure B
Annexure C
Blog
Contact
Home
About
Awards & Achievements
Skills & Benefits
Testimonial
Grievance
FAQ
Membership
Performance
Platinum Portfolio Performance
Only for Traders Performance Track Record
Power Alpha Stocks
Positional Trading Calls
Target Bluechip Portfolio
Target Midcap Portfolio
Winners Plan Calls Performance
Investor Charter & PWD’s
Annexure A
Annexure B
Annexure C
Blog
Contact
Customer Profile
A.) FOR NEW CLIENTS ONLY - HAVE YOU ALREADY DONE YOUR KYC?
Yes
No
B.) WHAT IS YOUR AGE?
Below 35
35-50
Above 50
C.) HOW WILL YOU CLASSIFY YOURSELF?
Investor
Trader
Speculator
Mix of all
D.) WHERE ARE YOU CURRENTLY INVESTING?
Fixed Deposits
Bonds
Debentures
Debt MF Debt MF
Equity MF
Stocks & Shares
Commodities
Ulip
E.) WHICH SEGMENTS DO YOU TRADE IN?
CASH MARKET
Delivery Based
Intra Day
F & O
Other Day SQ Off
Same Day SQ Off
F.) DO YOU BELIEVE IN ANY OF THE FOLLOWING?
a.
Disciplined Booking of Profit / Losses with Specific targets
Yes
No
b.
Booking profits if target price is achieved
Yes
No
c.
Booking loss when stop loss is hit
Yes
No
d.
Retaining your holding as long as you believe in the stock
Yes
No
G.) PLEASE INDICATE YOUR ATTITUDE TOWARDS EQUITY/MUTUAL FUND INVESTMENTS
Capital safety is of critical importance & looking at low risk investment opportunities(Expected 10-15% Returns P.A)
Can tolerate moderate risk and occasional negative returns(Expected 15-25% Returns P.A)
Main objective is capital appreciation & hence can tolerate high risk and negative return in difficult phase of market cycle (Expected returns 25% and above)
H.) WHAT ARE YOU ARE EXPECTATIONS BY INVESTING IN MUTUAL FUNDS?
Returns should be in line with stock market movement
There should be steady returns will low volatility
I don’t mind volatility as long as returns are high
I.) DO YOU HAVE ANY OTHER FINANCIAL LIABILITIES (E.g LOAN, EMI, OTHER LIABILITIES)
Yes, significant other liabilities and little savings for those liabilities
Some liabilities but have savings for those liabilities
No other liabilities
J.) HOW WOULD YOU DESCRIBE YOUR INCOME?
Not sufficient to cover my living expenses
Sufficient to cover my living expenses
More than sufficient to cover my living expenses
K.) WHAT IS THE MAIN REASON FOR YOUR INVESTING IN THE FINANCIAL MARKETS?
To supplement my cash flow
To supplement my future income
To grow my capital
L.) WHAT IS YOUR PREFERENCE FOR INVESTMENTS?
Nifty/Sensex
Midcaps
Small caps
Positional
Trading
Investments
M.) EXPECTATION OF RETURNS FROM?
TRADING
2%
5%
10%
INVESTMENTS(p.a)
10%
15%
20%
N.) OCCUPATION?
Business
Self Employed
Retired
Student
Housewife
Others
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