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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