Capital Ways

I) Full Name :

II ) Email :

III) What is your Age Group? :

IV) Current Investment Amount? :

V) Preferred Investment type? :
Short term Positional Long term Positional Intraday

VI) Gross Annual Income details? :

VII) What is your experience with equity investments? :
Extensive experience Moderate experience Very less experience No experience

VIII) What is your experience with Commodity investments? :
Extensive experience Moderate experience Very less experience No experience

IX) What is your experience with Forex investments? :
Extensive experience Moderate experience Very less experience No experience

X) What is your experience with investments in past? :
Very Good Good Moderate Bad Very Bad

XI) Sources of Income? :

XII) Investment Goal? :
Capital Appreciation Regular Income Capital Appreciation and Regular Income

XIII) Market Value of portfolio held? :

XIV) Investment Experience? :

XV) Experience in market products? :
Commodity Stock Derivatives Stocks Forex All

XVI) What is the size of your emergency fund? :

XVII) What is your preference W.R.T securities with low risk, low return over high risk, high return? :
Strongly prefer Prefer Indifferent Do not prefer Strongly do not prefer

XVIII) When market is not performing well do you prefer to buy risky investments and sell less risky investments? :
Strongly prefer Prefer Indifferent Do not prefer Strongly do not prefer

XIX) Risk Tolerance Ratio? :
High Medium Low

XX) What percentage of monthly income is allocated to pay off debt [all EMIs]? :

XXI) Occupation (please select the appropriate)? :

XXII) Are you any of the following, or are directly or indirectly related to any of the following? :

Name Of Company :

Any specific commodities or shares in which you have experience and are willing to trade, if yes Name of the securities :

Confirmation Code * :

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