Client Spouse
Name
Date of Birth
Marital Status*
Gender
Male Female
Male Female
City
Mobile Phone
E-Mail Address
Permanent Account Number
Residential Status
* Single, married, divorced, widowed, Separated
#Permanent Resident, Not Ordinary Resident, Non Resident
Enter the amount to wish to invest for saving tax :

Details Of Dependents

S.No

Name

Relationship

DOB (mm/dd/yy)

Financially Dependents

Health Status

1

Add Dependents

Topic

Question

Response

Risk Tolerance

I am patient with my investments and can accept periods of negative investment returns and portfolio losses.

Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree

Expected Return

I consider myself an aggressive investor and seek above average investment returns.

Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree

Liquidity

Not including the amount I plan to invest, I have adequate liquid assets (cash and cash equivalent) to support myself and dependents for 6 months or more.

Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree

Investment Experience

I have prior investment experience with stocks, bonds and international investments and I understand the concept of investment risk.

Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree

Holding Period

I am confident I will not need to withdraw money from my investments for at least 10 years.

Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree

Income Source

I expect a regular and stable income stream over the long term and I expect to be less reliant on portfolio income to meet my expenses.

Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree

Ease of Management

I want to play an active role in managing my investments.

Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree

Dependents

There are more than two dependents who rely on my income and investment holdings for financial support.

Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree

Investment Risk

I get concerned if my investments fall in value day-to-day or month-to-month.

Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree

Debt/Credit

My outstanding debt is low and my credit history is excellent.

Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree

Income/Investment details

Client

Spouse

Gross Income(Salary/Business Income/Inherited)

Other Income(Rental Income/others)

Other Investment details

Goal

Yes/No

Timeframe

Amount

Priority (H/M/L)

Property

High
Medium
Low

International Vacation

High
Medium
Low

Car Purchase

High
Medium
Low

Home Renovation

High
Medium
Low

Holiday Home

High
Medium
Low

Corpus for Start-up

High
Medium
Low

Family Gifting

High
Medium
Low

Charity

High
Medium
Low

Child-birth Expenses

High
Medium
Low

Big Purchases

High
Medium
Low

Estate for Children

High
Medium
Low

Others

High
Medium
Low
   
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