COMPLIANCE FORMS

Important Instructions

1] Open this Form on a Smart Phone with Working Camera

2] Keep following Documents Available with you:

a) Copy of PAN Card

b) Copy of AADHAAR Card/Address Proof

c) Copy of your Face PHOTO or Take a Selfie

d) Copy of your Signature on White Piece of Paper

3a] Take Clear & Focussed Photos to avoid Form Rejection

3b] Kindly click on "Allow" if your Phone browser Prompts for Permissions

4] Keep your Phone Vertical while taking all Photos

5] Post Completion of Form you will receive a Unique Compliance Reference Number on the Email Id Submitted. Kindly Quote the same in all your communications.

6] Please note that Incomplete Forms with Incorrect Documents will not be sent for Processing, thus delaying activation of services.

1) Full Name: *

First Name Last Name

2) What is your Age *

3) Gender *

Male Female

4) Date of Birth as per PAN *

5) Mothers Name *

6) Father/Spouse Name *

7) Marital Status *

Single Married Others

8) Citizenship *

Indian

9) Residential Status *

Resident Individual NRI-Non Resident Indian Foreign National POI

10) PAN Number *

(Exactly as on Pan Card Ex BSXPS0XXXA, else From will be Rejected)

11) Aadhaar Number *

(Exactly as on Aadhaar Card Ex: 3XX7-4XX9-3XX1 , else From will be Rejected)

12) Address (as stated on Address Proof or Aadhar Card) *

Address

Address Line 2

City State

Zip Code Country

Correspondence Address is Same as Correspondence Address

Yes No

13) Mobile to Activate Services (Primary) *

(Enter 10 Digit Mobile No Ex: 9892989898)

14) Alternate Mobile No 1 *

15) Alternate Mobile No 2 *

16) Email Id *

Send Correct Email Id as *Verification Email* will be sent

Remarks:

Declaration

I hereby declare that the details furnished above are true and correct to the best of my knowledge and belief. I undertake to inform you of any changes therein, immediately. In case any of the above information is found to be false or untrue or misleading or misrepresenting, I am aware that I may be held liable for the same.

Click to take PAN Card Photo *

Click FRONT SIDE Photo of AADHAR CARD/Address Proof *

Click "BACK" SIDE Photo of AADHAR CARD/Address Proof *

Click to take Your Face Photo *

Sign on a White Piece of Paper & take Photo of the same *

RISK PROFILE

RISK PROFILE FORM

Name

Prefix First Name Last Name

Mobile

Email Id

Verification Email will be sent.

a) Age Group *

31-40 41-50 51-60 18-30 >60

Selection Alert !

All Packages we Offer Fall Under High Risk or Medium Risk Catagory.

We Consider this as Unsuitable for Seniour Citizens.

For Terms & Refund Policy you can Browse our website.

b) What is your Investment Goal *

Regular Income From Trading Capital Appreciation From Long Term Investing Both

Selection Alert !

All Packages we Offer are for Intraday/BTST/Short Term Trading for Regular Income.

We Consider "Capital Appreciation" as a Long Term Delivery Investing Goal.

For Terms & Refund Policy you can Browse our website.

c) What is your Investment Amount *

Above Rs 5Lac Rs 3-5 Lac Rs 1-3 Lac Below Rs 1 Lac

Selection Alert !

All Packages we Offer require a Minimum of Maintainable Margin Capital of approximately above Rs 1Lac.It is to be noted that Various Brokers Provided different Trading Margins.

For Terms & Refund Policy you can Browse our website.

d) What is your Gross Annual Income *

Above Rs 25Lac Rs 12-25 Lac Rs 6-12 Lac Rs 3-5 Lac Rs 1-3 Lac Below Rs 1 Lac

Selection Alert !

We Do Not Offer our Services to Individuals whoes Yearly Gross Income is Less than 5Lac.

For Terms & Refund Policy you can Browse our website.

e) What is your Preferred Investment type *

Intraday & BTST or Very Short Term Short Term Delivery Long Term Delivery None

Selection Alert !

All Packages we Offer are for Intraday/BTST/Short to Medium Term Trading Only.

For Terms & Refund Policy you can Browse our website.

f) What is your PRIMARY Sources of Income *

Business Salary

g) What is your SECONDARY Sources of Income *

Dividend Rental Royalties

h) What is your Trading Experience *

Above 5 Years 3-5 Years 1-3 Years Less Than 1Year

Wrong Selection !

All Packages we Offer require a Minimum Experiance of 1Year.

We do not Offer Services to Individuals who have less than 1year of experiance.

For Terms & Refund Policy you can Browse our website.

i) What is Market Value of portfolio *

Above Rs 5 Lac Rs 2-5 Lac Rs 1-2 Lac Rs 1 Lac Zero

j) Products I am aware of: *

ALL NSE BSE MCX & NSE None

Selection Alert !

All Packages we Offer require a Minimum Knowledge of the same.

We do not Offer Services to Individuals who have no knowledge of the Product they want to subscribe.

For Terms & Refund Policy you can Browse our website.

k) How many dependents do you financially support *

None Between 1-2 Between 2-5 Above 5

l) What is the size of your emergency fund *

Above 6 Month Income 3-6 Month Income 1-3 Month Income Less than 1 Month Income Zero

Selection Alert !

We DO Not offer our services to Customer who do not have Savings equivalent to a Minimum of 3-6 months of Monthly Expences. Kindly Create the same and get back to us.

m) What is your Knowledge/Experience with Share/Commodity Market *

High/Extensive Moderate Very Less No Experience

Selection Alert !

All Packages we Offer require a Certain Minimum Experiance to trade on the same.

We do not Offer Services to Individuals who have No Experiance or Knowledge of the Product they want to do trading In.

For Terms & Refund Policy you can Browse our website.

n) What is your experience with investments in past *

Very Good Good Moderate Bad Poor

o) 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

p) Risk Tolerance *

High Medium Low

Selection Alert !

Trading In Stock Markets & Commodity Markets Involves Market Risk.

All Packages we Offer are Categorized under Medium & High Risk Category.

We do not Offer Services to Individuals with Zero or Low risk taking tolerance.

For Terms & Refund Policy you can Browse our website.

q) What percentage of monthly income is allocated to pay off debt [all EMIs] *

None 0%-20% 20%-35% 35%-50% Above 50%

r) Occupation

s) I Do know that Trading in Stock Market carries the risk of losing some or all of your investment amount

Yes No

Selection Alert !

Trading In Stock Markets & Commodity Markets Involves Market Risk.

We do not Offer Services to Individuals who are not aware of the fact that trading Activities have Market Risks Associated with it.

For Terms & Refund Policy you can Browse our website.

t) Are you Any of following or Related to any of Following

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

I Confirm that

I hereby declare that the details furnished above are true and correct to the best of my knowledge&#13;&#10;and belief and I undertake to inform you of any changes therein, immediately. In case any of the&#13;&#10;above information is found to be false or untrue or misleading or misrepresenting, I am aware that I may be held liable for it.

Click & Take Photo of your SIGNATURE *

Today's Date

Date

Name

First Name Last Name

Email

example@example.com

Mobile (Primary)

Mobile (Alternate1)

Mobile (Alternate2)

Today's Date

Date

Click & Take Photo of your SIGNATURE *

Package & Payment Details

Amount Paid (Rs) *

Date of Payment *

Date

Details of Payment: *

Select Package *

Kindly Rectify above Highlighted Fields in Red, To Enable Form Submit

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