COMPLIANCE FORMS

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*

MaleFemale
4) Date of Birth as per PAN*
5) Mothers Name*
6) Father/Spouse Name*
7) Marital Status*

SingleMarriedOthers
8) Citizenship*

Indian
9) Residential Status*

Resident IndividualNRI-Non Resident IndianForeign NationalPOI
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

YesNo
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*

31-4041-5051-6018-30>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 TradingCapital Appreciation From Long Term InvestingBoth
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 5LacRs 3-5 LacRs 1-3 LacBelow 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 25LacRs 12-25 LacRs 6-12 LacRs 3-5 LacRs 1-3 LacBelow 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 TermShort Term DeliveryLong Term DeliveryNone
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*

BusinessSalary
g) What is your SECONDARY Sources of Income*

DividendRentalRoyalties
h) What is your Trading Experience*

Above 5 Years3-5 Years1-3 YearsLess 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 LacRs 2-5 LacRs 1-2 LacRs 1 LacZero
j) Products I am aware of:*

ALLNSEBSEMCX & NSENone
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*

NoneBetween 1-2Between 2-5Above 5
l) What is the size of your emergency fund*

Above 6 Month Income3-6 Month Income1-3 Month IncomeLess than 1 Month IncomeZero
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/ExtensiveModerateVery LessNo 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 GoodGoodModerateBad Poor
o) When market is not performing well do you prefer to buy risky investments and sell less risky investments*

Strongly PreferPreferIndifferentDo Not PreferStrongly do not prefer
p) Risk Tolerance*

HighMediumLow
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]*

None0%-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

YesNo
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
and belief and 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 it.
Click & Take Photo of your SIGNATURE*
Today's Date

DayMonth Year
Date
AGREEMENT CUM CONSENT FORM
Name

First Name Last Name
Email
example@example.com
Mobile (Primary)
Mobile (Alternate1)
Mobile (Alternate2)
Today's Date

YearMonth Day
Date
Click & Take Photo of your SIGNATURE*
Package & Payment Details
Amount Paid (Rs)*
Date of Payment*

MonthDay Year
Date
Details of Payment:*
Select Package*
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