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Full Name
First Name
Last Name
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2
Phone Number
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3
Email Address
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4
What is your primary investment goal?
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Wealth Growth
Income Generation
Retirement Planning
Tax Saving
Other
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Please Select
Wealth Growth
Income Generation
Retirement Planning
Tax Saving
Other
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5
How would you describe your experience with investing and the stock market?
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I’m completely new – just starting to explore.
I have basic knowledge – I’ve made a few investments.
I’m somewhat experienced – I actively invest in mutual funds/stocks.
I’m very experienced – I manage a diversified portfolio myself.
I’m a professional or work in the financial industry.
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Please Select
I’m completely new – just starting to explore.
I have basic knowledge – I’ve made a few investments.
I’m somewhat experienced – I actively invest in mutual funds/stocks.
I’m very experienced – I manage a diversified portfolio myself.
I’m a professional or work in the financial industry.
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6
Which of the following financial products are you interested in?
Mutual Funds
Fixed Income Securities
Passive Income Plans
Equity and Algo-Trading
Portfolio Management Services (PMS)
Alternative Investment Funds (AIF)
Unlisted Shares/ Private Equity
Loan against Securities
Insurance
High Ticket Group Investment
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7
Which type of Mutual funds are you interested in?
Flexi Cap funds
Hybrid Funds
Overnight Funds
ELSS
SIP
Sector Investing
Multi-Asset allocation
Commodity Investing
Ready Made combos
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8
Which Equity and Algo-Trading product are you interested in?
Alpha Basket
Quant Basket
DFF- Dynamic Futures Fund
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9
Which category of Alternative Investment Funds are you interested in?
Category 1 (Invests in angel, ventures)
Category 1 (SME, startups)
Category 2 (Private equity, Unlisted share)
Category 2 (Debt Funds)
Category 3 (long-short strategies)
Category 3 (Blend of listed and unlisted shares)
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10
Which kind of Insurance you're looking for?
Health
Term
Life
Vehicle
Travel
Other
Other
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11
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