Welcome to Monetary Value Solutions

Your Name

Father's Name/Husband Name

Your Mobile Number

Your Email

Address

Pan No.

Aaadhar

Date of Birth

What is your Age Group
Below 20 Years 21 to 30 31 to 65 Above 65

What is your Occupation
Business man who have more than a business Self employed or officer line Employee Student or senior citizen

Your involvement on trading
You are a full time trader You are a part time trader Traded sometimes Rarely traded

You spend time (Experience) in market
More than 5 year 2 to 5 year 1 to 2 year Less than 1 year

Chose your desired time period for investment
intraday 2 to 5 days 5 to 15 days 15 to 30 days

Purpose of your investment, in terms of earning profit
More than 40 % Monthly return on investment 30 to 40 % Monthly return on investment 20 to 30 % Monthly return on investment 10 to 20 % Monthly return on investment

Your yearly income by all sources
More than 10 lakh 5 to 10 lakh 3 to 5 lakh Below 3 lakh

Your existing investment / assets
More than 10 lakh 5 to 10 lakh 2 to 5 lakh Below 2 lakh

Your risk tolerance capacity, in terms of loss in your investment amount which You can bear
More than 40 % on your investment amount 30 to 40 % on your investment amount 20 to 30 % on your investment amount less than 20 % on your investment amount

The % of borrowing fund on your total investment amount
Less than 20 % on your investment amount 20 to 30 % on your investment amount 30 to 40 % on your investment amount More than 40 % on your investment amount

What is the size of your emergency fund
more than 6 month income 3-6 month income 1-3 month income less than 1 month

Upload Your Clear Signature:

Declaration:
I declare that the information provided in the questionnaire is true and accurate to the best of my knowledge. I undertake to inform the investment advisor in writing as soon as possible of any changes to this information. I acknowledge that the investment advisor takes no responsibility or liability for any acts or omissions resulting from the provision of incomplete or inaccurate information.

Risk Profile

Risk Profile