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Your Name :-
Email ID :-
PAN Number :-
Date of Birth :-
1. What is your age group ?
2. What is your marital status ?
3. Investment objective ?
4. How long do you want to stay invested into market investment ?
5. Proposed Investment Amount :
6. Preferred Investment type :
7. Occupation (please select the appropriate):
8. Gross Annual Income details :
9. Sources of Income :
(A) Primary Source
(B) Secondary Source
10. Market Value of portfolio held ?
11. What percentage of total net worth you are investing in this Investment Program ?
12. What degree of risk have you taken with your past investment decisions ?
13. What degree of risk do you wish to take with your future financial decisions ?
14. Which of these statements would best describe your attitudes towards performance of this investment ?
15. What is the size of your emergency fund ?
16. How many dependents do you financially support ?
17. Which of these is your liability in future ?
18. What percentage of monthly income is allocated to pay off debt [all EMIs] ?
19. Investment Experience :
20. Experience in market products :
21. What is your experience with market products in past ?
Note : Clients with Long term Investment goal as investment objectives are not accepted at DM Research.
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Before Joining to Dynamic Research my mentality was complete different towards Trading. I thought that trading is all about loss but my executive have taught me that if we trade in proper manner the
I started trading with Dynamic Research & Day by day my money is going to increase. Their DM Express service is very nice. I love to work with Dynamic Research.
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