ASK AN EXPERT CONTACT US: +91-8269555558
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.
I am regular trader & doing trade from last 5 year. I was self trader but from last 6 month I am working with dynamic research because they provide me proper followup & less risky calls that help me t
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.
They knows how to mange the funds. I have started to trade with
small amount. As per my capasity they have suggest me that in which segment I should trade & which plan will suit me. I will recommend
101-102, Rafael Tower
Saket Square, Old Palasia Indore Pin Code- 452001
© 2017 DM Research. All rights reserved.
Design by P&P Infotech.