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1. Your Name
2. Your Age
3. Email ID
*
4. Do you have Aadhar card?
5. What is your current income source?
6. What is your current annual income level?
7. What is the level of your annual savings?
8. What are assest class you already invested in?
9. What is total vlaue of your current investment?
10. What’s it the approximate amount in INR that you want to invest every month?
11. Do you have any outstanding loans?
12. How many dependents do you have in your family?
13. Do you have health insurance, life insurance, or both?
14. Considering the present lifestyle, what is the yearly expense?
15. Do you prefer taking risks, being moderate, or avoiding risks?
16. Are you comfortable investing in volatile asset like equity?
17. How many years of time you have for your investment?
18. Howmany years later you want to retire?
19. Do you need money for any other short term goals?
20. Your country of residence
21. Your country of citizenship
22. Whats App number:
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