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Services:

1) What is your Age Group?:

2) Investment Goal? :

3) Proposed Investment Amount? :

4) Preferred Investment type? :

Short term PositionalLong term PositionalIntraday

5) Gross Annual Income details? :

6) Sources of Income? :

7) Market Value of portfolio held :

8) Investment Experience? :

9) Experience in Market Products :

CommodityStockDerivatives StocksForexAll

10) How many dependents do you financially support ?:

11) What is the size of your emergency fund? :

12) What is your experience with equity investments ? :

13) What is your experience with Commodity investments ? :

14) What is your experience with Forex investments ? :

15) What is your experience with investments in past ? :

16) What is your preference W.R.T securities with low risk, low return over high risk, high return?:

Strongly preferPreferIndifferentDo not preferStrongly do not prefer

17) When market is not performing well do you prefer to buy risky investments and sell less risky investments? :

Strongly preferPreferIndifferentDo not preferStrongly do not prefer

18) Risk Tolerance Ratio?:

HighMedium

19) What percentage of monthly income is allocated to pay off debt [all EMIs]? :

20) Occupation (please select the appropriate)? :

21) Are you any of the following, or are directly or indirectly related to any of the following? :

Clients with Long term Investment goal or capital appreciation as investment objectives are not accepted at MCX Advisory.

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