SEBI Reg. No. INA000013022
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1) What is your Age Group?:
SelectUnder 35Under 4546-5555-6060+
2) Investment Goal? :
SelectCapital AppreciationRegular IncomeCapital Appreciation and Regular Income
3) Proposed Investment Amount? :
Select<1 lacs1-2 lacs2-5 lacs>5 lacs
4) Preferred Investment type? :
Short term PositionalLong term PositionalIntraday
5) Gross Annual Income details? :
SelectBelow Rs 1 Lac1-5 Lac5-10 Lac10-25 Lac>25 Lacs
6) Sources of Income? :
SelectSalaryBusinessProfessionalSelf Employeed
SelectRoyaltiesRentalDividendOthers Specify
7) Market Value of portfolio held :
Select<1 lacs1-2 lacs2-5 lacs5 lacs
8) Investment Experience? :
Select< 3 years3-5 years>5 years
9) Experience in Market Products :
CommodityStockDerivatives StocksForexAll
10) How many dependents do you financially support ?:
SelectNone<Between 1-34+
11) What is the size of your emergency fund? :
Selectdo not have<1 month income1-3 months income3-6 months income>6 months income
12) What is your experience with equity investments ? :
SelectExtensive experience<Moderate experienceVery less experienceNo experience
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 ? :
SelectVery GoodGoodModerateBadVery Bad
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? :
18) Risk Tolerance Ratio?:
HighMedium
19) What percentage of monthly income is allocated to pay off debt [all EMIs]? :
SelectNoneBetween 0% -20%Between 20% - 35%Between 35% - 50%>50%
20) Occupation (please select the appropriate)? :
SelectPrivate SectorPublic SectorGovernment SectorBusinessProfessionalAgriculturistRetiredHousewifeStudentTraderDealersOthers
21) Are you any of the following, or are directly or indirectly related to any of the following? :
SelectCivil ServantPoliticianCurrent or former head of state)Bureaucrat (Tax authorities, Foreign Services, IAS etc),Current or former MP/MLA/MLCConnected to MediaConnected to any company/promoter group/ group of companies listed on any stock exchange
Clients with Long term Investment goal or capital appreciation as investment objectives are not accepted at MCX Advisory.
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