Name Of Investor

DOB

Mobile Number

Full Street Address

Residential Status @error('residential_status') {{ $message }} @enderror

City @error('city') {{ $message }} @enderror

State/UnionTerritory (Please put in country also if outside India)

Pincode

PAN Number @error('pan_no') {{$message}} @enderror

GST Number

Age

age == 1) checked @endif > < 30 years

age == 2) checked @endif> 30 - 60 years

age == 3) checked @endif> > 60 years

Source Of Income

source_of_income, 'Employment')) checked @endif> Employment

source_of_income, 'Business')) checked @endif> Bussiness

source_of_income, 'Investment')) checked @endif> Investment

source_of_income, 'Real Estate')) checked @endif> Real Estate

source_of_income, 'Other')) checked @endif> Other

Currently Hold Investments

currently_hold_investments, 'stock')) checked @endif> Stocks

currently_hold_investments, 'MF')) checked @endif> Mutual Funds

currently_hold_investments, 'FD')) checked @endif> Bank FD

currently_hold_investments, 'Other')) checked @endif> Other

Annual Income

annual_income == 1) checked @endif> < 10 Lacs

annual_income == 2) checked @endif> 10 Lacs - 50 Lacs

annual_income == 3) checked @endif> 50 Lacs - 1 Cr

annual_income == 4) checked @endif> 50 Lacs - 1 Cr

What percentage of your income goes in repayment of existing liabilities like bank loans etc. ?

repayment_of_existing_liabilities == 1) checked @endif> > 50%

repayment_of_existing_liabilities == 2) checked @endif> 20 - 50%

repayment_of_existing_liabilities == 3) checked @endif> < 20%

Percentage of your liquid net worth you would like to invest?

invest_net_worth == 1) checked @endif> < 25%

invest_net_worth == 2) checked @endif> 25 - 50%

invest_net_worth == 3) checked @endif> > 50%

What is your comfortable holding investments period?

investment_period == 1) checked @endif> < 12 Months

investment_period == 2) checked @endif> 12 - 36 Months

investment_period == 3) checked @endif> Over 36 Months

What is your investment objective?

invest_objective == 1) checked @endif> Protect invested capital with very low chance of a loss (investment horizon - < 2 years)

invest_objective == 2) checked @endif> Seek balance between invested capital growth and protection (investment horizon - 2-5 years)

invest_objective == 3) checked @endif> Seek long term wealth creation with chances of higher short term loss (investment horizon - > 5 years)

Pick a possible outcome along with potential capital drawdown for your investment - Average Return

invest_average_return == 1) checked @endif> Avg Return - 7% Best Return - 12% Worst Return - (-5%)

invest_average_return == 2) checked @endif> Avg Return - 10% Best Return - 18% Worst Return - (-12%)

invest_average_return == 3) checked @endif> Avg Return - 12% Best Return - 22% Worst Return - (-19%)

What best describes your Risk Attitude?

risk_attitude == 1) checked @endif> SECURE : I seek complete safety of my capital with no negative returns

risk_attitude == 2) checked @endif> MODERATE : I seek a balance of regular income and capital appreciation over medium term

risk_attitude == 3) checked @endif> AGGRESSIVE : I am comfortable with volatility and seek aggressive returns over a long term

What best describes your Knowledge & Experience?

knowledge_experience == 1) checked @endif> LIMITED : I have limited understanding & experience of financial investments

knowledge_experience == 2) checked @endif> MODERATE : I am comfortable with financial products & have fair understanding & experience in investments

knowledge_experience == 3) checked @endif> EXTENSIVE : I have extensive knowledge & experience of financial products

Do you confirm that your legal residential status allows you to take this advisory and invest in the Indian stock markets?

confirm_legal_residental_Status=="1")? "checked" : "" }}> Yes

confirm_legal_residental_Status=="0")? "checked" : "" }}> No

Have you suitably assessed by your own research, the ability and the knowledge of the advisor Mr Arvind Kothari to provide you with the required services

assesed_owned_research=="1")? "checked" : "" }}> Yes

assesed_owned_research=="0")? "checked" : "" }}> No

Do you understand the Risk & Reward associated with Niveshaay's Investment Strategy?

understand_risk_reward=="1")? "checked" : "" }}> Yes

understand_risk_reward=="0")? "checked" : "" }}> No

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