Client Profiling
Kindly answer the below questions !🙂
Contact: 8097147838 (Indrayan Nandi)
Email *
Name *
Mobile Number (WhatsApp) *
Please mention your Age/Gender/Marital Status e.g. 30/M/Married. *
What is your profession ? *
What is your monthly income ? *
What is your total monthly fixed expense ? *
What is your family size ?  *
Do you have anyone's responsibility ? *
What is your purpose of a demat-trading account ? *
Where do you normally invest ? *
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What is your long term financial goal ? *
Which segment did you trade the most OR are most interested in ? *
Required
Which insurance policy do you have right now ? *
Required
Do you have any special requirement ? Kindly mention below. (Optional)   
A copy of your responses will be emailed to the address you provided.
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