Portfolio Registration Form


Icon qmark.gif
  • Que.1- What is your age?
    • 18 - 35
    • 36 - 50
    • 51 - 65
    • 65 - 72

  • Que.2- How many years of investment experience do you have?
    • 0 - 1 year
    • 1 - 3 years
    • 3 - 6 years
    • 7 - 10 years
  • Que.3- What percentage of your income is available for investment now?

    • Less Then 10%
    • 11 - 15%
    • 16 - 25%
    • 25%

  • Que.4- What portion of your overall investment is invested in stocks or equity funds?
    • 60%
    • 41% - 60
    • 21% - 40%
    • 0% - 20%

  • Que.5- Which of the following return objective most closely reflect your personal investment goal?
    • Capital preservation with a return similar to bank deposit rate
    • Stable, balanced income and capital growth
    • Gradual long-term capital growth
    • Maximize capital growth as soon as possible

  • Que.6- What type of Trader you are..?
    • Did you trade in stock market every day?
    • Did you trade in stock market as a Positional trader
    • You trade in stock market as a Broker or as a Investor.
    • Other

  • Que.7- Income from investment may go down as well as up. How would you describe your acceptance and attitude towards investment market fluctuations?
    • Accept minor fluctuations for the opportunity to grow capital.
    • Accept moderate fluctuations for the opportunity of assets enhancement and better capital returns.
    • Accept higher risks from market fluctuations, believe in long-term investing.
    • Closed the position in the market and book the Loss.

  • Que.8-Assume that you have already made an investment over the past 5 years with a yearly return of 10%. If you have experienced a loss of 30% this year, and the picture in the global economy remains uncertain, what would you do?

    • I would sell all investment now.
    • I would sell part, but not all, of my investment now.
    • I would take no immediate actions, keeping present investment unchanged.
    • I would take the profit now , but might be buying investment then in the down market.







We will Send your Portfolio report on your mail id !!

Get in Touch