Adarsh Nimborkar

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PAN Card Number*

Date of Birth*

1. Age Group:

2. Occupation:

3. Annual Income:

4. Savings Rate (% of income saved):

5. Number of Dependents (Parents/Child's/wife):

6. Loan/EMI Burden:

7. Emergency Fund:

8. Investment Experience:

9. Asset Ownership:

10. Current Portfolio Composition:

11. What is your primary investment goal?

12. Investment Time Horizon:

13. How important is liquidity to you?

14. How do you feel about market volatility?

15. Have you experienced a market crash?

16. Are you comfortable with complex products (F&O, PMS)?

17. How often do you review your investments?

18. How do you prefer to invest?

19. Your decision-making style:

20. What will you do if your portfolio drops 20%?