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REQUEST FOR AN ASSET ALLOCATION

You are requested to kindly furnish your personal details below. This will facilitate us with the right asset allocation for you. This data is kept completely confidential and is not disclosed to any unauthorized person under any circumstances.
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Questionnaire for New Client Enrollment 0  
Name: *
D O B: Date   Month Year  
Address: *
Phone Number: STD Code - Number - *
E- Mail ID: *
How did you hear about us :
Other Websites Friends / Relatives Search Engine Radio AD
Newspaper / article Mutual Fund Site Other Ads  
Annual Income (Avg):
Annual Expenses (Avg):
   
Dependants:

Name

DOB:
Relationship:

       First Dependant:

Date Month Year

       Second Dependant:

Date Month Year
       Third Dependant:
Date Month Year
       Fourth Dependant:
Date Month Year

       Fifth Dependant:

Date Month Year
 
Where do you currently invest? (Please tick against options)

 

Stocks Approx Value:  
  Mutual Fund
Approx Value:  
  Insurance
Annual Prem.:  Coverage:  
 
Gov. Securities
Approx Value:  
 
Bank Deposits
Approx Value:  
 
Money Lending
Approx Value:  
 
Any other Investments
Approx Value:  
 
Your Risk taking ability
Vey Low      Low      Moderate      High      Very High      I'm not aware
 
Loans
Home Loan Amount Monthly Instalment No of month left to pay
Personal Loan Amount Monthly Instalment No of month left to pay
Any Other Loan Amount Monthly Instalment No of month left to pay
 
What is your investment horizon?

      No. of years?

      Minimum returns that       would satisfy you

 

Would you like to be involved in all investment decisions we take for you or just let us manage it and ask for regular portfolio updates?

  Yes      No
 
Whether open to profit sharing or Annual Investment Advisory Fees
  Yes      No
 
Do you wish to invest in Mutual Funds OR Equities only? Please specify
  Mutual Fund     Equity     Both
 
Whether consulting any other Investment Advisory company
  Yes      No
 
Are you happy with their services? If not, please give reasons.
 
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DISCLAIMER
I hereby declare that the information mentioned above is true to the best of my knowledge. I understand that 'Abchlor Investment Advisors (P) Ltd.', would be designing an asset allocation on the basis of the mentioned information. However, I will not hold 'Abchlor Investment Advisors (P) Ltd.' responsible for any loss that may incur due to investments in the equity/mutual fund or any other financial instruments.
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Portfolio Manager SEBI Registration Code: INP000004904

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