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Data is updated on 7th per month. It gets verified every quarter by independent auditor.
Data presented here is taken from company's inception
Importance given to satisfactory resolution as per prescribed TAT
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MONEYPLANT INVESTMENT ADVISORY IS A SEBI REGISTERED INVESTMENT ADVISOR (INA000007924) HAVING REGD. OFFICE IN INDORE. WE DO NOT OFFER ANY ASSURED / GUARANTEED / PROFIT SHARING/DEMAT ACCOUNT OR BROKING SERVICES / PORTFOLIO MANAGEMENT SERVICES. CLIENTS ARE NEVER ASKED FOR THEIR BANKING AND BROKING CREDNETIALS AT MONEYPLANT. DO NOT SHARE YOUR CREDIT CARD / DEBIT CARD/NETBANKING CREDENTIALS / DEMAT ACCOUNT CREDENTIALS WITH ANY OF OUR EMPLOYEE. IF YOU ARE BEING ASKED THEN INFORM US ON 9109193302 OR ALTERNATIVELY MAIL US ON SUPPORT@MONEYPLANTRESEARCH.COM. INVESTING IN MARKET IS SUBJECT TO MARKET RISK HENCE READ ALL OUR DISCLOSURE AND T&C CAREFULLY BEFORE INVESTING.
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At the beginning of the month
Received during the month
Resolved during the month
Pending at the end of the month
Reasons for pendency
At the beginning of the month
Received during the month
Resolved during the month
Pending at the end of the month
Reasons for pendency
Data is updated on 7th per month. It gets verified every quarter by independent auditor.
Data presented here is taken from company's inception
Importance given to satisfactory resolution as per prescribed TAT
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Sebi No. : INA000007924
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Base Metals
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OTP
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I hereby authorize Moneyplant Investment Advisory to call me or send service or promotional messages on my mobile no. I have read all the Terms & Conditions and understood it.
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KYC Form
Name of the Applicant:
Father/ Spouse Name:
Profile Photo
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Profile Preview
Mobile:
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Indian
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Resident Individual
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Foreign National
FPI Categories III
PAN NO:
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Unique Identity Number(UID):
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Passport
pan card
votar card
ration card
Aadhar card
Registered Lease or Sale Agreement
driving license
flat maintenance bill
Bill Like Telephone Bill(land line)
Electricity Bill or Gas Bill
Insurance Copy
Bank Account Statement/Passbook
Self-declarartion by court
Proof of address issued by Bank Managers of Scheduled Commercial
Proof of address issued by Bank Managers of Scheduled Co-Operative
Proof of address issued by Bank Managers of Multinational Foreign Bank
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Proof of address issued by Parliament
Proof of address issued by Govt. or Statutory Authority
ID Card with address issued by Central/State Govt.
ID Card with address issued by Statutory/Regulatory Authorities
ID Card with address issued by Public Sector Undertakings
ID Card with address issued by Scheduled Commercial Bank
ID Card with address issued by Public Sector Undertakings
ID Card with address issued by Scheduled Commercial Bank
ID Card with address issued by Public financial Institution
ID Card with address issued by Colleges affilliated to Universities
ID Card with address issued by Professional bodies such as ICAI
ID Card with address issued by Professional bodies such as ICWAL, ICSL
Bar Council etcto their Mamber
Credit Card /Debit Card
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Andhra Pradesh
Arunachal Pradesh
Assam
Bihar
Chandigarh
Chhattisgarh
Dadra and Nagar Haveli
Daman and Diu
Delhi
Goa
Gujarat
Haryana
Himachal Pradesh
Jammu and Kashmir
Jharkhand
Karnataka
Kerala
Lakshadweep
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Nagaland
Odisha
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Politically Exposed Person (PEP)
Related to a Politically Exposed Person (PEP)
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Other Details:
Gross Annual Income:
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Below 1 lac
1-5 lac
5-10 lac
10-25 lac
Above 25 lac
Net worth(as per last financial year):
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Less than 25 lacs
Between 25 lacs to 50 lacs
Between 50 lacs to 1 Cr
Above 1 Cr
Digital Signature:
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Risk Analysis Form
Product
Stock Cash
Cash HNI
Cash BTST
Weekly Stock Cash
Stock Futures
Stock Futures HNI
Stock futures BTST/STBT
Weekly stock futures
Options Call & Put
Options HNI
Options BTST
Weekly stock options
Index futures
Index options
Base Metals
Bullions and energy
HNI Base metals
HNI Bullions and energy
Agri Commodity
Currency
Private Wealth Management
II) What is your Age Group?
Below 20 Year
20 to 30 Year
30 to 65 year
Above 65 Year
III) What is your occupation?
Select Occupation
Self employed or officer line
Employed
Student or senior citizen
Business man with more than one business
IV)Your involvement on trading?
Rarely traded
Traded sometimes
You are a full time trader
You are a Part time trader
V) Your experience in market?
Select Experience
2 to 5 Year
More than 5 Year
Less than 1 Year
1 to 2 Year
VI)Choose your desired time period for investment?
Intraday
15 to 30 days
2 to 5 days
5 to 15 days
VII) Purpose of your investment, in terms of earning profit?
10 to 20 % monthly return on investment
More than 40 % monthly return on investment
20 to 30 % monthly return on investment
30 to 40 % monthly return on investment
VIII)Your yearly income by all sources?
More than 10 Lacs
5 to 10 lacs
3 to 5 lacs
Below 3 lacs
IX) Your existing investment / Assets
2 to 5 lacs
5 to 10 lacs
Below 2 lacs
More than 10 Lacs
X) Your risk tolerance capacity, in terms of loss in your investment amount which you can bear?
Less than 20 % on your investment amount
More than 40 % on your investment amount
30 to 40 % on your investment amount
20 to 30 % on your investment amount
XI)The % of borrowing fund on your total investment amount?
30 to 40 % on your investment amount
20 to 30% on your investment amount
Less than 20 % on your investment amount
More than 40 % on your investment amount
XII)What is the size of your emergency fund?
Less than 1 month
1-3 months income
3-6 months income
More than 6 months
Declaration:
I hereby declare that the details furnished above are true and correct to the best of my knowledge and belief and I undertake to inform you of any changes therein, immediately. In case any of the above information is found to be false or untrue or misleading or misrepresenting, I am aware that I may be held liable for it.
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