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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
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
Important Note!!
 ::   [1] Moneyplant Investment Advisory is a SEBI Registered Investment Advisor (INA000007924) having Regd. Office in Indore.
WE DO NOT HAVE ANY BRANCH OFFICES.
[2] Our Official website is www.moneyplantresearch.com, E-Mail Id: contact@moneyplantresearch.com, info@moneyplantresearch.com & support@moneyplantresearch.com; Our Official Support Contact No.: 91091-93302 & 88188-86453 [3] Our Official Bank Account No. (i) SBI Bank: 37018464449 (ii) Axis Bank: 917020053138401 (iii) Google Pay: 9109193302@Okbizaxis [4] We Do Not Offer Any Assured / Guaranteed / Profit Sharing/Demat Account Or Broking Services / Portfolio Management Services. Clients are never asked for their Banking Or Broking Credentials 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 E-Mail us at support@moneyplantresearch.com [5] Investing In The Market Is Subject To Market Risk Hence Read All Our Disclosure, Disclaimer, And T&C Carefully Before Investing.
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Risk Profiling Form
Name of the Applicant:
Father/ Spouse Name:
Gender:
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Female
Others
Mobile:
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DOB:
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PAN NO:
Unique Identity Number(UID):
Address:
City/town/village:
State
select
Andaman and Nicobar Islands
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
Madhya Pradesh
Maharashtra
Manipur
Meghalaya
Mizoram
Nagaland
Odisha
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Punjab
Rajasthan
Sikkim
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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
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Base Metals
Bullions and energy
HNI Base metals
HNI Bullions and energy
Agri Commodity
Currency
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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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"Security Market Investments are always Subject To Market Risk And Past Performance Is Not a Guarantee Of Future Performance, before taking any services of Moneyplant Investment Advisor clients should read, Disclaimer, Disclosure, Term of use & Privacy policy of the Company.