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Motiwala Capital LLC - Investor profile
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Name(s) on account *
Date of birth *
Employment status / occupation *
Household income *
Net Worth (excluding primary residence) *
Investment objectives (check all that apply) *
The investment objectives are overall for the entire account and may be inconsistent with a particular holding and the account’s performance at any time. Please note: achievement of the stated investment objective is a long-term goal for the account.
Risk Tolerance *
How would you respond if your portfolio were to suffer a decline in value?
Account time horizon *
When do you expect to be withdrawing significant funds from this account?
Date of filling this form *
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