INVESTOR PROFILE SHEET
"The rich invest in time, the poor invest in money"
- Warren Buffet
Email address *
Name of the client *
Your answer
Date of birth *
MM
/
DD
/
YYYY
Mobile no.
Your answer
Email-id *
Your answer
Spouse's name
Your answer
Date of birth (Spouse)
MM
/
DD
/
YYYY
Son/Daughter's Name
Your answer
Date of birth (children)
MM
/
DD
/
YYYY
Pan Card number
Your answer
Educational background & Occupation
Your answer
Status
Bank Details ( Name&Branch ; Acc no.&type)
Your answer
Nominee details (Name, relation, DOB)
Your answer
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