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