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Mystic Wealth Momentum Sign up form.
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Name *
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Age *
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Phone number *
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Pan# *
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Aadhar #
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Do you live in rented house or owned. *
How many dependants do you have
Which of the following best describe your current stage of life *
Q5: How long would you invest the majority of your money before you think you would need access to it? (Assuming you already have plans in place to meet short term cashflow and/or emergencies? *
Q7: Assume you had an initial investment portfolio worth Rs 100,000. If the value of your investments fell to Rs 60,000 over the next 12 months, would you: (If your portfolio has experienced a drop like this, choose the answer that corresponds to your actual behavior.) *
Which one of the following statements describes your feelings towards choosing an investment? *
How secure is your current and future income from sources such as salary, pensions or other investments? *
What are your expectations from the equity markets? How much do you think is the reasonable return per anum? *
What is your Risk Tolerance, How much of a drawdown (Peak to low fall) would you be willing to stomach *
Q12: What %age of income do you save every year? Income minus expenses? *
Do you have any ongoing home loan (debt) or plan to take any in near future? Please provide details vis-vis annual income. *
Have you ever invested in equity markets? If yes, How? *
Please share major experiences of your stock market journey so far, both good and bad:
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