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Financial Freedom & Risk Profiling Questionnaire
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Fill this Questionnaire and send us on acop@tradeswift.net
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NameDOBEducation
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Type of EmploymentOrganisation Name
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Level of Involvement in your OccupationHrs in a dayDays in a weekAssistance avl
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Address
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CityState Pin code
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Email IdMobile Phone
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SpouseOccupation
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Annual IncomeSegment you are active in
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I want to Join Tradeswift as a What are you
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Purpose of InvestmentTenure of Investment
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Investible Surplus
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LiabilitiesCapacity to Arrange Extra FundsRisk Appetite
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Knowledge Level
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Existing Investments ( ) -
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P.O. SchemeBank FDBank RDPropertyGold
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InsuranceType of PolicyInsurerSum AssuredPremiumDuration Period
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Term & Other LI Plans
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General Insurance Plans
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Current Exposure & Approach
towards Markets
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Details of Active (Direct) Exposure in Market ( ) -
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EquityCurrencyCommodity
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Broker Name
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Details of Passive Exposure (Indirect) in Market ( ) -
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Mutual Funds
/ ETF / PMS
/ AIF
Scheme NameFund InvestedSIP / LumpsumGoalAdvisor Name
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If you are intersted in F&O segment, then please fillup thease questions
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How many years of experience you have in equity F&O trading?
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Is trading in futures & options your main occupation? 
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Which is the primary source of funds used by you for trading in equity F&O?
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How frequently do you trade in equity futures and options? 
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Trading in equity futures and options is influenced by
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Which of the following do you prefer most?
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Motive for trading in equity futures and options
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Which is the most preferred instrument you trade in
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