Skip to content
LinkedIn
Instagram
Facebook
Twitter
YouTube
UAE
(+971) 523 420 730
USA
(+1) 302 586 0444
Home
Blog
About Us
Services
Forex
Basic Forex Plan
Premium Forex Plan
Elite Forex Plan
Comex
Basic Comex Plan
Premium Comex Plan
Elite Comex Plan
Combo
Basic Forex and Comex Plan
Premium Forex and Comex Plan
Elite Forex and Comex Plan
Research
Contact Us
Career
Customer Care
Risk Profile Management
KYC
Quick Pay
Menu
Home
Blog
About Us
Services
Forex
Basic Forex Plan
Premium Forex Plan
Elite Forex Plan
Comex
Basic Comex Plan
Premium Comex Plan
Elite Comex Plan
Combo
Basic Forex and Comex Plan
Premium Forex and Comex Plan
Elite Forex and Comex Plan
Research
Contact Us
Career
Customer Care
Risk Profile Management
KYC
UAE
(+971) 523 420 730
USA
(+1) 302 586 0444
Quick Pay
Risk Profile Management
Form
1
Basic Details
2
Investment Objective
3
Investment Purpose
Full Name
Date of Birth
Email Address
Phone Number
Residential Address
Passport Number
Previous
Next
Investment Objective (Time & Purpose)
Which of the following best describes you?
Your primary concern is to protect your capital and accept no capital losses.
Generating a regular income stream is a priority over capital growth.
A balance between capital growth and lower risk is preferred.
Bias towards capital growth, accepting higher volatility.
Primary focus on capital growth, accepting high risk.
Allocated Investment Funds:
Intraday Trading
STBT/BTST Investing
Positional Investing (3-15 Days)
Other Investments (Mutual Funds/Real Estate/FD/Bonds)
Familiarity with Equity, Forex & Comex:
Experienced in all sectors.
Understand market fluctuations.
Basic understanding of capital markets.
Very little understanding.
Experience in Market Investing:
Mostly positive experience.
Not familiar, cautious.
Lost money before, very cautious.
How do you feel after making a financial decision?
Very Confident
Confident
Neutral
Concerned
Scared
If Surplus Funds Exist, What Strategy Do You Prefer?
Invest surplus income
Revise expectations / increase expenses
Reduce portfolio risk
Other
Previous
Next
Years of Investment/Trading Experience:
1-3 Years
4-6 years
7-10 Years
10+ Years
NIL
Financial Responsibilities:
Only yourself
One other person
2-3 persons
4-5 persons
More than 5 persons
Occupation:
Self Employed
Private Sector (Salaried)
Government Service
Student
Retired
Housewife
Others
Gross Annual Income:
Below 100000
100000-500000
500000-1000000
1000000-2500000
Above 2500000
NIL
Size of Emergency Fund:
Do not have
1-2 Months Income
3-5 Months Income
More than 5 Months Income
Percentage of Income Used for Liabilities/Debts:
> 50%
50% to 30%
30% to 20%
Less than 20%
I have enough surplus
Risk Appetite:
Low risk taker
Average risk taker
High risk taker
Very High risk taker
NIL
I understand that investment in Forex, Stocks, and Commodities carries high risk, and this serves as my consent to receive investment-related advice.
Let’s work together on your success.
We use cookies on our website to give you the most relevant experience. By continuing to use the site, you agree to the use of cookies.
Decline
Accept
×
