Wealth Trade Research.com
Client Name *
Mobile *
Email *
Under 30
Under 45
46-55
55-60
60+
Capital Appreciation
Regular Income
Capital Appreciation and Regular Income
<1 lacs
1-2 lacs
2-5 lacs
>5 lacs
Short term Positional
Long term Positional
Intraday
Below 1 lac
1-5 lac
5-10 lac
10-25 lac
>25 lac
Primary Source
Salary
Business
Professional
Secondary Source
Royalties
Rental
Dividend
Others Specify
NA
<3 years
3-5 years
>5 years
commodity
Stock
Derivatives Stocks
forex
all
none
Between 1-3
4+
do not have
<1 month income
1-3 month income
3-6 month income
>6 month income
Extensive experience
moderate experience
very less experience
No experience
Very Good
Good
Moderate
Bad
Very Bad
strongly prefer
prefer
indifferent
Do not prefer
strongly do not prefer
High
Medium
None
Between 0%-20%
Between 20%-35%
Between 35%-50%
> 50%
Private sector service
Government sector
Retired
Student
Public sector
Agriculturist
Housewife
Dealer
Civil Servent
Politician
Current or Formar Head of state
Bureaucrat (Tax authourities,Foreign Service,IAS etc)
Current or former MP/MLA/MLC,
Connected to media,
Connected to any company /promoter group/group of companies listed on any stock exchange
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