Freetrial client can get calls or SMS on DND Numbers also.

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KINDLY NOTE SMART MONEY FINANCIAL SERVICE DO NOT PROVIDE ANY PROFIT SHARING SERVICES, GUARANTEED SERVICE AND SERVICES WHICH ARE NOT MENTIONED IN OUR WEBSITE, IF ANY PERSON TRY TO SELL SUCH TYPE OF EQUITY, COMMODITY OR FOREX PRODUCT KINDLY CALL ON 7987573460.

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Risk Profile

Please fill Risk Profile to Complete Registration for Services

Your Name :-

Contact Number :-

Email ID :-

PAN Number :-

Date of Birth :-

Gender :-

1. What is your age group?

2. What is your marital status ?

3. Investment objective ?

4. How long do you want to stay invested into market investment ?

5. Proposed Investment Amount

6. Preferred Investment type

7. Occupation (please select the appropriate)

8. Gross Annual Income details

9. Sources of Income

(A) Primary Source


(B) Secondary Source

10. Market Value of portfolio held?

11. What percentage of total net worth you are investing in this Investment Program?

12. What degree of risk have you taken with your past investment decisions?

13. What degree of risk do you wish to take with your future financial decisions?

14. Which of these statements would best describe your attitudes towards performance of this investment?

15. What is the size of your emergency fund?

16. How many dependents do you financially support?

17. Which of these is your liability in future?

18. What percentage of monthly income is allocated to pay off debt [all EMIs]?

19. Investment Experience

20. Experience in market products

21. What is your experience with market products in past?

Your Total Score

Note : Clients with Long term Investment goal as investment objectives are not accepted at Smart Money Financial Services.