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If you would like to partner with us as an investor ?

Name* :
     
Email address* :
     
Mobile :
     

INVESTMENT PROFILE

Why we need to know your annual income and net worth ?

Alternative investments often require investors meet certain criteria, including minimum net worth and/or income levels. As a result, in order to match you with suitable investment opportunities, we ask that you answer these questions as accurately as possible.

Annual Income :
     
Net Worth : Assets less liabilities
     
Liquid Net Worth : Eg. cash, mutual funds, FDs, stocks, bonds, etc.
     

Why we need to know your investment experience?

Your previous investment experience is necessary to qualify you for certain alternative investment products and gives us a starting point for future conversations.

Have you ever invested in   equity funds? : Yes No
     
Have you ever invested in   mutual funds? : Yes No
     
Have you ever invested in   stocks? : Yes No
     
Have you ever invested in   bonds? : Yes No
     
Have you ever invested in   options? : Yes No
     
Have you ever invested in   real estate? : Yes No
     
Have you ever invested in   LPs or LLCs? : Yes No
     
Other investment(s):  :
     
What do you hope to achieve by investing in value added equity fund : Growth Diversification Other
     
What is your outlook on the Indian economy? : Bullish Bearish Neutral
     
What is your outlook on the Global economy? : Bullish Bearish Neutral
     
What is your level of interest in alternative investments? : Just browsing Low Medium High Soon looking to invest
     
   
     
Note: All * marked are mandatory.

 

 

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