Birthday*

Marital Status*

Annual Income:*

Source(s) of Income:*

Estimated Net Worth (Assets minus Liabilities):*

Existing Investments:*

Monthly Expenses:*

What is your primary objective for investing in mutual funds?*

Investment Horizon:*

Amount you wish to invest initially:*

Do you plan to make regular investments?*

Frequency of additional investments (if any):*

How would you describe your risk tolerance?*

Which of the following best describes your reaction to market volatility?*

Have you previously invested in mutual funds?*

Preferred type of mutual funds:*

Investment Style Preference:*

Are you interested in tax-saving mutual funds (ELSS)?*

Have you been involved in any litigation or bankruptcy proceedings in the past?*

Are you currently under any financial obligation or liabilities that could impact your ability to invest?*