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'Start making profit from today' Dial 09510077089 or Write to info@meghainvestments.com

Customized Investment Advice: Service for investors

Every investors need is different as per his existing investment, family, risk profile, age, income, his start of investment etc factors. So we will give you the prefect suitable advice as per your need.

What we will do here is to guide you about your existing portfolio of stocks, tell and teach the portfolio allocation strategy, recommend new stocks as per your profile etc details and build a complete portfolio for you including advice on monthly SIPs.

You will have to fill out our questionnaire and it will be a good 2 day exercise so you will have to give us time and we will also take one week time.

We allow you to ask us question on your portfolio for next one year. Our recommendation may include suggestion for mutual funds investing as well.

Charges for this service are Rs.10,000 for one time. The fees will be higher as per higher investment amount.

FORM QUESTIONNAIRE FOR INDIVIDUAL INVESTMENT ADVICE SERVICE:

(You may fill out form even if you are not a paid customer yet. We will contact you for discussion.)

(You can download the word file here or request by sending it then fill it up and send us back)

1.	FULL NAME: ………………………………………………………………………….

2.	PROFESSION/BUSINESS:………………………………………………………

3.	MOBILE:………………………………………………………………………………….

4.	CITY:………………………………………………………………………………….

5.	EMAIL:………………………………………………………………………………

6.	AGE IN YEARS:…………………………………………………………….

7.	YEARS IN MARKET:…………………………………………………….

8.	NAME OF YOUR BROKING COMPANY:……………………………………………….

9.	MARRIED/UNMARRIED:………………MARRIED……………SINGLE…………………

10.	EXISTING STOCK INVESTMENT/INCLUDING MUTUAL FUND AND COMMODITY 
	MARKET (IN RUPEES)…………………….RS…………(don’t write trading margin)
	
11.	ARE YOU ALSO ‘TRADING’ IN STOCK MARKETS OR NOT?:YES……………NO……….

12.	WHAT PERCENTAGE OF YOUR INCOME DO YOU SAVE EVERY MONTH?: …………………………………………

13.	HOW MUCH MONEY DO YOU WANT TO INVEST AS LUMPSUM MONEY RIGHT NOW? 
	(FOR E.G YOU HAVE 1 LAKH CASH READY TO INVEST IN FULL):…………………………………….RS.
		
14.	HOW MUCH MONEY DO YOU WANT TO INVEST EVERY MONTH OR AT EVERY PARTICULAR 
	INTERVAL PERIOD/SIP? (FOR EG. YOU WANT TO INVEST SAY 5000 EVERY MONTH 
	FROM YOUR INCOME/SALARY.)…………………………………RS.
		
15.	HOW MANY DEPENDENTS DO YOU HAVE (INCLUDING RETIRED PARENTS, CHILDREN, 
	AND SPOUSE IF MARRIED)? ………………………………………………
	
16.	ARE YOU FOLLOWING ANY FINANCIAL PLANNIG ADVISE TAKNE FROM A 
	FINANCIAL ADVISOR?:.. YES…………..……NO…………………….

17.	WHAT TYPE OF RISK YOU WANT TO TAKE IN STOCK INVESTING AT THIS TIME?
	FOR THIS PORTFOLIO 
	HIGH RISK:………………
	MODERATE RISK………………….
	LOW RISK. …………………….
	MIX PORTFOLIO OF ALL OF THEM…………….
		
18.	WHAT IS YOUR HOLDING PERIOD PREFERENCE FOR THIS PORTFOLIO?
	1 YEAR--------, 3 YEARS------, 5 YEARS------, MORE THAN 5 YEARS-------
		
19.	WHAT IS YOUR TARGETED RETURN EXPECTATION FOR YOUR NEW PORTFOLIO
	AS PER HOLDING PERIOD? YOU CAN WRITE ANNUAL RETURN OR ALSO WRITE RETURN
	OVER THE ENTIRE DURATION I.E. 100% RETURN OVER 3 YEARS.
	
	MEANS YOUR MONEY BECOMES 3 TIMES IN 3 YRS, AND WANT HIGH RISK 3 YEARS
	PORTFOLIO WITH 50% PLUS RETURN THEN YOUR PORTFOLIO RISES BY 50% EVERY
	YEAR ON YEAR…..ETC.
	1 YEAR=?, 3 YEARS=?, 5 YEARS=?, MORE THAN 5 YEARS? 
		
20.	YOUR EXISTING STOCK PORTFOLIO DETAIL
	(write only stocks you are holding right now.)

	1. Stock name……………………..purchase month and year…………………..
	   purchase price……………………..number of stocks …………………….
		 
	2. Stock name……………………..purchase month and year…………………..
	   purchase price……………………..number of stocks …………………….
		 
	3. Stock name……………………..purchase month and year…………………..
	   purchase price……………………..number of stocks …………………….
		 
	4. Stock name……………………..purchase month and year…………………..
	   purchase price……………………..number of stocks …………………….
		 
	5. Stock name……………………..purchase month and year…………………..
	   purchase price……………………..number of stocks …………………….

You can start earning in Stocks/ Commodity investing/trading from today!

 

Are you interested in our:

Service for Investors

Service for Traders Both

If you are an INVESTOR, than which type of investing do you do?

Short term Mid term Long term

Your available present capital for new investment if you are Investor?:

Your existing Approx. invested money?:

If you are a TRADER, than what type of trading do you do?

Your available money for Trading/Margin money:

Less than 50000 More than 50000

(Please complete this security check?)

I agree that you do not give free trial/calls.

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