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3rd EYE Consultants

Total life cycle solutions

Client Profile

FULL NAME: *
occupation: *
JOBPROFILE: *
EMPLOYERS NAME: *
ADDRESS: *
EMAIL Address: *
AGE: *
Gender: *
Marital Status: *
CONTACT (M): *
CONTACT (o):
Family Details:
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INCOME DETAILS
INCOME (P.A.)
SALARY CTC - SELF
BUSINESS - SELF
RENTAL - SELF
INTEREST - SELF
OTHERS - SELF
SALARY CTC - Spouse
BUSINESS - Spouse
RENTAL - Spouse
INTEREST - Spouse
OTHERS - Spouse
INSURANCE DETAILS:
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INVESTMENT  DETAILS
CURRENT VALUE
CASH / SAVINGS A/C:
FD / BONDS ETC.
MUTUAL FUNDS / SHARES /:
REAL ASSET(EXCLUDING SELF OCCUPIED HOUSE):
OTHERS:
Questions
What is your understanding about our services? *
A CFP is a person who... *
What type of returns you expect on your investments? *
On your Investment you expect returns to be... *
Are you looking forward to get short term trading tips from us? *
What type of instruments you prefer? *
How frequent you would like to check your investment performance? *
To what extent are you comfortable sharing information with CFP? *
What type of advice are you looking from us? *
How would you like to compare CFP performance? *

Note: The above data is collected only to ascertain the chargeability for our Analysis services to you and also to understand you better. This data will only be used for Analysis purpose. We ensure complete secrecy and confidentiality for this data.