Form cover
Page 1 of 1

Trading Plan Application Form

Please fill in and submit the relevant content truthfully. We will complete the corresponding registration review as soon as possible and provide feedback on the corresponding application results in a timely manner.

1. Applicant's Name

Please enter your full name.

2. Phone Number

Important for receiving instant alerts and invitation links.

3. Gender

Please select your gender.
3. Gender
A
B

5. Age

Please enter your age.

6. Applicant Address

Fill in the applicant's address for report delivery.

7. Investment Style

Please select your trading style.
7. Investment Style
A
B
C

8. Estimated Size of Current Investment Portfolio đź“Š

Please enter the range that best represents your current total investment value (including stocks, MF, etc.)

9. Intended Investment Amount for This Plan

Please indicate your planned capital allocation for participation in this trading programme. This will assist us in determining your allocation strategy level.

10. E-mail Address

11. PAN Card

Please enter your valid PAN Card number. This is required in accordance with SEBI regulatory guidelines to ensure identity verification and investment compliance.