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Asset Link Investor Form
Investor Form
Date of Agreement
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Personal Information
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NID Number
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Your Profession
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Address
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Country
Financial Information
Total Assets:( BDT Value)
*
Total Liabilities:( BDT Value)
*
Net Worth:( BDT Value)
*
Investment Objectives
Primary Investment Goal:
*
Capital Preservation
Income Generation
Growth
Speculation
Other
Primary Investment Goal:
Time Horizon for Investments:
*
3 years
5 years
10 years
20 years
Investment Amount
*
5 Lakh
10 Lakh
15 Lakh
20 Lakh
30 Lakh
40 Lakh
50 Lakh
60 Lakh
70 Lakh
80 Lakh
90 Lakh
1 Crore
1 Crore+
Risk Tolerance
Risk Tolerance Level:
*
Low (Conservative)
Moderate
High (Aggressive)
Investment Experience:
*
None
Beginner
Intermediate
Advanced
Preferred Investment Types:
*
REAL ESTATE
STOCK MARKET
EDUCATION AND TRAINING
PRIVATE EQUITY
E-COMMERCE
COMMODITIES
DIGITAL PRODUCTS
HEALTHCARE AND BIOTECHNOLOGY
CONSUMER GOODS AND SERVICES
AGRICULTURE
Legal Issue
Do you have any ongoing cases at the police station?
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Additional Information
Do you have any specific investment preferences or restrictions?
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Are there any major life events anticipated that could impact your financial situation?
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How did you hear about our services?
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Additional comments or questions:
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