crm@ontrustcap.com
033 4006 0460 | 7961 6902 | WhatsApp : +91 91531 91531
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About us
About us
Leadership
Profile
Wealth Services
NPS
Investment Banking
Build business plan
Raise funds for business
Buy Business
Sell business
Clientele
Knowledge
Wealth Services
Financial Planning
Investment Banking
Latest Updates
Tools
SIP Calculator
Return (ROI) Calculator
Loan EMI Calculator
News Roundup
Customer Profile
Customer Feedback – Wealth Services
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crm@ontrustcap.com
033 4006 0460 | 7961 6902 | WhatsApp : +91 91531 91531
Customer Feedback – Wealth Services
Thanks for your valuable time and feedback. We will definitely work upon this.
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*Name
*Phone Number
*Email
*City
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Heard about us from?
Friends & Family
Business Associate
Approached Directly by Founder
Approached Directly by Employee
Other
If Others, please specify
Who is / was your Primary Relation in Ontrust?
--- Select ---
Lalit Kumar Chetani
Shekhar Kumar Jain
Others
If Others, please specify
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Services, your availed from us
Investment in Tax Free Bonds
Investment in Corporate / Govt. Bonds
Investment in Mutual Funds
Treasury Management
Others
If Others, please specify
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*Please rate our service levels
Do you feel our approach is
Too Conservative
Conservative
Moderate
Aggressive
Very Aggressive
What you liked in us?
In 4 - 5 Bullet Points, Let us Know things you appreciate in us
Where can we Improve?
In 4 - 5 Bullet Points, Let us Know how we can improve
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Services / Products you will require from us in future
Feel free to mark multiple options
Investment in Corporate / Govt. Bonds
Investment in Mutual Funds
Treasury Management
Portfolio Management Services
Family Office
Others
If Others, please specify
Timeframe within which you may require the service
--- Select ---
0 - 3 months
3 - 6 months
6 - 9 months
9 - 12 months
After 12 months
Not Applicable
What will be your expectations on the services required?
In 4-5 Bullet Points, Let us Know your expectations on the Services you may want to avail from us in future
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If you liked us - Give us few References, of people you think may require our services. (Name and Mobile Number)
First Reference
Name
Phone
Second Reference
Name
Phone
Third Reference
Name
Phone
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