crm@ontrustcap.com
033 4006 0460 | 7961 6902 | WhatsApp : +91 91531 91531
Tools
Latest Updates
Customer Profile
Customer Care
REGISTER
LOGIN
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
Contact us
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
Contact us
crm@ontrustcap.com
033 4006 0460 | 7961 6902 | WhatsApp : +91 91531 91531
Customer Profile
Thank you for connecting with us. We will respond to you shortly.
1
1
https://ontrustcap.com/wp-content/plugins/nex-forms-express-wp-form-builder
false
https://ontrustcap.com/wp-admin/admin-ajax.php
https://ontrustcap.com/customer-profile
no
1
fadeIn
fadeOut
Choose your Profile
Single
Just two of us
Happy Family
Fulfilling responsibilities
Enjoying Life
Next Question
Personal Details
*Name
Date of Birth
Residential Status
Resident Indian
Non Resident Indian
Foreign National
Qualification
Undergraduate
Graduate
Post Graduate
Professional
Doctorate
Back
Next
Professional Details
Occupation
Student/Unemployed
Govt. Employee
Corporate Executive
Businessmen
Professional
Retired
Designation
--- Select ---
CXO/Director/Owner
Senior Management
Middle Management
Junior Management
Executive
Student/Unemployed
Organization
Nature of work
Annual Income
Below 5 lacs
5 lacs to 10 lacs
10 lacs to 25 lacs
25 lacs to 50 lacs
50 lacs to 1 Cr.
Above 1 Cr.
Back
Next
Family Details
Relationship
--- Select ---
Father
Mother
Spouse
Child
Sibling
Name
Date of Birth
Dependency
--- Select ---
Dependent
Independent
Relationship
--- Select ---
Father
Mother
Spouse
Child
Sibling
Name
Date of Birth
Dependency
--- Select ---
Dependent
Independent
Relationship
--- Select ---
Father
Mother
Spouse
Child
Sibling
Name
Date of Birth
Dependency
--- Select ---
Dependent
Independent
Relationship
--- Select ---
Father
Mother
Spouse
Child
Sibling
Name
Date of Birth
Dependency
--- Select ---
Dependent
Independent
Relationship
--- Select ---
Father
Mother
Spouse
Child
Sibling
Name
Date of Birth
Dependency
--- Select ---
Dependent
Independent
Relationship
--- Select ---
Father
Mother
Spouse
Child
Sibling
Name
Date of Birth
Dependency
--- Select ---
Dependent
Independent
Back
Next
Goals & Requirements
Tax Planning
Tax Bracket
Not Applicable
5%
20%
30%
Tax Saving Instruments Subscribed
Govt. Saving Schemes
Equity Linked Saving (ELSS)
Home Loan
National Pension Scheme
Life Insurance
Health Insurance
Financial Goals relevant to you
Child Education
Child Marriage
Retirement Planning
Liabilities Management
Aspirational
Others
None
Succession Instruments Adopted
Nomination
Will Preparation
Gifting
None
Back
Next
Investments
Endowment
Bank FDs
Corporate FDs/ NCD/RD
PF / PPF
Stocks/Shares
Mutual Funds
Gold ETFs/ Gold Bonds
Others
Upload relevant Investment statements and reports
doc docx mpg mpeg mp3 mp4 odt odp ods pdf ppt pptx txt xls xlsx jpg jpeg png psd tif tiff
Back
Next
Liabilities
Property Loan
Business Loan
Vehicle Loan
Personal Loan/Others
Back
Next
Insurance
Life Insurance cover
Health Insurance cover
Vehicle Insurance cover
Back
Next
Risk Profile
Return Expectations (in %)
0
Risk Appetite
Fully Protected
Conservative
Moderate
Aggressive
Adventurous
Minimum Allocation to Fully Protected Instruments (%)
Maximum Allocation to Aggressive Instruments (%)
Back
Next
Contact Details
*Phone Number
*Email
Back
Submit
Powered by
NEX-Forms
