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Customer Data Gathering Form

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Group Mediclaim
Group Life Ins
Group PA/CI
I am aware of charges by insurance, mutual fund, bank and credit cards
I organize and protect my financial statements and online login details
I am aware of the tax saving avenues available and utilizing them
I have a consolidated portfolio of Mutual Funds, Insurance & Stocks
All my investments are nominated to the person of my choice.
I channelize savings into investments. They don’t lie idle in bank.
I have always made investments with a purpose/for a future goal.
I am aware of how my employment benefits like PF, Sperannuation, Gratuity, Group Insurance are structured and work for me.
My spouse is also aware of all the financials like investments, insurance, where documents are stored, how to manage finances in my absense.
I have a Will in place and sure of how my assets will be distributed in case of eventuality
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Circle Wealth Advisors Pvt. Ltd.
SEBI Registered Investment Advisers
SEBI License No. - INA000016782
Reg. category - Non-Individual | Validity - Perpetual
© 2024 Circle Wealth Advisors Pvt. Ltd.

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SERVICES
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Statutory Info
  • Investor Charter – Annexure A
  • Investor Charter – Annexure B
  • Compliance Audit
  • Sebi Disclosure
  • Circular on Online Dispute Resolution (ODR)
  • Grievance Redressal System
  • Disclaimer
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+91 99670 67652

E-mail:

manage@cwa.co.in