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Bespoke Client Profile Form
Ammar
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Name
*
Email
*
Current Portfolio Size (In Millions)
*
Which Benchmark You Follow?
*
KSE100 (Normal)
KMI30 (Shariah will be default if no banks are added)
How Much Additional Cash Do You Current Have Which Is Ready To Invest?
*
Other than current portfolio size.
Total Percentage Of Live Savings In Current Portfolio?
Selected Value:
10
What Is the current percentage of your portfolio compared with your total life savings.
Which Broker Do You Have Your Current Trading Account With?
*
Such as BMA / AKD / AHL / Topline
Any Specific Sectors You Don't Want To Buy In Your Portfolio?
*
Such as Tobbacco, Entertainment ETC
Anything Else You Want To Let Us Know Or Our Team?
*
Write NO if none.
CDC Sheet (Buying Price)
Drag & Drop Files,
Choose Files to Upload
If you are already managing a portfolio, We we will need to have CDC sheet of your current holdings and their buying price so we can balance the portfolio as per requirements. Ignore this if you are starting a new portfolio with us.
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