Secure Onboarding

Client Registration & Risk Profiling

Complete your investor profile and KYC details to get started. Your information is securely processed and used only for investment advisory purposes.

⏱ Takes ~3–5 minutes to complete. After submission, onboarding will be processed within 24–48 hours.

Sole Proprietor: Joy Mendonsa

joy@igriscapital.in

+91 89287 93627

igriscapital.in

AMFI ARN-356525
1
Risk Assessment
Investor Profiling
2
KYC & Registration
Identity & Documents
📋

Section 1: Investor Profiling

Risk Assessment Questionnaire

Personal Information
Risk Profiling Questionnaire

💡 This helps us understand your risk level and recommend the right investment plan. There are no right or wrong answers — just choose what feels natural to you.

1 What is your primary financial goal?
2 If your investment drops by 10%, you would:
3 What is your current investment experience?
4 What is your preferred investment horizon?
5 Do you have an emergency fund?
6 What annual return do you expect from your investments?
7 Are you open to increasing your SIP amount in the future?
🪪

Section 2: Client Registration

KYC & Onboarding Details

Personal Details
Carried forward from your entry in Section 1
Address Details
Bank Details
Document Collection

📋 Documents required for KYC

After you submit this form, Joy will contact you to collect the following documents securely via WhatsApp or email:

🪪
PAN Card
Photo or PDF
🏦
Bank Proof
Cancelled cheque or passbook
📄
Bank Statement
Last 3 months (if needed)

🔒 Your documents are used only for SEBI-compliant KYC verification and are never shared with third parties.

Investment Details
Nominee Details
Only last 4 digits required — for identification only
Declaration
I confirm that the information provided above is true and correct. I understand that mutual fund investments are subject to market risks and I have read all scheme-related documents carefully.
🔒 Data Privacy: Your personal and financial information is kept strictly confidential and used only for KYC, onboarding, and investment processing purposes.
⚠️ Disclaimer: Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully. Past performance is not indicative of future returns.

Form Submitted Successfully!

Thank you for submitting your investor details.
Joy from Igris Capital will review your information and get in touch shortly.

Questions? Write to joy@igriscapital.in or call +91 89287 93627

💬 Send Documents on WhatsApp ← Back to main website