*Investment Portfolio includes any liquid assets such as:
- Shares, Derivatives, debt instruments, deposits, Cash at a Bank or Broker for the purpose of investments,
- Fixed deposits with maturity less than 2 years, Bonds, Money Market Instruments
- Life Insurance with collateral invested, Crypto Assets, other Investment Portfolios
- Any purchase which is made with the intention of future sale at a higher price. Illiquid assets could qualify if the client is investing professionally in such assets.
Please note that you may be requested to provide evidence to ensure the above requirements are satisfied.