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• EMPLOYEE WORKSPACE • COUNSELLING PROTOCOL

Start New Client Counselling

Begin a structured client session to evaluate trading goals, experience, and requirements. Utilize the ready-made presentation to walk clients through the Trade with Prakash course structure.

SESSION PARAMETERS

Client Profile & Basic Details

Trading & Experience

Course Guidance Options

15–20

Minutes Target Duration

Review prior market history, technical understanding, risk expectations, and current challenges in execution.

Match the client's needs to the Trade with Prakash course modules and guide them toward the appropriate enrollment pathway.

Ensure all profile specifics, experience levels, and learning tracks are confirmed during this brief intake window.

Collect core client information, contact preferences, and primary motivations for pursuing institutional market education.

— EMPLOYEE COUNSELLING PORTAL

Client Counselling Form

Record essential client background, contact details, and trading history directly into the portal during your 15–20 minute consultation session.

Standard consultation timing is 15–20 minutes. Ensure mandatory fields (*) are verified before submitting the record.