📋 Client Onboarding

Investment Consultancy

Book your personalized investment consultation with our expert advisors.
We help you turn your financial goals into a clear, actionable strategy.

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Session Duration

60 Minutes One-on-One

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Session Type

Online / In-Person

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Goal

Personalized Investment Plan

📝 Investment Strategy Session – Client Onboarding & Booking Form

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📋 Client Onboarding

Investment Strategy Session

Book your personalized investment consultation with our expert Consultants.
We help you turn your financial goals into a clear, actionable strategy.

ℹ️ About This Session

The Investment Strategy Session is designed to help individuals gain clarity on their financial goals, better understand investment-related concepts, assess their comfort with risk, and develop a conceptual roadmap aligned with their objectives.

This consultation is educational and informational in nature and is intended to support informed decision-making.

💰 Consultation Fees

Booking Fee AED 500

Base Consultation Fee (One Topic) AED 1,500

The AED 500 booking fee will be adjusted against the consultation fee.
The booking fee is non-refundable.
The remaining balance must be settled before or at commencement of consultation.
The consultation fee covers discussion of one selected topic only.
Additional topics may attract an additional fee of AED 1,000 per topic, subject to mutual agreement.

Client Information

Full Name *

Date of Birth *

Nationality *

Country of Residence *

Identification Type *

🛂 Passport 🪪 Emirates ID 🪪 National ID Card

Identification Number *

Mobile Number *

WhatsApp Number *

Email Address *

Billing Information

Billing Name *

Company Name (If Applicable)

Address Line 1 *

Address Line 2

City *

State / Province *

Postal Code

Country *

Invoice Recipient *

Individual Company

Tax Registration Number (If Applicable)

consultation schedule

Preferred Date *

Preferred Time *

Alternative Date

Alternative Time

Preferred Consultation Mode *

In-Person Meeting (Client Location / Business Lounge / Coffee Shop) Virtual Meeting (WhatsApp, Botim, Zoom, Google Meet, Teams) Telephone Consultation

Preferred Language *

English Hindi/Urdu Arabic

Select Topic(s) for Consultation *

Goal-Based Planning (Wealth, Passive Income & Retirement Vision) Risk Understanding (Basic Profiling) Investment Roadmap (Conceptual Only)

⚠️ Additional topics beyond the first may attract an additional fee of AED 1,000 per topic, subject to mutual agreement.

Consultation Objectives

Primary Objective *

Current Situation *

Desired Outcome *

Specific Questions

Financial Background

Employment Status

Employed Self-Employed Business Owner Freelancer Student Retired Other

Monthly Income Range

Below AED 5,000 AED 5,000 – 10,000 AED 10,000 – 20,000 AED 20,000 – 30,000 AED 30,000 – 50,000 Above AED 50,000

Monthly Savings Capacity

Below AED 1,000 AED 1,000 – 3,000 AED 3,000 – 5,000 AED 5,000 – 10,000 Above AED 10,000

Do you maintain an emergency fund?

Yes No

Investment Experience

Have you invested previously?

Yes No

If yes, select all that apply:

Stocks ETFs Mutual Funds Real Estate Gold / Precious Metals Fixed Deposits Bonds Cryptocurrency Private Business Investments Other

Investment Knowledge Level

Beginner Intermediate Advanced

Have you experienced a significant investment loss?

Yes No

Travel & Location Charges

Consultations are generally conducted remotely or at mutually agreed locations within Dubai. Where an in-person consultation is requested outside Dubai, additional travel, transportation, accommodation (if applicable), and related expenses may apply. Such charges will be discussed, agreed upon, and paid in advance before appointment confirmation.

Private Consultation Meetings: For clients who prefer face-to-face discussions, meetings can be scheduled at professional business lounges, executive meeting facilities, client offices, or other suitable venues by prior appointment.

I Understand and Agree

Communication Consent

I authorize NEXTAURA 360 to contact me through telephone calls, WhatsApp, SMS, email, or other reasonable communication channels regarding my enquiry, booking, consultation, appointment reminders, invoices, payment matters, customer support, and post-consultation follow-up. Where applicable, I expressly consent to receiving such communications even if my telephone number is registered with a Do Not Disturb (DND) registry or similar preference service.

I Agree and Consent

Client Declaration

I confirm that all information provided is true, accurate, and complete.

I understand that this consultation is educational and informational in nature.

I acknowledge that the AED 500 booking fee is non-refundable.

I understand that the booking fee will be adjusted against the consultation fee.

I understand that additional consultation topics may attract additional fees.

I understand that all decisions made following the consultation remain my sole responsibility.

I consent to the collection, storage, processing, and retention of my information for consultation delivery, billing, compliance, and customer service purposes.

Regulatory Disclaimer

NEXTAURA 360 provides educational, informational, coaching, planning, and consultation services only.

The services provided do not constitute regulated financial services, investment advice, investment management, portfolio management, securities promotion, financial product recommendation, brokerage services, fund management, or any other regulated activity requiring authorization or licensing.

NEXTAURA 360 does not recommend, promote, sell, arrange, manage, or execute investments, securities, financial products, virtual assets, insurance products, or regulated financial instruments.

Clients are solely responsible for conducting their own research, seeking independent professional advice, and making their own financial decisions.

Nothing discussed should be interpreted as a recommendation to buy, sell, hold, or invest in any asset, security, or financial instrument.

Regulated activities within the UAE may fall under supervision of authorities including SCA, CBUAE, VARA, DFSA, FSRA, and other competent authorities.

By proceeding, I acknowledge I am seeking educational and informational consultation services only — not regulated financial advice.

I Have Read, Understood, and Agree

📅 Consultation Availability & Appointment Confirmation

Consultation sessions are conducted strictly by prior appointment and are subject to coach availability. Submission of this booking form does not automatically confirm an appointment. Preferred consultation dates and times requested by the client are considered on a best-efforts basis and may not always be available.

Appointment confirmation will be provided only after booking review, availability confirmation, and receipt of the applicable booking fee.

I Have Read, Understood, and Agree

✍

Electronic Confirmation

Full Name *

Date *

I Confirm and Submit My Booking Request. By submitting, I acknowledge that appointment confirmation is subject to availability, verification, and acceptance of the consultation terms and conditions.

💳

Select Payment Type

Choose Your Payment Option *

Appointment Fees

AED 500

Consultancy Fees

AED 1500

Please select your preferred payment option before submitting your booking request.

Choose Payment Method *

Stripe Payment
Card / Apple Pay / Google Pay

Bank Transfer
Direct Bank Deposit

Tamara Payment
Pay Later Option

Appointment confirmation is subject to availability and verification.

✅ Thank you! Your booking request has been submitted successfully.
Our team will contact you shortly to confirm your appointment.

💼 Business / Startup Advisory – Client Onboarding & Booking Form

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ℹ️ About This Session

The Business / Startup Advisory Session is designed to help entrepreneurs, aspiring business owners, freelancers, and existing businesses evaluate opportunities, understand key considerations, and explore practical strategies for business establishment and growth.

Topics Available:

📌 Business Idea Validation and Licensing
Evaluate the viability of a business idea, discuss business models, identify key considerations, and gain a general understanding of business setup and licensing pathways in the UAE.

📌 UAE Market Entry Guidance
Explore market-entry considerations, target customer segments, business establishment options, operational considerations, and practical factors relevant to entering the UAE market.

📌 Growth and Scaling Strategy
Discuss business growth opportunities, operational efficiency, customer acquisition considerations, expansion planning, scalability challenges, and long-term business development strategies.

This consultation is educational and informational in nature and is intended to support informed decision-making.

💰 Consultation Fees

Booking Fee AED 500

Base Consultation Fee (One Topic) AED 1,500

The AED 500 booking fee will be adjusted against the consultation fee.
The booking fee is non-refundable.
The remaining balance must be settled before or at commencement of consultation.
The consultation fee covers discussion of one selected topic only.
Additional topics may attract an additional fee of AED 1,000 per topic, subject to mutual agreement.

Client Information

Full Name *

Date of Birth *

Nationality *

Country of Residence *

Identification Type *

🛂 Passport 🪪 Emirates ID 🪪 National ID Card

Identification Number *

Mobile Number *

WhatsApp Number *

Email Address *

Billing Information

Billing Name *

Company Name (If Applicable)

Address Line 1 *

Address Line 2

City *

State / Province *

Postal Code

Country *

Invoice Recipient *

Individual Company

Tax Registration Number (If Applicable)

Consultation Booking

Preferred Date *

Preferred Time *

Alternative Date

Alternative Time

Preferred Consultation Mode *

In-Person Meeting (Client Location / Business Lounge / Coffee Shop) Virtual Meeting (WhatsApp, Botim, Zoom, Google Meet, Teams) Telephone Consultation

Preferred Language *

English Hindi/Urdu Arabic

Select Topic(s) for Consultation *

Business Idea Validation and Licensing
Evaluate viability, business models, setup and licensing pathways in the UAE. UAE Market Entry Guidance
Market-entry considerations, target segments, establishment options in UAE. Growth and Scaling Strategy
Growth opportunities, efficiency, customer acquisition, expansion planning.

⚠️ Additional topics beyond the first may attract an additional fee of AED 1,000 per topic, subject to mutual agreement.

Consultation Objectives

Primary Objective *

Business Idea / Model / Current Activity *

Specific Challenge or Opportunity *

Specific Questions

Business Profile

Current Business Stage *

Idea Stage Research Stage Planning Stage Business Setup in Progress Operating Business Expansion Stage

Business Name (If Applicable)

Industry / Sector *

Country of Operation *

Are you currently operating a business?

Yes No

Business Background

Current Employment Status

Employed Self-Employed Business Owner Freelancer Student Retired

Have you previously operated a business?

Yes No

Have you conducted market research for your business idea?

Yes No

Have you identified your target customers?

Yes No

Approximate Monthly Business Revenue (If Applicable)

Pre-Revenue Below AED 10,000 AED 10,000 – 50,000 AED 50,000 – 100,000 AED 100,000+

Number of Employees (If Applicable)

None 1–5 6–20 21–50 More than 50

Business Goals

Primary Goal Over Next 12 Months

Launch a New Business Enter the UAE Market Increase Revenue Expand Operations Improve Business Structure Build Strategic Partnerships Improve Profitability Scale Existing Operations

What would make this consultation successful for you?

Travel & Location Charges

Consultations are generally conducted remotely or at mutually agreed locations within Dubai. Where as in-person consultation is requested outside Dubai, additional travel, transportation, accommodation (if applicable), and related expenses may apply. Such charges will be discussed, agreed upon, and paid in advance before appointment confirmation.

🏢 Private Consultation Meetings: For clients who prefer face-to-face discussions, meetings can be scheduled at professional business lounges, executive meeting facilities, client offices, or other suitable venues by prior appointment.

I Understand and Agree

Communication Consent

I Agree and Consent

Client Declaration

I confirm that all information provided is true, accurate, and complete.

I understand that this consultation is educational and informational in nature.

I acknowledge that the AED 500 booking fee is non-refundable.

I understand that the booking fee will be adjusted against the consultation fee.

I understand that additional consultation topics may attract additional fees.

I understand that all business decisions, licensing decisions, commercial decisions, market-entry decisions, and operational decisions remain my sole responsibility.

I consent to the collection, storage, processing, and retention of my information for consultation delivery, billing, compliance, and customer service purposes.

Regulatory Disclaimer

NEXTAURA 360 provides educational, informational, coaching, planning, and consultation services only.

The consultation does not constitute legal advice, regulatory advice, tax advice, accounting advice, company formation services, immigration advice, licensing approval services, government representation services, or any regulated professional service requiring authorization or licensing.

Any discussion regarding business licensing, market entry, company formation, growth strategies, or operational considerations is provided solely for general informational purposes.

Clients remain solely responsible for obtaining independent professional advice and for complying with all applicable laws, regulations, licensing requirements, and governmental procedures.

Nothing discussed shall be interpreted as a guarantee of business success, licensing approval, market acceptance, profitability, commercial viability, investment return, or regulatory approval.

I Have Read, Understood, and Agree

📅 Consultation Availability & Appointment Confirmation

I Have Read, Understood, and Agree

✍

Electronic Confirmation

Full Name *

Date *

I Confirm and Submit My Booking Request. By submitting, I acknowledge that appointment confirmation is subject to availability, verification, and acceptance of the consultation terms and conditions.

💳

Select Payment Type

Choose Your Payment Option *

Appointment Fees

AED 500

Consultancy Fees

AED 1500

Please select your preferred payment option before submitting your booking request.

Choose Payment Method *

Stripe Payment
Card / Apple Pay / Google Pay

Bank Transfer
Direct Bank Deposit

Tamara Payment
Pay Later Option

Appointment confirmation is subject to availability and verification.

✅ Thank you! Your booking request has been submitted successfully.
Our team will contact you shortly to confirm your appointment.

🤝 Investor & Business Introductions – Client Onboarding & Booking Form

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ℹ️ About This Service

The Business & Strategic Introductions service is designed to facilitate professional introductions between investors, entrepreneurs, startups, business owners, suppliers, manufacturers, distributors, buyers, customers, service providers, technology providers, and strategic partners where there may be mutual interest in exploring business opportunities, commercial relationships, partnerships, or investment discussions.

Topics Available Under This Service:

📌 Investor Introductions
Facilitating introductions between investors and businesses seeking investment discussions, strategic collaboration, business opportunities, or commercial exploration.

📌 Supplier, Manufacturer & Technology Introductions
Connecting businesses with suppliers, manufacturers, wholesalers, importers, exporters, sourcing partners, production partners, and technology providers across general trade, industrial, consumer goods, raw materials, digital solutions, software, platforms, and emerging technology sectors.

📌 Customer & Buyer Introductions
Facilitating introductions between businesses and potential buyers, customers, retailers, distributors, commercial purchasers, institutional clients, and technology adopters.

📌 Strategic Partnership Introductions
Connecting businesses, entrepreneurs, professionals, organizations, and technology companies seeking partnerships, collaborations, joint ventures, strategic alliances, licensing opportunities, franchise opportunities, distribution arrangements, or commercial relationships.

📌 Business Networking & Commercial Connections
Professional networking introductions between businesses, organizations, professionals, consultants, service providers, technology specialists, and commercial stakeholders.

This service is limited to professional introductions and networking facilitation. NEXTAURA 360 does not participate in negotiations, investment decisions, fundraising, securities offerings, brokerage, transaction execution, or any regulated financial activity.

💰 Service Fees

Consultation Fee Varies

Introduction Fee Applicable if required

Consultation fees vary depending on business activity, industry sector, complexity, and scope of engagement.
A separate fixed introduction fee may apply for investor, supplier, buyer, customer, or strategic partnership introductions.
All fees are fixed and agreed in advance.
NEXTAURA 360 does not charge commissions, success fees, transaction-based fees, fundraising percentages, investment-based percentages, equity-based compensation, or performance-based compensation.
A formal quotation will be provided where applicable.

📅 Appointment Availability

Requested consultation dates and times are subject to consultant availability.

Preferred appointment times may not always be available.

Alternative appointment dates or times may be proposed and mutually agreed before confirmation.

Submission of this booking request does not guarantee appointment confirmation.

Client Information

Full Name *

Date of Birth *

Nationality *

Country of Residence *

Identification Type *

🛂 Passport 🪪 Emirates ID 🪪 National ID Card

Identification Number *

Mobile Number *

WhatsApp Number *

Email Address *

Billing Information

Billing Name *

Company Name (If Applicable)

Address Line 1 *

Address Line 2

City *

State / Province *

Postal Code

Country *

Invoice Recipient *

Individual Company

Tax Registration Number (If Applicable)

Consultation Booking

Preferred Date *

Preferred Time *

Alternative Date

Alternative Time

Preferred Consultation Mode *

In-Person Meeting (Client Location / Business Lounge / Coffee Shop) Virtual Meeting (WhatsApp, Botim, Zoom, Google Meet, Teams) Telephone Consultation

Preferred Language *

English Hind/Urdu Arabic

Select Topic for Consultation *

Connect Investors with Businesses Introduce Partnerships

Client Profile

I Am *

Investor Entrepreneur Startup Founder Business Owner Corporate Representative Professional Other

Company / Business Name

Industry / Sector *

Country of Operation *

Website / LinkedIn (Optional)

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Investor Profile & Investment Preferences (Investor Only)

📌 This section is applicable to Investors only and is collected solely to understand your general investment interests and preferences for consultation purposes.

Currently Interested in Investing in Businesses or Startups?

Yes No Exploring Opportunities

Type of Opportunities Interested In

Startups Small Businesses Established Businesses Franchise Opportunities E-Commerce Technology Real Estate Related Businesses Manufacturing Retail Trading Businesses Hospitality Food & Beverage Healthcare Education Logistics Artificial Intelligence (AI) Fintech Renewable Energy Other

Preferred Industries for Investment Opportunities

Preferred Investment Ticket Size Per Opportunity

Below AED 25,000 AED 25,000 – AED 50,000 AED 50,001 – AED 100,000 AED 100,001 – AED 250,000 AED 250,001 – AED 500,000 AED 500,001 – AED 1 Million Above AED 1 Million

Total Capital Willing to Allocate for Business Investments

Below AED 50,000 AED 50,000 – AED 100,000 AED 100,001 – AED 250,000 AED 250,001 – AED 500,000 AED 500,001 – AED 1 Million AED 1 Million – AED 5 Million Above AED 5 Million Prefer Not to Disclose

Are These Funds Currently Available for Deployment?

Yes Partially Available Not Yet Available Prefer Not to Disclose

Investment Stage of Most Interest

Idea Stage Startup Stage Early Revenue Businesses Growth Stage Businesses Mature Businesses Open to All Stages

Preferred Level of Involvement

Silent Investor Active Investor Strategic Partner Advisory Role Open to Discussion

Expected Investment Horizon

Less than 1 Year 1–3 Years 3–5 Years 5–10 Years Long-Term

Primary Investment Objectives

Capital Growth Passive Income Business Ownership Strategic Partnerships Portfolio Diversification Long-Term Wealth Creation Business Expansion Opportunities Other

Additional Investment Interests / Preferences / Criteria

⚡

Risk Preference & Investment Approach (Investor Only)

Overall Investment Risk Tolerance

Conservative Moderately Conservative Moderate Moderately Aggressive Aggressive

Investment Approach

Capital preservation is my highest priority. I prefer a balance between risk and potential growth. I am comfortable taking moderate risks for potentially higher returns. I am willing to accept significant risks for potentially higher returns.

Comfortable Level of Potential Capital Loss

0% – 10% 11% – 20% 21% – 35% 36% – 50% More than 50% Prefer Not to Answer

Investment Opportunities Most Comfortable Considering

Established Businesses Revenue-Generating Startups Early-Stage Startups Expansion-Stage Businesses Franchises Joint Ventures Real Estate Related Businesses Open to Various Opportunities

Preferred Investment Holding Period

Less than 1 Year 1–3 Years 3–5 Years 5–10 Years Long-Term

Previously Invested in Businesses, Startups, Partnerships, or Private Ventures?

Yes No

Investment Experience Level

Beginner Intermediate Experienced Professional Investor

Most Important Factors When Evaluating an Investment

Management Team Industry Potential Business Model Revenue Potential Profitability Market Demand Asset Backing Exit Opportunities Risk Profile Long-Term Growth Potential Other

Primary Concerns When Considering Business Investments

Capital Loss Business Failure Lack of Liquidity Regulatory Risks Management Risks Market Risks Economic Conditions Competition Other

Specific Investment Preferences, Restrictions, or Risk Considerations

Client Acknowledgement

I understand that these questions are collected solely to understand my general investment interests, business preferences, and risk attitudes for consultation purposes.

I understand that this questionnaire does not constitute an investment suitability assessment, financial advice, investment recommendation, or regulated financial service.

I understand that all investment decisions remain my sole responsibility.

Introduction Requirements

Type of Introduction Sought *

Type of Investor / Business / Partner Sought *

Purpose of Introduction *

Strategic Partnership Business Collaboration Joint Venture Distribution Opportunity Commercial Relationship Investor Discussion Business Expansion Other

Business Information

Please describe your business, products, services, project, opportunity, or proposal. *

Primary Business Objective

Raise Capital Find Investors Find Suppliers Source Products Find Buyers Find Customers Expand Distribution Import Opportunities Export Opportunities Strategic Partnership Joint Venture Franchise Expansion Market Entry Business Collaboration Technology Integration Digital Transformation Other

What is your unique value proposition?

What differentiates your business from competitors?

Do you have any certifications, licenses, or regulatory approvals?

Expectations

What would make this consultation valuable for you?

Desired Outcome

Previously Sought Investors / Partners / Strategic Introductions?

Yes No

Travel & Location Charges

I Understand and Agree

Communication Consent

I Agree and Consent

Client Declaration

I confirm that all information provided is true, accurate, and complete.

I understand that consultation and introduction fees may vary depending on the business activity, industry sector, complexity, and scope of engagement.

I understand that any introduction fees are fixed fees agreed in advance.

I understand that NEXTAURA 360 does not charge commissions, transaction-based fees, fundraising percentages, investment percentages, equity-based compensation, or success-based fees.

I understand that introductions, meetings, discussions, investment interest, partnership opportunities, commercial relationships, and business outcomes cannot be guaranteed.

I understand that all commercial, investment, partnership, business, legal, and financial decisions remain my sole responsibility.

I consent to the collection, storage, processing, and retention of my information for consultation delivery, billing, compliance, and customer service purposes.

Regulatory Disclaimer

NEXTAURA 360 provides educational, informational, networking, introduction, coaching, planning, and consultation services only.

The Business & Strategic Introductions service is limited to facilitating professional introductions between investors, businesses, entrepreneurs, startups, suppliers, manufacturers, distributors, buyers, customers, service providers, technology providers, and other commercial parties who may have a mutual interest in exploring potential business, investment, partnership, or commercial opportunities.

NEXTAURA 360 does not provide investment advice, financial advice, securities recommendations, fundraising services, investment solicitation services, brokerage services, placement agent services, deal structuring services, corporate finance advisory services, portfolio management services, investment management services, mergers and acquisitions advisory services, or any regulated activity requiring authorization or licensing by a competent authority.

NEXTAURA 360 does not recommend, endorse, market, promote, solicit, arrange, negotiate, structure, manage, execute, or guarantee any investment, fundraising activity, partnership, transaction, business relationship, commercial arrangement, or financial outcome.

Any introduction provided by NEXTAURA 360 is made solely for networking and informational purposes.

NEXTAURA 360 does not verify, guarantee, warrant, certify, or endorse the financial condition, business viability, reputation, legal status, operational capability, credibility, suitability, or performance of any individual, investor, company, startup, business, organization, supplier, customer, buyer, technology provider, or other third party introduced.

Clients are solely responsible for conducting independent legal, financial, commercial, tax, operational, and background due diligence before entering into any discussions, agreements, transactions, investments, partnerships, or commercial relationships.

Where applicable, regulated activities within the United Arab Emirates may fall under the supervision of competent authorities including, but not limited to, the Securities and Commodities Authority (SCA), Central Bank of the UAE (CBUAE), Virtual Assets Regulatory Authority (VARA), Dubai Financial Services Authority (DFSA), Financial Services Regulatory Authority (FSRA), Ministry of Economy, and other competent authorities.

I Have Read, Understood, and Agree

📅 Consultation Availability & Appointment Confirmation

I Have Read, Understood, and Agree

✍

Electronic Confirmation

Full Name *

Date *

I Confirm and Submit My Booking Request. By submitting, I acknowledge that appointment confirmation is subject to availability, verification, and acceptance of the consultation terms and conditions.

💳

Select Payment Type

Choose Your Payment Option *

Appointment Fees

AED 500

Consultancy Fees

AED 1500

Please select your preferred payment option before submitting your booking request.

Choose Payment Method *

Stripe Payment
Card / Apple Pay / Google Pay

Bank Transfer
Direct Bank Deposit

Tamara Payment
Pay Later Option

Appointment confirmation is subject to availability and verification.

✅ Thank you! Your booking request has been submitted successfully.
Our team will contact you shortly to confirm your appointment.

📈 Trading Platform Training & Market Education – Client Onboarding & Booking Form

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ℹ️ About This Service

The Trading Platform Training & Market Education program is designed to provide structured educational training on leading trading platforms and market concepts, helping individuals understand how trading systems operate in real market environments.

Training may include practical guidance on platform navigation, chart analysis, order execution, technical indicators, trade management concepts, lot size calculations, position sizing principles, risk awareness, and general market education across various asset classes.

Topics Available:

📌 MetaTrader 4 (MT4) Platform Training
Learn platform navigation, chart setup, order placement, trade monitoring, indicators, templates, and platform functionality.

📌 MetaTrader 5 (MT5) Platform Training
Understand platform features, charting tools, market watch functions, order management, technical analysis tools, and platform operations.

📌 TradingView Platform Training
Learn chart analysis tools, technical indicators, layouts, watchlists, alerts, trend analysis concepts, and platform functionality.

📌 Market Education & Trading Fundamentals
Understand market terminology, asset classes, trading mechanics, order types, lot sizing concepts, risk awareness, and market structure fundamentals.

This service is educational and informational in nature and is intended solely for learning purposes.

💰 Consultation Fees

Booking Fee AED 500

Base Consultation Fee (One Topic) AED 1,500

The AED 500 booking fee will be adjusted against the consultation fee.
The booking fee is non-refundable.
The remaining balance must be settled before or at commencement of consultation.
The consultation fee covers discussion of one selected topic only.
Additional topics may attract an additional fee of AED 1,000 per topic, subject to mutual agreement.

Client Information

Full Name *

Date of Birth *

Nationality *

Country of Residence *

Identification Type *

🛂 Passport 🪪 Emirates ID 🪪 National ID Card

Identification Number *

Mobile Number *

WhatsApp Number *

Email Address *

Billing Information

Billing Name *

Company Name (If Applicable)

Address Line 1 *

Address Line 2

City *

State / Province *

Postal Code

Country *

Invoice Recipient *

Individual Company

Tax Registration Number (If Applicable)

Consultation Booking

Preferred Date *

Preferred Time *

Alternative Date

Alternative Time

Preferred Consultation Mode *

In-Person Meeting (Client Location / Business Lounge / Coffee Shop) Virtual Meeting (WhatsApp, Botim, Zoom, Google Meet, Teams) Telephone Consultation

Preferred Language *

English Hindi/Urdu Arabic

Select Topic(s) for Consultation *

MetaTrader 4 (MT4) Platform Training MetaTrader 5 (MT5) Platform Training TradingView Platform Training Market Education & Trading Fundamentals

⚠️ Additional topics beyond the first may attract an additional fee of AED 1,000 per topic, subject to mutual agreement.

Learning Objectives

Primary Objective *

Current Experience Level & Reason for Training *

Specific Questions / Areas to Cover

Experience Profile

Previously Used a Trading Platform?

Yes No

Platforms Previously Used

MT4 MT5 TradingView cTrader Other

Current Trading Knowledge Level

Beginner Intermediate Advanced

Previously Completed Trading Education or Training?

Yes No

Training / Course Details

Education Requirements

Areas to Understand

Platform Navigation Chart Analysis Technical Indicators Order Types Trade Execution Risk Awareness Position Sizing Concepts Lot Size Calculations Market Structure Trading Terminology Other

Asset Classes of Interest

Forex Commodities Indices Stocks ETFs Other

Expectations

What would make this training session valuable for you?

Biggest Challenge When Learning Trading Platforms / Market Concepts

Travel & Location Charges

I Understand and Agree

Communication Consent

I Agree and Consent

Client Declaration

I confirm that all information provided is true, accurate, and complete.

I understand that this training is educational and informational in nature.

I acknowledge that the AED 500 booking fee is non-refundable.

I understand that the booking fee will be adjusted against the consultation fee.

I understand that additional training topics may attract additional fees.

I understand that all trading, investment, financial, and market-related decisions remain my sole responsibility.

I consent to the collection, storage, processing, and retention of my information for consultation delivery, billing, compliance, and customer service purposes.

Regulatory Disclaimer

NEXTAURA 360 provides educational, informational, coaching, planning, and training services only.

The Trading Platform Training & Market Education service is intended solely to provide educational training regarding trading platforms, charting tools, market concepts, risk awareness, and trading mechanics.

This service does not constitute investment advice, financial advice, securities recommendations, trading recommendations, portfolio management, investment management, brokerage services, financial product recommendations, asset management services, signal services, copy trading services, or any regulated financial service requiring authorization or licensing.

NEXTAURA 360 does not provide: Buy or Sell Recommendations, Trading Signals, Trading Calls, Investment Recommendations, Portfolio Management, Account Management, Fund Management, Financial Product Recommendations, Guaranteed Profit Strategies, Guaranteed Returns, Trade Execution Services, or Brokerage Services.

Any examples, illustrations, charts, demonstrations, market discussions, platform walkthroughs, risk calculations, lot sizing examples, position management examples, or educational exercises are provided solely for educational and informational purposes.

Where applicable, regulated activities within the UAE may fall under supervision of authorities including SCA, CBUAE, VARA, DFSA, FSRA, and other competent authorities.

Clients remain solely responsible for conducting their own research, obtaining independent professional advice, and making their own financial, trading, and investment decisions.

I Have Read, Understood, and Agree

📅 Consultation Availability & Appointment Confirmation

I Have Read, Understood, and Agree

✍

Electronic Confirmation

Full Name *

Date *

I Confirm and Submit My Booking Request. By submitting, I acknowledge that appointment confirmation is subject to availability, verification, and acceptance of the consultation terms and conditions.

💳

Select Payment Type

Choose Your Payment Option *

Appointment Fees

AED 500

Consultancy Fees

AED 1500

Please select your preferred payment option before submitting your booking request.

Choose Payment Method *

Stripe Payment
Card / Apple Pay / Google Pay

Bank Transfer
Direct Bank Deposit

Tamara Payment
Pay Later Option

Appointment confirmation is subject to availability and verification.

✅ Thank you! Your booking request has been submitted successfully.
Our team will contact you shortly to confirm your appointment.

⚠️ Understanding Investment Risks – Client Onboarding & Booking Form

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ℹ️ About This Session

The Understanding Investment Risks Session is designed to help individuals develop a clearer understanding of the various risks commonly associated with investing and financial decision-making.

The purpose of this session is educational awareness and risk education, enabling individuals to better understand how different risk factors may affect investment outcomes and financial objectives.

Topics Available:

📌 Market Risk
Understand how market movements, economic events, geopolitical developments, interest rates, inflation, and investor sentiment may influence asset values.

📌 Liquidity Risk
Learn how liquidity affects the ability to buy or sell assets and how certain investments may require longer holding periods before being converted into cash.

📌 Leverage Risk
Understand how borrowed capital, margin facilities, and leveraged exposure can magnify both gains and losses.

📌 Credit Risk
Learn how the financial strength and repayment ability of borrowers, issuers, or counterparties may impact investment outcomes.

📌 Inflation Risk
Understand how inflation can reduce purchasing power over time and influence long-term wealth preservation.

📌 Operational Risk
Learn how technology failures, operational disruptions, administrative errors, cybersecurity issues, and process failures may affect investment activities.

This consultation is educational and informational in nature and is intended solely to improve risk awareness and financial understanding.

💰 Consultation Fees

Booking Fee AED 500

Base Consultation Fee (One Topic) AED 1,500

The AED 500 booking fee will be adjusted against the consultation fee.
The booking fee is non-refundable.
The remaining balance must be settled before or at commencement of consultation.
The consultation fee covers discussion of one selected topic only.
Additional topics may attract an additional fee of AED 1,000 per topic, subject to mutual agreement.

Client Information

Full Name *

Date of Birth *

Nationality *

Country of Residence *

Identification Type *

🛂 Passport 🪪 Emirates ID 🪪 National ID Card

Identification Number *

Mobile Number *

WhatsApp Number *

Email Address *

Billing Information

Billing Name *

Company Name (If Applicable)

Address Line 1 *

Address Line 2

City *

State / Province *

Postal Code

Country *

Invoice Recipient *

Individual Company

Tax Registration Number (If Applicable)

Consultation Booking

Preferred Date *

Preferred Time *

Alternative Date

Alternative Time

Preferred Consultation Mode *

In-Person Meeting (Client Location / Business Lounge / Coffee Shop) Virtual Meeting (WhatsApp, Botim, Zoom, Google Meet, Teams) Telephone Consultation

Preferred Language *

English Hindi/Urdu Arabic

Select Topic(s) for Consultation *

Market Risk Liquidity Risk Leverage Risk Credit Risk Inflation Risk Operational Risk

⚠️ Additional topics beyond the first may attract an additional fee of AED 1,000 per topic, subject to mutual agreement.

Consultation Objectives

Primary Objective *

Current Understanding of Investment Risks *

Specific Questions

Desired Outcome

Financial Background

Employment Status

Employed Self-Employed Business Owner Freelancer Student Retired Other

Previously Invested or Held Financial Assets?

Yes No

Investment Knowledge Level

Beginner Intermediate Advanced

Previously Experienced Financial or Investment Losses?

Yes No

Previously Used Leverage or Borrowed Funds for Investing?

Yes No

Risk Awareness Profile

Risk That Concerns You Most

Market Risk Liquidity Risk Leverage Risk Credit Risk Inflation Risk Operational Risk

Attitude Toward Financial Risk

I prefer maximum stability and capital preservation. I can accept moderate fluctuations for potential growth. I can tolerate significant fluctuations for potentially higher returns.

Areas to Understand

Risk Identification Risk Management Concepts Risk vs Return Diversification Concepts Capital Preservation Long-Term Planning Market Behaviour Asset Class Risks Other

Expectations

What would make this consultation valuable for you?

Biggest Concern Regarding Investing or Financial Decision-Making

Desired Outcome from This Session

Travel & Location Charges

I Understand and Agree

Communication Consent

I Agree and Consent

Client Declaration

I confirm that all information provided is true, accurate, and complete.

I understand that this consultation is educational and informational in nature.

I acknowledge that the AED 500 booking fee is non-refundable.

I understand that the booking fee will be adjusted against the consultation fee.

I understand that additional consultation topics may attract additional fees.

I understand that all financial, investment, trading, savings, and wealth-related decisions remain my sole responsibility.

I consent to the collection, storage, processing, and retention of my information for consultation delivery, billing, compliance, and customer service purposes.

Regulatory Disclaimer

NEXTAURA 360 provides educational, informational, coaching, planning, and consultation services only.

The Understanding Investment Risks session is intended solely to improve financial awareness, risk education, and understanding of investment-related concepts.

This service does not constitute investment advice, financial advice, securities recommendations, financial product recommendations, portfolio management, investment management, brokerage services, wealth management, insurance advice, banking advice, legal advice, tax advice, accounting advice, or any regulated professional service requiring authorization or licensing.

NEXTAURA 360 does not recommend, endorse, promote, arrange, market, manage, distribute, or execute investments, securities, financial products, investment funds, virtual assets, insurance products, banking products, or regulated financial instruments.

No investment recommendations, buy recommendations, sell recommendations, stock tips, product recommendations, or portfolio recommendations are provided under this service.

Where applicable, regulated activities within the UAE may fall under supervision of authorities including SCA, CBUAE, VARA, DFSA, FSRA, and other competent authorities.

Clients remain solely responsible for obtaining independent professional advice and making their own financial and investment decisions.

I Have Read, Understood, and Agree

📅 Consultation Availability & Appointment Confirmation

I Have Read, Understood, and Agree

✍

Electronic Confirmation

Full Name *

Date *

I Confirm and Submit My Booking Request. By submitting, I acknowledge that appointment confirmation is subject to availability, verification, and acceptance of the consultation terms and conditions.

💳

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Appointment Fees

AED 500

Consultancy Fees

AED 1500

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