Investor Form

Investor Details

Investment Type

Investment Details

Investment Summary

Investment Type Company Name Amount (₹) Details

Help

Use the prompt to quickly fill the investor form. Ensure your prompt follows the specified format for accurate parsing.

Tips for Writing Prompts:

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Contact support at support@example.com or refer to the user manual.

Follow this prompt format:

Create an investment for investor type email phone on with type in company amount [type-specific fields] [notes ]

Keywords (use exactly as shown): Create, investment, for investor, type, email, phone, on, with type, in company, amount, notes

Type-Specific Keywords and Fields:

  • shares: quantity , price , [share type ]
  • debentures: quantity , face value , interest , maturity
  • loan: interest , tenure , repayment , [collateral ]

Values:

  • investor_name: Name (e.g., John Doe)
  • investor_type: individual, company, institution
  • contact_email: Email (e.g., john.doe@example.com)
  • contact_phone: Phone (e.g., +91 9876543210)
  • investment_date: YYYY-MM-DD (e.g., 2025-04-25)
  • investment_type: shares, debentures, loan
  • company_name: Name (e.g., XYZ Ltd)
  • investment_amount: Decimal (e.g., 1000000.00)
  • notes: Text (e.g., Strategic growth investment)
  • shares_type: equity, preference
  • loan_repayment: monthly, quarterly, annually

Examples:

  • Create an investment for investor John Doe type individual email john.doe@example.com phone +91 9876543210 on 2025-04-25 with type shares in company XYZ Ltd amount 1000000 quantity 500 price 2000 share type equity notes Strategic growth investment
  • Create an investment for investor Global Corp type company email info@globalcorp.com phone +1 1234567890 on 2025-04-26 with type loan in company ABC Ltd amount 5000000 interest 10.0 tenure 36 repayment monthly collateral Property