Full name:
Email:
Country:
Net worth: Less than $50,000 Between $50,000 and $500,000 More than $500,000
Monthly income: Less than $5,000 Between $5,000 and $15,000 More than $15,000
Monthly expense: Less than $3,000 Between $3,000 and $7,000 More than $7,000
Time horizon for investment: Short term Mid term Long term
Investment goals (select multiple):
Early Retirement
Passive income
Homeownership
Wealth Growth
Capital Preservation
Primary goal for investing: Maximize returns as quickly as possible Balance growth and stability Preserve capital and generate steady returns
How would you react if your investment portfolio dropped 20% in a month: Buy more assets to take advantage of lower prices Hold steady and wait for recovery Sell investments to prevent further loss
How long do you plan to keep your investments before withdrawing: Less than 3 years 3-10 years More than 10 years
How much of your monthly income can you comfortably invest: More than 50% 20%-50% Less than 20%
Which statement best describes your investment knowledge: Experienced investor, comfortable with risk Some knowledge, but still learning New to investing, prefer safer options
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