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Investor Profile
Tell us about yourself, the information below will help us to understand your financial needs better..
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Step 1 OF 3
About You
Gender
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Status
Please select …
Married
Single
Devorce
Widower
Kids
*This field is required
Please select …
Yes
No
Profession
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Self-employed or business owner
Employee
Retired
Student
Unemployed
Step 2 OF 3
Risk Tolerance
Investing is too difficult to understand
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Please select …
strongly agree
Tend to agree
Tend to disagree
strongly disagree
I am more comfortable putting my money in a bank account than in the stock market
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Please select …
strongly agree
Tend to agree
Tend to disagree
strongly disagree
In terms of investing ,safety is more important than returns
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Please select …
strongly agree
Tend to agree
Tend to disagree
strongly disagree
Enter your monthly income
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Please Select
Please select …
less than 450 BD
451-800
801-1200
1200 more than
I save from my income
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Please Select
Please select …
Non
1%-10%
11% -20%
more 21%
Step 3 OF 3
Time Horizon
Age
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Please Select
Please select …
30 and under
31 to 40
41 to 50
over 51
I plan to begin withdrawing money from my investments in
*This field is required
Please select …
Less than 3 years
4–5 years
6–10 years
More than 10 years
My primary goal for investment is ?
*This field is required
Please select …
planning for retirement
Kids education/marriage
grow income
other
how many years from today until you reach your primary goal?
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Please Select
Please select …
within 1-3 years
within 4 to 10 years
within 11 to 20 years
more than 20 years
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ABOUT
Risk Tolerance
Knowledge of Investment
Willingness To Take Risk
Money Safety Concern
Income
Saving
Time Horizon
Withdrawing Money
Primary Goal
Term of the Goal