Investor Profile

Tell us about yourself, the information below will help us to understand your financial needs better..

Step 1 OF 3

About You

Gender*This field is required


Kids*This field is required


Step 2 OF 3

Risk Tolerance

Investing is too difficult to understand *This field is required

I am more comfortable putting my money in a bank account than in the stock market*This field is required

In terms of investing ,safety is more important than returns*This field is required

Enter your monthly income *This field is required

Please Select

I save from my income*This field is required

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Step 3 OF 3

Time Horizon

Age *This field is required

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I plan to begin withdrawing money from my investments in *This field is required

My primary goal for investment is ?*This field is required

how many years from today until you reach your primary goal? *This field is required

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    Risk Tolerance

  • Knowledge of Investment

  • Willingness To Take Risk

  • Money Safety Concern

  • Income

  • Saving

Time Horizon

  • Withdrawing Money

  • Primary Goal

  • Term of the Goal