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INVESTMENT GUIDANCE FORM
Personal Information
Name
Phone
Email
Investment Goals
What are your main investment goals?
(Select all that apply)
Grow wealth over time
Save for retirement
Generate passive income
Save for education
Preserve capital
Others
What is your ideal investment time horizon?
Choose the one that apply
Less than 1 year
1–3 years
3–5 years
5–10 years
More than 10 years
Risk Tolerance
How would you describe your risk tolerance?
Very conservative – I want to avoid losing money at all costs
Conservative – I’m cautious but open to moderate growth
Moderate – I’m okay with short-term losses for long-term gains
Aggressive – I can handle high volatility for higher potential returns
Investment Experience
What is your level of investment experience?
None – I’m completely new
Beginner – I’ve done a little investing (e.g., mutual funds, savings plans)
Intermediate – I’ve invested in stocks, bonds, ETFs, or real estate
Advanced – I actively manage my portfolio and explore diverse assets
Budget and Capital
How much are you planning to invest initially?
Less than $1,000
$1,000 – $5,000
$5,000 – $20,000
$20,000 – $100,000
More than $100,000
Are you planning to invest a lump sum or regularly (e.g., monthly)?
Lump sum
Regular contributions
Both
Not sure yet
Asset Preferences
Which types of investments are you interested in? (Select all that apply)
Stocks
Bonds
Mutual funds
ETFs (Exchange-Traded Funds)
Real estate
Cryptocurrencies
Commodities (e.g., gold, oil)
Startups / Angel investing
Not sure – I need help deciding
Additional Information
Do you already have an investment account ?
Yes
No
Not sure
Would you like assistance setting up an investment account?
Yes
No
Maybe Later
Preferences and Support
How would you prefer to receive your investment guidance?
Email newsletters
One-on-one consultation
In-depth reports or eBooks
Interactive tools (e.g., calculators, risk profilers)
Video tutorials or webinar
Any specific questions or comments?
Register
