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Financial goals

What is your primary financial goal for investing?

Investment knowledge

How would you rate your knowledge and experience with investments?

Investment time horizon

How long do you plan to keep your investments before needing to access the capital?

Risk capacity

How would you describe your current financial situation?

Experience with market fluctuations

How do you typically react to short-term market downturns in your investments?

Loss tolerance

In a scenario where your investments decrease by 20% in a year, what would you do?

Your comfort zone

How much investment value fluctuation would you be comfortable with 1 year from now?

Personal Information

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