How concerned are you with your portfolio?
Not at all (1-3) Somewhat (4-6) Very concerned (7-10)
What is your investment goal?
Retirement Wealth growth Passive income
Do you use an advisor?
Yes, always Sometimes Never
What is your preferred risk level?
Low risk Medium risk High risk
How often do you review your portfolio?
Weekly Monthly Quarterly Annually
What improvement would you like?
Higher returns Risk reduction Better insights
All set, how can we reach you?
Name
Email
Phone
(Details here)
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