Statement of Advice (SoA)

Step 1: Personal Information

Step 2: Financial Goals

What is your primary financial goal time horizon? (Select one)

Short-term Goals (0-3 years)
Goals you want to achieve in the next 3 years. Examples include saving for a vacation, building an emergency fund, or paying off credit card debt.

Medium-term Goals (3-5 years)
Goals you want to achieve in 3 to 5 years. Examples include saving for a down payment on a house, buying a car, or starting a business.

Long-term Goals (5-10 years)
Goals you want to achieve in 5 to 10 years. Examples include saving for a child's education, paying off a mortgage, or investing in real estate.

Very Long-term Goals (10+ years)
Goals you want to achieve in 10 or more years. Examples include saving for retirement, building generational wealth, or achieving financial independence.

Step 3: Investment Amount

How much do you want to invest? (Between $1,000 and $10,000,000) Please enter an amount between $1,000 and $10,000,000.

Step 4: Risk Tolerance

How would you describe your risk tolerance?

Low Risk Tolerance
You prefer safe investments with lower returns. Your portfolio will focus on preserving capital and generating steady, predictable income. Investments may include government bonds, fixed deposits, and low-risk mutual funds. While the returns may be modest, you are less likely to experience significant losses, even during market downturns. This option is ideal if you are risk-averse and want to avoid the stress of market volatility.

Medium Risk Tolerance
You are willing to take moderate risks for balanced returns. Your portfolio will include a mix of safer investments and growth-oriented assets, such as blue-chip stocks, balanced mutual funds, and corporate bonds. While you may experience some fluctuations in value, the overall strategy aims for steady growth over time. This option is suitable if you can tolerate short-term market ups and downs and are looking for a balance between risk and reward.

High Risk Tolerance
You are comfortable with high-risk investments for potentially higher returns. Your portfolio will focus on growth-oriented assets, such as stocks, emerging markets, and alternative investments like cryptocurrencies or real estate. While these investments can offer significant returns, they are also more volatile and may experience sharp price fluctuations. This option is ideal if you have a long investment horizon, can withstand market turbulence, and are focused on maximizing long-term gains.

Step 5: Review and Submit

Please review your information before submitting.

I acknowledge that I have read and understood the disclaimer.

AdviceGenie

Get Your Investment Portfolio

Step 1: Personal Information

Step 2: Financial Goals

Step 3: Investment Amount

Step 4: Risk Tolerance

Step 5: Review and Submit