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Investment Goals and Strategies Survey
Dear Sir or Madam, please take a few minutes of your time to complete the following questionnaire.
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1
What are your investment goals?
Please select the option that best describes your investment goals.
Capital growth
Regular income
Diversification
Tax benefits
2
On a scale of 1 to 10, how confident are you in your investment strategies?
Please rate your confidence level in your investment strategies. (1 being the lowest confidence and 10 being the highest)
3
What is your total investment budget?
Please provide an approximate total investment budget in your local currency.
4
How would you describe your investment experience level?
Please choose the option that best describes your level of investment experience.
Beginner
Intermediate
Advanced
5
Which location do you prefer for investment?
Please specify the type of location you prefer for your investments.
6
Do you prefer investing in residential or commercial properties?
Please select the type of property you prefer to invest in.
Residential
Commercial
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