Investment Preferences

Enter your Pincode

Select the range of investment amount you have in mind

5cr+

50 lacs - 5cr

30 lacs - 50 lacs

10 lacs - 30 lacs

5 lacs - 10 lacs

SIP

Select the minimum range of experience you would like your financial advisor to have

20 years +

15 years - 20 years

10 years - 15 years

5 years - 10 years

3 years - 5 years

Select the minimum range of AUM your Financial Advisor to handle

500Cr +

200Cr - 500Cr

100Cr - 200Cr

50Cr - 100Cr

10Cr - 50Cr

What kind of Financial Advisor would you prefer?

Institutional

IFA (Individual Financial Advisor) (Commission Based)

CFP (Certified Financial Planner) (Fees Based)

RIA (Registered Investment Advisor) (Fees Based)

All of the above

How much risk are you willing to take?

High risk

Medium Risk

Low risk

Approximate duration of investment?

7 years +

5 years - 7 years

3 years - 5 years

1 year - 3 years

Give us some insight on why do you want to invest & what are your goals?

What is the minimum range of returns% you want from your Financial Advisor according to your investment tenure?

Select the minimum range of clients you want your Financial Advisor to have?

2000+ Clients

500 - 1000 Clients

0 - 500 Clients