Finance Investment Portfolio Questionnaire Template

Finance Investment Portfolio Questionnaire

Please fill out the following information for our records. Your input is valuable to us.

Date

Please select the date you are filling out this form.

Name

Please enter your full name, including your middle name if applicable.

Email

We need your email to contact you for further queries.

Phone Number

Please enter your phone number for contact purposes.

What is your level of investment experience?

Let us know your familiarity with investing.

Beginner

Intermediate

Expert

What are your investment goals?

Choose the options that best describe your primary goals.

Retirement SavingsShort-term ProfitEducation FundBuying a HomeOther

What is your investment time horizon?

How long do you plan to keep your investments?

Less than 1 year

1-3 years

3-5 years

More than 5 years

How would you describe your risk tolerance?

Select your comfort level with investment risks.

Low

Moderate

High

What types of investments do you currently hold?

Choose all that apply.

StocksBondsMutual FundsReal EstateOther

What is your estimated investment amount?

Indicate the amount you plan to invest.

Additional Comments or Suggestions

Feel free to share any additional thoughts or comments.