Finance Investment Portfolio Questionnaire

Finance Investment Portfolio Questionnaire

This questionnaire is designed to gather essential information to help tailor your investment portfolio to your specific needs. Please answer the following questions as accurately as possible to ensure the best possible investment strategy for you.

Date: [MM-DD-YYYY]

Investor Profile





Annual Income:

Current Assets:

Current Liabilities:

Investment Experience:

Investment Objectives

What are your primary investment goals?


What is your investment time?

  • Short-term (1-3 years)

  • Medium-term (3-10 years)

  • Long-term (over 10 years)

What annual rate of return do you expect from your investments?

Risk Tolerance Assessment

How comfortable are you with market fluctuations? 

  • Very Uncomfortable

  • Somewhat Uncomfortable

  • Neutral

  • Somewhat Comfortable

  • Very Comfortable

If your investments lost 10% of their value in a month, how would you react?

  • Sell all investments

  • Sell some

  • Do nothing

  • Buy more

Describe your investment behavior during past market downturns:

Diversification Preferences

Which asset classes are you interested in investing in? 

  • Equities

  • Bonds

  • Real Estate

  • Others

Do you have any sectoral preferences?

Are you interested in alternative investments? If yes, please specify

Income and Liquidity Needs

  1. What are your current and future income requirements?

  1. Do you have any upcoming large expenditures?

  1. Please estimate your short-term and long-term cash flow needs.

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