Zuberence Advisory
Where Planning Meets Enthusism
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Full Name
Username
Age
Phone
Email
Marital Status
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Occupation
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Working Professional
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Student
Home Maker
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Annual Income
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0 - 1,00,000
1,00,000 - 5,00,000
5,00,000 - 10,00,000
Above 10,00,000
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Monthly Savings
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0 - 10,000
10,000 - 50,000
50,000 - 1,00,000
Above 1,00,000
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Prior or Current Investments
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No
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Type of Investments
Select type of investments
Equity
Mutual Funds
Fixed Deposits
Gold
Insurance
Real Estate
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Prior or Ongoing Loans
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Yes
No
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Investment Objectives
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Return on Investment
Liquidity
Speculative
Capital Growth
Tax planning
Not decided
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Investment Time Horizon
Select time horizon
Short Term (1-2 years)
Moderate Term (2-5 years)
Long Term (5-10 years)
Ultra long Term (10+ years)
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Risk Appetite Level
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1
2
3
4
5
Investment Knowledge Level
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Low
Moderate
High
Not Provided
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