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Investment Goals

I want to in years with S$ .

I am looking to cash out my investments in years with approximate value of S$ .

I want to enjoy a monthly payout of S$ at years old for years.

Personal Information

I am years old.

My annual income (including other sources of income such as rental income) is .

My estimated net worth is .

Investment Information

I am looking to invest an initial amount of .

I am looking to top up my investments with /month.

The estimated value of my current investment portfolio is .

Risk Assessment

I have invested before in / through (you can choose more than one):

Composition of your existing investment portfolio (if applicable):

Equity (Stocks): %
Fixed Income (Bonds): %
Forex / Commodities: %
Mutual Funds (Unit Trusts): %
Alternative Investments (Others): %

When investing, my priorities are:



I understand that markets are at times volatile. If my investment portfolio loses 10% of its value, I would:




What is your investment horizon ?




Note: Recommended investment horizon > 5 years

When investing, higher returns tend to be associated with higher risks. What is your comfort level towards this “Risk-Return Tradeoff”?




When investing, my priorities are:



When investing, the maximum potential loss I can accept within a year is?




What is your comfort level towards geographical-focused investments?




What is your comfort level towards industry-focused investments?