🤖 AI-Powered Investment Advisory
Get personalized investment recommendations in just 5 minutes
Step 1 of 4
Step 1: Tell us about yourself
Age
Annual Income ($)
Maximum: $50 million annually
Employment Status
Select...
Employed
Self-Employed
Unemployed
Retired
Location
Number of Dependents
Marital Status
Select...
Single
Married
Divorced
Widowed
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Step 2: Your Financial Goals
Primary Investment Goal
Select...
Retirement Planning
Home Purchase
Education Fund
Wealth Building
Emergency Fund
Target Amount ($)
Optional. Maximum: $100 million
Time Horizon (years)
Current Savings ($)
Maximum: $50 million
Monthly Expenses ($)
Maximum: $1 million per month
Existing Debt ($)
Maximum: $50 million
Emergency Fund (months of expenses)
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Step 3: Risk Assessment
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