Wealth Planning Your Investment Details Please enable JavaScript in your browser to complete this form.Full Name *Email *Firm Name (if applicable)How would you describe your investment philosophy in guiding client investment portfolio? How would you describe your investment philosophy in guiding client investment portfolio? Strategic Asset Allocation OnlyStrategic and Tactical Asset AllocationClient's ChoiceHow often do you review and potentially rebalance the strategic and tactical asset allocation for your client's portfolio? *How often do you review and potentially rebalance the strategic and tactical asset allocation for your client's portfolio?Every QuarterEvery YearEvery Six monthsOnce in a monthWhat factors do you consider when recommending specific asset classes for a tactical allocation?What factors do you consider when recommending specific asset classes for a tactical allocation?Client's risk appetiteLife goal and durationUndervaluation of assetMomentum in assetHow do you structure your investment portfolio fees? *How do you structure your investment portfolio fees?Percentage of assets under managementFlat feeDo you charge different fees for clients based on whether you're implementing a strategic and tactical asset allocation approach vs only strategic allocation? *Do you charge different fees for clients based on whether you're implementing a strategic and tactical asset allocation approach vs only strategic allocation?YesNoTo get highest returns in equity market which investment strategy you will advise to your clients?To get highest returns in equity market which investment strategy you will advise to your clients?Active managementPassive managementFor long term (7 Years & above) diversified investment portfolio (Equity, Gold, Debt, etc.) what is fair return investor should expect? *For long term (7 Years & above) diversified investment portfolio (Equity, Gold, Debt, etc.) what is fair return investor should expect?7-10% p.a11-14% p.a15-18% p.a18% p.a & aboveWhich Life goal generally makes more awareness/inspiration for the investor about the financial planning? *Which Life goal generally makes more awareness/inspiration for the investor about the financial planning?Home PurchaseChildren's Higher EducationLifestyle ImprovementRetirement PlanningOtherSEND MESSAGE
