Savings Form - Quadra Wealth

Savings Client

What is your primary financial goal?

Savings for children’s higher education

Planning for retirement

Building emergency fund

Investing for long-term wealth growth

Okay, which assets have you invested in before?

Fixed Deposits ULIPs

Mutual Funds

Direct Equities

Real Estate

Business

Commodities

Crypto

And how much are you planning to invest on a monthly basis?

$300 - $750

$750 - $1,500

$1,500 or more

Great! What is your time horizon for achieving your financial goal?

Less than 5 years

5 - 10 years

11 - 20 years

More than 20 years

When would you like to start implementing a regular savings or investment plan?

Immediately

2 weeks

Within the next month

I’m just exploring options for now

Do you pinky promise that if you qualify for a Zoom call, you will show up at the selected time?

Yes

No

Email

Would you like to share anything to help prepare for our meeting?

Thank you for your interest.

Unfortunately, we're not the best fit for your current needs.

Our services are tailored for specific investment capacities and timelines.

If your situation changes, please reach out again.

Best wishes on your financial journey, for a free resource, check out:

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