Name *

Phone Number *

Performance Evaluation

Are you statisfied with your portfolio's performance so far?

Yes

No

Have you noticed significant deviations from your goals?

Yes

No

Do you feel the portfolio is aligned with your risk appetite?

Yes

No

Review Goals And Adjustments

Would you like to :

Rebalance your portfolio

Increase your investment

Reduce your investment

Other : {Specify}

Should we consider any specific goals or changes in your financial situation?

Do you need recommendations for :

Tax - savings stratergies

Diversification opportunities

Risk Management

Preferred frequency for future checkups :

Quarterly

Half - Yearly

Annually

Acknowledgment

I confirm that the portfolio checkup discussion has been completed, and I have reviewed the observations and recommendations.

Date :

Submit