1. Investor Type: 2. Investment Objective: 3. Risk Tolerance Level: 4. Time Horizon (in years): 5. Initial Capital to Invest (USD): 6. Preferred Investment Instruments: 7. Geographic Preference or Focus: 8. Sector Preferences (if any): 9. ESG Considerations (Yes/No): 10. Frequency of Portfolio Review: 11. Additional Notes or Custom Preferences: