Carteira de Investimento?

Discover the ideal wallet for you!

Find out what the perfect combination is between your investor profile and what the percentage of your asset allocation should be!

Take the quiz and receive your analysis by email.

Name

Surname

What is your age range?

Contact Details

Telephone

Answer a few questions to define your investor profile:

What is your main objective when investing:

Heritage Preservation Combination of heritage preservation and enhancement, assuming a medium risk (Moderate) Increase in equity, even if you take on greater risk

How long do you intend to keep your money invested?

For a maximum of 1 year, because I must need the money Between 1 and 5 years, as I want to achieve a specific goal, but I may need the resources before that time) For more than 5 years, as I have long-term goals - how to use them in retirement

How would you react to a 20% drop in one of your investments?

would sell I would seek more information to decide whether to keep the investment or not) Evaluate whether the drop created an opportunity to increase investment and seek more profitability

Financial data

What is your monthly income?

Less than R$ 10,000 Between R$ 10,000 and R$ 25,000 Between R$ 25,000 and R$ 50,000 Between R$ 50,000 and R$ 100,000 Above R$ 100,000

What is your equity today?

Less than R$ 10,000 Between R$ 10,000 and R$ 25,000 Between R$ 25,000 and R$ 50,000 Between R$ 50,000 and R$ 100,000 Above R$ 100,000