Innovative Wealth Solution Co., Ltd.
Leader of family and wealth solutions & one stop service provider
  •  info@wealthsolution.co.th
  •  (66)82-949-9266

Evaluate your financial goal

Know yourself

Please answer the following questions. By choosing the most suitable for you.


1. Investment is like a journey. There will always be destinations or goals. How do you like your goals to be?

2. Uncertainty is the most certainty. How much can you accept the uncertainty.

3. Deposit money to the bank is really safe? Who else is going to decrease money value if it wasn't inflation.

4. When making wrong decision, how much could you bear the damage when you were losing in business.

5. Medium-term 5 - 7 years investment, if assets A has no business loss and turnover is about 0% - 6% (3% per year average). Asset B with turnover around -25% to 30% average 15% per year. If you can choose, how do you want to invest in asset A and B? How do you manage these 2 assets investment portal?

6. What style of portfolio volatility that you can sleep well at night.

7. How long are you aiming for your important financial goals?

8. Have you already saved amount of money for 3 - 6 months liquidity? If you haven't, how much do you need to withdraw from your portfolio?

9. At present day your net assets is more than 30 million baht or not?

10. If you are about to assess yourself, Have you ever invest or been familiar with these finanial products such as stocks, bonds, mutual funds and ect.

11. How much time do you have for managing your personal financial information?

Make appointment with our planner

Make appointment with our planner

Contact and make an appointment with our professional financial planner who can assist you and answer all your questions with just a few click here.

Professional financial planners with international certification.

Professional financial planners with international certification.

CFP - Certified Financial Planner
Certified Financial Planner
IARFC - International Association of Registered Financial Consultants
International Association of Registered Financial Consultants
FChFP - Fellow Chartered Financial Practitioner
Fellow Chartered Financial Practitioner