Stratos — Client Intake

Personal Details

Basic background information

First Name *

Please enter your first name.

Last Name *

Please enter your last name.

Email Address *

Please enter a valid email.

WhatsApp / Phone *

Please enter your phone number.

Nationality *

Select nationality

Please select your nationality.

Age Range *

Please select your age range.

1 / 6

Income & Employment

Understanding your earning capacity

All financial information is kept strictly confidential and used solely to build your investment profile.

Employment Status *

Please select your employment status.

Industry / Sector

Monthly Income *

Please select your income range.

Additional Income Sources

Rental income Property or real estate

Freelance / consulting Side income or contracts

Family support / allowance

Existing investments / dividends

No additional income

2 / 6

Net Worth & Assets

Where you stand financially today

Total Liquid Savings *

Please select your savings range.

Monthly Amount to Invest

Existing Investment Accounts

Interactive Brokers (IBKR) Already have an account

Local / regional brokerage GCC broker account

Crypto exchange account

No investment accounts yet

Existing Liabilities / Debts

Car loan / auto finance

Personal / bank loan

Unpaid credit card balance

Mortgage / home loan

No significant debts

3 / 6

Goals & Time Horizon

What you're building towards

Primary Financial Goal *

Long-term wealth building Growing net worth over 10+ years

Retirement / financial independence FIRE, long-term passive income

Saving for a property Down payment or full purchase

Generating passive income Dividends, distributions, cash flow

Capital preservation Protecting savings from inflation

Investment Time Horizon *

Please select your time horizon.

Emergency Fund Status

Planned Major Expenses in Next 3 Years

Wedding

Property purchase

Further education

Starting a business

New car

None planned

4 / 6

Risk Appetite

Your comfort with market volatility

If your portfolio dropped 20% in a crash, you would:

Sell everything because I can't handle that loss

Sell some to reduce exposure

Hold and wait for recovery

Buy more because it's a buying opportunity

How important is Shariah compliance in your investments?

I will only invest in Shariah compliant investments I will only invest in halal-screened instruments

Prefer islamic, but am flexible I lean towards halal options but am open to alternative investments

No preference

Investment Knowledge Level

Complete beginner

Basic understanding

Intermediate

Advanced

Have you invested before?

Stocks / ETFs

Cryptocurrency

Real estate

Fixed deposits / savings accounts

No prior investing experience

5 / 6

Notes & Consent

Almost done

Preferred Language

English

Arabic / عربي

Both

Where are you in your financial journey?

Just starting out; I have no savings or plan

Have savings, need direction on where to invest

Already investing, and want to optimise my allocation

Questions or anything specific you want to address?

By submitting, you confirm the information is accurate and consent to it being used exclusively to build your personalised financial profile. All data is kept strictly confidential.

6 / 6

You're in good hands.

We've received everything we need. Every client's journey with us starts differently. We'll reach out and take it from there.

What to expect

01 We review your profile.
02 We'll reach out to discuss initial steps.
03 From there, a curated plan will be built around you.