Financial goals: It's important for us to understand your investment goals - whether you plan to. preserve capital, grow wealth, or generate a steady income.

Experience level: We take into consideration your background in investing, from beginners to experienced traders. This will help us to match you with a specialist who fits your level of knowledge and experience.

Types of investments: Tell us what investment assets you are interested in - stocks, bonds, funds, cryptocurrencies, etc.

Budget: Determine the amount you are willing to invest and your financial capacity.

Investment Style Preferences: Some clients prefer active portfolio management, while others prefer passive investment strategies.

Personal Preferences: Consider any individual preferences or characteristics that may be important to you when selecting a broker or advisor.

These criteria will help us determine which professional is the best specifically for you.