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Siddhi Sharma, CFP®

Siddhi Sharma, CFP®

Money Coach, Lxme } NISM Certified

Financial road map freedom

The Financial Security Quiz (FSQ), is designed to help you understand and optimize your financial strategy through an asset allocation tool and personalized insights.

What is the Financial Security Quiz?

Asset Allocation Calculator

Determine the ideal way to divide your investments across various asset classes with our asset allocation calculator. Whether you are looking for a general guide or an asset allocation calculator by age, the FSQ tailors your investment strategy to fit your life stage and financial goals.

Portfolio Diversification Calculator

Minimize risks and maximize returns with our portfolio diversification calculator. The FSQ helps you understand how diversified your current investments are and suggests adjustments to enhance your portfolio’s health and potential growth.

Mutual Fund Allocation Calculator

Explore how mutual funds can play a pivotal role in your investment portfolio with our mutual fund allocation calculator. The FSQ provides insights into which mutual fund categories align with your risk tolerance and financial objectives.

Investment Allocation Calculator

Strategically allocate your investments based on detailed analysis and projections. Our investment allocation calculator helps you understand how to distribute your resources for optimal results across various investment vehicles.

Why Choose Lxme’s FSQ?

  • Comprehensive Assessment: Engage with a quiz that understands women’s financial needs and provides detailed, actionable insights.
  • Personalized Strategies: Receive asset allocations based on personal data, financial goals, and risk appetite.
  • Easy to Use: Our asset allocation tool is designed for ease and simplicity, making financial planning accessible to everyone.
  • Educational: Learn about financial planning and investment management as you go through the quiz.

Unlock your financial potential with the Financial Security Quiz. Try our portfolio allocation calculator, explore different asset classes, and take control of your financial future. Empower yourself with knowledge and tools to make confident and informed investment decisions.

The FSQ includes a free asset allocation calculator that helps you begin your investment planning with no financial commitment.

Please note, The Lxme Dream Card services has been discontinued from 30th November, 2024 to make way for something very exciting!

Sorry for the inconvenience caused and stay tuned for something really special!

New Investor? Request a Callback.

Fill in your details and we will guide you at every step

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