InsightInvest — Private Member Profile

Tell us
where you
stand.

This is a short profile we ask every serious candidate to complete before we discuss next steps. There are no right answers — only honest ones.

12 Questions

~6 Minutes

100% Confidential

InsightInvest · Member Profile · Confidential

Your investing journey,
in your own words.

Part I — Where You Are

Question 01

How would you describe your current relationship with investing?

Not experience level — the feeling. Frustrated? Curious? Overwhelmed? Excited?

Curious — I want to understand how this really works Still building foundational knowledge

Active — I'm already investing but want sharper conviction Reading, researching, but missing a framework

Frustrated — I've made moves but the results don't match my effort Something isn't clicking

Serious — I have capital and a plan, I need expert guidance to execute Ready to move, want quality research alongside me

Question 02

What does your current portfolio look like?

Approximate size is fine — this helps us understand the context of our conversations.

Still building
Under RM 20,000

Growing
RM 20K – RM 100K

Established
RM 100K – RM 500K

Significant
Above RM 500K

Question 03

How much time do you currently invest each week in market research and analysis?

Be honest — this tells us a lot about what kind of support would serve you most.

Less than 1 hour

1 – 3 hours

3 – 7 hours

7+ hours

Part II — What You Want to Learn

Question 04

If you could master one thing about investing in the next 12 months, what would it be?

This could be a skill, a market, a framework — whatever feels most important to you right now.

Question 05

Which areas do you most want to develop? (Select all that apply)

This shapes what kind of research and analysis we'd focus on together.

Global macro — geopolitics, interest rates, FX, commodity cycles

Equity research — reading financial statements, valuing businesses

Asymmetric opportunities — finding high reward, controlled risk setups

Portfolio construction — allocation, risk management, position sizing

Investor psychology — conviction, patience, handling drawdowns

Southeast Asian markets — Bursa, regional plays, local dynamics

Question 06

What kind of investor do you want to become in 3 years?

Not a goal — a vision. What does that version of you look like?

Part III — How You Think About Value

Question 07

Think about the best investment you've ever made — or the best investing decision you've witnessed. Roughly, what was the return?

This is about calibration. We want to understand what kind of outcomes you're working toward.

Under 20%

20% – 50%

50% – 200%

200%+

Question 08

In the past, what's the most you've lost on a single investment — and how did that affect your thinking?

No judgment here. Losses shape investors more than wins.

Question 09

When you invest in your own development — books, courses, coaching — how do you decide whether something is worth it?

What makes the difference between "this is too expensive" and "this is exactly what I need"?

Outcomes — if it can change my results, the price is secondary

Trust — if I believe in the person, I'll find the budget

Specificity — I pay for things that match exactly where I am, not generic content

Budget — I have a ceiling and work within it regardless

Question 10

What's one investing decision in the past 2 years you wish you'd had better information or guidance on — and roughly what did that cost you?

Could be a missed entry, an early exit, holding too long, or something you never pulled the trigger on.

Part IV — Commitment & Fit

Question 11

How would you rate your urgency to improve your investing right now — on a scale of 1 to 5?

1 = "I'm exploring casually" · 5 = "I need this to move forward"

Exploring Ready to move

Question 13

Last one — and we'll be straight with you. If something like this was the right fit, what would you genuinely be comfortable investing per month?

No wrong answer. This just helps us have an honest conversation from the start — no surprises on either side.

Your responses are confidential and reviewed personally before our next conversation.

✦

Profile received.

We'll review your responses before we speak. You'll hear from us within 24–48 hours to discuss next steps.

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Tell uswhere youstand.

Tell us
where you
stand.