Shaping the Future of Wealth with Modern Tools : Your Input Matters

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Shaping the Future of Wealth with Modern Tools : Your Input Matters

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Shaping the Future of Wealth with Modern Tools : Your Input Matters

Shaping the Future of Wealth with Modern Tools : Your Input Matters

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Want to get your Portfolio reviewed for free? Then do provide the following info:

1. Your Name*

2. Your Mobile Number:*

3. What is your age group?*

Under 18

18–24

25–34

35–44

45–54

55+

4. What is your employment status?*

Student

Employed

Self-employed

Unemployed

Retired

5. How would you describe your level of financial knowledge?*

Beginner

Intermediate

Advanced

Expert

6. Which of the following financial assets do you currently invest in? (Select all that apply)*

Equity Shares

Mutual Funds

Life Insurance

Health Insurance

PMS (Portfolio Management Services)

AIF (Alternative Investment Funds)

Gold / Real Estate

Fixed Deposits / Bonds

7. What are the challenges you face in managing all your financial investments in one place?*

Lack of a consolidated view

Complex user interfaces

No personalized advice

High advisory fees

Security concerns

Other:

other

8. Would you find it useful to have an app that gives you a single consolidated view of all your financial products (equity, MF, PMS, AIF, insurance, etc mentioned in question 6.)?*

Yes

No

Maybe

9. Would you be comfortable receiving personalized investment recommendations through the app based on your existing portfolio?*

Yes

No

Maybe

10. How often would you like to receive portfolio health updates and rebalancing advice?*

Monthly

Quarterly

Half-Yearly

Annually

11. Would you be willing to pay for a net worth tracking app if it offers valuable features?*

Yes

No

Maybe

12. Would you like to pay for personalized value added services over and above subscription charges with Human Advisory Support.*

Fixed Subscription Charges

Variable as per Services

13.How likely are you to try such an app when launched?*

Very Likely

Likely

Neutral

Unlikely

14. Would you like a free review of your investment portfolio?*

Yes

No

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