Section 2Your Name *Your Age Group *Select your age group18-2526-3536-4546-5555 and aboveEmail AddressPhoneYour Profession *StudentJobBusinessRetireeOtherSection 3What is your primary financial dream/goal?Owning a house/land/farmChild Education/Higher Education/Abroad studiesRetirement planning (Receiving bulk of money or constant monthly income)World travel/Dream vacationBuilding wealth/financial independence at early ageStarting a busineesDestination marriage of self/kidsBy when do you wish to achieve this financial goal?Within 1–3 years3–5 years5–10 yearsMore than 10 yearsNot sure yetDo you have a plan in place to achieve your financial dream/goal?YesNoSomewhat but not detailedDo you feel financially protected with necessary covers (Mediclaim, Term Insurance, Life Insurance)?Yes, fully securedPartially securedNo, not yetNot sureDo you track how your income is spent?Yes, alwaysSometimesRarelyNeverIf yes, how do you track?Mobile appsMaintaining a diary/notesExcel/Google SheetsBank statements/credit card statementsNAOtherDo you know how much each category of expense contributes to your total spending? Category of expenses are Essential Needs, Wants, Loan and Savings/InvestmentsYes, very clearlySomewhatNot reallyDo you think your expenses, as described in above, are distributed in the right proportion ?YesNoNot sureHave you ever used any app or maintained notes to track your finances?Yes, regularlyYes, occasionallyNeverWhat are your primary mode of investments currently?Fixed DepositsMutual FundsStock MarketReal EstateGold/SilverRetirement funds (PPF, EPF, NPS)OtherAre your current investments helping you save income tax?YesNoNo, because I am in New Tax RegimeDo you believe in earning quick money through platforms like below? If Yes, select your option.Stock Market TradingIPODream11/Other similar platformsOption TradingNo, I don't believeOtherAre you aware of the concept of inflation and its impact on savings?YesNoDo you currently have any active financial commitments (e.g., loans, EMIs, credit card dues)?Yes, significant commitmentsYes, manageable commitmentsNo, I am debt-freeHow many people are dependent on you? (kindly mention the number)How many earning members are there in your household currently?123 or moreSection 4Your Financial appetiteWhat is your primary investment goal?Preserving capital with minimal riskGenerating steady income with moderate riskMaximize long-term growth with higher riskWhat is your time horizon for investments?Less than 1 year1–3 years3–7 yearsMore than 7 yearsWhat % of savings are you willing to invest in high-risk options0–10%10–25%25–50%More than 50%Can you tolerate loss in your current investments?Not at allTo some extent, say upto 20%Yes to achieve long term gainsHow often do you check your returns when it is market linked such as SIP and Shares?Rarely / NeverOnce in a few monthsMonthlyWeeklyDailyHave you subscribed to any app like Moneycontrol, Screener, etc.?No, neverOnly browse websites occasionallyInstalled but rarely useYes, I use at least 1 regularlyYes, I actively use 2 or more appsDo you watch videos on YouTube and reels on investment? How often?NeverRarelyA few times a monthA few times a weekDailyDo you read investment magazines or books, or does it bore you?Never read, it bores meRarely glance through, not seriousRead online articles/blogs onlyOccasionally read (once in a few months)Yes, regularly read books & magazinesCalculationsConsent *Yes, I agree with the privacy policy and terms and conditions. Submit
