InvestmentYogi Website Feedback Survey

1. What features of this site did you find useful?

	Very Useful	Somewhat Useful	Not Useful
Budgeting Tool	*What features of this site did you find useful? Budgeting Tool Very Useful	Budgeting Tool Somewhat Useful	Budgeting Tool Not Useful
MyTaxes (TaxYogi)	MyTaxes (TaxYogi) Very Useful	MyTaxes (TaxYogi) Somewhat Useful	MyTaxes (TaxYogi) Not Useful
Communities	Communities Very Useful	Communities Somewhat Useful	Communities Not Useful
Articles	Articles Very Useful	Articles Somewhat Useful	Articles Not Useful
Mutual Funds	Mutual Funds Very Useful	Mutual Funds Somewhat Useful	Mutual Funds Not Useful
Videos	Videos Very Useful	Videos Somewhat Useful	Videos Not Useful
Portfolio Tracker	Portfolio Tracker Very Useful	Portfolio Tracker Somewhat Useful	Portfolio Tracker Not Useful
How-tos	How-tos Very Useful	How-tos Somewhat Useful	How-tos Not Useful
MyYogi	MyYogi Very Useful	MyYogi Somewhat Useful	MyYogi Not Useful

2. How can we improve any of the features listed below?

How can we improve any of the features listed below? Budgeting Tool
MyTaxes
Communities
Articles
Mutual Funds
Videos
Portfolio Tracker
How-tos
MyYogi

3. Would you use any of these features (which we may add soon)?

	Very Interested	Somewhat Interested	Not Interested
Online Trading of Mutual Funds, Equities, IPOs	*Would you use any of these features (which we may add soon)? Online Trading of Mutual Funds, Equities, IPOs Very Interested	Online Trading of Mutual Funds, Equities, IPOs Somewhat Interested	Online Trading of Mutual Funds, Equities, IPOs Not Interested
Comparison of FD and loan rates	Comparison of FD and loan rates Very Interested	Comparison of FD and loan rates Somewhat Interested	Comparison of FD and loan rates Not Interested
Portfolio (asset allocation) Sharing	Portfolio (asset allocation) Sharing Very Interested	Portfolio (asset allocation) Sharing Somewhat Interested	Portfolio (asset allocation) Sharing Not Interested
Tax Saving Recommendations	Tax Saving Recommendations Very Interested	Tax Saving Recommendations Somewhat Interested	Tax Saving Recommendations Not Interested
Online Financial Plans	Online Financial Plans Very Interested	Online Financial Plans Somewhat Interested	Online Financial Plans Not Interested
SMS, Mobile Apps	SMS, Mobile Apps Very Interested	SMS, Mobile Apps Somewhat Interested	SMS, Mobile Apps Not Interested

4. Would you need any of these services?

Would you need any of these services? Financial Planning & Portfolio Management

Talk to an Advisor

Meet an Advisor

Buy Mutual Funds, Stocks, Insurance

Tax Planning

Information on Loans (home, personal)

Real Estate deals

5. Please tell us how easy it is to find information on the site.

Please tell us how easy it is to find information on the site. Easy

Average

Difficult

6. What is your overall impression of the site?

	Below Expectations	Meets Expectations	Exceeds Expectations
Professional	*What is your overall impression of the site? Professional Below Expectations	Professional Meets Expectations	Professional Exceeds Expectations
Informative	Informative Below Expectations	Informative Meets Expectations	Informative Exceeds Expectations
Visually Pleasing	Visually Pleasing Below Expectations	Visually Pleasing Meets Expectations	Visually Pleasing Exceeds Expectations

7. What is the likelihood that you will visit the website again?

What is the likelihood that you will visit the website again? Likely

Unsure

Unlikely

8. Please add any comments you have for improving the website. We welcome suggestions on specific areas for improvements, features you would like to see added to the site, and examples of what you consider good websites.

Please add any comments you have for improving the website. We welcome suggestions on specific areas for improvements, features you would like to see added to the site, and examples of what you consider good websites.

InvestmentYogi Website Feedback

1. Website Visitor