Wealth Management Survey A survey designed to help us understand how India invests. Question Title * 1. Please enter your age Question Title * 2. Gender Male Female Other Question Title * 3. What is your monthly salary in INR? <20000 20000-50000 50000-100000 100000+ Question Title * 4. Which of the following best describes your current stage of life? Single with a few financial commitments A couple without children Young family Mature family Preparing for retirement Retired Question Title * 5. How do you invest? All by Myself My partner does that for me Me and my partner both make the decisions jointly Through a Broker/Wealth Manager Other (please specify) Question Title * 6. Which platform/s do you use to invest your money? ETMoney Groww Zerodha Paytm Money IndMoney Smallcase Jupiter Fi Banking apps like Kotak Cherry, ICICI direct etc. Other (please specify) Question Title * 7. Any noteworthy features of the investment platform you are using that you like the most? Question Title * 8. Please tick the features you would want out of an investment app Net-Worth Dashboard (tracking your external and internal investments across asset/liability categories) Family Banking - Track assets/liabilities of family members Family Banking - Manage investments of your family members Family Banking - Make joint investments with family members Reach a money goal with friends/family(Parking some money aside together to achieve a goal like saving for trip) Organise my money - Split your salary into different pots/jars to manage spends and ensure savings Investor personality assessment to understand my risk profile Loan against investments Portfolio health analysis to understand what's going good and what needs attention Goal amount calculator which tells me how much money would be required for an event in future to help me plan my investments Mutual fund/Stock collections to achieve a goal amount within a specified timeline Investment Chatbot Other (please specify) Question Title * 9. What problems/challenges do you face while investing? I don't know where to invest I feel anxious due to choice overload I don't know if I should invest now I don't know how much I should invest to achieve my goals Other (please specify) Question Title * 10. Any feature you feel that can help relieve the painpoint? Done