Skip to content
Wealth Management Survey
A survey designed to help us understand how India invests.
1.
Please enter your age
2.
Gender
Male
Female
Other
3.
What is your monthly salary in INR?
<20000
20000-50000
50000-100000
100000+
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
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)
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)
7.
Any noteworthy features of the investment platform you are using that you like the most?
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)
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)
10.
Any feature you feel that can help relieve the painpoint?