1.What is your age group?

18-24

25-34

35-44

45-54

55-64

65+

2.What is your current employment status?

Employed full-time

Employed part-time

Self-employed

Retired

Other

3.What are your primary financial goals? (Select all that apply)

Building an emergency fund

Saving for retirement

Saving for a home purchase

Funding education (self/children)

Funding marriage (self/children)

Building wealth and investments

Paying off debt

None

4.What is the timeline for achieving your financial goals?

0-3 years

3-5 years

5+ years

5.How confident are you in achieving your financial goals on your own?

Extremely confident

Very confident

Somewhat confident

Not so confident

Not at all confident

6.How involved do you prefer to be in managing your investments?

I prefer to manage everything on my own

I prefer a mix of professional management and self-management

I prefer professionals to manage everything for me

7.Do you currently use any financial management tools or services?

Yes

No

8.What would you expect from a personalized wealth management service like Wealthify Rich? (Select all that apply)

Goal-setting and tracking tools

Personalized investment recommendations

Regular portfolio reviews

Access to financial advisors

Educational resources on financial topics

9.How much are you willing to pay for professional wealth management services?

Less than $50 (INR 4000)/month

$50-$99 (INR 4000 - 8000)/month

$100-$199(INR 8000 - 16000)/month

$200+(INR 16000+)/month

10.What level of risk are you comfortable with when investing?

Low (Prefer safe investments with modest returns)

Moderate (Open to some risk for higher returns)

High (Willing to take significant risks for high potential returns)