Personal Wealth Management Survey Question Title * 1. What is your age group? 18-24 25-34 35-44 45-54 55-64 65+ Question Title * 2. What is your current employment status? Employed full-time Employed part-time Self-employed Retired Other Question Title * 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 Question Title * 4. What is the timeline for achieving your financial goals? 0-3 years 3-5 years 5+ years Question Title * 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 Question Title * 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 Question Title * 7. Do you currently use any financial management tools or services? Yes No Question Title * 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 Question Title * 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 Question Title * 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) Done