Financial Questionnaire
1. What is your primary financial goal?
Select an option
Retirement planning (e.g., NPS, PPF)
Saving for a major purchase (home, car, etc.)
Education fund (for self or children)
Achieving financial independence
Other (please specify)
2. What is your investment horizon (how long do you plan to keep your investments)?
Select an option
Less than 1 year
1-5 years
5-10 years
More than 10 years
3. What’s your monthly net income (after tax)?
Select an option
Below ₹25,000
₹25,000 - ₹50,000
₹50,000 - ₹1,00,000
Above ₹1,00,000
4. How would you describe your current financial situation?
Select an option
Struggling to make ends meet
Living paycheck to paycheck
Able to save some money each month
Financially comfortable with room for investments
5. What’s your primary motivation for investing?
Select an option
Grow wealth long-term
Generate passive income
Achieve financial security
Explore and learn about investments
6. How much debt do you currently have (home loan, personal loan, credit cards, etc.)?
Select an option
0
Under ₹2,00,000
₹2,00,000 - ₹10,00,000
Above ₹10,00,000
7. Do you have an emergency fund?
Select an option
No emergency funds
3-6 months of expenses
Less than 3 months of expenses
No, I don’t see the need for one
8. How much risk are you willing to take with your investments?
Select an option
Very low
Low
Moderate
High
9. What type of investments are you most comfortable with?
Select an option
Fixed deposits (FDs) and government schemes (PPF, NSC)
Mutual funds or ETFs
Individual stocks
Real estate or gold
10. How often do you review or adjust your investments?
Select an option
Rarely or never
Annually
Quarterly
Monthly
11. What percentage of your income are you willing to invest?
Select an option
0-5%
5-10%
10-20%
More than 20%
12. How would you rate your knowledge of financial markets?
Select an option
Beginner
Intermediate
Advanced
Expert
13. Do you currently work with a financial advisor?
Select an option
Yes
No
14. How do you feel about credit cards?
Select an option
Avoid them
Use them but pay off monthly
Carry a balance sometimes
Rely on them frequently
15. Do you have a retirement savings plan?
Select an option
Yes
No
Submit