financial planning

Do you understand financial planning?

yes

No

How you plan your financial portfolio?

By own thinking

With the help of spouse

With the help of relatives

Using services of Financial Planner

What is your target of financial planning?

Only tax deduction U/S 80C

For Securing future

For A & B both

To achieve Future goals

Which catagory u belongs?

Unmarried

Married (without child)

Married (with baby child)

Married (with young child)

In which Income Group do you belongs?

0-200000

200001-500000

500001-800000

800001 & baove

In which type of funds normally you invest?

Long term fixed returns fund (FD)

Long term debt funds

long term equity funds

Properties & others

What is the main purpose of your investments?

Financial safety

Child education

Child marriage

Retirement solution

Do you want to avail the services of financial planner to manage your portfolio?

Yes

No

How often do you conduct surveys?

Weekly

Monthly

Quarterly

Annually