Wealthwithprateek

1) Do you currently invest in mutual funds?

Yes

I’m not sure / I need help determining this.

2) Which types of mutual funds do you currently hold or are most interested in? (select all that apply)

Equity or growth funds.

Debt/fixed‑income funds.

Balanced or hybrid funds.

Index or exchange‑traded funds (ETFs).

International, sector or speciality funds.

None of the above (I’m not invested yet).

3) How long do you plan to keep your money invested in mutual funds?

Less than five years.

Five to ten years.

More than ten years

I’m unsure.

4) If the value of your mutual fund portfolio declined by around 20 % over a short period, how would you react?

Sell all or part of my investment to minimise losses.

Maintain my current investments and wait for the market to recover.

Buy more units because prices are lower.

I’m not sure / would need advice.

5) Do you currently own individual stocks?

Yes

I’m not sure.

6) Which statement best describes your stock‑investment philosophy?

Income: I prefer investments that generate more consistent (but likely lower) returns, focusing on income with a low level of fluctuations.

Growth and income: I strike a balance between growth objectives and income needs, accepting modest fluctuations and associated risks.

Growth: I’m willing to accept higher fluctuations and risk for the potential of higher returns over time.

I’m not sure / need guidance.

7) Do you currently have any insurance policies?

Yes – I have one or more active policies.

No – I don’t currently have any insurance.

Other

8) Which types of insurance do you currently have? (Select all that apply)

Life insurance

Health/medical insurance

Vehicle or auto insurance

Homeowner’s or renter’s insurance

Other (e.g., travel, business, pet insurance)

None of the above

9) What is your main goal in seeking advice from an insurance professional? Your answer will help us focus on what matters most to you.

Maintain my existing policy without changes.

Explore better coverage or premium options.

Have a professional review my current policy to identify gaps and assess its suitability.

I’m unsure and would like guidance on what I need.

10) Which factor is most important to you when choosing or comparing insurance policies?

Premium cost (keeping payments low)

Coverage benefits and limits

Customer service and claims support

Company reputation and stability

Other