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) What is your primary objective in consulting with a mutual fund advisor?

Maintain my existing mutual fund portfolio without significant changes.

Explore new funds for better performance or lower fees.

Have a professional review my current portfolio to identify gaps and ensure alignment with my goals.

I’m not sure and would like guidance on what I need.

4) Which factor is most important to you when selecting or comparing mutual funds?

Historical performance and risk‑adjusted returns

Expense ratio and management fees

Reputation of the fund manager and fund house

Diversification level and risk profile

Others

5) 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.

6) 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.

7) How would you rate your knowledge of mutual funds and investing?

Below average – I have little experience.

Average – I understand the basics

Above average – I’m very familiar with mutual funds.

I’m not sure.

8) Do you expect any large expenses in the next five years that could force you to withdraw money from your mutual fund investments?

Yes

I’m not sure.

Prefer not to say.