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Investment Journey Survey

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Name

Section 1 : Background

What is your age? (years)
What is your current occupation?
How long have you been investing?
How often do you review your portfolio?
Do you invest regularly?
How would you describe your risk tolerance?

Section 2 : Investment Journey

What are your primary financial goals? (Select all that apply)
Which investment products do you currently use? (Select all that apply)
Who influences your investment decisions the most? (Select all that apply)

Section 3 : Challenges & Pain Points

What makes investing difficult for you? (Select all that apply)
Selected Value: 0

Section 4 : Current Solutions

Which of these do you use to manage your finances or investments? (Select all that apply)
What do you like most about them? (Select all that apply)
What frustrates you about them? (Select all that apply)

Section 5 : Desired Solution

If you had an investment assistant, which features would you value the most? (Choose up to 3)
What would make you trust such a service? (Choose up to 5)
On what basis shall you evaluate the service? (Choose up to 3)

Section 6 : Engagement And Pay Intend

Would you pay for a service that significantly improves your investment decisions?
What pricing model do you prefer?
What would convince you to try a new investment platform?
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RAFT and raftadvisory.in is a website owned by CA Priya Gupta.

SEBI Registered Investment Adviser No. INA0000xxxxx. Registration Type: Non-Individual. Validity: application pending.

SEBI Research Analyst No. INA0000xxxxx. Registration Type: Non-Individual. Validity: application pending.

Principal Officer / Compliance Officer

CA Priya Gupta | priya@raftadvisory.in | +91 79767 22514

Local SEBI Office Address: Ground Floor, Jeevan Nidhi 2, LIC Building, Ambedkar Circle Jaipur 302005 | Tel. No: 0141-2744212/213 | email: sebinro@sebi.gov.in | Website: https://www.sebi.gov.in/

Registration granted by SEBI, membership of BSE Administration and Supervision Limited (BASL), and certification from the National Institute of Securities Markets (NISM) in no way guarantee the performance of the Investment Adviser or provide any assurance of returns to investors. Investments in the securities market are subject to market risks. Read all the related documents carefully before investing.