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Financial & Investment Planning Advisory
Survey to find the needs of our ideal customer!
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Name
*
Your answer
E-Mail ID
Your answer
Which city do you reside in?
*
Your answer
Marital Status
*
Married
Single
Number of children
*
1
2
3
More than 3
No Kids
Age
*
Below 25
Between 25-35
Above 35
Annual Income
*
Below 6 Lacs per annum
Between 6 to 10 Lacs per annum
Between 10 to 15 Lacs per annum
Between 15 to 20 Lacs Per annum
Above 20 Lacs per annum
Do you have some Financial Goals for you and your family?
*
Yes
No
I am not that sure!
Do you need Comprehensive Financial advice from certified and rewarded Financial Planners?
*
Yes
No
Maybe
In which aspect of Financial Planning do you need most of our advice?
*
Investment Planning
Retirement Planning
Child Education/Marriage Planning
Estate Planning
Insurance Advisory
NRI Advisory
Other:
Required
Can you trust our Financial Plan for your family, no matter whether the market goes up or down?
Yes
No
Clear selection
Would you like to talk to us in detail over phone before opting for our services?
*
Yes
No
If you have chosen YES, then please provide your Phone Number and our team will call you to fix a telephonic appointment!
Your answer
If you have any specific query, then please drop them below and we will get back to you via email.
Your answer
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