1. Overall, how satisfied or dissatisfied are you with our services?
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2. Which of the following words would you use to describe us? Skip if none.
3. How would you rate the quality of our services?
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4. How responsive have we been to your questions or requests or concerns?
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5. How likely is it that you would recommend our services to a friend, relative or colleague?
Not at all likely
Extremely likely
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6. Do you have any suggestions for us to improve our services and deliver better?
Your answer
7. May we request you to give us a testimonial which we may publish in our website etc. (Your name will be kept confidential or shared as per your consent).
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8. Do you want to share any other comments, questions, or concerns?
Your answer
Thank you for your feedback.
Optional Question
Do you think any of your friends or relatives may benefit from services of a professional financial advisor like us. May we request you to guide us on how we can reach out to them with your consent?