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Note: Your personal information will not be shared with anyone outside the organisation.

Which broking platform do you use for equity investing? *

Are you satisfied with the platform you use for investing? *

Yes

What are the challenges you face on the platform you are using for investing? *

Which features will make investing easier / make you switch to a new platform? *

Since how many years have you been investing? *

Just started exploring

2-3 years

3-5 years

5+ years

What got you started with investing? *

My friend or family member suggested

Parents invest, so it's in the family

Influenced by content on social media

I tracked stock markets for a while & decided to explore

Other:

Required

Define your investing style: *

Active Investing (Invest and track frequently)

More relaxed (Invest and forget)

Do you use a separate account for investing and separate for trading? *

Yes

Define what best describes you as an investor: *

I invest every month irrespective of market conditions

I invest only when markets go down

I track few companies and invest at right opportunity

I come across recommendations & reports, and then decide

Other:

What are the sources of your investment research? *

Company's Annual Reports

Free Research Reports

Paid Research Reports

Resources received on chat groups

Other:

How often do you track your portfolio? *

Daily

Weekly

Monthly

Once in six months

Once a year

How do you keep a track of your investments? *

Rely on my brokerage platform's data

Maintain an excel / spreadsheet

Use an external software / app

Which tools / app do you use to track your investments / get market data? *

How do you calculate the returns on your investments? *

Rely on my brokerage’s data

Calculate it myself

Use an external tool

If you have issues with your investments, what is your preferred mode of communication with your broking platform? *

Email customer support

Call the customer support

Chat with customer support

Find answers on FAQs & Forums

Do you understand all the charges and taxes on your investments? *

Yes

Do you feel your broker is transparent in terms of charges related to your investment account? *

Yes

Can we contact you if we require more information about your trading experiences and challenges? *

Yes

What's your name?

What's your age?

Please share your email ID:

Please share your contact number:

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