Questionnaire – Saan Wealth

Please fill out the following 30 second questionnaire to help us get to know you better.

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You receive an unexpected ₹5 lakh. What do you do first?

Invest in high-growth opportunities (stocks, start-ups, crypto).

Balance between some risk & safe investments.

Put it in FDs, gold, or bonds for safety.

Hold onto it for now—big decisions take time.

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Imagine your investment drops 15% in a month. What’s your move?

Buy more! Great opportunity to invest.

Reassess but stay invested.

Hold and wait for markets to stabilize.

Sell to prevent further loss.

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How do you react when hearing about a new high-potential investment?

Jump in quickly! Early movers win.

Research first, then invest if it makes sense.

Wait until it’s proven & stable.

Ignore—it’s probably too risky.

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If you could choose your ideal investment strategy, which best describes you?

High risk, high return—fast growth.

Moderate risk—steady growth over time.

Conservative—stability is key.

Safety first—I can’t afford risks.

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What best describes your financial situation?

High disposable income—actively investing.

Comfortable, with some investments in place.

Managing expenses, but want to start investing.

Focused on saving for security.

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How much do you typically invest per month?

₹50K+

₹20K – ₹50K

₹5K – ₹20K

I haven’t started yet.

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What’s your primary financial goal?

Build wealth aggressively.

Secure a financially stable future.

Save for major life goals.

Preserve capital & secure post-retirement income.

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What’s your ideal timeline to financial independence?

5 years (I want to fast-track wealth).

5-10 years (steady growth).

10-20 years (long-term security).

Retirement-focused (ensuring stability).

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