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Email*
Name*
Phone*
City / Location*
Profession*
Salaried
Business
Self-Employed / Freelancer
Student
Retire
How familiar are you with the concept of Personal Finance?*
Very Familiar
Somewhat familiar
Not familiar
Do you currently maintain a personal or household budget?*
Yes
Occasionally
No
Approximately what percentage of your income do you save or invest each month?*
0-10%
10-20%
20-30%
More than 30%
Do you have an emergency fund (equal to 3-6 months of expenses)?*
Yes
No
Planning to create one
Which of the following investment options are you currently using or interested in?*
Mutual Fund
Stock Market
Life / Health Insurance
Fixed Deposit / Recurring Deposit
Gold / Real Estate
Have you set clear financial goals (e.g., home, education, retirement)?*
Yes
Partially
Not yet
Do you feel confident in making your own financial decisions?*
Yes
Sometimes unsure
No
How often do you review your financial plans or investments?*
Regularly ( every 3-6 months)
Occasionally (once a year)
Rarely / Never
What areas of personal finance do you feel need more awareness or guidance?*
Budgeting & Savings
Smart Investing Planning
Tax Saving Strategies
Insurance & Risk Management
Retirement Planning
Child Future Planning
Would you be interested in receiving a free personalized financial awareness session from Wealth with Wisdom?
Yes
Maybe later
Not right now
What's best time to connect with you if selected for a short awareness call?
Morning (9-12pm)
Afternoon (12-4pm)
Evening (4-8pm)
Any Suggestions or feedback for us to improve financial awareness programs?
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Personal Finance Self-Check Quiz
Find Out Where You Stand Financially!
Contact
Get in touch
Email
wealthwithwisdom.in@gmail.com
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