Grow Wealth – Sept – 2018 – Over All Feedback
1. As your financial advisor, what is your opinion on the financial advisory knowledge that we possess.
| ANSWER CHOICES | RESPONSES |
| You have knowledge about the entire financial planning process and deliver the advice as per my needs/ goals/ risk profile. | 88.10% |
| You have knowledge about the entire financial planning process but I am not able to get the benefit of the expertise that you have. | 9.52% |
| You have knowledge only in some aspects on investing and need to learn the rest. | 0.00% |
| You need to upgrade your knowledge from basic level. | 2.38% |
2. Dunkin Donuts are known for consistency in baking every donut baked around the world. Similarly, as your financial advisor do we maintain consistency in our advice that we give you every time.
| ANSWER CHOICES | RESPONSES |
| Yes, you are consistent | 92.86% |
| Somewhat consistent | 7.14% |
| No, I see inconsistency in the advice delivered. | 0.00% |
3. Risk reduces when we educate you in different ways and you understand how is your money invested. Ex. Our monthly videos, our newsletters, small snippets on whats app, annual client meet helps you to educate about investing . What else can we do to engage and educate you.( You can provide multiple options)
| ANSWER CHOICES | RESPONSES |
| Conduct small sessions once in a quarter/half yearly on any topic related to investments which would benefit me. | 30.95% |
| Regularly send us interesting trivia/ facts / data of investments that has happened in past. | 33.33% |
| Connect us with fund managers via con-calls when markets are not doing well | 9.52% |
| All of the above. | 35.71% |
| None of the above. Existing information that you send is sufficient. | 7.14% |
| Your suggestion | 11.90% |
4. Are our staff well equipped to handle all your queries and provide you service on time?
| ANSWER CHOICES | RESPONSES |
| Yes | 97.50% |
| If no, please provide the area of improvement. | 2.50% |
5. List down your concerns with us ? Also mention how can we improve our quality of advice, so that you benefit ultimately?
| ANSWER CHOICES | RESPONSES |
| No concerns | 82.50% |
| If yes, please specify. | 17.50% |
6. If you had not invested in mutual funds, where would you have invested your money?
| ANSWER CHOICES | RESPONSES |
| Fixed deposit | 45.00% |
| Real estate | 37.50% |
| Postal schemes | 30.00% |
| LIC policies | 10.00% |
| All of the above | 20.00% |
| Other (please specify) | 27.50% |
7. What would you like us to do differently overall?
| ANSWER CHOICES | RESPONSES |
| Continue with the same approach | 85.71% |
| Other | 14.29% |
8. Are the statements/ performance reports sent to you quarterly easily understood?
| ANSWER CHOICES | RESPONSES |
| Yes | 80.95% |
| No | 2.38 % |
| Can be simplified further. | 16.67% |
9. Finally, as your advisor, do you feel we are adding value to your personal finance?
| ANSWER CHOICES | RESPONSES |
| Yes | 100.00% |
| No | 0.00% |