10/20/24, 10:35 PM Survey

Survey
Asset Allocation and Investment Pattern

* Indicates required question

1. In which age group you belong? *

Mark only one oval.

18-25

26-35

36-45

46-55

56+

2. What is your occupation? *

Mark only one oval.

Employed

Self-employed

Other

3. How much do you earn on a monthly basis? *

Mark only one oval.

₹0-50,000

₹50,001-1,00,000

₹1,00,001-2,00,000

₹2,00,001-3,00,000

₹3,00,000+

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10/20/24, 10:35 PM Survey

4. What is your primary source of financial advice *

Tick all that apply.

Financial planner/advisor
Friends/family
Online resources
Financial news/media
I don’t seek financial advice

5. What percentage of your income do you save or invest? *

Mark only one oval.

0-10%

11-20%

21-30%

31-50%

51% and above

6. How do you allocate your assets? *

Tick all that apply.

Savings Account
Fixed Deposits
Mutual Funds
Stock Market Investments
Real Estate
Gold
Other

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10/20/24, 10:35 PM Survey

7. Have you set specific financial goals (e.g., buying a house, children's *
education, retirement)?

Mark only one oval.

Yes

No

8. How much of your investment portfolio is allocated to riskier investments *

Mark only one oval.

0-10%

11-25%

26-50%

51% and above

9. What is your preferred retirement age? *

Mark only one oval.

Below 50

50-55

56-60

61-65

66+

10. Have you sought the help of a financial planner or advisor? *

Mark only one oval.

Yes

No

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10/20/24, 10:35 PM Survey

11. What type of investment do you prefer the most? *

Mark only one oval.

Low-risk (e.g., savings accounts, fixed deposits)

Moderate-risk (e.g., mutual funds, bonds)

High-risk (e.g., stocks, real estate)

I don’t have a preference

12. Are you satisfied with your current investment strategy? *

Mark only one oval.

Yes

No

13. Do you feel confident about your financial planning for retirement? *

Mark only one oval.

Yes

No

14. What is the primary goal of your investments? *

Mark only one oval.

Retirement savings

Wealth accumulation

Children's education

Buying a house

Other

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10/20/24, 10:35 PM Survey

15. How frequently do you review your financial investments? *

Mark only one oval.

Monthly

Quarterly

Annually

Only when necessary

This content is neither created nor endorsed by Google.

Forms

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In which age group you belong? What is your occupation? How much do you earn on a monthly basis?
18-25 Other ₹0-50,000
26-35 Employed ₹3,00,001+
26-35 Employed ₹2,00,001-3,00,000
18-25 Other ₹0-50,000
18-25 Other ₹0-50,000
18-25 Self-employed ₹0-50,000
36-45 Employed ₹50,001-1,00,000
36-45 Employed ₹50,001-1,00,000
18-25 Self-employed ₹1,00,001-2,00,000
56+ Other ₹3,00,000+
26-35 Other ₹1,00,001-2,00,000
46-55 Self-employed ₹1,00,001-2,00,000
18-25 Other ₹0-50,000
26-35 Employed ₹50,001-1,00,000
36-45 Self-employed ₹50,001-1,00,000
18-25 Other ₹0-50,000
18-25 Other ₹0-50,000
26-35 Self-employed ₹1,00,001-2,00,000
18-25 Other ₹0-50,000
18-25 Employed ₹0-50,000
26-35 Employed ₹1,00,001-2,00,000
18-25 Employed ₹0-50,000
26-35 Self-employed ₹50,001-1,00,000
18-25 Self-employed ₹50,001-1,00,000
26-35 Employed ₹0-50,000
56+ Self-employed ₹3,00,000+
36-45 Employed ₹50,001-1,00,000
46-55 Self-employed ₹1,00,001-2,00,000
26-35 Self-employed ₹2,00,001-3,00,000
18-25 Self-employed ₹1,00,001-2,00,000
26-35 Employed ₹50,001-1,00,000
36-45 Self-employed ₹1,00,001-2,00,000
18-25 Employed ₹50,001-1,00,000
26-35 Self-employed ₹50,001-1,00,000
36-45 Self-employed ₹50,001-1,00,000
26-35 Self-employed ₹50,001-1,00,000
18-25 Employed ₹50,001-1,00,000
46-55 Self-employed ₹3,00,000+
18-25 Employed ₹0-50,000
26-35 Self-employed ₹50,001-1,00,000
36-45 Self-employed ₹1,00,001-2,00,000
18-25 Employed ₹3,00,000+
26-35 Self-employed ₹50,001-1,00,000
18-25 Other ₹0-50,000
18-25 Other ₹0-50,000
26-35 Self-employed ₹50,001-1,00,000
18-25 Employed ₹3,00,000+

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46-55 Self-employed ₹1,00,001-2,00,000
18-25 Employed ₹50,001-1,00,000
18-25 Self-employed ₹50,001-1,00,000
56+ Other ₹3,00,000+
36-45 Self-employed ₹1,00,001-2,00,000
18-25 Employed ₹50,001-1,00,000
56+ Self-employed ₹3,00,000+
46-55 Self-employed ₹50,001-1,00,000
18-25 Self-employed ₹50,001-1,00,000
26-35 Self-employed ₹50,001-1,00,000
56+ Self-employed ₹3,00,000+
36-45 Other ₹2,00,001-3,00,000
36-45 Employed ₹1,00,001-2,00,000
18-25 Other ₹0-50,000
18-25 Employed ₹1,00,001-2,00,000
18-25 Self-employed ₹50,001-1,00,000
18-25 Employed ₹50,001-1,00,000
18-25 Other ₹0-50,000
46-55 Self-employed ₹50,001-1,00,000
26-35 Self-employed ₹50,001-1,00,000
26-35 Self-employed ₹50,001-1,00,000
18-25 Self-employed ₹50,001-1,00,000
26-35 Self-employed ₹1,00,001-2,00,000
18-25 Self-employed ₹50,001-1,00,000
18-25 Self-employed ₹50,001-1,00,000
56+ Other ₹2,00,001-3,00,000

7
What is your primary source of financial adviceWhat percentage of your income do you save or invest?
Financial planner/advisor 0-10%
Financial planner/advisor, Friends/family 31-50%
I don’t seek financial advice 21-30%
Friends/family 0-10%
Financial planner/advisor 21-30%
Friends/family 11-20%
Financial planner/advisor 11-20%
Financial planner/advisor 11-20%
Financial planner/advisor 21-30%
Financial planner/advisor 21-30%
Financial planner/advisor 31-50%
Financial planner/advisor, Friends/family, Online
11-20%
resources
Friends/family 0-10%
I don’t seek financial advice 0-10%
Financial planner/advisor, Friends/family 21-30%
Financial planner/advisor 11-20%
Friends/family, Financial news/media 21-30%
Financial planner/advisor 11-20%
Friends/family 0-10%
Friends/family, Online resources, Financial news/media
0-10%
Financial planner/advisor 0-10%
Financial planner/advisor 0-10%
Financial planner/advisor, Friends/family 11-20%
Financial planner/advisor, Friends/family 21-30%
Friends/family 11-20%
I don’t seek financial advice 21-30%
Financial planner/advisor, Friends/family 11-20%
Financial planner/advisor, Friends/family, Online
21-30%
resources
Financial planner/advisor, Friends/family 31-50%
Financial planner/advisor, Friends/family 11-20%
Financial planner/advisor, Friends/family 11-20%
Financial news/media 21-30%
Online resources, Financial news/media 11-20%
Online resources, Financial news/media 11-20%
Friends/family, Online resources 11-20%
Online resources 11-20%
Financial planner/advisor, Online resources 11-20%
Financial planner/advisor, Financial news/media 21-30%
Financial planner/advisor 0-10%
Financial planner/advisor, Friends/family 11-20%
Financial planner/advisor, Friends/family, Online
21-30%
resources
Financial planner/advisor 51% and above
Financial planner/advisor, Friends/family 11-20%
Friends/family 21-30%
I don’t seek financial advice 21-30%
Financial planner/advisor, Friends/family 11-20%
Online resources 51% and above

8
Financial planner/advisor, Friends/family 11-20%
Financial planner/advisor, Online resources 11-20%
Financial planner/advisor, Friends/family 11-20%
Financial planner/advisor, Friends/family, Online
51%
resources,
and above
Financial news/media
Financial planner/advisor, Friends/family, Online
21-30%
resources, Financial news/media
Friends/family, Online resources 0-10%
Financial planner/advisor, Online resources 31-50%
Friends/family 11-20%
Financial planner/advisor 11-20%
Financial news/media 21-30%
I don’t seek financial advice 51% and above
Friends/family 31-50%
Financial news/media 21-30%
Financial planner/advisor, Friends/family, Online
21-30%
resources
Financial planner/advisor, Friends/family, Online
21-30%
resources, Financial news/media
Financial planner/advisor, Friends/family 11-20%
Financial planner/advisor, Online resources, Financial
0-10% news/media
Friends/family 11-20%
Financial planner/advisor, Friends/family 11-20%
Financial planner/advisor, Friends/family 0-10%
Financial planner/advisor 11-20%
Friends/family, Financial news/media 11-20%
Friends/family, Online resources, Financial news/media
21-30%
Financial planner/advisor, Friends/family 11-20%
Financial planner/advisor, Friends/family 11-20%
Financial planner/advisor, Friends/family 0-10%

9
 How do you allocate your assets? Have you set specific financial goals (e.g., buying a house, children's education, retirem
Savings Account, Fixed Deposits, Mutual
YesFunds
Savings Account, Stock Market Investments,
Yes Real Estate, Gold
Mutual Funds, Stock Market Investments
Yes
Stock Market Investments, Gold, OtherNo
Savings Account, Other Yes
Savings Account, Gold, Other Yes
Fixed Deposits, Mutual Funds, Stock Market
Yes Investments
Fixed Deposits, Mutual Funds, Stock Market
Yes Investments
Savings Account, Fixed Deposits, Mutual
YesFunds, Stock Market Investments, Real Estate, Gold, Other
Savings Account, Fixed Deposits, Mutual
YesFunds, Stock Market Investments, Real Estate, Gold, Other
Gold, Other Yes
Savings Account, Fixed Deposits, Stock
Yes
Market Investments, Gold
Other Yes
Savings Account, Mutual Funds, Gold, Yes
Other
Savings Account, Fixed Deposits, Mutual
YesFunds, Gold, Other
Stock Market Investments Yes
Stock Market Investments Yes
Real Estate, Gold Yes
Other No
Savings Account No
Fixed Deposits, Mutual Funds, Real Estate,
Yes Gold
Savings Account Yes
Fixed Deposits, Mutual Funds Yes
Savings Account Yes
Fixed Deposits, Stock Market Investments
Yes
Savings Account, Fixed Deposits, Mutual
YesFunds, Stock Market Investments, Real Estate, Gold, Other
Fixed Deposits, Mutual Funds, Stock Market
Yes Investments, Real Estate, Gold
Stock Market Investments, Real Estate,Yes
Gold, Other
Savings Account, Fixed Deposits, Mutual
YesFunds, Stock Market Investments, Real Estate, Gold
Fixed Deposits, Mutual Funds, Real Estate
Yes
Savings Account, Fixed Deposits, Mutual
YesFunds, Stock Market Investments, Real Estate
Mutual Funds Yes
Stock Market Investments, Real EstateYes
Savings Account, Mutual Funds, Real Estate,
Yes Gold
Savings Account, Fixed Deposits, Mutual
YesFunds, Real Estate, Gold, Other
Mutual Funds Yes
Fixed Deposits, Mutual Funds Yes
Savings Account, Fixed Deposits, Mutual
YesFunds, Stock Market Investments, Real Estate, Gold, Other
Savings Account Yes
Savings Account, Fixed Deposits, Mutual
YesFunds, Real Estate
Savings Account, Fixed Deposits, Mutual
YesFunds, Stock Market Investments, Real Estate, Gold, Other
Savings Account Yes
Savings Account Yes
Savings Account No
Stock Market Investments Yes
Fixed Deposits, Stock Market Investments,
Yes Other
Savings Account, Fixed Deposits, Mutual
YesFunds, Stock Market Investments, Real Estate, Gold, Other

10
Savings Account, Fixed Deposits, Mutual
YesFunds, Stock Market Investments, Real Estate, Gold, Other
Savings Account, Mutual Funds, Gold, Yes
Other
Savings Account, Mutual Funds, Stock Yes
Market Investments, Gold, Other
Savings Account, Fixed Deposits, Mutual
YesFunds, Stock Market Investments, Real Estate, Gold, Other
Savings Account, Mutual Funds, Stock Yes
Market Investments, Gold, Other
Savings Account, Fixed Deposits, Gold,No
Other
Savings Account, Fixed Deposits, Mutual
YesFunds, Stock Market Investments, Real Estate, Gold, Other
Mutual Funds, Stock Market Investments
Yes
Savings Account, Fixed Deposits, Mutual
YesFunds, Stock Market Investments, Real Estate, Gold, Other
Savings Account Yes
Savings Account, Gold, Other No
Real Estate Yes
Fixed Deposits Yes
Savings Account Yes
Savings Account, Fixed Deposits Yes
Savings Account, Fixed Deposits, Other
Yes
Savings Account, Fixed Deposits, Stock
Yes
Market Investments, Real Estate
Mutual Funds Yes
Savings Account, Mutual Funds, Stock Yes
Market Investments, Gold, Other
Savings Account, Fixed Deposits, Other
Yes
Savings Account, Fixed Deposits, Gold,Yes
Other
Savings Account, Stock Market Investments,
Yes Gold
Fixed Deposits, Mutual Funds, Real Estate
Yes
Savings Account, Fixed Deposits, Gold,Yes
Other
Savings Account, Gold, Other Yes
Savings Account, Fixed Deposits, Gold,Yes
Other

11
How much of your investment portfolio is allocated
Whattoisriskier
your preferred
investments
retirement
(e.g., stocks,
age? cryptocurrencies)?
Yes 50-55
Yes 66+
Yes 61-65
No 50-55
No 50-55
11-25% 50-55
11-25% 56-60
11-25% 56-60
11-25% Below 50
11-25% 61-65
11-25% 50-55
0-10% 50-55
0-10% 56-60
0-10% 50-55
11-25% 56-60
11-25% 50-55
0-10% Below 50
11-25% Below 50
0-10% Below 50
11-25% 50-55
11-25% 50-55
0-10% Below 50
0-10% Below 50
11-25% 50-55
11-25% Below 50
26-50% 50-55
11-25% 50-55
11-25% Below 50
26-50% Below 50
11-25% Below 50
11-25% 50-55
11-25% 50-55
11-25% 50-55
11-25% 50-55
11-25% 50-55
11-25% 56-60
0-10% 50-55
26-50% 50-55
0-10% Below 50
11-25% Below 50
11-25% Below 50
0-10% Below 50
0-10% 50-55
0-10% Below 50
0-10% 50-55
11-25% 50-55
51% and above Below 50

12
26-50% 50-55
11-25% Below 50
11-25% Below 50
51% and above 66+
11-25% 50-55
0-10% 50-55
26-50% 56-60
11-25% 50-55
11-25% Below 50
26-50% 50-55
51% and above Below 50
51% and above 56-60
0-10% 56-60
26-50% 50-55
26-50% 56-60
11-25% Below 50
26-50% 50-55
11-25% 50-55
11-25% Below 50
0-10% Below 50
11-25% Below 50
11-25% Below 50
26-50% 50-55
11-25% 50-55
0-10% Below 50
11-25% 61-65

13
Have you sought the help of a financial plannerWhat
or advisor?
type of investment do you prefer the most?
Yes Moderate-risk (e.g., mutual funds, bonds)
No I don’t have a preference
Yes Moderate-risk (e.g., mutual funds, bonds)
No I don’t have a preference
No Moderate-risk (e.g., mutual funds, bonds)
Yes Moderate-risk (e.g., mutual funds, bonds)
Yes Moderate-risk (e.g., mutual funds, bonds)
Yes Moderate-risk (e.g., mutual funds, bonds)
Yes Moderate-risk (e.g., mutual funds, bonds)
Yes High-risk (e.g., stocks, real estate)
Yes Moderate-risk (e.g., mutual funds, bonds)
Yes Moderate-risk (e.g., mutual funds, bonds)
No Low-risk (e.g., savings accounts, fixed deposits)
No Moderate-risk (e.g., mutual funds, bonds)
Yes Low-risk (e.g., savings accounts, fixed deposits)
Yes High-risk (e.g., stocks, real estate)
No High-risk (e.g., stocks, real estate)
Yes Moderate-risk (e.g., mutual funds, bonds)
No Low-risk (e.g., savings accounts, fixed deposits)
No Low-risk (e.g., savings accounts, fixed deposits)
Yes Moderate-risk (e.g., mutual funds, bonds)
Yes Low-risk (e.g., savings accounts, fixed deposits)
Yes Moderate-risk (e.g., mutual funds, bonds)
Yes Moderate-risk (e.g., mutual funds, bonds)
Yes Moderate-risk (e.g., mutual funds, bonds)
No Moderate-risk (e.g., mutual funds, bonds)
Yes Moderate-risk (e.g., mutual funds, bonds)
Yes Moderate-risk (e.g., mutual funds, bonds)
Yes High-risk (e.g., stocks, real estate)
Yes Moderate-risk (e.g., mutual funds, bonds)
Yes Moderate-risk (e.g., mutual funds, bonds)
Yes Moderate-risk (e.g., mutual funds, bonds)
Yes Low-risk (e.g., savings accounts, fixed deposits)
Yes Moderate-risk (e.g., mutual funds, bonds)
Yes Moderate-risk (e.g., mutual funds, bonds)
Yes Moderate-risk (e.g., mutual funds, bonds)
Yes Moderate-risk (e.g., mutual funds, bonds)
Yes Moderate-risk (e.g., mutual funds, bonds)
Yes Low-risk (e.g., savings accounts, fixed deposits)
Yes Moderate-risk (e.g., mutual funds, bonds)
Yes Moderate-risk (e.g., mutual funds, bonds)
Yes Moderate-risk (e.g., mutual funds, bonds)
Yes Moderate-risk (e.g., mutual funds, bonds)
Yes Moderate-risk (e.g., mutual funds, bonds)
No High-risk (e.g., stocks, real estate)
Yes Moderate-risk (e.g., mutual funds, bonds)
Yes I don’t have a preference

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Yes High-risk (e.g., stocks, real estate)
Yes Moderate-risk (e.g., mutual funds, bonds)
Yes Moderate-risk (e.g., mutual funds, bonds)
Yes High-risk (e.g., stocks, real estate)
Yes Moderate-risk (e.g., mutual funds, bonds)
No I don’t have a preference
Yes I don’t have a preference
Yes Moderate-risk (e.g., mutual funds, bonds)
Yes Moderate-risk (e.g., mutual funds, bonds)
Yes Low-risk (e.g., savings accounts, fixed deposits)
Yes I don’t have a preference
No High-risk (e.g., stocks, real estate)
Yes Moderate-risk (e.g., mutual funds, bonds)
Yes Moderate-risk (e.g., mutual funds, bonds)
Yes Low-risk (e.g., savings accounts, fixed deposits)
Yes Moderate-risk (e.g., mutual funds, bonds)
No Moderate-risk (e.g., mutual funds, bonds)
Yes Moderate-risk (e.g., mutual funds, bonds)
Yes Moderate-risk (e.g., mutual funds, bonds)
Yes Moderate-risk (e.g., mutual funds, bonds)
Yes Moderate-risk (e.g., mutual funds, bonds)
Yes I don’t have a preference
Yes Moderate-risk (e.g., mutual funds, bonds)
Yes Moderate-risk (e.g., mutual funds, bonds)
Yes Moderate-risk (e.g., mutual funds, bonds)
Yes High-risk (e.g., stocks, real estate)

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Are you satisfied with your current investment strategy?
Do you feel confident about your financial planning for retirement?
Yes Yes
Yes Yes
No No
No No
No No
Yes Yes
Yes Yes
Yes Yes
No Yes
Yes Yes
Yes Yes
No No
No Yes
No No
Yes Yes
Yes Yes
Yes Yes
Yes Yes
Yes Yes
No No
Yes Yes
Yes Yes
Yes Yes
Yes Yes
Yes Yes
Yes Yes
Yes Yes
Yes Yes
Yes Yes
Yes Yes
Yes Yes
Yes Yes
Yes Yes
Yes Yes
Yes Yes
Yes Yes
Yes Yes
Yes Yes
Yes Yes
Yes Yes
Yes Yes
No No
Yes Yes
Yes Yes
Yes Yes
Yes Yes
No Yes

16
Yes Yes
Yes Yes
Yes Yes
Yes Yes
Yes Yes
No No
Yes Yes
Yes Yes
Yes Yes
Yes No
No No
Yes Yes
No Yes
Yes Yes
Yes Yes
Yes Yes
No No
Yes Yes
Yes Yes
Yes Yes
Yes Yes
Yes Yes
Yes Yes
Yes Yes
Yes Yes
Yes Yes

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What is the primary goal of your investments? How frequently do you review your financial investments?
Wealth accumulation Annually
Wealth accumulation Only when necessary
Wealth accumulation Monthly
Wealth accumulation Only when necessary
Buying a house Quarterly
Other Quarterly
Other Monthly
Other Monthly
Other Monthly
Other Monthly
Other Monthly
Other Only when necessary
Buying a house Only when necessary
Buying a house Quarterly
Other Quarterly
Wealth accumulation Monthly
Wealth accumulation Only when necessary
Other Quarterly
Other Only when necessary
Buying a house Only when necessary
Retirement savings Quarterly
Retirement savings Monthly
Retirement savings Quarterly
Buying a house Monthly
Other Annually
Other Only when necessary
Other Quarterly
Wealth accumulation Only when necessary
Retirement savings Monthly
Wealth accumulation Only when necessary
Other Monthly
Wealth accumulation Quarterly
Retirement savings Quarterly
Retirement savings Quarterly
Retirement savings Monthly
Other Monthly
Wealth accumulation Monthly
Other Only when necessary
Retirement savings Monthly
Other Monthly
Other Only when necessary
Retirement savings Quarterly
Buying a house Quarterly
Retirement savings Annually
Children's education Monthly
Children's education Quarterly
Retirement savings Monthly

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Other Only when necessary
Other Only when necessary
Other Quarterly
Children's education Monthly
Other Quarterly
Other Monthly
Other Only when necessary
Buying a house Annually
Wealth accumulation Quarterly
Children's education Monthly
Wealth accumulation Only when necessary
Wealth accumulation Monthly
Wealth accumulation Annually
Retirement savings Monthly
Wealth accumulation Quarterly
Other Quarterly
Children's education Annually
Wealth accumulation Monthly
Wealth accumulation Quarterly
Other Quarterly
Wealth accumulation Only when necessary
Buying a house Monthly
Wealth accumulation Quarterly
Other Quarterly
Other Quarterly
Other Only when necessary

19
Analysis of the survey:

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