How do People Access and Use their Financial Data

Introduction

Thank you for participating in our survey.

Your insights will help us understand how people manage and access their financial information, enabling us to develop solutions that are tailored to your needs and simplify your journey as a customer.

For example:

Create pools of your financial information & aggregate your expenses to help you plan better
Show all your profits in one place & give you a more holistic view of your investments
Present your financial data in an easily understandable manner making it easier for you to make informed decisions etc

This survey should take approximately 6-8 minutes to complete.

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* 1. In which age group do you fall?

23 & Below

24 - 30

31 - 35

36 - 45

46 - 55

Above 55

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* 2. Gender

Male

Female

Other

Prefer Not To Say

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* 3. In which city/town do you live?

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* 4. Occupation

Student

Employed (Regular)

Not Working

Retired

Others (please specify)

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* 5. Approximately how much money do you earn annually?

My parents/kids send me money on a monthly basis

Less than 5 Lakhs

5 - 10 Lakhs

10 - 15 Lakhs

Above 15 Lakhs

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* 6. How many active bank accounts do you have? (Ones you have used in the past year)

2 - 3

4 - 5

More than 5