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Personal Finance Habits Survey

Understand financial behaviours, goals, and product preferences.

  • 10 questions
  • About 5 min
  • Answerable in 12 languages

The questions

  1. How confident do you feel managing your personal finances?

    Scale · 0–10: Very unconfident → Very confident

  2. Which financial goal is currently your top priority?

    Single choice

    • Building an emergency fund
    • Paying off debt
    • Saving for a home
    • Retirement planning
    • Growing investments
    • Budgeting better
  3. How often do you review your budget or spending?

    Single choice

    • Daily
    • Weekly
    • Monthly
    • Rarely
    • Never
  4. Which financial tools or apps do you currently use?

    Multiple choice · Optional

    • Budgeting app
    • Investment platform
    • Banking app
    • Expense tracker
    • Pension/retirement tool
    • None
  5. What is your biggest financial concern right now?

    Text answer · Optional

  6. How satisfied are you overall?

    Scale · 0–10: Very unsatisfied → Very satisfied

  7. How likely are you to recommend us to others?

    Scale · 0–10: Not at all likely → Extremely likely

  8. How would you rate your overall experience?

    Star rating · 5 stars · Optional

  9. Which areas matter most to you?

    Multiple choice · Optional

    • Quality
    • Price
    • Convenience
    • Support
    • Reliability
    • Communication
  10. How well did we meet your expectations?

    Scale · 0–10: Far below → Far exceeded

Every question can be edited, removed or reordered in the survey builder, and the whole survey is translated automatically when respondents pick their language.

Run this survey in 12 Indian languages

Customise it, choose your audience and share it on WhatsApp or by QR code.