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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
How confident do you feel managing your personal finances?
Scale · 0–10: Very unconfident → Very confident
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
How often do you review your budget or spending?
Single choice
- Daily
- Weekly
- Monthly
- Rarely
- Never
Which financial tools or apps do you currently use?
Multiple choice · Optional
- Budgeting app
- Investment platform
- Banking app
- Expense tracker
- Pension/retirement tool
- None
What is your biggest financial concern right now?
Text answer · Optional
How satisfied are you overall?
Scale · 0–10: Very unsatisfied → Very satisfied
How likely are you to recommend us to others?
Scale · 0–10: Not at all likely → Extremely likely
How would you rate your overall experience?
Star rating · 5 stars · Optional
Which areas matter most to you?
Multiple choice · Optional
- Quality
- Price
- Convenience
- Support
- Reliability
- Communication
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.
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Run this survey in 12 Indian languages
Customise it, choose your audience and share it on WhatsApp or by QR code.