Full Name *

Phone *

Email *

What is your AUM? *

What is your primary business goal for the next 12 months? *

Increase AUM

Improve client retention

Attract more HNI/UHNI clients

Expand into new markets

What is your biggest barrier to achieving your AUM growth goals? *

Attracting new HNI/UHNI clients

Retaining existing clients

Optimising operations and team performance

Lack of effective marketing strategies

How confident are you in your current client acquisition strategies? *

Not confident at all

Somewhat confident

Confident, but room for improvement

Very confident

How do you currently differentiate yourself from your competitors? *

Offering personalised service to HNI/UHNI clients

Providing advanced investment strategies

Leading in operational efficiency and technology

I'm unsure how to differentiate

How willing are you to invest ₹2,75,000 plus GST to scale your business and break the ₹250 crore AUM barrier? *

I’m fully committed and prepared to invest

I’m prepared to invest but would like to discuss further details

I’m open to the investment but require more clarity on the expected ROI

I recognise the value, but would need a flexible payment plan

How ready are you to make a decision during the consultation call if the solution meets your needs? *

I’m fully prepared to make a decision during the call

I’m likely to decide during the call if the offer aligns well with my objectives

I may need additional time after the call to make a decision

How satisfied are you with your team’s current performance? *

What is your current client retention rate? *

Below 50%

50–75%

75–90%

Above 90%

Are you currently facing competition from bank RMs or other wealth managers? *

Yes, frequently losing clients to them

Occasionally, but it’s manageable

No, not a concern

Unsure

Are you currently experiencing operational inefficiencies that are limiting your growth? *

Yes, we need help with team productivity

Yes, we need help with streamlining processes

No, we are operating efficiently

Unsure

How experienced are you in managing UHNI (Ultra-High-Net-Worth Individual) clients? *

No experience

Limited experience, but looking to grow (Under 1 year)

Moderate experience (Under 3 years)

Extensive experience (Above 3 years)

How effective is your current marketing strategy in attracting HNI/UHNI clients? *

Not effective at all

Somewhat effective

Effective, but could be improved

Very effective, bringing consistent results

Are you the final decision-maker for investments in your business? *

Yes, I make all decisions

I share decisions with a business partner

I consult with my team before making final decisions

I report to a higher authority for approval

How satisfied are your HNI/UHNI clients with your services? *

Very satisfied

Satisfied, but room for improvement

Somewhat unsatisfied

Unsure of their satisfaction level