Investment Portfolio Advisory Experience Survey
Understand how investors evaluate advisers, compare portfolio recommendations, and navigate risk, fees, communication, and performance reviews, so you can sharpen acquisition, refine pricing, strengthen retention, improve positioning, and prioritise high-conversion advisory channels.
CONTEXT & RELEVANCE
Why run this survey now
Most investors don't leave advisers purely on portfolio performance. They disengage due to unclear recommendations, fee opacity, inconsistent communication, weak personalisation, and unmet risk expectations, none of which fully show up in returns reports or satisfaction scores.
If you are...
- Wealth management business heads
- Investment advisory leaders
- Portfolio strategy teams
- Client experience owners
- Distribution and sales heads
You're likely facing...
- Strong portfolio performance but weak adviser trust among affluent clients
- Rising fee scrutiny creates lower perceived value across portfolios
- Inconsistent review quality drives uneven client confidence across advisers
- Limited visibility into consolidation intent weakens wallet-share planning
- Positive service ratings coexist with low referral advocacy
This will help answer...
- Adviser selection drivers
- Fee value thresholds
- Risk alignment gaps
- Review journey friction
- Retention and consolidation levers
RESEARCH THEMES
What This Survey Investigates
Eight interconnected research themes that map the complete portfolio advisory journey from adviser discovery to relationship renewal.
Adviser Discovery
- Discovery channels and triggers
- Initial information requirements
Selection & Trust
- Adviser evaluation criteria
- Credibility and trust signals
Needs & Goals
- Financial goal priorities
- Advice personalisation expectations
Portfolio Recommendation
- Recommendation clarity and relevance
- Product selection rationale
Risk & Suitability
- Risk tolerance alignment
- Suitability reassessment practices
Fees & Value
- Fee transparency and understanding
- Perceived advisory value
Reviews & Communication
- Portfolio review effectiveness
- Communication frequency and relevance
Loyalty & Consolidation
- Renewal and referral intent
- Asset consolidation barriers
SAMPLING STRATEGY
Tell us about your ideal sample
Help us understand your target respondent profile. Select what applies, we'll design the optimal sample plan based on your inputs.
METHODOLOGY
Survey approach
For Investment Portfolio Advisory Experience Survey, we recommend an online-first quantitative approach with targeted qualitative depth and flexible data-collection modes to balance reach, depth, and verification.
EXECUTION PROCESS
How we execute
A proven 9-step process from scoping to delivery, designed to ensure quality, speed, and actionable insights.
Define the decision frame
Confirm objectives, target cohorts, geographies, and reporting cuts
Define the decision frame
Design the instrument
Build workstream modules mapped to outputs (drivers, friction, pricing, retention, trust)
Design the instrument
Lock the questionnaire
Review wording, sequencing, LOI, and competitive context; approve final version
Lock the questionnaire
Pilot and calibrate
Test comprehension and ease quality; refine quotas and remove friction where needed
Pilot and calibrate
Run fieldwork
Execute collection with active quota management and feasibility controls
Run fieldwork
Assure quality
Dedupe, attention checks, speed/consistency rules, removals with audit trail
Assure quality
Prepare the dataset
Clean data and deliver codebook/variable definitions
Prepare the dataset
Analyse and synthesise
Driver ranking, leakage diagnostics, pricing bands, segment insights
Analyse and synthesise
Deliver and align
Executive deck (optional dashboard) and leadership readout with recommendations
Deliver and align
COMMERCIAL TERMS
Request a Commercial Proposal
Pricing depends on cohort, geography, sample size, approach, LOI, and deliverables. Configure below for an indicative estimate.
Select Sample Size
Geography
Select Mode of Survey
Length of the Interview
$0.00
+ applicable taxes
Cost Breakdown
Note: Estimate is indicative only. Final pricing is subject to scope finalization after discovery call.
REFERENCE CASELETS
Reference
Real-world examples of survey work in the wealth management space.
Digital Wealth Platform Proposition Testing Across Affluent Segments (India)
OBJECTIVE
WHAT WE DID
DELIVERED
Digital Wealth Platform Proposition Testing Across Affluent Segments (India)
Retirement Income Product Pricing Exploration Among Pre-Retirees (India)
Digital Wealth Platform Proposition Testing Across Affluent Segments (India)
OBJECTIVE
A pan-India wealth platform sought to understand how emerging affluent investors , experienced equity investors , and mutual fund consolidators compared guided investing, self-directed tools, and hybrid support when choosing a primary investment platform.
WHAT WE DID
We ran a structured online survey with 720 respondents, quota-controlled by wealth, age, city tier, and investing tenure, capturing proposition appeal , channel preference , trust signals , switching triggers, and message comprehension.
DELIVERED
The work produced a segment preference map , message territories , a channel lever framework , and positioning guidance showing which combinations of human support, automation, transparency, and investment control resonated across distinct investor cohorts.
FREQUENTLY ASKED QUESTIONS
Common Questions
Answers to frequently asked questions about this survey mandate.
What decisions will this survey enable?
Who is the buyer vs who are the respondents?
Can we see differences between first-time investors, affluent clients and high-net-worth clients?
How will you measure adviser and portfolio preference beyond simple ratings?
Will the survey map the full advisory journey and drop-offs?
Can this survey inform product and pricing strategy?
How will findings improve our client retention and wallet consolidation?
Still have questions?
Schedule a discovery call to discuss your specific needs and get a custom quote.