MUTUAL FUNDS & WEALTH ADVISORY

Mutual Fund Investor Satisfaction & Portfolio Advisory Perception Survey

Retail and HNI investors evaluate fund performance, advisory credibility, and portfolio transparency when choosing or switching asset managers, so you can sharpen acquisition positioning, reduce redemption rates, and benchmark advisory conversion across investor segments.

Pan-India sample
Mutual fund investors (Active & Lapsed Investors)
15-20 min
Talk to a Survey Consultant
Advisory trust & switching triggersIdentify where investors disengage, question advisors, or initiate fund exits.
Satisfaction drivers & segment gapsBenchmark satisfaction scores across investor tenure, ticket size, and fund category.
TRUSTED BY LEADING BRANDS
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CONTEXT & RELEVANCE

Why run this survey now

Most mutual fund distributors don't lose investors purely on returns underperformance. They lose them due to advisory trust erosion, portfolio review gaps, scheme recommendation opacity, digital touchpoint friction, and unmet goal-alignment expectations, none of which fully show up in AUM dashboards or redemption reports.

If you are...

  • AMC competing on distributor mindshare

  • Wealth platform scaling SIP retention

  • Portfolio advisory head, direct channel

  • Distribution growth or channel lead

  • Investor experience or product team

You're likely facing...

  • SIP pause rate: goal misalignment signal

  • Scheme fit confusion: active vs passive

  • Advisors = knowledgeable/inaccessible perception

  • Digital platforms = convenient/impersonal perception

  • Redemption spike: review gap trigger

This will help answer...

  • Advisory trust drivers by segment

  • Portfolio review drop-off stage

  • Direct vs distributor channel preference

  • Fee sensitivity vs service value

  • Redemption and switching triggers

RESEARCH THEMES

What This Survey Investigates

Eight interconnected research themes that map the complete mutual fund investor journey from first folio to long-term portfolio advocacy.

TENETS 01

Discovery & Onboarding

  • First fund category considered
  • Distributor, RIA, or direct channel
TENETS 02

Advisor Preference

  • RIA versus distributor trust gap
  • Fee transparency, commission disclosure
TENETS 03

Portfolio & Servicing

  • Rebalancing frequency, SIP modification
  • Statement clarity, consolidated view
TENETS 04

Journey Friction

  • Drop-off points, redemption delays
  • Grievance resolution, escalation paths
TENETS 05

Fee & WTP

  • Expense ratio sensitivity by category
  • Advisory fee willingness, direct vs regular
TENETS 06

Engagement & Stickiness

  • SIP continuation, top-up behaviour
  • Review meeting frequency, digital touchpoints
TENETS 07

Trust & Credibility

  • AMC brand perception, SEBI compliance signals
  • Performance attribution, benchmark clarity
TENETS 08

Competitive Switching

  • AMC consolidation, folio migration intent
  • Fintech platform versus traditional distributor
Request a scope validation call

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.

Sample size
How many respondents do you need?
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Target audience
Who should we survey?
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Region
Which regions should we cover?
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Segments
How should we slice the data?
Not Selected
Discuss sample plan

METHODOLOGY

Survey approach

For the Mutual Fund Investor Satisfaction and Portfolio Advisory Perception Survey, we recommend a quant-first design with flexible data-collection modes to balance reach, depth, and verification.

PRIMARY
Online web surveySelf-administered survey shared via email / panels to capture structured responses at scale.
Best for
1
Measuring satisfaction scores across fund categories
2
Ranking advisory quality drivers by investor segment
3
Benchmarking portfolio review frequency and channel preference
Deliverables
Satisfaction driver ranking
Advisory perception matrix
Segment comparison scorecard
OPTIONAL
CATI (phone survey)Interviewer-led telephone interviews to reach owners who are harder to get online.
Best for
1
Retail investors with low digital platform engagement
2
Tier 2 and Tier 3 city investor coverage
Deliverables
Geographic coverage report
Call-log diagnostics
SELECTIVE
Face-to-faceOn-ground surveys or interviews in key industrial clusters or high-value cohorts.
Best for
1
High-net-worth investors with complex advisory relationships
2
Distributor and IFA cohorts requiring contextual verification
Deliverables
HNI advisory maps
Distributor channel insights
OPTIONAL
FGDs
Deliverables
Themes and verbatims
Concept feedback
OPTIONAL
Mixed surveysAny 4-mode combo Online + CATI + F2F + FGDs to maximise reach and representation. Mode-specific quotas and weighting for clean comparisons.
Deliverables
Unified dataset
Mode-adjusted analytics
Our Recommendation
Start with: Online web survey as the core quant layer, supported by CATI for retail investors in low-digital and Tier 2 or Tier 3 markets.
Consider adding: F2F interviews for HNI and IFA cohorts, plus a focused FGD layer to pressure-test advisory messaging and portfolio communication angles.
Confirm approach
Request timeline

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

Step 01

Define the decision frame

Design the instrument

Build workstream modules mapped to outputs (drivers, friction, pricing, retention, trust)

Step 02

Design the instrument

Lock the questionnaire

Review wording, sequencing, LOI, and competitive context; approve final version

Step 03

Lock the questionnaire

Pilot and calibrate

Test comprehension and ease quality; refine quotas and remove friction where needed

Step 04

Pilot and calibrate

Run fieldwork

Execute collection with active quota management and feasibility controls

Step 05

Run fieldwork

Assure quality

Dedupe, attention checks, speed/consistency rules, removals with audit trail

Step 06

Assure quality

Prepare the dataset

Clean data and deliver codebook/variable definitions

Step 07

Prepare the dataset

Analyse and synthesise

Driver ranking, leakage diagnostics, pricing bands, segment insights

Step 08

Analyse and synthesise

Deliver and align

Executive deck (optional dashboard) and leadership readout with recommendations

Step 09

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

100

Geography

  • India
  • APAC (Singapore, Vietnam, Philippines, Indonesia, Australia, NZ, Japan, Thailand)
  • Middle East (UAE, KSA, Qatar, Bahrain, Oman, Kuwait)
  • North America (US, Canada)
  • Europe
  • Africa (South Africa, Kenya, Nigeria, Egypt, Algeria)
  • LATAM (Brazil, Mexico)

Select Mode of Survey

  • Online
  • CATI
  • Online FGD (5 people per FGD)
  • F2F

Length of the Interview

  • Select
  • 0-15
  • 16-20
  • 21-30
  • 31-45
  • 46-60
  • Custom
Indicative Estimate
  • Indian Rupee (INR)
  • United Arab Emirates Dirham (AED)
  • Afghan Afghani (AFN)
  • Albanian Lek (ALL)
  • Armenian Dram (AMD)
  • Netherlands Antillean Guilder (ANG)
  • Angolan Kwanza (AOA)
  • Argentine Peso (ARS)
  • Australian Dollar (AUD)
  • Aruban Florin (AWG)
  • Azerbaijani Manat (AZN)
  • Bosnia-Herzegovina Convertible Mark (BAM)
  • Barbadian Dollar (BBD)
  • Bangladeshi Taka (BDT)
  • Bulgarian Lev (BGN)
  • Bahraini Dinar (BHD)
  • Burundian Franc (BIF)
  • Bermudian Dollar (BMD)
  • Brunei Dollar (BND)
  • Bolivian Boliviano (BOB)
  • Brazilian Real (BRL)
  • Bahamian Dollar (BSD)
  • Bhutanese Ngultrum (BTN)
  • Botswana Pula (BWP)
  • Belarusian Ruble (BYN)
  • Belize Dollar (BZD)
  • Canadian Dollar (CAD)
  • Congolese Franc (CDF)
  • Swiss Franc (CHF)
  • Chilean Peso (CLP)
  • Chinese Yuan (CNY)
  • Colombian Peso (COP)
  • Costa Rican Colón (CRC)
  • Cuban Peso (CUP)
  • Cape Verdean Escudo (CVE)
  • Czech Koruna (CZK)
  • Djiboutian Franc (DJF)
  • Danish Krone (DKK)
  • Dominican Peso (DOP)
  • Algerian Dinar (DZD)
  • Egyptian Pound (EGP)
  • Eritrean Nakfa (ERN)
  • Ethiopian Birr (ETB)
  • Euro (EUR)
  • Fijian Dollar (FJD)
  • Falkland Islands Pound (FKP)
  • British Pound (GBP)
  • Georgian Lari (GEL)
  • Ghanaian Cedi (GHS)
  • Gibraltar Pound (GIP)
  • Gambian Dalasi (GMD)
  • Guinean Franc (GNF)
  • Guatemalan Quetzal (GTQ)
  • Guyanese Dollar (GYD)
  • Hong Kong Dollar (HKD)
  • Honduran Lempira (HNL)
  • Croatian Kuna (HRK)
  • Haitian Gourde (HTG)
  • Hungarian Forint (HUF)
  • Indonesian Rupiah (IDR)
  • Israeli New Shekel (ILS)
  • Iraqi Dinar (IQD)
  • Iranian Rial (IRR)
  • Icelandic Króna (ISK)
  • Jamaican Dollar (JMD)
  • Jordanian Dinar (JOD)
  • Japanese Yen (JPY)
  • Kenyan Shilling (KES)
  • Kyrgyzstani Som (KGS)
  • Cambodian Riel (KHR)
  • Comorian Franc (KMF)
  • South Korean Won (KRW)
  • Kuwaiti Dinar (KWD)
  • Cayman Islands Dollar (KYD)
  • Kazakhstani Tenge (KZT)
  • Lao Kip (LAK)
  • Lebanese Pound (LBP)
  • Sri Lankan Rupee (LKR)
  • Liberian Dollar (LRD)
  • Lesotho Loti (LSL)
  • Libyan Dinar (LYD)
  • Moroccan Dirham (MAD)
  • Moldovan Leu (MDL)
  • Malagasy Ariary (MGA)
  • Macedonian Denar (MKD)
  • Burmese Kyat (MMK)
  • Mongolian Tögrög (MNT)
  • Macanese Pataca (MOP)
  • Mauritian Rupee (MUR)
  • Maldivian Rufiyaa (MVR)
  • Malawian Kwacha (MWK)
  • Mexican Peso (MXN)
  • Malaysian Ringgit (MYR)
  • Mozambican Metical (MZN)
  • Namibian Dollar (NAD)
  • Nigerian Naira (NGN)
  • Nicaraguan Córdoba (NIO)
  • Norwegian Krone (NOK)
  • Nepalese Rupee (NPR)
  • New Zealand Dollar (NZD)
  • Omani Rial (OMR)
  • Panamanian Balboa (PAB)
  • Peruvian Sol (PEN)
  • Papua New Guinean Kina (PGK)
  • Philippine Peso (PHP)
  • Pakistani Rupee (PKR)
  • Polish Złoty (PLN)
  • Paraguayan Guaraní (PYG)
  • Qatari Riyal (QAR)
  • Romanian Leu (RON)
  • Serbian Dinar (RSD)
  • Russian Ruble (RUB)
  • Rwandan Franc (RWF)
  • Saudi Riyal (SAR)
  • Solomon Islands Dollar (SBD)
  • Seychellois Rupee (SCR)
  • Sudanese Pound (SDG)
  • Swedish Krona (SEK)
  • Singapore Dollar (SGD)
  • Saint Helena Pound (SHP)
  • Sierra Leonean Leone (SLL)
  • Somali Shilling (SOS)
  • Surinamese Dollar (SRD)
  • São Tomé and Príncipe Dobra (STD)
  • Syrian Pound (SYP)
  • Swazi Lilangeni (SZL)
  • Thai Baht (THB)
  • Tajikistani Somoni (TJS)
  • Turkmenistani Manat (TMT)
  • Tunisian Dinar (TND)
  • Tongan Paʻanga (TOP)
  • Turkish Lira (TRY)
  • Trinidad and Tobago Dollar (TTD)
  • New Taiwan Dollar (TWD)
  • Tanzanian Shilling (TZS)
  • Ukrainian Hryvnia (UAH)
  • Ugandan Shilling (UGX)
  • United States Dollar (USD)
  • Uruguayan Peso (UYU)
  • Uzbekistani Som (UZS)
  • Vietnamese Đồng (VND)
  • Vanuatu Vatu (VUV)
  • Samoan Tālā (WST)
  • Central African CFA Franc (XAF)
  • East Caribbean Dollar (XCD)
  • West African CFA franc (XOF)
  • CFP Franc (XPF)
  • Yemeni Rial (YER)
  • South African Rand (ZAR)
  • Zambian Kwacha (ZMW)
  • Zimbabwean Dollar (ZWL)

$0.00

+ applicable taxes

Proposal turnaround typically 24–48 hours

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 mutual fund and wealth advisory space.

CASELET 1

SIP dropout triggers & re-engagement levers among retail investors (India)

CASELET 2

Portfolio advisory trust & channel preference among HNI clients (India)

SIP dropout triggers & re-engagement levers among retail investors (India)

OBJECTIVE

A mid-size asset management firm needed to isolate why first-generation SIP investors discontinue within 12 months, and how distributor communication versus platform experience each contributed to dropout decisions across Tier 1 and Tier 2 cities.

WHAT WE DID

Ran a structured quant survey across 600 retail investors in 8 cities, capturing SIP tenure, discontinuation triggers, distributor touchpoint frequency, platform usability ratings, and stated re-engagement conditions segmented by monthly investment ticket size.

DELIVERED

A dropout trigger hierarchy ranked by segment, a re-engagement message territory map by investor profile, and a distributor communication gap framework isolating the 3 touchpoint failures most correlated with early SIP cancellation.
Talk to Survey Consultant
CASELET 1

SIP dropout triggers & re-engagement levers among retail investors (India)

CASELET 2

Portfolio advisory trust & channel preference among HNI clients (India)

SIP dropout triggers & re-engagement levers among retail investors (India)

OBJECTIVE

A mid-size asset management firm needed to isolate why first-generation SIP investors discontinue within 12 months, and how distributor communication versus platform experience each contributed to dropout decisions across Tier 1 and Tier 2 cities.

WHAT WE DID

Ran a structured quant survey across 600 retail investors in 8 cities, capturing SIP tenure, discontinuation triggers, distributor touchpoint frequency, platform usability ratings, and stated re-engagement conditions segmented by monthly investment ticket size.

DELIVERED

A dropout trigger hierarchy ranked by segment, a re-engagement message territory map by investor profile, and a distributor communication gap framework isolating the 3 touchpoint failures most correlated with early SIP cancellation.

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 direct-plan investors, regular-plan investors and first-time SIP holders?

How will you measure portfolio advisory preference beyond simple ratings?

Will the survey map the full investor advisory journey and drop-offs?

Can this survey inform product and pricing strategy?

How will findings improve our distributor and advisor channel performance?

Still have questions?

Schedule a discovery call to discuss your specific needs and get a custom quote.

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