Annual Client Feedback Form

We value your relationship and would appreciate it if you could take a few moments to provide your feedback. Your insights help us serve you better.

Client Name

Client ID/Folio

Date

Relationship Manager

1. Overall Experience

How satisfied are you with our overall services?

Excellent Very Good Good Average Poor

Would you recommend our services to your family and friends?

Definitely Probably Maybe No

2. Communication & Responsiveness

Please rate the following:

Parameter	Excellent	Good	Average	Poor
Response Time
Availability
Professionalism
Clarity of Communication

3. Investment Understanding

Please indicate your level of agreement:

Statement	Strongly Agree	Agree	Neutral	Disagree
I understand the investment recommendations.
Risks associated with investments are explained clearly.
I receive sufficient information before making investment decisions.

4. Portfolio Review

Are you satisfied with the frequency of portfolio reviews?

Yes No

Would you like more frequent portfolio reviews?

Quarterly Half-Yearly Annually As Needed

5. Financial Goals

Have your financial goals changed during the last 12 months?

Yes No

If Yes, please specify:

6. Risk Profile

Has your risk tolerance changed?

Increased Decreased No Change

Would you like your Risk Profile to be reviewed?

Yes No

7. Service Quality

Please rate (1 = Poor, 5 = Excellent):

Service	1 ★	2 ★	3 ★	4 ★	5 ★
Transaction Support
Portfolio Monitoring
Documentation Assistance
Investment Guidance
Overall Satisfaction

8. Areas for Improvement

What can we improve?

10. Client Comments

Please share any suggestions or feedback.

9. Additional Services

Which services would you like to receive?

Goal-Based Financial Planning Retirement Planning Child Education Planning Tax Planning Coordination Insurance Planning Estate Planning Regular Market Updates SIP Review Portfolio Rebalancing Discussions

Client Declaration

"I confirm that the above feedback is voluntary and reflects my personal experience with the services provided."

Client Signature (Type Full Name)

Date