age %

18-25 0 0
26-35 11 37.93103448276
36-45 14 48.27586206897
46-55 3 10.34482758621
above 56 years 1 3.448275862069
29 100% AGE

3%
10%

38%

48%
 AGE

% 18-25
26-35
38% 36-45
46-55
above 56 years
Gender
male 10 34.48275862
female 19 65.51724138
29

GENDER

male
34%
female

66%
male
female
. Annual income range for the previous year
i. Below ₹ 3,00,000 1 3.57142857
i. Between ₹ 3,00,000 to ₹ 5,00,000 2 7.14285714 Annual Inc
i. Between ₹ 5,00,000 to ₹8,00,000 17 60.7142857
i. Above ₹ 8,00,000 8 28.5714286
28
4% 7%
29%

61%
 Annual Income Range

i. Below ₹
4% 7% 3,00,000
i. Between ₹
29% 3,00,000 to ₹ 5,00,000
i. Between ₹
5,00,000 to ₹8,00,000
i. Above ₹
8,00,000

61%
sources of income
Salary/ Wages 29 50
Rental Income 9 15.51724138
Business Income 6 10.34482759 Sources of Incom
Investment Income 14 24.13793103
58

24%

50%
10%

16%
Sources of Income

Salary/ Wages
%
Rental Income
Business Income
50% Investment Income

6%
knowledge of tax laws and regulations?
Very knowledgeable 3 10.34483
Somewhat knowledgeable 18 62.06897 Knowledge of Tax
Not very knowledgeable 6 20.68966
Not at all knowledgeable 2 6.896552
29
7% 10%

21%

62%
Knowledge of Tax Laws

7% 10% Very knowledgeable

Somewhat knowledgeable
Not very knowledgeable
Not at all knowl-
edgeable

62%
Since how many years you have been filing returns
0-5 years 9 31.03448
5-10 years 10 34.48276
10-15 years 6 20.68966
Years been
Above 15 years 4 13.7931
29

14%

21%

34%
Years been Filling Returns

14% 0-5 years

31% 5-10 years
10-15 years
21% Above 15 years

34%
Do you use the services of a tax consultant for filing returns?
i. Yes 20 68.96552
ii. No 4 13.7931
iii. Considering it 5 17.24138 Service
29

17%

14%
 Services of Tax Consultant

17%
i. Yes
ii. No
iii. Considering it
14%

69%
How much are you aware of regarding various deductions under the Income Tax Act?
i. Fully aware 2 6.896552
ii. Partly Aware 26 89.65517
iii. Unaware 1 3.448276
29
Awareness about Deductions

3% 7%
i. Fully aware
ii. Partly Aware
iii. Unaware

90%
Which of the Tax Planning Measures were adopted by you for the previous year? (Tick all that apply)
Deductions claimed under various sections of the Income Tax Act
Amount invested in Provident Fund
Amount invested in Life insurance policy
Amount invested in approved mutual fund
Amount invested in pension fund
Repayment of housing loan (principal amount)
Interest on loan taken for higher education
Interest on housing loan
Donations/ Charity
 29 21.80451
23 17.29323
23 17.29323
16 12.03008 Planning Measure Taken Deductions claimed under var-
ious sections of the Income Tax Act
8 6.015038 Amount invested in Provident
10 7.518797 Fund

6 4.511278 Amount invested in Life in-

surance policy
6 4.511278
9% Amount invested in approved mu-
12 9.022556 5% 22%
tual fund
5%
133
8% Amount invested in pension
fund
6%
17% Repayment of housing loan
(principal amount)
12%
17% Interest on loan taken for higher
education

Interest on housing loan

Donations/ Charity
 imed under var-
Income Tax Act

ed in Provident

ted in Life in-

ed in approved mu-

ted in pension

housing loan

aken for higher

ng loan

arity
Do you invest your saved income?
Yes 17 60.71429
No 6 21.42857
Considering it 5 17.85714
28
How many people in

18%

21% 61%
How many people invest

18%
Yes
No
Considering it
21% 61%
If yes, what types of investments are you holding or considering?
Stocks 10 25
Bonds 3 7.5
Mutual Funds 18 45
Real Estate 7 17.5
Crypto-currency 0 0
Others 2 5
40
Type of Investment Holdings

Stocks
5%
Bonds
18% 25%
Mutual Funds
Real Estate
Crypto-currency
8% Others

45%
How would you describe your risk tolerance when it comes to investments?
Very conservative 5 14.70588
Conservative 8 23.52941
Moderate 19 55.88235
Aggressive 2 5.882353
Very aggressive 0 0
34
 Risk Tolerance

6% 15% Very conservative

Conservative
Moderate
Aggressive
24% Very aggressive
56%
. Do you have specific financial goals, such as funding for child’s education, buying a home, or retirement?
i. Yes
ii. No
iii. Considering it
retirement?
20 68.96552
2 6.896552 Financial Goals
7 24.13793
29

24% i. Yes
ii. No
iii. Considering it
7%
69%
Yes
No
onsidering it