Name

................................

Age

.................................

Occupation

................................

1) What is your annual income?

(a)Below 5 lac. (b) Above 5 lac.
2) Investment preference
(a) Bank fixed deposit

(b) RBI Bonds

(c) Mutual fund

(d) Equity

3) Do you know about mutual fund?

(a) Yes
(b) No
4) Would you like to invest in mutual fund?
(a) Yes
(b) No
5) In which company you would like to invest?
(a)Reliance mutual fund
other

(b) HDFC mutual fund

6) Reason for investment.

(a)Returns (b) Liquidity

(c) Saving

(c) Tax Benefit

7) Frequency of investment.
(a)Once a month
(b) Once in six month

(c) Once a year

8) Awareness of Tax advantage by Mutual Fund.

(a)Yes
(b) No
9) External advisory for investing in Mutual Fund.
(a)Banks

(b) Friends

(c) Agents

(d) C.A

10) Which types of Mutual Funds do you invest in?

(a)Debt
(b) Equity
(c) Balanced
If the answer to question 9 is No

(c) SBI mutual fund

(d)

You do not invest in Mutual Fund because of (you may give multiple answers)
(a)Bitter past experience (b) Lack of knowledge (c) Lack of confidence in service
being provided (d) Difficulty in selection of schemes
(e) In-efficient investment
advisors
11) If Mutual Fund offer you Steady Returns, Tax benefits, Liquidity, Diversification of
Portfolio, Lesser Risk would consider it as an investment option in the future for you?
(a)Yes
(b) No
(c) May be
12) Would you be interested to know more about Mutual Funds?
(a)Yes
(b) No

Name

: .......................................................................

Age

: .......................................................................

Occupation

: ......................................................................

Mobile No.

: .......................................................................

Email id

: .......................................................................

Research objective