Criteria of Investments by Individuals

Name:
Address:
Email Id:
Contact No: Mobile No:
nt
0¾ Non
1) Occupation Gov
ern
0- Businessman men
0- Professional t
0¾ F
i
n
a 0- Hou
n sewi
c fe
e 0- Stud
ent
0¾ M 0- Reti
e red
d 0- Oth
i er
c
a
l 2) Type of Firm / Company
Employed
0¾ L
e
g 0- Priv
a ate
l Ltd
Co
0¾ E mpa
n ny
g 0- Sho
i p /
n Pro
e priet
e or
r 0- Publ
i ic
n Ltd
g Co
mpa
0- Service ny
0¾ G 0- Gov
o ern
v men
e t
r Em
n ploy
m ee
e
 3) Annual Income Slab ( Rs)
0- < 1 Lac 6) H
0- 1 - 2.5 lacs
o
0- 2.5 – 5 lacs
0- 5 – 10 lacs w
0- > 10 lacs
di
4) Average Annual Savings - d
___________________
y
5) Where all do you invest? o

Sr.n u
Awar
o DETAILS e Invested Amount %Inv. c
1 Bank Deposit
2 Insurance o
3 Post Office
4 Mutual Fund m
5 Equity Market
Company Fixed
e
6 Deposit
to
Precious Metals (Gold,
7 Silver, etc) k
8 Real Estate/Land n
o
w
a
b
o
ut
M
ut
u
al
F
u
n
d
?

0- Advertisement
0- Agent
0- Friend
0- Relati
ve
 If aware and Invested then

6a) Why did you invest in Mutual Fund?

0- Higher returns
0- Safety
0- No expertise required
If aware and not invested
6b) Why didn’t you invest in Mutual Fund?
0- High risk
0- Nobody approached
0- Equities give better returns.
0- No guarantee of return
If not aware then

7a) Are you Interested to know more about

Mutual Fund? -Yes

- No

If Yes,

7b) Are you Interested to attend the seminar on

Investment?

-Yes

- No

8). Are you aware about Mahindra Finance

fixed deposit scheme?
0- Yes

0- No

9) Interested to know more about

Mahindra Finance FD?

0- Yes

0- No