Professional Documents
Culture Documents
Questionnaire For Mutual Fund
Questionnaire For Mutual Fund
### Yes
### Yes
### Yes
### Yes
### Yes
### Yes
### NO
### Yes
### Yes
### Yes
### Yes
### Yes
### Yes
### NO
### Yes
### Yes
No
No
Yes
No
Yes
No
No
Yes
No
Yes
No
No
No
No
No
No
prefer to
invest?
e. Share market.
e. Share market.
c. Gold
investment in
mutual funds?
banks.
AMC.
banks.
a.Real estate
e. Share market. banks.
banks.
c. Gold
banks.
e. Share market.
c. Gold
in my hand
e. Share market.
c. Gold
banks.
mutual fund do
you prefer?
scheme .
scheme.
scheme .
scheme .
scheme .
scheme .
scheme.
scheme .
scheme .
scheme .
scheme .
scheme.
scheme.
scheme .
scheme.
mutual funds
online ?
b. No
b. No
a. Yes
b. No
b. No
b. No
b. No
b. No
b. No
a. Yes
b. No
b. No
b. No
b. No
b. No
a. Yes
purpose of your
investment?
investment.
investment.
investment
investment
investment.
investment.
investment
investment.
investment
investment
investment.
investment.
investment
high return
d. tax saving
investment.
investment
appreciation.
appreciation.
high return
appreciation.
high return
appreciation.
high return
d. tax saving
high return
high return
appreciation.
high return
in mutual
funds?
b. long time.
b. long time.
b. long time.
b. long time.
b. long time.
b. long time.
b. long time.
investing in
mutual fund?
Yes
Yes
No
Yes
Yes
No
Yes
Yes
Yes
No
Yes
Yes
Yes
Yes
financial
advisors?
allocation.
options.
decision.
Yes
No
No
options.
goals.
options.
options.
goals.
allocation.
Yes
Yes
No
Yes
No
Yes
No
options.
allocation.
decision.
decision.
b. SBI
d. ICICI
about Mutual
Fund?
Yes
b. SBI
d. ICICI
d. ICICI
d. ICICI
b. SBI
a. UTI
b. SBI
d. ICICI
b. SBI
d. ICICI
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Banks
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Banks
Banks
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Yes
a. UTI
b. SBI
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portfolio from
your AMC?
investment in
mutual funds?
Yes
Yes
No
No
Yes
Yes
No
Yes
No
Yes
Yes
Yes
No
No
will
Yes
will
will
Yes
No
will
will
Yes
Yes
will
will
No
Yes
InformationAge (years)
InformationProfession
InformationAnnual Income
18-25
18-25
Business
invest later
invest later
18-25
18-25
18-25
25-40
18-25
25-40
18-25
18-25
18-25
18-25
Student
Service
Service
Student
Student
Service
Service
Student
Student
Student
1 Lakh-3 lakh
1 Lakh-3 lakh
1 Lakh-3 lakh
1 Lakh-3 lakh
3 lakh -6Lakh
1 Lakh-3 lakh
50000-100000
1 Lakh-3 lakh
50000-100000
No
will invest later
18-25
18-25
Student
Service
50000-100000
50000-100000
invest later
invest later
invest later
invest later
invest later
1 Lakh-3 lakh
50000-100000
50000-100000
InformationSaving
5000-10000
5000-10000
10000-30000
30000-50000
5000-10000
10000-30000
5000-10000
10000-30000
5000-10000
10000-30000
5000-10000
5000-10000
5000-10000
10000-30000