Questionnaire on Analysis of attitude, preference and satisfaction level of customers

towards mutual funds investment.

Name:-
Age: - Occupation:-

 Are you planning to save?

Yes No

 Do you have any investment plans?

Yes No

 Preferable period of investment?

Short term Long term

 Are you interested in mutual fund investment?

Yes No

 Anticipation of risk.

Min Moderate Maximum

 Primary goal of your investment?

Education House Retirement benefit

 Interested fund houses to invest?

( ) ( ) ( )

 Which investment do you feel more profitable?

Fix deposits Mutual Funds Equities Others

 % of return that you are expecting?

5-10% 10-15% 15-20% above 20%

  Where would you like to invest?

Debt Equity ELSS (Tax savings)

 % of savings towards investment?

10-25% 30-50% 55-80% 100%

 Important factors to you consider before choosing an investment?

Safety of investment principle

Opportunity for steady growth

Liquidity

 How do you intend to use the income earned from investment?

Reinvest between 20-80% of earnings from investment

Reinvest total earnings

Receive 80% and remaining reinvest.

 Are you satisfied with your investment options?

Yes No

Any suggestions:-
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Thanks for your cooperation.

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