DATA ANALYSIS Q1. Have you invested /are you interested to invest in mutual funds?

TABLE NO- 1 S.NO OPTION NO. OF RESPONDANT 75 25 PERCENTAGE

1. 2.

YES NO

75% 25%

25

YES NO 75

Q2. What is the most important reason for not investing in mutual funds? TABLE-2 S.NO OPTION NO. OF RESPONDANT 40 15 30 15 PERCENTAGE

1. 2. 3. 4.

Lack of knowledge about mutual funds Enjoys investing in other options Its benefits are not enough to drive you for investment No trust over the fund managers

40% 15% 30% 15%

NO. OF RESPONDANT

15 40

Lack of knowledge about mutual funds Enjoys investing in other options

30 15 Its benefits are not enough to drive you for investment No trust over the fund managers

Q3. Where do you find yourself as a mutual fund investor? TABLE NO-3 S.NO OPTION NO. OF RESPONDANT 20 30 PERCENTAGE

1. 2. 3. 4.

Totally Ignorant Partial knowledge of MFs

20% 30% 30% 20%

Aware of only scheme in which 30 invested Good knowledge of MFs 20

NO. OF RESPONDANT

20

20

Totally Ignorant Partial knowledge of MFs

30

30

Aware of only scheme in which invested Good knowledge of MFs

Q4. Where from you purchase mutual funds? TABLE-4 S.NO OPTION NO. OF RESPONDANT 20 30 40 10 PERCENTAGE

1. 2. 3. 4.

Directly from the AMCs Brokers only Brokers /Sub brokers Other sources

20% 30% 40% 10%

NO. OF RESPONDANT
10 20

Directly from the AMCs 40 30 Brokers only Brokers /Sub brokers Other sources

Q5. Which feature of the mutual fund allure you most? TABLE-5 S.NO OPTION NO. OF RESPONDANT 35 25 20 20 PERCENTAGE

1. 2. 3. 4.

Diversification Professional management Reduction in risk and transaction cost Helps in achieving long term goal

35% 25% 20% 20%

NO. OF RESPONDANT
20 35

Diversification Professional management

20 Reduction in risk and transaction cost 25 Helps in achieving long term goal

Q6. According to you which is the most suitable stage to invest in mutual funds? TABLE-6 S.NO OPTION NO. OF RESPONDANT 35 25 20 20 PERCENTAGE

1. 2. 3. 4.

Young unmarried stage Young married with children stage Married stage Pre retirement stage

35% 25% 20% 20%

NO. OF RESPONDANT

20 35 Young unmarried stage 20 25 Young married with children stage Married stage Pre retirement stage

Q7. Are you availing the services of personal financial advisors? TABLE-7 S.NO OPTION NO. OF RESPONDANT 70 30 PERCENTAGE

1. 2.

YES NO

70% 30%

NO. OF RESPONDANT

30

YES 70 NO

Q8. What is the major reason for using financial advisors? TABLE- 7 S.NO OPTION NO. OF RESPONDANT PERCENTAGE

1. 2. 3. 4.

Want help with asset allocation 30 Dont have enough time to make own decision To explain various investment options Want to have survey about financial goals 20 25 25

30% 20% 25% 25%

NO. OF RESPONDANT

25

30

Want help with asset allocation Dont have enough time to make own decision

25

20

To explain various investment options Want to have survey about financial goals

Q9. Which expertise of the personal financial advisor is demanded most? TABLE-8 S.NO OPTION NO. OF RESPONDANT 50 20 30 30 PERCENTAGE

1. 2. 3. 4.

Portfolio review and investment recommendation Planning to achieve specific financial goals Managing assets in retirement Access to specialist in areas such as tax planning

50% 20% 30% 30%

NO. OF RESPONDANT

30 50

Portfolio review and investment recommendation Planning to achieve specific financial goals

30 20

Managing assets in retirement Access to specialist in areas such as tax planning

Q10. What is the major reason for not using financial advisor? TABLE-10 S.NO OPTION 1. Have access to all resources needed for not using financial advisor Believe advisors are too expensive Unsure how to find a trust worthily advisor Want to be in control of own investment NO. OF RESPONDANT 30 PERCENTAGE 30%

2. 3. 4.

20 25 25

20% 25% 25%

NO. OF RESPONDANT

25

30

Have access to all resources needed for not using financial advisor Believe advisors are too expensive

25%

20

Unsure how to find a trust worthily advisor Want to be in control of own investment