SURVEY FOR INVESTMENT

Researcher Name: Shantanu sanjay kalaskar.

College: IMS , Ahmednagar

Company Name: SMC GLOBAL SECURITIES LTD. Ahmednagar .

QUESTIONNARE
CLIENT NAME :

AGE :

MOBILE NO :

EMAIL ID :

1) Do you invest?
Yes No

2) Do you have any investment plan?

Yes No

3) Preferable period of investment?

Short term Long term

4) Anticipation of risk?

Minimum Moderate Maximum

5) Are you aware about mutual fund?

Yes No

6) Primary goal of investment?

child Education
Home
Retirement
other

7) Which Investment options do you prefer?

 Bank Deposits
Insurance
Mutual fund
Stock market
Other

8) Why do you prefer mutual fund?

Good return Liquidity Tax

saving Other

9) Why you dont prefer mutual fund?

Lack of knowledge Fear about market

Other

10) Among which of the following income group do you fall?

Below 1,00,000 1,00,000 to 3,00,000

3,00,000 to 5,00,000 Above 5,00,000

11) % return you are expecting?

8% 8%-10% 10%-15% Above

15%

12) Would you like to invest in Mutual Fund ?

Yes No

13) Where would you like to invest in mutual fund?

EQUITY DEBT ELSS Balance

14) How would you like to invest?

Lump sum SIP

******************Thank You Very Much ***************