Professional Documents
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Questionnaire
Questionnaire
1. Personal Details:
(a). Name:-
(c). Age:-
(d). Qualification:-
2. What kind of investments you have made so far? Pl tick (√). All applicable.
4. Are you aware about Mutual Funds and their operations? Pl tick (√). Yes No
5. If yes, how did you know about Mutual Fund?
(a) Not aware of MF (b) Higher risk (c) Not any specific reason
8. If yes, in which Mutual Fund you have invested? Pl. tick (√). All applicable.
10. If NOT invested in SBIMF, you do so because (Pl. tick (√) all applicable).
11. When you plan to invest your money in asset management co. which AMC will you prefer?
12. Which Channel will you prefer while investing in Mutual Fund?
14. When you want to invest which type of funds would you choose?
a. Having only debt b. Having debt & equity c. Only equity portfolio.
portfolio portfolio.
15. How would you like to receive the returns every year? Pl. tick (√).
16. Instead of general Mutual Funds, would you like to invest in sectorial funds?
Please tick (√). Yes No