Professional Documents
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Questionaire
Questionaire
2) Age
3) Educational Qualification
4) His Profession?
5) Year of working experience (If self employed then since how many years he has been doing
business)
6) What all investment products he knows? Like Insurance, FD, Mutual Fund, Property, Gold
7) His rating of the above on a scale of 1 to 5 ( 1 is low return, 5 is high return)
8) Have he heard of Mutual Funds?
9) Where does he invests his savings?
10) Does he consults his wife/family members in taking investments decisions?
11) Does he have a advisor, who helps him in investing related matters?
12) Has he heard of MFONLINE App? (Share the app link & request him to register)
13) How was his registration experience?
14) Would he like to start SIP or invest in lumpsum in Mutual Funds?
15) Has he head of Inflation, how much is it?
16) Is his investment giving or can give return higher than inflation