Investment Awareness Survey

Personal Information

Full Name: Age: Contact Number:

Email
Address: Gender: Male Female

Questions

Do you invest your savings? If yes, where?

Banks Real Estate Stock Exchange
Mutual Funds Gold Foreign Currency

Do you have any borrowing lines/requirements with any banks?

Yes No

Are you aware about the tax arbitrage between Banks and Mutual Funds?
Yes No

What’s the employee size of your organisation?

Less than 10 11-49 50-249 250+

Do you have a Provident Fund for your employees? If no, would you like to add one?
Yes No Already exists

Would you be interested in exploring further mutual fund opportunities?

Yes No

Would you be comfortable if we contact you for providing further details?

Yes No

Thank you for taking the time to complete our survey. Your feedback will help us
improve our services.