This document appears to be a questionnaire collecting personal and financial information. It asks for the respondent's name, contact details, age, occupation, annual income bracket, educational qualification, marital status, number of dependents, type of home owned, vehicles owned, investment experience, investment preferences, sources of funds, insurance coverage and mutual fund investments. The questions seek to understand the respondent's demographic profile, income, assets, liabilities, risk tolerance, investment goals and current portfolio to provide suitable investment recommendations.
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This document appears to be a questionnaire collecting personal and financial information. It asks for the respondent's name, contact details, age, occupation, annual income bracket, educational qualification, marital status, number of dependents, type of home owned, vehicles owned, investment experience, investment preferences, sources of funds, insurance coverage and mutual fund investments. The questions seek to understand the respondent's demographic profile, income, assets, liabilities, risk tolerance, investment goals and current portfolio to provide suitable investment recommendations.
This document appears to be a questionnaire collecting personal and financial information. It asks for the respondent's name, contact details, age, occupation, annual income bracket, educational qualification, marital status, number of dependents, type of home owned, vehicles owned, investment experience, investment preferences, sources of funds, insurance coverage and mutual fund investments. The questions seek to understand the respondent's demographic profile, income, assets, liabilities, risk tolerance, investment goals and current portfolio to provide suitable investment recommendations.
Copyright:
Attribution Non-Commercial (BY-NC)
Available Formats
Download as DOCX, PDF, TXT or read online from Scribd
This document appears to be a questionnaire collecting personal and financial information. It asks for the respondent's name, contact details, age, occupation, annual income bracket, educational qualification, marital status, number of dependents, type of home owned, vehicles owned, investment experience, investment preferences, sources of funds, insurance coverage and mutual fund investments. The questions seek to understand the respondent's demographic profile, income, assets, liabilities, risk tolerance, investment goals and current portfolio to provide suitable investment recommendations.
Copyright:
Attribution Non-Commercial (BY-NC)
Available Formats
Download as DOCX, PDF, TXT or read online from Scribd
****************************************************************************** 1. What is your occupation? a) Service b) Business c) Student d) Other c) 3,00,000 5,00,000
2. What is your Annual Income Bracket? a) Below 1,20,000 d) Above 5,00,000 3. Your Educational Qualification? ________________________ 4. What is your marital Status? a) Single b) Married c) Divorced b) 1,20,000 3,00,000
5. How many dependents you have? Mention numbers ____________ 6. Under which category your present house comes? a) Ancestral b) Owned c) Rent d) Employers
7. Do you have any vehicle, tick appropriate? a) Car b) Two Wheeler c) Others d) None
8. Are you investing into Equity Market? a) Yes b) No
9. If Yes, What type of investor are you? a) Short Term b) Mid Term c) Long Term c) 60% 80% d) Mix of any Two
10. What percentage of your expenditure from monthly Income? a) 25% - 40% b) 40% - 60%
11. What attracts you to Equity Market? a) High Return b) Speculation c) Dividend d) Liquidity of invested Fund
12. What sources of funds do you utilize to invest or trade in the Stock market? a) Saving/ Personal b) Loans c) Pledging
13. What investment option are you considering? a) Stock b) Mutual Fund c) Small Savings d) Gold/ Silver ( Commodity)
e) Real Estate f) Any combination of above, please mention __________________ 14. Are you insured? a) Yes b) No
15. If yes, what is the coverage amount of your policy? ________________ 16. Your investment in Mutual Fund? a) Yes b) No
