APPENDICES & ANNEXURE

QUESTIONNAIRE

Customer details:
1. NAME:

2. GENDER: MALE ( ) FEMALE ( )

3. CONTACT NO:

4. MARTIAL STATUS: Married ( ) Single ( )

5. AGE GROUP: (a)15-30 yrs (b) 30-45 yrs (c) 45-

60 yrs (d) 60 yrs & Above

6. OCCUPATION:
(a) Business (b) Service (c) Housewife (d) Student
(e) Professional

7. GROSS MONTHLY INCOME ( in Rs):

(a) Below 4K (b) 4K-8K (c) 8K-12K (d) 12K-25K (e)
Above 25K

Insurance related customer information :

8. Are you covered with any Life Insurance Policy?
Yes ( ) No ( )

9. Where would you like to invest?

LIC ( ) Private Insurance Company ( )
10. In which sector do you feel more comfortable
in investing? Rank it.
Banks ____
Govt. securities ____
Share market ____
Insurance ____
Post Office SS ____

11. What are the factors you keep in mind while

investing your money in insurance company?
Tax Savings ( )
Cover Life Risk ( )
Future Security ( )
Returns ( )

12. Financial awareness:

Financial Instruments I am aware of
a) Insurance
b) Mutual Funds
c) Fixed Deposits
d) ULIP
e) Shares

13. How do you rank these companies according

to your preferences?
HDFC SLIC ____
ICICI Prudential ____
Kotak Insurance ____
Bajaj Allianz ____
TATA AIG ____
Birla Sunlife Insurance ____
Max NewYork Life ____