QUESTIONNAIRE

Name: ______________
Contact No. ___________ Age: ______
1.
Occupation
: Government Salaried Business Others (specify) ____2. What is Your
Family‘s Annual Income (Rs. Lakhs)
: Below 2 2 -5 above 5 3. How many dependents you have? None
1 2 More than 24. Do you have a
Life Insurance Cover
? Yes No5. Do you invest?
Yes No if yes, what
is your investment
concerns
? Income replacement at death/disability Building Cash reserves Retirement
Asset Purchase Funding for children Others_____________________
(If ‘No’ - proceed to Q.13)
6. Rate the following investment factors in your order of importance.Very Important ‘1’
Important ‘2’ Somewhat Important ‘3’ Less Important ‘4’
S.NO
PARAMETERS
RATING
1.High Returns12342.Safety 12343.Liquidity12344.Tax Free
Proceeds12345.Flexibility1234

7. Your current portfolio consists of?Share Markets Fixed Deposits Government

Securities Mutual Funds Bonds ULIP Others (Please specify) ____________
Attempt (Q.8 – Q. 10) if you invest in ULIP schemes
8. With which company do you have the ULIP scheme? LIC RELIANCE ICICI
PRUDENTIAL BAJAJ ALLIANZ OTHERS _________9. Which type of fund you
invest in? Equity Debt Balanced Cash10. How much returns are you getting on
your ULIP investments annually (approximately)? Below 10% 10% - 20 % 20%-
30% above 30%
Attempt (Q.11 – Q. 12) if you invest in Mutual Funds
11. Which mutual funds are you investing in presently? _______________________12.
How much returns are you getting on your investments annually (approximately)?
Below 10% 10% - 20 % 20%-30% above 30% 13. Reliance Money is offering an
opportunity to participate in investment schemes generating high returns,
would
you like to avail it?
Yes No

THANK YOU!!!!!