SL No

Name
1 Pawan Kaushik
2 Shweta Kumari
3 Swati Gahlot

Age(years)
35
26
26

Address
Kolkata
Gwalior
Delhi

Telephone
9830801153
9424407060
9643608639

IDBI Questionnaire

Rank these in
Occupation
Service
Service
Service

Annual Income
Rs 9,50,000
Rs 3,50,000
Rs 4,75,000

Share and Debentures

Bank Deposits
4
5
5

5
1
4

uestionnaire
Rank these investment option
Mutual Funds Insurance Products
Post Office savings
4
1
3
3
2
5

Others
4
5
3

How would you plan your investement pattern for next year?
Through mutual fund
Through mutual fund
Through Insurance

Do you own an insurance policy?

Yes
Yes
No

Reasons behind taking an insurance policy

Protection of family
Security

Which insurance policy do you own?

ICICI Prudential Life Insurance
LIC

What are the features you consider before taking an insuran

Insurance Coverage High Returns
Yes
No
Yes
No
Yes
Yes

nsider before taking an insurance policy?

Low Premium Amount Flexible withdrawals
No
Yes
No
Yes
No
Yes

Others

Rate the features of the insurance product offered to you

Insurance Coverage High Returns Low Premium Amount Flexible Withdrawals
Good
Medium
Excellent
Good
Good
Medium
Excellent
Good
Medium
Medium
Excellent
Good

Preffered mode of payment

Money transfer
Money transfer
Money transfer

Wealthsurance plan
No
No
No

Do you know about any of the following Ins

Homesurance protection plan
No
No
No

any of the following Insurance plans offered by IDBI Fortis?

Bondsurance Plan
Retiresurance plan
Childsurance plan
No
No
No
No
No
No
No
No
No

Have you invested in any of these plan?

Yes
No
Yes

If Yes, Please mention the plan

Childsurance plan
Wealthsurance plan

Term of your investment

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