1.

Name of the respondent :

2. Contact number :
3. Email id :
4. Age

18-30 30-40 40-50 >50

5. Education :
6. Occupation :
7. Income per month :

10,000- 20,000- 30,000-

Income(Rs) < 10,000 >50,000
20,000 30,000 50,000
Tick here

8. Savings per month

10,000- 20,000- 30,000-

Income(Rs) < 10,000 >50,000
20,000 30,000 50,000
Tick here

9. Where do you keep your savings money?

Bank & Other

Mode Insurance Gold Fixed asset Equity
Post- office (specify)
Tick here

10. Are you happy with your current return on investment

11. Do you expect return on your savings? Yes/ no

If yes then what percent (%)
12. Are you interested in equity market trading?

13. Do you have any knowledge of trading in equity market? Y/N

14. Do you have Demat account? Y/N

15. Do you think it’s better to buy shares than keeping money in SB account? Y/N

Reason

16. What do you prefer among this

Equity Derivatives Mutual fund commodity

17. Do you prefer

a. less brokerage or
b. high brokerage & AMC with high quality service

18. Do you prefer expert opinion to invest?

19. Do you prefer online trading or offline trading?
20. Do u prefer Long term or short term investment
21. How do you rate stock market in terms of return on a scale of 10

22. Which broking company is good according to you?

23. What kind of service do you expect from Brokerage company

24. Rate the satisfaction level of service provided by Broking Company on a scale of 10.

Customer Updating Processing Complains

Parameters
relations information time handling
Rate here

25. Are you aware of BMA Wealth creators?