FINANCIAL PLANNING 1. PROFILE:Name Mb.No. Email ID Occupation D.O.B. 2. Do you believe in financial planning ? y Yes y No 3.

Are you aware about various types of financial options ? y Yes y No 4. Do you have invested in any financial option, if yes then in which one and if no why not ? . 5. If yes, then what is your expected rate of return, are you getting your expected rate of return from it ? y Yes y No, .. 6. Through whom you had invested ? y By himself, y By any financial adviser, y Through any company, y By any other sources. 7. If by any financial adviser then by which financial adviser and what USP they provide you? y .. 8. Are you aware about KARVY stock broking Ltd.? y Yes y No 9. If yes then by which source ? y Banking, y Real estate, y Stock market, y Any other source.

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