QUESTIONNAIRE ON ULIP & MUTUAL FUND

NAME_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
AGE_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
OCCUPATION_ _ _ _ _ _ _ _ _ _ _ _
NO. OF DEPENDENTS_ _ _ _ _ _ _ _

1. DO YOU SAVE?
YES

NO

2. WHAT DO YOU DO WITH YOUR SAVING?

--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------3. CURRENT VALUE OF YOUR INVESTMENT.
<1,00,000

1,00,000 TO 5,00,000

5,00,000 TO 10,00,000

>10,00,000

4. YOUR CURRENT INVESTMENT IN WHICH?

MUTUAL FUND

FIXED DEPOSIT

BANK SAVING

INSURANCE (ULIP)

5. OBJECTIVE OF YOUR INVESTMENT ?

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6. HOW LONG DO YOU PLAN TO INVEST YOUR MONEY?

UNDER 2 YEARS

2 5 YEARS

6 10 YEARS

MORE THAN 11 YEARS

7. WHAT DO YOU THINK CHOOSING AN INVESTMENT?

HOW QUICKLY WEALTH CAN INCREAS
THE SAFETY OF INVESTMENT
AMOUNT OF MONTHLY INCOME THE INVESTMENT WILL GENERATE

8. WHICH IS THE BEST FORM OF INVESTMENT?

ULIP

MUTUAL FUND

9. WHERE DO YOU WANT TO INVEST YOUR MONEY?

INSURANCE (ULIP)

MUTUAL FUND

1O. AND WHY?

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