1.

Name:

2. Age:
 Less than 20
 20 to 40
 40 Above
3. Gender:
 Male
 Female
 Others
4. Occupation:
 Student
 Employee
 Entrepreneur
 Retired officer
5. Income:
 Less than ₹20000
 ₹20000 to ₹40000
 More than ₹40000
6. Qualification:
 HSC / Diploma
 UG
 PG
 Doctorate
7. Relationship Status:
 Single
 Married
8. State the various investments in portfolio?
 Shares
 Stock Future & Option
 Mutual Funds
 Others
9. Category of Investments?
 Delivery
 Intraday
 Both
10. Type of Market Operated?
 Primary market
 Secondary market
 Both
11. Experience in the market?
 Less than 2years
 2years to 5years
 5years & above
12. What is your risk appetite?
 Low
 Moderate
 High
13. How often do you monitor your investment?
 Daily
 Weekly
 Monthly
 Occasionally
14. What factors you consider while selecting your stock broker?
 Track record
 Brand name
 Service
 Research team
15. What is your purpose of investment?
 Tax saving
 Return
 Both Tax saving & Return
16. State the Expected Rate of Return?
 Less than 12%
 12% to 24%
 24% & Above
17. Number of Companies in which investment is made?
 Less than 10
 10 to 20
 20 & Above