You are on page 1of 1

********** QUESTIONNAIRE **********

Name: - ___________________________ Age: - ___________________________

Contact No:-_______________________ Email Id: - _______________________

******************************************************************************

1. What is your occupation?


a) Service b) Business c) Student d) Other
2. What is your Annual Income Bracket?
a) Below 1,20,000 b) 1,20,000 – 3,00,000 c) 3,00,000 – 5,00,000
d) Above 5,00,000
3. Your Educational Qualification? ________________________
4. What is your marital Status?
a) Single b) Married c) Divorced
5. How many dependents you have? Mention numbers ____________
6. Under which category your present house comes?
a) Ancestral b) Owned c) Rent d) Employer’s
7. Do you have any vehicle, tick appropriate?
a) Car b) Two Wheeler c) Others d) None
8. Are you investing into Equity Market?
a) Yes b) No
9. If Yes, What type of investor are you?
a) Short Term b) Mid Term c) Long Term d) Mix of any Two
10. What percentage of your expenditure from monthly Income?
a) 25% - 40% b) 40% - 60% c) 60% – 80%
11. What attracts you to Equity Market?
a) High Return b) Speculation c) Dividend d) Liquidity of invested Fund
12. What sources of funds do you utilize to invest or trade in the Stock market?
a) Saving/ Personal b) Loans c) Pledging
13. What investment option are you considering?
a) Stock b) Mutual Fund c) Small Savings d) Gold/ Silver ( Commodity)
e) Real Estate f) Any combination of above, please mention __________________
14. Are you insured?
a) Yes b) No
15. If yes, what is the coverage amount of your policy? ________________
16. Your investment in Mutual Fund?
a) Yes b) No
17. If yes, please mention plan ________________

You might also like