Name :

Age : 20-23 / 23-25 / 25-27 / 27-30

City : Kolkata / Bangalore / Hyderabad / Pune / Mumbai / Gurgaon / Noida / Chennai / Others

Hometown : same / different

Working : Yes/ No

Gender : Male / Female

Status : Married / Unmarried

Highest Education : PhD/PG/UG/Diploma/12 th / 10th

Education Stream : Arts/Commerce/Science

Job : Private / Government Employee

Income p.a : 0-2.5L / 2.5-5L/5-7.5L/7.5-10L/10-15L/15L +

What % of your Salary do you Save ? – less than 10% /10%-20% / 20% -35% / 35%- 50% / 50% above

Sector : IT/ Education/Manufacturing/Service/Self-Employed/Others/Government Sector / Business

FAMILY DETAILS ------

Father’s Details :----

Age :

Working : Yes/ No

Income p.a : 0-2.5L / 2.5-5L/5-7.5L/7.5-10L/10-15L/15L +

Job : Private / Government Employee

Sector : IT/ Education/Manufacturing/Service/Self-Employed/Others/Government Sector / Business

Mother’s Details :

Age :

Working : Yes/ No

Income p.a : 0-2.5L / 2.5-5L/5-7.5L/7.5-10L/10-15L/15L +

Job : Private / Government Employee / Housewife

Sector : IT/ Education/Manufacturing/Service/Self-Employed/Others/Government Sector / Not

Applicable/ Business

Sibling Details :

Do you have Siblings ? Yes/No

How many Siblings do you have ?

What do they do ? Studying/Working

Annual Family Income : 0-2.5L / 2.5-5L/5-7.5L/7.5-10L/10-15L/15L +

FINANCIAL LITERACY -----

Do you have a Bank A/c ? Yes/No

Do you use Credit Card ? – Yes/No

Do you have any type of Loans whose EMI you have to pay ? – Yes/No

EMI Amount per month ? – below 10K / 10K-20K / 20K above / Not Applicable

Do you have a PAN Card ? Yes/No

Do you file your Income Tax Return ? – Yes/No

Do you avail any Exemptions/Deductions while filing your IT Return ? –Yes/No

Do you take any professional service for your Tax Filing & Investments ? – Yes/No

Do you take any financial services from any of the following ? – Chartered Accountants ; Investment
Advisor ; Financial Planner ; Bankers ; Agents ; None of the Above

Do you have a Demat A/c ? Yes/No

Which of the following have you heard of : Stock Market ; Gold ; Bank FD ; Bonds & Debentures ;
Kissan Vikas Patra (KVP) ; National Savings Certificate (NSC) ; Sovereign Gold Bond (SGB) ; Mutual
Fund ; Insurance ; Public Provident Fund (PPF)

In which of the following have you invested in : Stock Market ; Gold ; Bank FD ; Bonds & Debentures ;
Kissan Vikas Patra (KVP) ; National Savings Certificate (NSC) ; Sovereign Gold Bond (SGB) ; Mutual
Fund ; Insurance ; Public Provident Fund (PPF)

What type of Insurance do you have ? – Endowment & Cashback Policy / Term Policy / Both / None

Do you have a Medical Insurance ? – Yes/No

Do you invest Directly in Stock Market ? – Yes/No

How do you select a stock while investing ? – Technical Analysis /Fundamental Analysis / News /
Broker’s Advice / Advice from Others / Advice from an Investment Advisor or Financial Planner /
None of the Above / Combination of two or more from the above / don’t invest at all

Do you invest in Mutual Fund ? – Yes/No

How do you select a Mutual Fund while investing ? – Randomly / Based on Previous Return / Based
on the Brand of the Fund House / Distributor’s Advice / Advice from a Investment Advisor or
Financial Planner / None of the Above / Combination of two or more from the above / don’t invest
at all

In Mutual Fund, how do you invest ? – SIP / Lumpsum / Don’t Invest

How comfortable are you in investing in Share Market directly ? – Not at all / Little / Fully / Confused
/ Can do with Professional Advice
How comfortable are you in investing in Mutual Fund ? – Not at all / Little / Fully / Confused / Can do
with Professional Advice

What % of your Salary are you ready to invest in Share Market Directly ? – 0% / 0%-5%/ 5%-10% /
10%-25% / 25%-50%

What % of your Salary are you ready to invest in Mutual Fund ? – 0% / 0%-5%/ 5%-10% / 10%-25% /
25%-50%

For how many years are you investing ? – 0/1/2/3/4/5+

Do you keep a track of the returns of your Investments ? – Yes/No

How frequently do you check your returns ? – Weekly/Monthly/Quarterly/Semi-annually/Annually/2

– 3 years / 3-5 years / 5 years onwards / Never