Questionaire for Retail Investor

Preferance toward Mutual Funds

This Questionaire hold individual investor preference about the mutual fund .

NAME

Your answer

AGE

18 - 25

25-30

31-40

41-60

ABOVE 60

GENDER

FEMALE

MALE

OTHER
PHONE NUMBER

Your answer

OCCUPATION

GOVERNMENT

PRIVATE

BUSINESS

Other:

INCOME PER MONTH

Your answer

AADHAR NUMBER

Your answer

MARITAL STATUS

MARRIED

UNMARRIED

DIVORCED
HAVE YOU EVER INVESTED IN MUTUAL FUNDS

YES

NO

DO YOU INTEND TO INVEST IN MUTUAL FUND

Yes

No

IF NOT INTEND TO INVEST IN MUTUAL FUND , WHERE YOU WILL SPEND YOUR
INCOME

SPEND LAVISH

BUY LUXURY PRODUCT

ENTERTAINMENTS

OTHER MODE OF INVESTMENT

WHAT ARE OTHER MODE OF INVESTMENT METHOD YOU ARE CURRENTLY

FOLLOWING

BANK SCHEMES [FD /RD]

POST OFFICE SCHEMES

INSURANCE POLICIES

REAL ESTATE
 BENEFITS YOU LIKE IN MUTUAL FUND

EXPERT SERVICE

DIVERSIFICATION

INVEST IN SMALLER DENOMINATION

SAFETY

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