Dear Sir/Madam, This survey is a part of our curriculum. This is a general survey on investment pattern of an individual.

We thank you for your co-operation and assure you complete confidentiality of the information you will so kindly, sincerely and patiently share with us.

1. Name _____________________________________________________________ 2. Age:

(a)Below 25 Yrs (b)25-35 Yrs (c)35-45 Yrs (d)45-55 Yrs (e)Above 55 Yrs

3. Adress:_______________________________________________________________________
______________________________________________________________________________

4. Telephone: +91-_________________________________________________________________ 5. Occupation : (a)Business (b) Service 6.Number of dependants:

(a)0 (b)1 (c)2 (d)3 (e)more than 3

(c)Professional (d)Retired

(e)Others

7. Annual Income:
(a)Upto Rs 1 lakh (d)Rs 3 Lakh 5 Lakh (a)Shares and debentures (b)Bank deposits (c)Mutual funds (d)Insurance products (e)Post office savings (f)Others (b) Rs 1lakh 2 lakh (e) Above 5 Lakh (c)Rs 2 lakh 3 lakh

8. Which one according to you is the best investment option? ( 1 highest , 5- lowest)

9. How would you plan your return on investment pattern for the next one year?
(a)0-10% (b)10-20% (c)20-30% (d)30-40% (e)40-50% (f)Above 50%

10. Do you own an Insurance Policy? (a)Yes (b) No

If yes then.

11. Reasons behind taking an insurance policy? (a)Risk Coverage (b) Investment purpose
(d)Tax Benefit (e) Any other (Please Mention)

(c) Pension schemes

12. Which insurance comps policy do you own?

(a)LIC (b) ICICI Prudential (c) Bajaj Alliance (d) IDBI Fortis (e) Others

13. What are the features you consider before taking an Insurance policy?
Strongly Agree-5 (a)Insurance Coverage (b)High Returns (c)Low premium amount (d)Flexible withdrawals (e)Risk Involved (f)Others Strongly disagree-1

14. How do you rate the features of the insurance product offered to you by the company in which you are holding the policy ( 5- Highest 1- Lowest)
(a)Insurance Coverage (b)High Returns (c)Low premium amount (d)Flexible withdrawals (e) Others Total:

15. What is your preferred mode of payment?

(a)Yearly (b) Half yearly (c) Quarterly (d) Monthly

16. Do you know about any of the following Insurance plans offered by IDBI Fortis? Yes No
Wealthsurance plan Homesurance protection plan Bondsurance Plan Retiresurance plan Incomesurance plan

17. Have you invested in any of these plans?

(a)Yes (b) No.

18. If yes, please mention the plan: ___________________________________________________ 19. What is the term of your investment?
(a)Short term (b) Medium term (c) Long Term

20. Your valuable feedback: _____________________________________________________________________________