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Name:-Age: -                    Occupation:-   Are you planning to save?           Yes                No   Do you have a...
Debt                 Equity               ELSS (Tax savings)    % of savings towards investment?             10-25%      ...
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Investors attitude towards Mutual fund (Questionnaire)

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Investors attitude towards Mutual fund (Questionnaire)

  1. 1. Name:-Age: - Occupation:-  Are you planning to save? Yes No  Do you have any investment plans? Yes No  Preferable period of investment? Short term Long term  Are you interested in mutual fund investment? Yes No  Anticipation of risk. Min Moderate Maximum  Primary goal of your investment? Education House Retirement benefit  Interested fund houses to invest? ( ) ( ) ( )  Which investment do you feel more profitable? Fix deposits Mutual Funds Equities Others  % of return that you are expecting? 5-10% 10-15% 15-20% above 20%  Where would you like to invest?
  2. 2. Debt Equity ELSS (Tax savings)  % of savings towards investment? 10-25% 30-50% 55-80% 100%  Important factors to you consider before choosing an investment? Safety of investment principle Opportunity for steady growth Liquidity  How do you intend to use the income earned from investment? Reinvest between 20-80% of earnings from investment Reinvest total earnings Receive 80% and remaining reinvest.  Are you satisfied with your investment options? Yes NoAny suggestions:-____________________________________________________________________________________________________________________________________________________________________________________Thanks for your cooperation.

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