Sbimf
Sbimf
QUESTIONNAIRE
NAME:
1. I am aware of the need for investment a. Strongly agree b. Agree c. neutral d. disagree e. strongly disagree 2. I am aware of the different modes of investment available. a. Strongly agree b. Agree c. neutral d. disagree e. strongly disagree 3. I know how a mutual fund works a. Strongly agree b. Agree c. neutral d. disagree e. strongly disagree 4. I have invested my money in mutual funds before. a. Strongly agree b. Agree c. neutral d. disagree e. strongly disagree 5. I invest my money after consulting with my broker,friends or family. a. Strongly agree b. Agree c. neutral d. disagree e. strongly disagree 6. My investments are taken care by my spouse or other family member. a. Strongly agree b. Agree c. neutral d. disagree e. strongly disagree 7. I think investing in stock market or equity funds is very risky . a. Strongly agree b. Agree c. neutral d. disagree e. strongly disagree 8. I think investing in mutual funds is more profitable than bank FDs. a. Strongly agree b. Agree c. neutral d. disagree e. strongly disagree 9. I have complete knowledge of the benefits of investing in mutual funds. a. Strongly agree b. Agree c. neutral d. disagree e. strongly disagree 10. I want to invest in mutual funds in future. a. Strongly agree b. Agree c. neutral d. disagree e. strongly disagree 11. In the below questions Rank the options in order of prefer In which sector you would like to invest the most? a) Real State b) Mutual Fund c) Insurance d) Banks(saving a/c) What are your expectations from investment product? a) Good Return b) Tax Benefit c) Low Risk d) Stability e) Liquidity Rank the following companies in order of your preference for investing? a) ICICI MF b) Reliance MF c) HDFC MF d)Kotak Mahindra e) SBI MF DEMOGRAPHIC PROFILE Age Education Occupation 18-25 Highschool Public sector service Below 1 lac 26-35 Intermediate Private sector service 1-5 lac 36-50 graduate Government service 6-10 lacs 51-60 Postgraduate business >60 others professional housewife
10-25 lacs
>25 lacs