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Questionnaire

The document is a questionnaire that collects information from clients about their investment habits including where they invest, how much they invest, how satisfied they are with returns, and which broking firm they use. It asks questions about demographic information, preferred investment types, sectors invested in, trade frequency, investment amounts, returns, risk management strategies, and expected brokerage services.

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Gagandeep Kaur
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43 views2 pages

Questionnaire

The document is a questionnaire that collects information from clients about their investment habits including where they invest, how much they invest, how satisfied they are with returns, and which broking firm they use. It asks questions about demographic information, preferred investment types, sectors invested in, trade frequency, investment amounts, returns, risk management strategies, and expected brokerage services.

Uploaded by

Gagandeep Kaur
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
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QUESTIONNAIRE

NAME: CONTACT NO: ADDRESS: OCCUPATION:

1. Do you invest in market? Yes 2. Age of the client? 20-30 30-40 40-50 above 50 No

3. According to you, which the best place for investment? Equity Commodity Bank FD Mutual Fund

4. In which sector do you invest? Equity Others 5. How often do you trade? Daily Weekly Fortnight Monthly Yearly Commodity Mutual Fund Insurance

6. For how long have you been investing in commodity / equity market? < 1 month > 1 year 7. Among the equities, which sector do you invest? Realty Others IT FMCG Automobile Pharma 1 month to 6 month 7 month to 1 year

8. How much do you invest @ a time? < 5000 5000-10000 10000-20000 > 20000

9. What is the profit % you are getting, per annum, from commodity / equity investment? ---------------% 10. Are you satisfied with the return? Yes No

11. Is you portfolio Diversified? Yes No

12. Do you hedge your portfolio using derivatives? Yes No

13. Do you use Stoploss while trading? Yes No

14. In which broking firm, you have opened your D-Mat A/C? Nirmal Bang Others 15. What Services do you expect from your broking firm? A. B. C. D. 16. Are you satisfied with the services provided by your broking firm? Yes No Religare Motilal Oswal India Bulls

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