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Annex Ure

The document contains surveys about different broking houses and investment preferences. It asks about products, services, and important factors offered by broking funds. Respondents are asked to rate importance of various items like brokerage, margin money, and software charges. Personal information is also collected including gender, age, income and percentage invested in shares. Preferred investment instruments and account types are queried.

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Piyush Gupta
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© Attribution Non-Commercial (BY-NC)
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30 views2 pages

Annex Ure

The document contains surveys about different broking houses and investment preferences. It asks about products, services, and important factors offered by broking funds. Respondents are asked to rate importance of various items like brokerage, margin money, and software charges. Personal information is also collected including gender, age, income and percentage invested in shares. Preferred investment instruments and account types are queried.

Uploaded by

Piyush Gupta
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 DOCX, PDF, TXT or read online on Scribd
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Survey on Different Broking Houses

What are the Products you are offered by Broking Fund?


A) B) C) D) E) F) G) H) I) Online Trading Commodities Portfolio Management Service E-Broking Insurance Mutual Fund Personal Loan Initial Public Offering Others

What are the Services you are offered by Broking Fund?


A) B) C) D) E) F) Research Services Advisory Services Depository Services Back Office Services NRI Service Others Services

Please tick preferable weight edge as per the information you have Least important= -2 Location of Broking Fund House Information about Stock Market Demat Opening Charges Credit Limit Margin Money AMC Interest Rate Mode of Trading Debit Period Software Charges Brokerage Exposure Proper Guidence Most important= 2 -2 -1 0 1 2 -2 -2 -2 -2 -2 -2 -2 -2 -2 -2 -2 -2 -1 0 -1 0 -1 0 -1 0 -1 0 -1 0 -1 0 -1 0 -1 0 -1 0 -1 0 -1 0 1 1 1 1 1 1 1 1 1 1 1 1 2 2 2 2 2 2 2 2 2 2 2 2

Tips to buy or sell shares Behavior of Office personnel Regular Contacts Regular Research News Reputation of firm Offer various services

-2 -2 -2 -2 -2 -2

-1 0 -1 0 -1 0 -1 0 -1 0 -1 0

1 1 1 1 1 1

2 2 2 2 2 2

C) Personal Information Name Gender Qualification Age (years) Monthly family income % of Income You Invest in Share Market Contact No Male Undergraduate <18 18-30 < 20000 20001-40000 <10% 10% - 20% Female Graduate Post graduate 31-40 >40 40001 60000 > 60001 20% - 30% 30 40% >40%

1) What is your Preferred Investment Instrument? a) Share b) Mutual Fund c) Fixed Deposit d) Insurance e) Real Estate f) Others 2) Which type of account you have? a) Demat

b) Trading

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