You are on page 1of 14

Question City /

Surveyor's Name Branch State Customer Name Address


naire No. Town

1 MUMBAI MAHARASHTRA VIJAY ULHASNA

2 MUMBAI MAHARASHTRA AMIT BUDHWANI ULHASNAGAR

3 MUMBAI MAHARASHTRA VISHAL KALYAN

4 MUMBAI MAHARASHTRA KUMAR BUDHWAN


KALYAN
5 MUMBAI MAHARASHTRA HEEMA KALYAN

6 MUMBAI MAHARASHTRA SUNNY ULHASNA

7 MUMBAI MAHARASHTRA RAVI CHABRIA ULHASNAGAR


Question 1

Professio
Contact Service(
Email id nal(Finan
NUMBER Governm
Business ce/Medic Housewif
ent/Non Student
man al/Legal/ e
Governm
Engineeri
ent)
ng)

NA 9850353535 BUSSINESSMAN

ULHASNAGAR BUSINESSMAN

9860332211 NON GOVT

3253232 SERVICE
2567700 Housewife

NA 9890140014 PROFESSIONAL(FINANCE)

ULHASNAGAR NON GOVT


Question
1
2 Question 3

Retired Other

PVT LTD 150000 MORE

PVT LTD 150000 MORE

PVT LTD 100000-150000

PVT LTD 100000-150000


50000-100000

PVT LTD 150000 MORE

PVT LTD 150000 MORE


Question 4 Question 5

Bank Insuranc Post


Deposit e ofice

LONG TERM -60% MEDIUM TERM - 10% SHORT TERM -30% C - 1 F -1

LONG TERM -20% MEDIUM TERM - 40% SHORT TERM - 40% C- 3 F-5

LONG TERM -60% MEDIUM TERM - 20% SHORT TERM -20% C-2F1

LONG TERM -80% MEDIUM TERM - 10% SHORT TERM -10% C - 1 F -1


LONG TERM -80% MEDIUM TERM - 10% SHORT TERM -10% C - 3 F -3

LONG TERM -60% MEDIUM TERM - 10% SHORT TERM -30% C - 1 F -1

LONG TERM -10% MEDIUM TERM - 80% SHORT TERM -10% C-3F3
Question Question Question
Question 5 Question 6 a Question 77 b 8

KNOWLE TO
Precious EXPECT
Real DGE KNOW
Mutual Equity Company metal(Gol RISK ED
Estate/La ABOUT ABOUT
Fund Market FD d,Silver PROFILE RETURN
nd MUTUAL MUTUAL
etc) S
FUND FUND
SEMINAR

HIGH -
60%

MEDIUM
-10%
LOW
C - 4 F -4 C - 1 F -5 - C - 1 F -1 C - 1 F -4 -30% ABOVE 25 AVERAGE NO NO

HIGH -
20%

MEDIUM
- 40%
LOW
C- 2 F -3 C- 4 F - 5 C- 5 F-4 C-1 F-1 -40% BETWEEN AVERAGE
9 NO NO

10%

MEDIUM
-80%
LOW
C-3F4 C-5F5 C-4F2 C-1F3 -10% ABOVE 25 AVERAGE NO NO

HIGH -
80%

MEDIUM
-10%
LOW
C - 4 F -4 C - 1 F -5 - C - 1 F -1 C - 1 F -4 -10% ABOVE 25 FULL NO NO
80%

MEDIUM
-10%
LOW
C - 4 F -3 C - 4 F - 5 -10% ABOVE 25 AVERAGE NO NO

HIGH -
60%

MEDIUM
-10%
LOW
C - 4 F -4 C - 1 F -5 - C - 1 F -1 C - 1 F -4 -30% ABOVE 25 AVERAGE NO NO

HIGH -
10%

MEDIUM
-80%
LOW
C-5F4 C-4F5 C-2F2 C-1F1 -10% BETWEEN AVERAGE NO NO
Question
9

ABOUT
MAHIND MUTUAL
RA FUND
FINANCE ADVISOR

TRACTO
R
FINANCE

FINANCE
DISTRIB
UTION
CO NO

TRACTO
R
FINANCE

FINANCE
DISTRIB
UTION
CO NO

TRACTO
R
FINANCE

NO

TRACTO
R
FINANCE

FINANCE
DISTRIB
UTION
CO NO
TRACTO
R
FINANCE

NO

TRACTO
R
FINANCE

FINANCE
DISTRIB
UTION
CO NO

TRACTO
R
FINANCE

FINANCE
DISTRIB
UTION
CO NO

You might also like