ANNEXTURE:

Questionnaire This structured questionnaire will help us in understanding your needs. All information you provide us will remain highly confidential, will not be disclosed in any form to any other organization and will be used for no other purpose than to prepare a proposal.

Name_________________

Gender __________

Age / DOB _______________

Marital Status : M or F_____ Childs Age _____________

If Married, Child: Y / N _______

Annual Income _____________

Profession _____________

Contact No. _______________

E-mail __________________________

(1) Do you have any Insurance cover ? Yes No Planning To

(2) Have you made any investments till now? Yes No Planning To

(3) Do you know about ULIPs? Yes No Would Like To

If, Yes have you Invested in ULIPs? Yes No Planning To

(4) Have you Invested in Mutual Funds ? Yes No Planning To

(5) Why do you want to have Investments ? Child Future Save Tax Protecting Family

Retirement Benefit

Returns

(6) What Kind of Investments you want to make ? Rate these Investment Options on the scale of 1-7 1- Being the Most Preferable. 7- Being the Least Preferable

Mutual Fund Equity Market ULIPs Govt. Securities

Traditional Insurance Plans Bullion & Derivative Market FDs & other Banking services

(7)Before planning your Investments whom do you consult?

Family

Friend

Financial Advisor Financial Institutions

Newspaper/ Magazine or other Data source

(6) Which factors among these would you consider before investing through any company?

Brand of the Financial Institution Past Performance of the company

Past returns Service from the company

(7) Which company have you Invested in? Mutual Fund____________

ULIPs ______________

(10)Which Fund would you normally like to Invest into?

For Mutual Fund :Mid Cap Govt. Bonds Low Cap Sector funds Blue chip Gild Fund

For ULIPs:Growth Fund Debt Fund Balanced Fund

(11)Do you know about Entry-Load in the Mutual Funds and ULIPs?

Yes

No

(12)Do you consider the portfolio before investing your money in the given fund from The Company?

For Mutual Fund :Yes No Not Normally

For ULIPs :Yes No Not Normally

(13)Does it really matter to the ICRA grading for investing into mutual fund market?

Yes

No

(14)Do You like to invest in an NFO ?

Yes

No

(15)Do you look out for Insurance cover in the Mutual Funds Investment? Yes No

(16)Do you look out for Tax Benefit in Mutual Funds Investments? Yes No

(17)Do you consider the locking period before investing your money into Mutual Funds Or ULIPs? Yes No