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Please go through the following questionnaire and identify the appropriate responses for each of them. There is no
such thing as a correct answer, therefore feel free to respond.

Disclaimer: Your response via this questionnaire will be used strictly for academic purposes. There will not be any
commercial solicitation or usage of the response in any kind / form whatsoever.

Name

Marital Status

1. What is your age?

30 & Under

31 to 40

41 to 55

56 to 65

Over 65

2. What is your profession?

Business

Professional

Service
 Retired

Others

3. How much do you earn (p.a.) ?

Under Rs. 1,00,000.

Rs. 1,00,000 to Rs. 3,00,000.

Rs. 3,00,001 to Rs. 6,00,000.

Rs. 6,00,001 to Rs. 10,00,000.

Over Rs. 10,00,000.

4. How many dependents do you have?

More than 3

None

5. How would you rate the stability of your income sources over the next 5 years?

Completely unsecure
 Somewhat unsecure

Moderately secure

Secure

Very Secure

6. What is your primary objective for your investment?

Preservation of Principal

Current Income

Growth & Income

Conservative growth

Aggressive growth

7. How do you get the information regarding the new investment opportunities?

Consultant/Advisors

Newspapers/Magazines

TV/Internet

Friends/Peers
 Billboards/Hoardings

8. Have you ever invested?

No

Savings Account,company's FD's,PPF & Bank Fixed Deposits

Mutual funds

Individual Stocks & Bonds

Different financial instruments(real estate,futures,options etc.)

9. How do you make your investment,through?

Registered Broker/Sub Broker

Banks

Unregistered Agents

Directly

Net Banking

10. How much do you invest out of the amount being saved?

0%-5%

5%-10%
 10%-15%

15%-20%

More than 20%

11. Which scheme would you prefer in Mutual funds?

Equity fund scheme

Balanced Scheme

MIP's

Income fund

FMP's

Other (Please Specify):

12. On an average how long would you stay invested in Mutual Funds?

Less than 1 year

1 year

1 year - 3 years

3 years - 5 years
 More than 5 years

13. Which type of investments would you prefer?

One timely

Monthly SIP

Quarterly

Half Yearly

Fortnightly

14. What is the rate of return (post tax) would you expect on your investment?

0%-5%

5%-10%

10%-15%

15%-20%

20% and above

15. How important is your income from investments, to pay your monthly expenses?

Essential

Very Important
 Somewhat Important

Not Important

16. If the market drops by 15% during 3 months period & the return on your investment also drops by

15%,what would you do?

Sell all the units

Sell some units

Keep all units

Buy more units

17. My feelings about risk can be summed up as:-

Highest Long Term growth even with large fluctuations.

High long term growth with minimum fluctuations

Lower long term returns with minimum fluctuations

Lower long term return without fluctuations

18. The following shows 5 examples of how much Rs. 10,000 invested in mutual funds may go up or down in
value after one year.Which investment would make you feel most comfortable?

Options Worst Case Average Case Best Case

Investment A 9500 10500 11500
Investment B 10000 10000 10000
Investment C 9000 11000 12000
Investment D 8500 11500 13000
Investment E 8000 12000 14000
Investment A

Investment B

Investment C

Investment D

Investment E

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