Questionnaire for Investment Trends

Questionnaire for Consumer Perception in Investment in ULIP and
Mutual Fund

Name-
Age-
Martial Status-
No of Dependents-

1. Do you save?

Yes

No

2. What do you do with your savings?

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3. Current Value of your investment?

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4. Current investment portfolio? (rank 1-5)

MF

Equity Trading

Fixed Deposit, Post Office Savings

Insurance(ULIP)

Bank savings

5. Objective of your investment?

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6. Time Horizon in which you have to achieve your financial goal?/ how long do you plan to invest your money?

a. Under 2 yrs
b. 2-5 yrs
c. 6-10 yrs
d. 11-15 yrs
e. Over 15 yrs

7. What factors would you consider most important before choosing an investment?

a. How quickly i will be able to increase my wealth.
b. The opportunity for steady growth.
c. The amount of monthly income the investment will generate.
d. The safety of my investment principal.

8. Most preferred form of investment?

ULIP

Bank savings

9. And Why?

MF Equity Trading F.D, P.O

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Investment Profile in Mutual Funds

1. Name of Mutual Fund:-……………………………………………………………………

2. Amount