Questionnaire of Share Market and Mutual Funds

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QUESTIONNAIRE

Name: -

Age: -

Contact no: -

Occupation: -

1) What kind of investments you have made so far?
← Saving account
← Fixed deposit
← Mutual fund
← Gold
← Stock/equity market
← Real estate
← PPF
← Insurance

2) How much is your total investment annually?
← Less than 15000
← 15000 – 40000
← 40000 – 60000
← More than 60000

3) What is the purpose of investment?
← To meet the cost of Inflation
← To earn return on idle resources
← To generate a specified sum of money for a specific goal in life ← To make a provision for an uncertain future

4) What percentage of your investment is invested in equity market? ← Less than 25%
← 25-50%
← 51-75%
← More than 75%

5) Which type of transaction mostly done?
← Intraday
← Delivery

6) From how long you are investing in equity market?
← Less than 1 year
← 1 to 2 years
← 2 to 3 years
← More than 3 years

7) Why do you invest in equity market?
← For quick short term gain
← For high long term gain

8) What attracts you towards equity market?
← High return
← Company reputation
← Speculation
← Dividend
← Liquidity of invested fund

9) In which sector you invest most?
← IT
← Pharmacy
← Telecom
← Banking
← Petroleum
← Automobile
← Entertainment
← Oil & Gas
← Engineering
← Metals & Mining

10) What will be the future of equity market in India as per you? ← Growing
← Decline
← Can’t say

11) What type of mutual fund scheme you invest?
← SIP
← MIP
← Equity
← Debt
←...
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