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Profession
Business Employed Professional
 

If Business
Family Owned Self-Started
 
 
Sector
   
 
 
 
Years of Experience:
   
 
 
Sector
   
 
 
 
Age
   
 
 
Tick as applicable
Marital Status
Single Married Married with children
 
 

Do you have children / close relatives residing abroad?
Yes No
 
 
Tick as many as applicable
Which of the following financial Products / services you have invested in?
 
Equity Shares
 
Mutual Funds
 
Fixed Deposits
 
Insurance Policies
 
Government Securities
 
Post Office Deposits
 
Others (Please Specify)
 

 
 
Rate the following in terms of the amount of money you have invested on a scale of 1 to 10 ( 1 being the highly invested, 10 the least, 0 is for nil investments)
0 1 2 3 4 5 6 7 8 9 10
Fixed Deposits
Post Office Deposits
Government Securities
Equity shares
Mutual funds
Insurance Policies
 
 
If NO move to ANNEXURE 1, If YES move to ANNEXURE 2
Do you use Investment Advisory or Portfolio Management Services?
Yes No
 
 

ANNEXURE 1( for those who have not availed of investment advisory services, others press continue and move to ANNEXURE 2)
Why havent you availed of Investment Advisory Services?( tick as many as applicable)
 
Able to manage own finance
 
Did not come across Investment Consultants
 
Advisory Services are expensive
 
Any Other Reason (Please Specify)
 

 
 
 
Whom do you turn to in need of investment related advice?
   
 
 

Have you ever invested in Mutual funds?
Yes No
 

If yes, why? (tick as many as applicable)
 
They are more profitable
 
They mitigate risks
 
A number if different scheme are available to choose from
 
Highly regulated
 
Professionally managed
 
Other
 

 

If no, why? ( tick as many as applicable)
 
Risk factor is high
 
Lack of trust in exertise of companes floating Mutual Funds
 
Absence of appropriate Investment Advisory
 
Other
 

 
 

In future, would you be interested in receiving Investment Advisory Services?
Yes No
 
 
If yes, how will you decide which company to choose for availing of such services?
   
 
 

If proper advisory services are available, would you think of investing in equity shares/ Mutual funds?
 
Only Mutual Funds
 
Only Equity Shares
 
Both
 
None
 
 
ANNEXURE 2 ( For those who use investment advisory services)
What would you look in an Investment Consultancy Firm to avail of their service? (Tick as many as possible)
 
Establised Name/Years of experience in the business
 
Trustworthiness
 
Fast Service
 
Technology/Electronic Support
 
Any Other Ecpectation ( Please Specify)
 

 
 
 
How did you first come to know about Portfolio Management / Investment Advisory Services? (Tick as many as applicable)
 
Word of Mouth
 
Newspaper/Magazines
 
Internet
 
Radio
 
Company Professionals
 
Others ( Please Specify)
 

 
 

Have you ever invested in Mutual Funds?
Yes No
 

If yes, Why?
 
They are more profitable
 
They mitigate risks
 
A number of different schemes are available to choose from
 
Highly regulated
 
Professionally managed
 
Any other reason (Please Specify)
 

 

If no, Why?
 
Risk factor is high
 
Lack of trust in experties of the companies floating Mutual Funds
 
Absence of appropriate Investment Advisory
 
Any other reason (Please Specify)
 

 
 

Have you ever changed your Service Provider?
Yes No
 
 
If yes, why? (Please Specify)
   
 
 

Are you satisfied with your current service provider?
Yes No
 
 

If proper Financial Advisory Services were available, would you think of investing in Equity Shares/Mutual Funds?
 
Only Equity Shares
 
Only Mutual Funds
 
Both
 
None
 
Please contact [email protected] if you have any questions regarding this survey.
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