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1. Which of the financial products do you prefer investing in? (Rank your preferences)
1. IPO 5. Commodities
2. Mutual fund 6, Fixed depost
3. Insurance 7. Real Estate
4. Share market 8. Post office/PPF
1. Which type of medium would you prefer for your investment? (You can mark more than one options)
1. Self-investment
2. Individual agent
3. Agency
1. The data below shows the highest one-year gain and highest one-year loss on three different
hypothetical investments of Rs 1,00,000. Given the potential gain or loss in any one year, where
would you invest your money?
1. Fund A Max Gain Rs 5000 Max Loss Rs 1000
2. Fund B Max Gain Rs 25000 Max Loss Rs 12000
3. Fund C Max Gain Rs 50000 Max Loss Rs 40000
1. Which type of mutual fund do you prefer to invest in? (Rank your preferences)
• EQUITY FUNDS
1. Equity diversified
2. Equity balanced
3. Sector specific
4. Growth funds
5. Dividend yield funds
• 6. DEBT FUNDS
• 7. MONEY MARKET ( HIGHLY LIQUID FUND )
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2. What are your expectations if you intend to invest through Agency? (Rank your preferences)
1. High Returns
2. Tips(Professional Guidance)
3. After Sales Service)
4.
1. Customer profile
• Name ____________________________________
• Gender ____________________________________
• Contact no ____________________________________
• Email id ____________________________________
• Occupation ____________________________________
1. Are you interested in investing in short term (in next 6 months)? If yes then in which financial
product?
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