Investment Behaviour Qustionnairs

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Investment Behaviour Qustionnairs

CLIENT INVESTMENT BEHAVIOUR
Questionnaire

1) Age 15-25 25-50 above 50
Why this age brackets? 2) Gender Male Female 3) How much your annual income?(annually) 150000-300000 300000-500000 above500000
Use tax brackets for this options

4) What is your occupation? Salaried Business House wife Student Professional retired Other

5) How long have you had your current account with Value4Money? < 1 year 1-3 year 3> year

6) Frequency of using services provided by Value4Money? Everyday frequently in month quite a while ago Once in month in frequently 7) What are the products you use in Value4Money? Gold Equity investment Real estate Mutual fund insurance commodity Equity trading currency 8) What is the spread of your investment in the products below? ( give the 100% ) Gold Equity investment Real estate Mutual fund insurance commodity Equity trading currency

9) What is your investment objective? PARTICULAR | HIGHLYAGREE | AGREE | NUTRAL | DISAGREE | HIGHLY DISAGREE | High gain | | | | | | Generating regular monthly income | | | | | | Steady & long term gain | | | | | | High secured

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