Questionnaire: Investment and Mutual Fund

Questionnaire

Thank you for allowing us to communicate with you.

I am a student of Global Institute of Management, Bhubaneswar conducting a research under SBI Mutual Fund, Cuttack, as a part of our course curriculum under MBA, BPUT. Please answer the questions as honest as possible. We assure you that all responses will be held strictly confidential.
This survey is purely for the purpose of research in academics and not to be shared with any individual or company without their consent.

Personal Details:

Name :- ____________________________________________________________
Address : - ____________________________________________________________ ____________________________________________________________
Phone :- ___________________________ Age :- ____________

Qualification :-
Graduate Post graduate Others (Please Specify)

Occupation : - Please Tick (√)

Private sector service
Public sector/Govt.
Business
Professional
Retired
Student
Fore dealer
Housewife

1. What is your primary source of income?

Pension
Income from business
Salary
Rental Income
Others

2. What is your monthly family income approximately? Pl tick (√).

Up to Rs.10,000
Rs. 10,001 to 15000
Rs. 15,001 to 20,000
Rs. 20,001 to 30,000
Rs. 30,001 and above

3. Are you planning to save?
Yes No

4. How much of your income you are able to save ?

Below 5%
5% to 10%
10% to 15%
15% to 20%
20% to 25%
25% and Above

5. Do you have any investment plans?
Yes No

6. Which of these investment vehicles are you most comfortable with?

Fixed Deposits
Mutual Funds
Stocks / Shares
Real estate
Others specify ………………………………………..

7. You prefer to invest because:- Features | Strongly Agree | Agree | Neutral | Disagree | Strongly Disagree | It Facilitates child’s education | | | | | | It caters old age needs | | | | | | It helps to get quick profits | | | | | | It ensures higher