Questionnaire of Share Market and Mutual Funds

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 ←