Name:-

Age: - Occupation:-

Are you planning to save?

Yes No

Do you have any investment plans?

Yes No

Preferable period of investment?

Short term Long term

Are you interested in mutual fund investment?

Yes No

Anticipation of risk.

Min Moderate Maximum

Primary goal of your investment?

Education House Retirement benefit

Interested fund houses to invest?

( ) ( ) ( )

Which investment do you feel more profitable?

Fix deposits Mutual Funds Equities Others

% of return that you are expecting?

5-10% 10-15% 15-20% above 20%

Where would you like to invest?

Debt Equity ELSS (Tax savings)

% of savings towards investment?

10-25% 30-50% 55-80% 100%

Important factors to you consider before choosing an investment?

Safety of investment principle

Opportunity for steady growth

Liquidity

How do you intend to use the income earned from investment?

Reinvest between 20-80% of earnings from investment

Reinvest total earnings

Receive 80% and remaining reinvest.

Are you satisfied with your investment options?

Yes No

Any suggestions:- ____________________________________________________________________________________________________________________________________________________________________________________

Thanks for your cooperation.