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Personal Profile of the Investor

1. Name and Address:

…………………………………………………………………………………………………
…………………………………………………………………………………………………

e-mail Address:

Contact No. :

2. Sex:

a) Male [ ] b) Female [ ]

3. Age:

a) Below 25 years [ ] b) 26-35 years [ ] c) 36-45 years [ ]

d) 46-55 years [ ] e) Above 55 years [ ]

4. Marital Status:

a) Married [ ] b) Unmarried [ ]

5. Education:

a) Non-matriculation [ ] b) Matriculation [ ] c) Degree [ ]

d) Masters Degree [ ]

6. Occupation:

a) Agriculture [ ] b) Business [ ] c) Service [ ]

d) Professional [ ] e) housewife [ ] g) Others(specify) [ ]

7. Number of family members:

a) Two [ ] b) Three [ ] c) Four [ ]

d) Five [ ] e) More than five [ ]


8. Annual income(Rs.):

a) less than 2.5 lakh [ ] b) 2.5-5.0 lakh [ ] c) 5.0-10.0 lakh[ ]

d) more than 10.0 lakh [ ]

9. What are different investments avenues in which you have invested?

a) Equity [ ] b) Mutual Fund [ ] c) Life Insurance Policy [ ]

d) Bank Deposits [ ] e) Other (specify)

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