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Questionnaire

Name: Contact No. 1) Which Age group do you belong to? a) 22-25 b) 27-29 c) 30-32 d) 33-35 2) Gender a) Male b) Female 3) Qualification a) Post Graduate b) Graduate c) non Graduate d) none 4) Occupation a) Salaried b) Self Employed c) Self employed non Professional d) others 5) What is your monthly income? a) Upto 20000 b) Rs. 20001 40000 c) Rs. 40001 60000 d) above Rs. 60000 6) What percent of income do you save? a) 0-10% b) 11 20% c) 20 -30% d) 40 -50% 7) Have you invested your savings so far? a) Yes b) no 8) Which of the following have you opted for investment a) Mutual funds b) government Sec. c) Real Estate d) Bullion Market( Gold) e) insurance f) government bonds g) others 9) How do you time your Investments? a) Monthly b) Quaterly c) Half Yearly d) Yearly e) other

10) Whom do you take the advice from? a) Brokers b) Newspapers & Magazine c) CA d) Family and Friends e) Banks f) others 11) What is your investment horizon? a) <1year b) 1-2 Years c) 2-5 Years d) < 5 years 12) What is your Short Term Goal? (Rate the following with 5 being highest priority and 1 being least) 1 Return Liquidity Risk 13) What is your long Term Goal? (Rate the following with 5 being highest priority and 1 being least) 1 Retirement Childs Future Dream House 14) Do you panic while investing in stock and other instruments? a) Yes b) no c) depends on the stock. 15) Which is your most preferred investment option? (Rate the following with 5 being highest priority and 1 being least) 1 Equity Mutual Fund Saving Bond Government Bonds Gold Insurance Provident Fund Real Estate Silver 2 3 4 5 2 3 4 5 2 3 4 5

16) In case if your share gives negative returns over a period of time you would a) b) c) d) Withdraw money from the investment Wait till recover the loss and then withdraw the money Withdraw part and invest in alternative strategies Invest more as the market has become cheap

17) Do you intend to keep the financial plan or avert from it once you are out of the danger zone? a) b) c) d) Yes indeed I will try my best to keep it I will have no further need for it once my issues are solved It is too early to tell

18) Which state ment best describes your pattern of investment portfolio the best? a) Your main concern is always income b) Your main aim is always growth c) Your main aim is both income and growth 19) Attitude towards investment risk? a) b) c) d) e) Very conservative Conservative Moderate Aggressive Very aggressive

20) How positively will you respond to the results that announced today are better for a company then the market expectation? a) b) c) d) e) Never Little Somewhat Much A Great Deal

21) How do you plan your financials? (Financial Planning) a) Do you spend careful time on financial Plan Yes No Dont Know b) Have you set specific Financial goals Yes No Dont Know c) Are you concerned about your Financial Future Yes No Dont Know 22) Cash Flow Management a) Do you have spending plan? Yes No Dont Know b) Is your Cash Flow Positive? Yes No Dont Know c) Are you saving enough for future funding requirement? Yes No Dont Know

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