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1. What is the objective of your investment ?

In case of selecting more than one option as your answer, pleaseindicate your preferences by numbering them in order of your priority Maximum priority -1, least priority -5 a)Stability of principle c) capital appreciation e) Taxshelterb)Income generation d ) growth in income2. What is your most preferable tool of investment ? In case of selecting more than one option as your answer, pleaseindicate your preferences by numbering them in order of your priority Maximum priority -1, least priority -5 a)Bank deposits such as savings a/c & FD g) Insuranceb)Post office schemes su ch as MIS, KVP etc h) Real estatec)Government bonds & gilt edged securities i) Gold & bulliond)Corporate bonds , debentures & preference shares j) Art & paintings &antiquese ) E q u i t y s h a r e k ) D e r i v a t i v e instruments f ) M u t u a l f u n d

3. Generally, what proportion of your income would you prefer toinvest ?a ) 0 1 0 % d ) 2 1 2 5 % b ) 1 1 1 5 % e ) 2 6 3 0 % c ) 1 6 2 0 % f ) 3 1 4 0 % g) If none of the above, then mention thelimit___________ 4. What is your time horizon for investment ?a ) I n t r a - d a y b) Within a monthc) Within a quarterd) Within a yeare) More than 1year but less than 5 yearsf ) M o r e t h a n 5 y e a r s 5. From investment, what amount of return do you expect? a)5 10% c) 16-25% e) 31-40%b)11 15% d) 26-30% f) more than 4 0 % 6. If you have Rs. 100 to invest in stock market, what is the amount of loss you can bear up if the price falls ?a ) 0 d ) 1 1 2 0 b ) 1 5 e ) 2 1 3 0 c ) 6 1 0 f ) m o r e t h a n 3 0

7. If you have Rs 1 lac and 5 possible investment alternatives as belowhow much will you invest in them ?( you can allocate full amount in oneparticular alternative also)a ) B a n k d e p o s i t s _ _ _ _ _ _ _ _ _ b)Investing in blue chip stocks________ c)Investing in a venture capital fund ___________ d)Investment in insurance ---------------e ) I n v e s t m e n t i n m u t u a l f u n d - - - - - - - - - - 8. What is your income per annum ?a ) L e s s t h a n 1 . 5 l a c s b ) 1 . 5 3 l a c s . c ) > 3 5 l a c s d)>5 7 lacse)>7 -10 lacsf ) > 1 0 l a c s 9. What is your current age ?a ) L e s s t h a n 2 5 y e a r s b ) 2 5 - 3 0 c ) 3 1 - 4 0 d ) 4 1 - 5 0 e ) 5 1 6 0 f ) G r e a t e r t h a n 6 0 y e a r s 10. What is the number of dependent members in your family? a)0b)1

)2d)3e)4f)5g ) M o r e t h a n 5 11. What is your current occupation ?a ) S e r v i c e b ) B u s i n e s s c ) I n d e p e n d e n t p r o f e s s i o n d)Vocation (where specific skills are required)e ) R e t i r e d 12. What is your main source of information about the investmentmarket ?a)Print media (including newspapers like business standard, ET)b)Television (including CNBC, NDTV etc)c ) W e b s i t e s f r o m t h e i n t e r n e t d ) R e f e r e n c e g r o u p s e ) F r o m t h e b r o k e r / f u n d m a n a g e r 13. What will be the first preference as a broking firm ?a)ICICI direct.com(ICICI bank) e) India Infolineb ) H D F C s e c u r i t i e s f ) R e l i g a r e c)Motilal Oswal g) others( if others please mention)d ) S h a r e k h a n

14. In case of selection of broking firm, what attributes do you think most important? a)Proximity of the firm with residence/officeb ) L o w e r b r o k e r a g e c)Supporting research & development departmentd ) S e r v i c e o f t h e f i r m e ) A n y o t h e r s ( P l e a s e m e n t i o n ) 15. If you prefer to invest in stock markets, which sector will you opt forpreferably? In case of selecting more than one option as your answer, pleaseindicate your preferences by numbering them in order of your priority Maximum priority -1, least priority -5 a)IT sector f) FMCG k)Iron & steelb)Telecom g) Pharmacy l) Powerc ) E n t e r t a i n m e n t h ) C e m e n t d)Real estate i) Oil & gase)Banking j) Auto a n c i l l a r y 16. If you are interested in Mutual Fund, which would you prefer most? a)Equity fundb)Debt fundc)Hybrid fund

) L i q u i d f u n d e ) I n d e x f u n d 17. In case of Mutual fund, you will go for -a ) O p e n e n d e d f u n d b ) C l o s e e n d e d f u n d c ) S y s t e m a t i c investment pland)Fixed maturity plan(FMP)e ) M o n t h l y I n c o m e p l a n f ) G u i l t e x c h a n g e t r a d e d f u n d 18.If you are investing in mutual fund, which of the asset management companyfascinate you most?a ) F r a n k l i n Templetonb)DSP Merill Lynchc ) H D F C M u t u a l F u n d d)ICICI mutual funde ) S B I M u t u a l f u n d f ) R e l i a n c e M u t u a l f u n d g)Others ( please m e n t i o n ) 19. If you are investing in insurance, where will you go for ?a ) L I C b ) I C I C I p r u d e n t i a l c ) T a t a A I G d ) B i r l a S u n Lifee ) M e t L i f e f)Reliance Lif e

g ) O t h e r s ( P l e a s e m e n t i o n ) 20. What will be your preferred area for insurance investment ?a ) E n d o w m e n t f u n d b ) S u m a s s u r e d c ) M o n e y B a c k p l a n d ) P e n s i o n p o l i c y e)Unit Link Insurance P r o d u c t f ) A n n u i t y S c h e m e 21. If you prefer to invest in FD, what is your time horizon forinvestment ?a ) 1 y r b ) 2 y r c ) 3 y r d ) 4 y r e ) 5 y r 22. If you go for FD, you will selecta ) P S U b a n k s b ) P r i v a t e b a n k s c ) F o r e i g n b a n k s 23. When you are investing in share market, corporate socialresponsibility becomes a key determinant of stock selection -a ) S t r o n g l y a g r e e b ) S o m e h o w a g r e e c ) I n d i f f e r e n t d ) D i s a g r e e e)Strongly disagree