Downloaded 994 times
Uploaded byNaren Kumar
Investors attitude towards Mutual fund (Questionnaire)
This document contains a survey asking for a person's name, age, occupation, investment plans and preferences, risk tolerance, investment goals, preferred fund houses, expected returns, preferred places to invest, important investment factors, intended use of investment income, and satisfaction with current investment options. It asks multiple choice and open-ended questions to evaluate a person's financial situation and preferences in order to make appropriate investment recommendations.
Investors attitude towards Mutual fund (Questionnaire)
- 1. 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?
- 2. 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.