Questionnaire for Customers

1. Saving preference. (Rank them): a) Life insurance b) Pension & PF Schemes c) Bank deposit d) Shares and debentures e) Units of Mutual Funds like SBI f) Gold g) Others (Pls specify) 2. How much of your income you able to save:Below 5% 5-10% 10-15% 15-20% 20-25% Above 25%

3. Do you interest in investing in Mutual Fund: a) Yes b) No

4. Why do you invest in Mutual Funds? a) Safety b) Good Return c) Capital appreciation c) Liquidity e) Others

If others please specify.. 5. Which fund from SBI have largest share in your portfolio? Please specify. 6. Through which channels do you invest in mutual funds? a) 7. Directly b) Advisors

How much is your investment horizon? a) Less than a year b) Between 2 to 3 years c) More than 5 Years

8. Scheme preference: a) Equity b) Debt c) Liquid d) Hybrid

9. How do you come to know about mutual fund? a) Friends suggestion b) Self decision c) Brokers d) Newspapers/ magazines e) Television f) Others.

10. Rank following factors that you consider while selecting a scheme. a) b) c) d) Schemes Performance. Fund Manager Experience Investor services Advisors Advice

Personal Detail:1. Name...................................................... 2. Tele/Mob no ..... M

3. Sex

F
b) 31-41 c) 41-51 b) Post graduate d) Above 51 c) Professional

4. 5.

Age:- a) Below 30

Academic qualification:- a) Graduate

6. 7. 8.

Marital Status:Occupation:- a) Profession

a) Married

b) Unmarried c) Retired c) Above 10 lakh

b) Business

Annual Income:- a) 2 00 000-5 00 000

b) 5 00 001 10 00 000