Documente Academic
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Mutual Fund
Name-
Age-
Martial Status-
No of Dependents-
1. Do you save?
Yes No
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…..........................................................................................................................................
MF
Equity Trading
Insurance(ULIP)
Bank savings
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6. Time Horizon in which you have to achieve your financial goal?/ how long do you plan to
invest your money?
a. Under 2 yrs
b. 2-5 yrs
c. 6-10 yrs
d. 11-15 yrs
e. Over 15 yrs
7. What factors would you consider most important before choosing an investment?
Bank savings
9. And Why?
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…..........................................................................................................................................
2. Amount Invested:-…………………………………………………………………………
3. Name of Scheme:-................................................................................................................
Debt Fund
Equity Fund
Balanced Fund
ELSS
5. Objective of Investment( Rank 1-3)
Appreciation
Tax Benefit
Liquidity
b) Liquidity
c) Return earned
d) Tax savings
e) Performance of past
schemes
f) Rating of MF by
Agencies
g) Advertisements
h) Recommendations
of friends and
relatives.
Investment Profile in ULIPs
Insurance Investment
3. What financial goals do you plan to achieve through the money you will get
from ulip?
Any other................................
j) Liquidity
k) Return earned
l) Tax savings
m) Performance of
past schemes
n) Rating of ULIP by
Agencies
o) Advertisements
p) Recommendations
of friends and
relatives.