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QUESTIONNAIRE

Personal Details - Name - Age - Contact No. - Marital Status Qualification - Grad. / Post Grad. - Under Grad. - Others Occupation - Govt. - Pvt. - Business - Agri. - Others Do you know about Financial Planning? - Yes - No If yes, then what kind of investment plans you have made so far? Mutual Funds Real Estate Insurance Saving Account Post Office/ Fixed Deposits Equity Market Gold/Silver

Family Annual Income - Less then 1.20 lac. - 1.20 3 lac - 3.00 5 lac - More then 5 lac ( please specify)

Annual Expenditure - Have you planned for your major goals in upcoming years? - Self Marriage - Car - Home - Children Marriage Amount you can invest per month? - ... Expected annual Returns on your Investments - 5% - 8% - 10% - 12% - 15% - 20% or more Which Channel do you prefer? - AMC (Asset Management Company) - Financial Advisor - Banks - Online sites Time format of your investments - 0 - 6 months - 6 months 1 year - 1yr. - 3 yrs. - 3yrs. 5 yrs. - 5 years or more

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