4/27/14 Feedback on Investment Pattern https://docs.google.

com/forms/d/1nS3XWTAcowhN1Grg9RTMfXqTDx-g5j1x8ne8k_KoAjM/vie wform 1/5 Feedback on Investment Pattern * Required Name * Gender * Age * Are you Married? * Your Monthly expenses * What is your Occupation? * What is your Annual Income * Number of dependents in the family * Break-up of your monthly expenses * Children's Education Household expenses Vacation/Lifestyle expenses Investments EMIs 0-20% 20-40% 40-60% 60-80% 80-100% Do you Invest? * How would you assess yourself on Savings and Investment practices? *

4/27/14 Feedback on Investment Pattern https://docs.google.com/forms/d/1nS3XWTAcowhN1Grg9RTMfXqTDx-g5j1x8ne8k_KoAjM/vie wform 2/5 How do you gather information regarding various savings and investments? * Rank the below Instruments according to your preference (1 to 5) * PPF Deposits in Post Office Savings Scheme FD Insurance Schemes Tax Savings Bonds MF Rank 1 Rank 2 Rank 3 Rank 4 Rank 5 What percentage of your income/savings you allocate in the following asset class es * Land and Real Estate Bonds Gold/Silver/Jewellery Equity Shares Other Instruments 0-20% 20-40% 40-60% 60-80% 80-100% How would you grade your first five preferred investments in relation to feeling of Security? * Excellent Average Poor PPF Deposit in Post Office Savings Scheme FD Insurance Schemes MF Land Real Estate Bonds Gold/Silver/Jewellery Equity Shares Other Instruments

4/27/14 Feedback on Investment Pattern https://docs.google.com/forms/d/1nS3XWTAcowhN1Grg9RTMfXqTDx-g5j1x8ne8k_KoAjM/vie wform 3/5 How would you grade your first five preferred investments in relation to Tax Ben efit? * Excellent Average Poor PPF Deposit in Post Office Savings Scheme FD Insurance Schemes MF Land Real Estate Bonds Gold/Silver/Jewellery Equity Shares Other Instruments How would you grade your first five preferred investments in relation to Growth? * Excellent Average Poor PPF Deposit in Post Office Savings Scheme FD Insurance Schemes MF Land Real Estate Bonds Gold/Silver/Jewellery Equity Shares Other Instruments What are the special features you look for in savings and investment instruments ? ( 1 being the highest preference) * Tax Benefit Growth Feeling of Security Liquidity Regular Income/ Yield Rank 1 Rank 2

4/27/14 Feedback on Investment Pattern https://docs.google.com/forms/d/1nS3XWTAcowhN1Grg9RTMfXqTDx-g5j1x8ne8k_KoAjM/vie wform 4/5 Rank 3 Rank 4 Rank 5 Which is the most important objective for saving and investment? * Excellent Average Poor Children's Education Income Tax Burden Contingency Additional Income Retirement Planning Purchase of an Asset - House/Land Son/Daughter's Marriage Starting a new business Vacation Household expenses No Objectives What are the difficulties faced during Saving and Investment? (Grade it from 1 t o 6 with 1 being the highest preference) * Rank 1 Rank 2 Rank 3 Rank 4 Rank 5 Rank 6 Lack of Financial Discipline Lack of Knowledge of Investment Avenues Inconsistent Income/Expenses Lack of Liquidity Declining Interest Rates Delay in Payment of EMI/Interest Are you satisfied with your investments? * Are you equipped to manage you personal finance?

4/27/14 Feedback on Investment Pattern https://docs.google.com/forms/d/1nS3XWTAcowhN1Grg9RTMfXqTDx-g5j1x8ne8k_KoAjM/vie wform 5/5 Pow ered by If Yes, why do you consider yourself capable of managing you personal finances? I have sufficient Financial Management knowledge My fixed deposit investments have been successes My Investments in the stocks have been successful My Investments in the MF have been successful My Investments in the Structured Note have been successful My Investments in the Insurance Policy have been successful My Investments in the Futures & Options have been successful This content is neither created nor endorsed by Google. Report Abuse - Terms of Service - Additional Terms Submit Never submit passwords through Google Forms.