Questionnaire

Dear customer,
I Sai Preethi studying final year MBA student of the MallaReddy Institute of Management doing
a project work on A study on Awareness of Mutual funds for my academic purpose. I request
you to kindly fill this questionnaire.

Thanking you,

Sincerely yours,

1. Which are the investment tools you invest in?

[ ] Bank Fixed Deposit
[ ] RBI Bonds
[ ] Mutual Funds
[ ] Equities
[ ] others (Please specify)

2. You primarily invest for (Rank according to your preference)

[] Returns
[] Liquidity
[] Savings
[] Tax Benefits

3. Rank the investments options according to you preference of Investment.

[ ] Bank Fixed Deposit
[ ] RBI Bonds
[ ] Mutual Funds
[ ] Equities
[ ] Any other (Please specify)

4. What is the frequency of you investments?

[ ] Once a Month
[ ] Once in 6 Months
[ ] Once a Year

5. Do you invest in Mutual Funds?

[ ] Yes [ ] No

If the answer to question is "Yes" then answer the following questions

6. Are you aware of the various schemes offered by Mutual Funds?

[ ] Yes [ ] No [ ] Few
7. Do you know that you can get Tax Advantages by investing in Mutual Funds?
[ ] Yes [ ] No [] Not Sure

8. On whose external advice do you invest?

[ ] Bank [ ] Distributor [ ] Agents [ ] Direct investments [ ] C.A.

9. Which types of Mutual Fund do you invest in?

[ ] Debt [ ] Equities [ ] Balanced

If the answer to question 5 is "No" then answer the following question

10 . You do not invest in Mutual Fund because of (you may give multiple answers)
[ ] Bitter past experience
[ ] Lack of Knowledge
[ ] Lack of confidence in service being provided
[ ] Difficulty in selection of schemes
[ ] In-efficient investment advisors

11. If Mutual Fund offer you Steady Returns, Tax Benefits, Liquidity, Diversification of
Portfolio, Lesser Risk would consider it as an investment option in the future for you?
[ ] Yes [ ] No [ ] May be

12. Would you be interested to know more about Mutual Funds?

[ ] Yes [ ] No

Name : _________________________

Age : _________________________

Occupation : _________________________

Mobile No. : _________________________