1. Which of the following you think as investment for tax- saving?

a. Mutual funds
b. Fixed deposit
c. Insurance
d. PPF
e. All of the above

2. To how much extent are you satisfied with the services offered by Kotak Mahindra
regarding mutual funds?

a) Exteremly satisfied.

b) Satisfied to the lesser extent

d) Dissatisfied to lesser extent

e) Extremely dissatisfied.

3. . Out of the following which option would you prefer ?

a) Close ended .

b) Open ended .

4. Do you prefer SIP (Systematic Investment Plan) or investing lump sum?

a) SIP

b) Lump sum

c) Depends upon the financial condition

5. What kind of investments you have made so far? Pl tick (√). All applicable.

a. Saving account b. Fixed deposits c. Insurance d. Mutual Fund

e. Post Office-NSC, f. g. Gold/ Silver h. Real Estate

 etc Shares/Debentures

6. While investing your money, which factor will you prefer?

(a) Liquidity (b) Low Risk (c) High Return (d) Trust

7. If not invested in Mutual Fund then why?

(a) Not aware of MF (b) Higher risk (c) Not any specific reason

8. When you invest in Mutual Funds which mode of investment will you prefer?

a. One Time Investment b. Systematic Investment Plan (SIP)

9. How would you like to receive the returns every year?

a. Dividend payout b. Dividend re- c. Growth in NAV

investment

Are you investing in Mutual Fund?

(a) Yes (b) No

(B) If you are not investing then what are the reasons behind it?

(a) Risk (b) Return

 (c)Any other (specify)

10. In which of the following Mutual Fund you are investing your money?

(a) EQUITY (b) DEBT

(c) BALANCED (d) OTHER (specify)

11. What is the basic purpose of your investment?

(a) Liquidity (b) Return

(c) Risk coverage (d) Tax benefit

12. What is your consideration while investing in Mutual Fund?

(a) Past Performance (b) Rating of Instrument

(c) Quality of portfolio (d) Fund size

13. ) Are you satisfied from your investment in Mutual Fund?

(a) Yes (b) No

(B) If no, then would like to switch over to another investment avenue?

(a) Yes (b) No

 (C) If yes, please specify the name of Investment Avenue?

• To study the market position of Motilal oswal securities in relation to

its competing stock broking firm that is Indiabulls securities.
• To study the factors preferred by investors while investing through
brokerage firm.
• To study whether people are satisfied with the quality of services
provided by Motilal oswal Securities or not.

3 Factor which the investors considers the most important while selecting
brokerage house

2 Basic purpose of investment

Services which investors are availing from the brokerage firm

e-mail facility?

1. Objective of your investment

a. To build a corpus for retirement

b. To save for children education/ marriage
c. To provide for medical emergencies
d. To provide for family financial security
All of the above

2. Specify your term of investment.

i) under 2 yrs ii) 2-5 yrs iii) 6-10 yrs iv) 11-15 yrs

3. What factor would you consider most important before choosing an investment?

a. How quickly I will be able to increase my wealth.

 b. The opportunity for steady growth
c. The amount of monthly income the investment will generate
d. The safety of my investment principle

4. Most preferred form of investment.

i) UL/IP ii) Mutual Fund iii) Equity Trading

iv) Fixed Deposit/ Post Office v) Bank Savings

5. And, why?

i) Tax savings ii) To create wealth iii) Others future emergencies

6. Do you view following factors sources of information while investing in Mutual

Fund?

Rank (1. Extremely Important 2. Important 3. Neutral 4. Unimportant)

Safety

Liquidity

Returned Earned

Tax Savings

Performance of Past Schemes

Rating of Mutual Fund by Agencies

 Advertisements

Recommendations of friends & Relatives

1. Being a Mutual fund Investor, are you aware of the various scheme offered by the asset
management companies (AMC)?

i) Most ii) Some iii) Very few

7. What is your primary investment focus?

i) Retirement ii) Wealth generation iii) Capital preservation

iv) Income Generation

Kotak Equity Arbitrage Fund

Kotak Flexi Debt

Kotak 30-(Growth)