1. Name:-
Age: - Occupation:-
 Are you planning to save?
Yes No
 Do you have any investment plans?
Yes No
 Preferable period of investment?
Short term Long term
 Are you interested in mutual fund investment?
Yes No
 Anticipation of risk.
Min Moderate Maximum
 Primary goal of your investment?
Education House Retirement benefit
 Interested fund houses to invest?
( ) ( ) ( )
 Which investment do you feel more profitable?
Fix deposits Mutual Funds Equities Others
 % of return that you are expecting?
5-10% 10-15% 15-20% above 20%
 Where would you like to invest?

2. Debt Equity ELSS (Tax savings)
 % of savings towards investment?
10-25% 30-50% 55-80% 100%
 Important factors to you consider before choosing an investment?
Safety of investment principle
Opportunity for steady growth
Liquidity
 How do you intend to use the income earned from investment?
Reinvest between 20-80% of earnings from investment
Reinvest total earnings
Receive 80% and remaining reinvest.
 Are you satisfied with your investment options?
Yes No
Any suggestions:-
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Thanks for your cooperation.