7/31/2019 2questionnaire on Investors Attitude Towards Mutual Fund1

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A questionners as on the Need for financial advisors for mutual fund

investors.1. Name: ..

2.Address:

.....

Phone number:3. Sex:

a) Male [ ] b) Female [ ]

4. Age:

a) Below 20 [ ] b) 20 40 [ ]

c) 40 60 [ ] d) 60 & Above[ ]

5. Education:

a) Post Graduate [ ] b) Under Graduate [ ]

c) Graduate [ ] d) Below SSLC [ ]

6. Occupation:

a) Businessman [ ] b) Employee [ ]c) student [ ] d) others

7. Maritial Status:

a) Married [ ] b) Unmarried [ ]

8. Income (yr):

a) Below 50000 [ ] b) 50000-100000 [ ]

c) 100000-500000 [ ] d) above500000 [ ]

9. Have you invested /are you interested to invest in mutual funds?

a) Yes [ ] b) No [ ]

10. If no what is the most important reason for not investing in mutual funds?

a) Lack of knowledge about mutual funds [ ]

b) Enjoys investing in other options [ ]

c) Its benefits are not enough to drive you for investment [ ]

d) No trust over the fund managers [ ]

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11. Where from do you purchase mutual funds?

a) Directly from the AMCs [ ]

b) Brokers only [ ]

c) Brokers/ sub-brokers [ ]

d) Other sources [ ]

12. According to you which is the most suitable stage to invest in mutual funds?

a) Young unmarried stage [ ]

b) Young Married with children stage [ ]

c) Pre-retirement stage [ ]

d) Old age stage [ ]

13. Which feature of the mutual funds influence you most?

a) Diversification [ ]

b) Professional management [ ]

c) Reduction in risk and transaction cost [ ]

d) Helps in achieving long term goals [ ]

14. Where do you find yourself as a mutual fund investor?

a) Totally ignorant [ ]

b) Partial knowledge of mutual funds [ ]

c) Aware only of any specific scheme in which you invested [ ]

d) Fully aware [ ]

15. Are you availing the services of personal financial advisors?

a) Yes [ ] b) No [ ]

16. Which expertise of the personal financial advisor is demanded most?

a) Portfolio review & investment recommendation [ ]

b) Planning to achieve specific financial goals [ ]

c) Managing assets in retirement [ ]

d) Access to specialist in areas such as tax planning [ ]

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17. What is the major reason for using financial advisors?

a) Want help with asset allocation [ ]

b) Dont have time to make my own investment decision [ ]

c) To explain various investment options [ ]

d) Want to make sure I am investing enough to meet my financial goals [ ]

18. What is the major reason for not using financial advisor?

a) Have access to all resources needed to invest on own [ ]

b) Believe advisors are too expensive [ ]

c) Unsure how to find a trustworthy advisor [ ]

d) Want to be in control of own investment [ ]