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* Age
   
 
 
 
* Occupation
 
Administrative Staff
 
Faculty
 
Student
 
Research Associate
 
Other
 
 
 
 
* Income Level (Per Annum) [PRM 30 can give their expected income for next one to two years]
 
<3 Lakhs
 
3-5 Lakhs
 
5-8 Lakhs
 
>8 Lakhs
 
No income!!!! I am still a student
 
 
 
* Currently, where do you invest your hard earned money?
 
Fixed Deposits (FD)
 
Postal Savings
 
Mutual Funds / ULIPS
 
Stocks / Shares
 
Other
 

 
 
 
* What percentage of your investments is risk free? (Invested in Fixed Deposits, Post Office Deposits etc)
 
< 25 %
 
25-50 %
 
50-75 %
 
> 75 %
 
 
 
What is your expected rate of return for your investments?
 
< 8 %
 
8 - 10 %
 
10 - 12 %
 
12 - 15 %
 
> 15 %
 
 
 
What are the sources of information you use for making investment decisions?
 
Friends / Relatives / Colleagues Advice
 
Brokers / Agents
 
Consultants
 
Financial Newspapers / Magazines / Business Channels
 
I dont give it a damn!!!

 
 
 
Do you think customized financial consultancy would bring better results?
 
Yes
 
No
 
I'm indifferent
 
 
 
Which mode would be most preferable to you for getting financial consultancy?
 
Online
 
Newsletters
 
SMS
 
Meetings
 
Other
 
 
 
 
How would you prefer to pay for this service?
 
Fixed Charge
 
Variable Charge - Depending on your portfolio choice
 
Variable Charge - Depending on number of consultations
 
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