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Questions marked with a * are required Exit Survey
 
 
*

  1. What are your saving’s objective?


 
Children’s education
 
retirement plan
 
Purchase of home
 
children’s marriage
 
Health care
 
Other
 

 
 
 
*

  1. How often do you invest ?


 
Every month
 
Every 2 month’s
 
Every 3 month’s
 
Every 6 month’s
 
Every year
 
 
 
*

  1. Where would you like to invest the most?


 
Fixed deposit’s
 
chit fund’s
 
saving’s account
 
Stocks/securities
 
insurances
 
Other
 
 
 
 
* .What % of your income do you invest?
 
 
 
0-15%
 
15-30%
 
30-50%
 
above 50%
 
 
 
* How often do you monitor your investment’s ?
 
Daily
 
monthly
 
occasionally
 
Annually
 
 
 
* .Who often monitor’s your investment’s ?
 
 
Personally
 
broker’s
 
through newspaper & media.
 
agency
 
 
 
from where you research before investing?(if you don't research leave it blank)
 
Personal investigation
 
appoint broker’s
 
Through newspaper’s & media

 
 
 
* At what rate do you want your investment’s to grow?
 
 
Steadily
 
At an average rate
 
Fast
 
 
 
* .What factor you consider first before investing?
 
 
Safety of principal
 
low risk
 
High returns
 
maturity period
 
 
 
* .Are you a satisfied investor in terms of return’s? Rate on scale a 5(1 being the highest and 5 being the lowest
 
1
 
2
 
3
 
4
 
5