QUISTIONNAIRE
PERSONAL DETAILS NAME: ADDRESS: OCCUPATION: MAILING ADDRESS: CONTACT NO: I am the student of STEP-HBTI, Department of Management Studies, Kanpur and presently doing a project on “INVESTMENT PERCEPTION ABOUT RELIANCE FINANCIAL PRODUCT”. I request you to kindly fill the questionnaire below and assure you that the data generated shall be kept confidential 1) AGE GROUP ? ? ? ? 20-30 30-40 40-50 50 AND ABOVE
2) ANNUAL INCOME ? ? ? ? LESS THAN 250000 250000-400000 400000-800000 ABOVE 800000
3) DO YOU INVEST? ? YES ? NO 4) WHAT PERCENTAGE OF SAVINGS DO YOU INVEST? ? 10-15% ? 15-30% ? MORE THAN 30% 5) PRIMARY GOAL OF YOUR INVESTMENT. ? EDUCATION ? HOUSE ? RETIREMENT BENEFITS
1
6) PREFERABLE PERIOD OF INVESTMENT. ? SHORT TERM ? LONG TERM 7) RISK ASSOCIATED WITH HOLDING THE FINANCIAL PRODUCT? ? MINIMUM ? MODERATE ? MAXIMUM 8) HAVE YOU EVER INVESTED IN RELIANCE FINANCIAL PRODUCTS? ? YES ? NO If yes, why do you choose reliance financial products…………………………………………………………………………………… 9) WHICH INVESTMENT PLAN DO YOU USE, OFFERED BY RELIANCE ? ? ? ? ? ? FIXED DEPOSISTS MUTUAL FUNDS EQUITIES INSURANCE OTHERS
10) IN WHICH TYPE OF FUND DO YOU INVEST? ? TAX SAVER FUND ? INDEX FUND ? SECTORIAL FUND 11) PORTFOLIO USED ? YES ? NO 12) IF YES, ARE YOU SATISFIED PORTFOLIO MANAGEMENT MANAGED BY RELIANCE ? ? YES ? NO 13) HOW MUCH RETURN DO YOU EXPECT? ? 5-10% ? 10-20% ? MORE THAN 20%
2
14) WHAT PERCENTAGE OF RETURN ARE YOU GETTING CURRENTLY? ? 5-10% ? 10-20% ? MORE THAN 20% 15) WHICH VALUE ADDED SERVICES ARE YOU USING? ? ? ? ? ATM ECS ONLINE TRANCTOINS DIRECT INVESTMENT
16) ARE YOU SATISFIED WITH THE VALUE ADDED SERVICES OFFERED BY RELIANCE ? ? YES ? NO 17) ARE YOU GETTING MONTHLY/QUATERLY STATEMENTS FROM TIME TO TIME? ? YES NO 18) IN WHICH AREAS DO YOU WANT RELIANCE FINANCIAL PRODUCT TO IMPROVE? ? ? ? ? CUSTOMER SERVICES MONITORING FUNDS AGENT TRAINING OTHERS
19) ARE YOU SATISFIED WITH YOUR INVESTMENT PALN? ? YES ? NO ANY SUGGESTIONS:________________________________________________________________________
3
doc_980498617.docx
PERSONAL DETAILS NAME: ADDRESS: OCCUPATION: MAILING ADDRESS: CONTACT NO: I am the student of STEP-HBTI, Department of Management Studies, Kanpur and presently doing a project on “INVESTMENT PERCEPTION ABOUT RELIANCE FINANCIAL PRODUCT”. I request you to kindly fill the questionnaire below and assure you that the data generated shall be kept confidential 1) AGE GROUP ? ? ? ? 20-30 30-40 40-50 50 AND ABOVE
2) ANNUAL INCOME ? ? ? ? LESS THAN 250000 250000-400000 400000-800000 ABOVE 800000
3) DO YOU INVEST? ? YES ? NO 4) WHAT PERCENTAGE OF SAVINGS DO YOU INVEST? ? 10-15% ? 15-30% ? MORE THAN 30% 5) PRIMARY GOAL OF YOUR INVESTMENT. ? EDUCATION ? HOUSE ? RETIREMENT BENEFITS
1
6) PREFERABLE PERIOD OF INVESTMENT. ? SHORT TERM ? LONG TERM 7) RISK ASSOCIATED WITH HOLDING THE FINANCIAL PRODUCT? ? MINIMUM ? MODERATE ? MAXIMUM 8) HAVE YOU EVER INVESTED IN RELIANCE FINANCIAL PRODUCTS? ? YES ? NO If yes, why do you choose reliance financial products…………………………………………………………………………………… 9) WHICH INVESTMENT PLAN DO YOU USE, OFFERED BY RELIANCE ? ? ? ? ? ? FIXED DEPOSISTS MUTUAL FUNDS EQUITIES INSURANCE OTHERS
10) IN WHICH TYPE OF FUND DO YOU INVEST? ? TAX SAVER FUND ? INDEX FUND ? SECTORIAL FUND 11) PORTFOLIO USED ? YES ? NO 12) IF YES, ARE YOU SATISFIED PORTFOLIO MANAGEMENT MANAGED BY RELIANCE ? ? YES ? NO 13) HOW MUCH RETURN DO YOU EXPECT? ? 5-10% ? 10-20% ? MORE THAN 20%
2
14) WHAT PERCENTAGE OF RETURN ARE YOU GETTING CURRENTLY? ? 5-10% ? 10-20% ? MORE THAN 20% 15) WHICH VALUE ADDED SERVICES ARE YOU USING? ? ? ? ? ATM ECS ONLINE TRANCTOINS DIRECT INVESTMENT
16) ARE YOU SATISFIED WITH THE VALUE ADDED SERVICES OFFERED BY RELIANCE ? ? YES ? NO 17) ARE YOU GETTING MONTHLY/QUATERLY STATEMENTS FROM TIME TO TIME? ? YES NO 18) IN WHICH AREAS DO YOU WANT RELIANCE FINANCIAL PRODUCT TO IMPROVE? ? ? ? ? CUSTOMER SERVICES MONITORING FUNDS AGENT TRAINING OTHERS
19) ARE YOU SATISFIED WITH YOUR INVESTMENT PALN? ? YES ? NO ANY SUGGESTIONS:________________________________________________________________________
3
doc_980498617.docx