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Mutual Fund Investment Preference Survey

This document is a questionnaire about investment preferences and experience with mutual funds. It asks about the respondent's preferred types of investments and factors considered when investing. It also inquires about their current and desired knowledge level of mutual funds, how they learned about mutual funds, what types of mutual funds they have used or why they have not invested in mutual funds. Finally, it asks about preferred investment modes, return preferences, and whether they would like information about partnering with NJ Wealth.

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Mithun Das
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89 views1 page

Mutual Fund Investment Preference Survey

This document is a questionnaire about investment preferences and experience with mutual funds. It asks about the respondent's preferred types of investments and factors considered when investing. It also inquires about their current and desired knowledge level of mutual funds, how they learned about mutual funds, what types of mutual funds they have used or why they have not invested in mutual funds. Finally, it asks about preferred investment modes, return preferences, and whether they would like information about partnering with NJ Wealth.

Uploaded by

Mithun Das
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

QUESTIONNAIRE

1. What kind of investments you prefer most?

a. Saving account b. fixed deposits c. Insurance d. Mutual Fund

2. While investing your money, which factor you prefer most?

a. Liquidity b. Low risk c .High return d. Company reputation

3. Have you ever invested your money in mutual fund?

a. Yes b. No

If yes,

Where do you find yourself as a mutual fund investor?

Totally ignorant ( )

Partial knowledge of mutual funds ( )

Aware only of any specific scheme in which you invested ( )

Fully aware ( )

4. How do you come to know about Mutual Fund?

a. Advertisement b. Peer groups c. Banks d. Financial Advisors

5. Which mutual fund scheme have you used?

a. Open ended b. Close ended

c. Liquid fund d .Mid cap

e. Growth fund f. Regular Income fund

g. Long cap h. Sector fund

If not invested in Mutual Fund then why?

a. Not aware of MF b. Higher Risk c. Not any specific reason.

6. When you invest in Mutual Funds which mode of investment will you prefer?

a. One time Investment b. Systematic Investment Plan (SIP)

7. How would you like to receive the returns every year?

a. Dividend payout b. Dividend re-investment c. Growth in NAV

8. Name:-

Phone:-

9. Would you like to be a partner of NJ Wealth?

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