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Demat Account Holder Questionnaire

The document is a questionnaire for demat account holders. It contains 24 questions regarding the respondent's personal details, occupation, income level, education, awareness and experience with demat accounts, share trading, and various brokerage companies. The questions aim to gather information on the respondent's trading habits, preferences, satisfaction levels, problems faced, risk tolerance, and expectations from their broker.

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KIRAN
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6K views3 pages

Demat Account Holder Questionnaire

The document is a questionnaire for demat account holders. It contains 24 questions regarding the respondent's personal details, occupation, income level, education, awareness and experience with demat accounts, share trading, and various brokerage companies. The questions aim to gather information on the respondent's trading habits, preferences, satisfaction levels, problems faced, risk tolerance, and expectations from their broker.

Uploaded by

KIRAN
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
  • Personal Details
  • Trading and Investment Questionnaire
  • Conclusion of Questionnaire

QUESTIONNAIRE FOR

DEMAT
ACCOUNT HOLDER
Personal Details:
Name ............................................................................. Contact No. ........................................
Email Id ..........................................................................

Occupation:

[ ] Student [ ] Private Employee [ ] Govt. Employee [ ] Business men

[ ] Pensioner/Retired [ ] Any other please specify.......................................

1. What is the range of your monthly income in Rs.?

[ ] Below Rs.5000 [ ] Rs.5000-Rs.10,000 [ ] Rs.10,000-Rs.20,000

[ ] Rs.20,000-Rs.40,000 [ ] Rs.50,000-Above

2. Education:

[ ] Non-Matric [ ] SSC / Plus 2 [ ] Graduate

[ ] Post- Graduate / Professional [ ] Any other please specify............................

3. Have you heard about Demat Account?

[ ] Yes [ ] No

4. Do you have Demat account?

[ ] Yes [ ] No

5. In which of these Financial Instruments do you invest into?

[ ] Online trading [ ] Bond [ ] Derivative [ ] Mutual Fund

6. Are you aware of online Share trading?

[ ] Yes [ ] No

7. With which company do you have your Demat account?

[ ] Sbicap securities [ ] ICICI direct [ ] HDFC security

[ ] Kotak securities [ ] Other please specify..........................

8. Heard about Sbicap sec.?


[ ] Yes [ ] No

9. Do you have your account with Sbicap sec.?

[ ] Yes [ ] No

10. How do you come to know about Sbicap sec.?

[ ] Friends [ ] Relatives [ ] Agents [ ] Paper ad

11. From how many months you are trading with Sbicap sec.?

[ ]1-3 [ ]3-6 [ ]6-9 [ ] 9 above

12. How do you trade in Sbicap sec.?

[ ] Online trade [ ] Offline trade

13. Which services given by the Sbicap sec. is most attracted by you?

[ ] Online trading [ ] Response to call

[ ] Fund transfer mechanism [ ] Safety and security

14. Which trading facility do you prefer frequently while trading on Sbicap sec.?

[ ] Delivery trading [ ] Intraday trading

[ ] Margin plus [ ] Cash on spot

15. Are you satisfied with brokerage rate?

[ ] Yes [ ] No

16. Do you need training?

Cash market [ ] Yes [ ] No

Equity market [ ] Yes [ ] No

17. What problem do you face as a client from a DP/depository (CDSL/NSDL ) ?

[ ] Demat charges are too high

[ ] Delay in demat of shares

[ ] Non-dispatch of holding/transactions statement

[ ] Wrong credit of shares

[ ] Any other please specify...............................................

18. What do you look for when you are going to invest in the stock Market ?
[ ] Low risk [ ] High risk [ ] Low return [ ] High return

19. What extra service do you expect from your broker ?

[ ] Depository Services [ ] Margin Financing [ ] Portfolio MGMT System

[ ] Trading [ ] Research & Technical Services [ ] All Above

20. What percentage of your earnings do you invest in share trading?

[ ] Upto 10% [ ] Upto 25% [ ] Upto 50% [ ] Above 50%

21. What has been your experience in the stock market?

[ ] Excellent [ ] Good [ ] Average [ ] Poor

22. How often do you trade?

[ ] Daily [ ] Weekly [ ] Monthly [ ] Yearly

23. Which financial instruments are more risky?

[ ] Share market [ ] Mutual fund

24. Which company provides you better email facility?

[ ] HDFC [ ] Sbicap sec. [ ] ICICI [ ] Others

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