INVESTORS PERCEPTION TOWARDS MUTUAL FUNDS (ANNEXURE) PERSONAL INFORMATION Name:------------------------------------------------------------------------------------------------Occupation ------------------------------------------------------------------------------------------Mobile:------------------------------------------------------------------------------------------------Age: -----------------------------------------------------------------------------------------------------Annual income ----------------------------------------------------------------------------------------1) In which part

of these modes have you made your major part of investment?

Share [

] Equity [

] Mutual Fund [

] Insurance [

] Bank Deposit Bond [

2) Why do you prefer the above option? (Tick more than one if required) Return Pattern [ Profitability [
3)

] Tax Exemption [

] Liquidity [

] Safety & Security [

] Guaranteed Return [ ]

How long would you like to invest? (Tick more than one if required) Short term (below 1yr) [ ] Medium term (up to 2yrs) [ ] Long term (above 3yrs) [ ]

4) Have you seen any advertisements for Mutual Funds? Yes [ ] No [ ]

5) If yes, which are the advertisement that you have seen more in no ? rank theme from (1higst and 5 lowest ) Birla sun life mutual funds [ ]HDFC mutual fund [ ] Reliance mutual fund [ ]Standard charted mutual funds [

] UTI mutual fund [ ]

] ING VYSA mutual fund [ ]

Prudential ICICI mutual fund [

6) Rank the following services preferred by you from a financial Advisory Institution? 1. Telephone services [ services [ ] ] 2. Online services [ ] 3. Mobile services [ ] 4. Personal

7) Mention the names of mutual funds you have invested? --------------------------------------------------------8) In which scheme of mutual funds have you invested? Debt [ ] Equity [ ] Liquidity [ ] Mixed (Debt & Equity) [ ] (Please rank ) ]Quality of

9) Which factors you consider the most while, investing in mutual funds? Return patterns [ portfolio [ ] Performance [ ]Services [

]Risk factors [

]Professional management [

]Wealth creation

10) Which period of dividend income you prefer the most? Monthly [ ] Quarterly [ ] Half yearly [ ] Annual [ ]

11) How often you need reminders (recall) about mutual fund? Monthly [ ] Quarterly [ ]Half yearly [ ] Annual [ ]

12) If you need so, which mode you would prefer? Account statements [ & Magazines [ ] ] Remainder letters [ ] Television & Internet [ ] News papers

13) Please rank your expectations from a mutual funds Advisory concern? Right Advice [ Reliability [ ] Speed of transaction [ ] Research inputs [ ] Reputations [ ] ]

] Investor facilitation [

] Advertisements [

] Easy procedure [

14) Are you willing to invest in mutual funds? Yes [ ] No [ ]

If no, specify the reason----------------------------------------------------------------If yes, do you need further assistance from Managed Investment advisory service Share Khan Ltd? Yes [ ] No [ ]