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Name: Mobile No:

Address:

E-mail:

(1) Would you tell me which of these age bands you fall into?

(A) 18 to 25
(B) 26 to 30
(C) 31 to 40
(D) 41 to 50
(E) 51 to 60
(F) 61 above

(2) What is the highest educational level that you have attained?

(A) University- level education


(B) Technical/vocational education
(C) Complete secondary school
(D) Complete primary school
(E) No formal education

(3) Which of these best describes your current work situation?

(A) Self-employed [work for yourself]


(B) Government Job
(C) Private Job
(D) Retired
(E) Student

(4) Can you tell me which of these categories your Annual income usually
falls into?

(A) 00 to 2.5 Lakh


(B) 2.5 to 05 Lakh
(C) 05 Lakh to 10 Lakh
(D) 10 Lakh to 20 Lakh
(E) 20 Lakh & above
(F) Refused
(5) Sometimes people find that their income does not quite cover their
living costs. In the last 12 months, has this happened to you?

(A) Yes
(B) No
(C) Don’t Know
(D) Not Applicable
(E) Refused

(6) Please can you tell me whether you have heard of any of these types of
financial products?

(A) Stocks/ Shares


(B) Mutual Fund
(C) Unit Linked Insurance Plan
(D) Bond
(E) Currency Derivatives

(7) Can you tell me whether you currently hold any of these types of
products (personally or jointly)?

(A) Stocks/ Shares


(B) Mutual Fund
(C) Unit Linked Insurance Plan

(8) Can you tell me whether you are interested to invest into these types
of financial products?

(A) Stocks/Shares
(B) Mutual Fund
(C) Unit Linked Insurance Plan

(9) What will you do if someone offers you the chance to make a lot of
money there is also a chance that you will lose a lot of money?

(A) I shall take a chance


(B) I never take a chance
(10) Please can you tell me whether you have heard the name “KARVY
STOCK BROKING LTD.”?

(A) Yes
(B) No

(11) Please can you tell me whether you are interested to take an expert
advice for further investment?

(A) Yes
(B) No

(signature)

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