Questionnar es
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Questionnar es

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Questionnar es Questionnar es Document Transcript

  • ANNEXURES QUESTIONNARE1. A) DO YOU MAKE INVESTMENTS? YES [ ] NO [ ] B) IF YES, WHERE DO YOU MAKE INVESTMENT? BANK DEPOSITS [ ] MUTUAL FUNDS [ ] SHARES [ ] LIFE INSURANCE [ ] POSTAL DEPOSIT SCHEMES [ ] REAL ESTATE [ ] PRECIOUS METAL [ ] COMPANY DEBENTURES AND DEPOSITS [ ]2. AGE :- 20 TO 25 [ ] 25 TO 30 [ ] 30 AND ABOVE [ ]3. OCCUPATION :- SERVICE MAN [ ] BUSINESSMAN [ ] INVESTOR [ ] HOUSEWIFE [ ]4. HAVE YOU TAKEN ANY LIFE INSURANCE POLICY YES [ ] NO [ ]5. IN WHICH SECTOR DO YOU PREFER TO INVEST YOUR MONEY? PRIVATE SECTOR [ ] GOVERNMENT SECTOR [ ]
  • 6. WHAT FINANCIAL CONSTRAINTS GUIDED YOU TO OPT FOR THIS PLAN? A) RETURNS AND DIVIDENDS [ ] B) HIGHER RETURN AT THE END OF MATURITY [ ] C) LESSER RISK [ ]7. INSURANCE POLICY AMOUNT :- 2 TO 4 LAKH [ ] 4 TO 6 LAKH [ ] 6 TO 8 LAKH [ ] 8 AND ABOVE [ ]8. WHICH TYPE OF INSURANCE POLICY YOU WANT :- ULIP [ ] TRADITIONAL [ ] MONEY BACK [ ] TERM [ ]9. INSURANCE PURPOSE :- RETURN [ ] TAX BENEFIT [ ] RISK DIVERSIFICATION [ ] NEED FULFILLMENT [ ] OTHERS [ ]10. MENTION YOUR SATISFACTION LEVEL WITH THIS INSURANCE POLICY A) VERY DISSATISFIED B) DISSATISFIED C) MODERATELY SATISFIED D) SATISFIED E) HIGHLY SATISFIED