Questionaire

Questionnaire Declaration:-I, Anindya Sankar Kundu, first year MBA Student of ICFAI Business School,Kochi conducting a Research on “Wealth Management and Tax saving needs in wealth Management Plan” as a part of my MBA Curriculum. Any information provided by you will be treated as “Confidential” and will not be disclose for any other purposes. (Capital letter)

Name: No:

Mob

Address:

Kochi Corporat East/West/South/North/Middle (mark) Marital Status: - Married/ Unmarried (mark) M / F (mark)

Age:

Sex:

Profession:

1)

E-mail:

Income Level Per Annum: [Please tick] a) Up to 1.5lakh b) 1.5 lakh to 3 lakh

2)

d) Above 5 lakh

Your Wealth Management plan done by [Please tick] a) Yourself b) Financial Advisor

3)

c) 3lakh to 5 lakh

c) Financial institution d) Others

Are you satisfied with your Wealth Management Plan? [Please tick] a) Completely satisfied

b)Fairly satisfied

c)Moderately satisfied

d)Not satisfied

e) can’t say 4)

You are in which stage of Wealth management: [Please tick]

a) Accumulation Stage b) Consolidation Stage c) Spending Stage Stage 5)

Please put marks the following Wealth Management needs as per your preference [1 to 10] Particulars Wealth maximization Protection of existing Wealth Efficient Tax Planning

Marks

d) Gifting

Retirement Planning Any other

6) Which of the following portfolios would you like to invest in. [Please tick]

a) Low risk / Low return portfolio b) Low to Mod risk / Low to Mod return portfolio c) Moderate risk / Moderate return portfolio d) Mod to high risk / Mod to high return portfolio e) High risk / High return portfolio 7)

Please tick the following topics of interest-[Please tick] a) Equity Trading

c)Commodity Trading

e)Insurance b) Fixed Deposit

d)Bonds/Dentures

f)Mutual fund 8)

Please state your investment pattern. [Please tick] a) Monthly b) Quarterly years ( yr)

9)

c) Half yearly

c) Annually d) once in many

The percentage of total amount invests in:Particulars Equity Share Mutual Fund commodities Bond/Debenture Fixed Deposit(Bank/Post Office) Real Estate Insurance Policies Others

percentage in total investment

Remarks

10) Have you already invested any Wealth Management products which come under Sec 80c Income Tax Act 1961? a) Yes

b) No

(If yes, then which one) [Please tick]

a. Equity link saving scheme

b. ULIP

d. Provident Fund

11)

e. Insurance

c. NSC

f. Any other …………………

In your opinion which is/are the best product Under Sec 80c Income Tax Act 1961? [Please tick] a. Equity link saving scheme

b. ULIP

d. Provident Fund …………………….

e. Insurance

c. NSC f. Any other

12) Have you planned to invest in any other wealth management instruments in future? (Under Sec 80c) a) Yes

b) No

(If yes then which product) [Please tick]

a. Equity link saving scheme

b. ULIP

d. Provident Fund …………………….

e. Insurance

c. NSC f. Any other

13) Have you ever received any Benefits so far (Under Sec 80c) [Please tick] a) Yes a) Tax benefit Benefit

b) No

(If yes, then which one)

b) Income benefit

c) Saving Benefit

d) Other

14) Please rate the financial service provider. [1 for first preference and 6 for last preference] a) India Bulls Financial d) JRG Securities Securities

b) Karvy Stock Broking Ltd e) Share Khan

c) Geojit f) Kotak

15) Give marks the following as per your expectation from a financial service provider? (0 to 10) a) Regular feedback cost/charges

b) Transparent dealing

d) Customized offers

e) low Brokerage/commission

g) Goodwill specify)………………

h) No. of branches in locality

c) No hidden f) high quality services

i) Any other (Plea

We thank you for sparing your time……..