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QUESTIONNAIRE

I am Nakum Harish & Yusuf Patani conducting a survey Research on FACTORS CONSIDERIED BY FINANCIAL ADVISORY IN SELECTION OF FINANCIAL COMPANY with N J India invest Pvt. Ltd. I assure you that the data given by you will be used on for academic purpose. Name:-___________________________________________________________________ Address:-_________________________________________________________________ _________________________________________________________________________. ____________________________________________________. Contact no.:-_________________. Email Id:-_____________________________. Qualification Under graduate Post graduate Graduate professional

1. What is your monthly income? up to 10000 15000 to20000 30000 and above 10000 to 15000 20000 to 30000

2. What is your monthly Expense? Up to 5000 10000 to 12000 15000 to 20000 5000 to 10000 12000 to 15000 More than 20000

3. Being a financial advisory. How many years of experience you are having? Less then 1 year 3 to 5 year More than 10 year 1 to 3 year 5 to 10 year

4. In which financial segment you are working? Mutual Fund Equity Insurance Tax Advisory Post Agent Other, Specify______________________.

5. What kind of investment prefers most? Saving Account Insurance Post Office Gold/Silver Public Provident Funds Fixed Deposit Mutual Funds Share /Debt Real Assets Provident Fund

6. How will you recommend the financial products to investor? Knowledge based selling Need based selling Based on financial planning Revenue based\

7. While investing in money which factor you most ? Liquidity High Return Low Price Company Reputation

8. Are you aware about Mutual Fund? Yes No 9. According to you investors are investing in MF for which of the following reason? High Return Wealth Creation Profession Management Goal Achievement Tax Saving Liquidity Safety Other Specify_____________

10. Do you think that MF gives better risk adjusted return compared to other financial instruments? Yes No 11. Will you recommend investment in MF to investors? Yes No If no specific reason,__________________________. 12. Do you know that earnings in MF advisory business are higher than in any other investment instruments in long term? Yes No 13. Have you passed-out AMFI Examination? Yes No 14. If no would you like to appear for AMFI Examination? Yes No 15. Have you heard about NJ India investment which is leading MF distributor in India? Yes No 16. Do you think that investors will be more satisfied by having all the financial products at the same place with same expertise? Yes No 17. Do you think which of the following products are offered by NJ funds to investors? Mutual Fund Insurance PMs FD/Bonds Real Estate Training & Education Financial Planning Software

18. which mode of invested will you recommend to you customer? One Time Invest Systematic Investment Planning(SIP)

19. Would you like to be a channel partner with NJ India invest? Yes No

If No, specific reason,______________________________.

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