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A STUDY ON THE BENEFITS AVAILED BY THE INVESTORS THROUGH

PORTFOLIO MANAGEMENT SERVICES PROVIDED BY DBFS

NAME : ……………………………………

AGE : ……………………………………

OCCUPATION : ……………………………………

1. What is the total amount of your investment?


…………………………….

2. What is the basic purpose of your investment?

Liquidity Return Tax Benefits Others

3. Do you prefer PMS over mutual funds?

Yes No

4. What is the reason for selecting DBFS as your portfolio manager?

Administrative Ease Expertise

Cost Consideration Time Factor

5. How long have DBFS been managing your portfolio?

Less than 1 year 2 years More than 3 Years

6. What kind of PMS do you prefer?

Discretionary Non- Discretionary Advisory

7. What is the most important factor you consider at the time of investment?

Risk Return Both


8. How do you rate the risk associated with portfolio management?

Negligible Moderate Very High

9. On an average how much return do you expect from your portfolio?

Up to 10% 10%-25%

25%-50% More than 50%

10. Are you satisfied from the returns obtained from the portfolio of your stocks?

Yes No

11. Are you able to keep a track on your portfolio’s performance?

Yes No

12. Does the PMS offered by DBFS help you in meeting all your investment needs?

Yes No

13. What is the degree of market exposure you are getting through PMS?

Negligible Moderate Very High

14. So far how is your experience with the portfolio management services of DBFS?

Gained profit Suffered Loss Balanced

15. Does DBFS keep their portfolio management services transparent?

Yes No
16. Are you satisfied with the PMS provided by DBFS?

Yes No

17. How do you rate the portfolio management service of DBFS?

Poor Average Good Excellent

18. Any further comments on portfolio management services of DBFS.


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