Questionnaire

Respected Madam/Sir/Investor,

I m Diksha Thakur a student of HPTU off campus Business School , Rajiv Gandhi
Govt. Engineering College Nagrota Bagwan. Presently I m doing research on
Perception of investors regarding Mutual funds. I will more obliged if you could
respond to the below mentioned questionnaire. Your respond can put more light on
my research and I can come out with realistic findings.

Your sincerely

(Diksha Thakur)

1.Personal Details:

Name---------------------------

Age-----------------------------

Sex : Male Female

Place of Residence: Rural Urban

Occupation : Govt. Employee Business Professional Pvt. Employee

Others

Income:------------------

2.. Do you know about life insurance?

Yes No

Mention--------------------------------------------------------------------------------------------

3.. Are you aware about ULIP and Traditional plans?

Yes No
4. Which of following plan would you prefer?

ULIP Traditional plan

5. which of these long term savings you are aware of ?

(a) Life insurance

(b)Fixed deposit

(c) Mutual Funds

(d)Share and Debentures

(e)Post office savings

(f) any other

6. Have you taken any Life insurance policy?

Yes No

7. if yes from which source did you come to know about life insurance ?

1.Newspapers 6. Friend

2.Television 7. Radio

3.Agents 8. Others

4.Bank

5.Internet

8.If no what are reasons that may have held you back from investing in Life Insurance products?

1.Lack of awareness

2.Returns not enough

3. Promotional measures not attractive

4.Not approached by intermediaries

5.Not affordable

6. other reason
9.If you have taken life insurance policy please mention the name of policy that you have taken?

Name of policy--------------------------------------------------------------------------------------------------

Name of company----------------------------------------------------------------------------------------------

10.What promoted you to buy the life insurance policy from that company named by you?

1.Brand image of the company

2.Excellent past record

3.My friend have bought from this company

4.Marketing people insisted me to buy

5.Impressed the company ads and promotion

6. any other

11.For what purpose you have invested in this company ?

1.tax saving 2. Risk cover 3.returns 4. Safety 5.others.

12.Rank the ULIP plan

1. Excellent 2. Very good 3. Average 4 bad 5. Very bad

13.How much you invested in ULIP plan

Amount----------------------------------

14.How do you made your purchase decision for life insurance product?

1. consult people to choose alternatives

2.Try to buy the same brand that my friends have bought

3.consult an agent and advisor before making final decision

4. Base my decision on the brand value of company and products

5. Any other way--------------------------------------------------------------------------

15.How much you satisfied about the policy that you have taken?

1.Strongly agree 2. Agree 3. undecided 4.Disagree

5.Strongly disagree

16. Which of the factors you give more importance while purchasing the life insurance policy?

1. Return 2. Risk coverage 3. Liquidity 4.flexibilty