Dear Sir/Madam, I am student of MBA from N.R.

INSTITUTE OF BUSINESS MANAGEMENT, AHMEDABAD (Gujarat technological university) As per the requirement of my Summer Project I am conducting a survey on the topic: Customer awareness about the PORTFOLIO MANAGEMENT SERVICES as an investment option . I request you to kindly fill-in this Questionnaire and oblige I assure you that all the information gathered through this Survey will be us ed for academic purpose only.

1. Do you know about the Investments Option available?

YES

NO

2. What is the basic purpose of your Investments?

Liquidity Return Tax Benefits

Risk Covering Capital Appreciation

Safety & security of capital Others

Retirement

3. For how much period do you want to invest in stock market? (Tick any One)

Long term

Short term

4. What is the most important factor you consider at the time of Investment?

Risk

Return

Both

5. For being investor in stock market which investment option do you prefer the most? [Rank in the order of 1 to 7]

Mutual Funds Shares Commodities Market Bonds

Fixed Deposits Property Others

6. What percentage of your total investment assets are you placing in stock market?

More than 80% 59% 20-39%

60-79% Less than 20%

40-

7. Investing in PMS is far safer than Investing in Mutual Fund. Do you agree?

Strongly disagree Disagree Neither agree nor disagree Agree Strongly agree

8. Do you agree that PMS is a right way of investment? (Tick any One)

Strongly disagree Disagree Neither agree nor disagree Agree Strongly agree

9. If you invested in Share Market, what has been your experience?

Satisfactory Return Unsatisfactory Results

Burned Finger No

10. How do you trade in Share Market?

Hedging

Speculation

Arbitrager

11. How do you take financial decisions?

Independently Broker Financial Advisors

Reference group Advice from Bank Others

12. How do you manage your Portfolio?

Self

Depends on the company for portfolio

13.

Which kind of PMS do you know about? (Tick any One)

Investment more than 50 lakhs Investment more than 5 lakhs

Investment more than 25lakhs none of above

14.

How much return do you expect from PMS investment? (Tick any One)

10%-20% 50%-60%

20%-30% 60%-70%

30%-40% more than 70%

40%-50%

15. For what period do you want to invest in PMS? (Tick any One)

1-2 years 3-4 years > 5 years

2-3 years 4-5 years

16. Which problem do you face while investing in PMS? (Tick any One)

Big amount for investment Return risk Broker risk

17. If, you trade with Motilal Oswal then why?

Research Brokerage

Services Investments Tips

18. Are you using Portfolio Management services (PMS) of Motilal Oswal?

Yes

No

If yes then,
I. Which Portfolio Type you preferred?

Equity

Debt

Balanced

II.

How was your experience about Portfolio Management services (PMS) of Motilal Oswal?

Earned No loss

Faced Loss

No profit

III.

Does Motilal Oswal keep it PMS process Transparent?

Yes

No

IV.

Do you recommend Motilal Oswal PMS to others?

Yes

No

V.

How do you rate our responsiveness in dealing with you? Where: 1 = Excellent, 2 = Good, 3 = Satisfactory, 4 = Poor

VI.

If you received any technical support, how do you rate the technical competence of our Employees and their response time? Where: 1 = Excellent, 2 = Good, 3 = Satisfactory, 4 = Poor

1 4

VII.

Do you have any comments or suggestions that would help us improve our quality of customer service?

Yes

No

If Yes, Please specify

19. Do you know about any other PMS providers? (Tick any One)

Yes

No
please

If yes than specify_________________________________________

PERSONAL INFORMATION

Name:

____________________________

Age group:

18-25 yrs

25-35 yrs

35 -45 yrs

> 45 yrs

Occupation

:
Businessman Retired

Professional Service Other (please specify).