A questionners as on the Need for financial advisors for mutual fund investors.

1. Name: .. 2.Address: ..... Phone number: 3. Sex: a) Male 4. Age: a) Below 20 c) 40 60 5. Education: a) Post Graduate c) Graduate 6. Occupation: a) Businessman c) student 7. Maritial Status: a) Married 8. Income (yr): a) Below 50000 [ ] b) 50000-100000 [ [ ] ] [ ] b) Unmarried [ ] [ [ ] ] b) Employee [ ] d) others [ [ ] ] b) Under Graduate [ d) Below SSLC [ ] ] [ [ ] ] b) 20 40 [ ] ] [ ] b) Female [ ]

d) 60 & Above[

c) 100000-500000 [

] d) above500000

9. Have you invested /are you interested to invest in mutual funds? a) Yes [ ] b) No [ ]

10. If no what is the most important reason for not investing in mutual funds? a) Lack of knowledge about mutual funds b) Enjoys investing in other options [ [ ] ] ] ]

c) Its benefits are not enough to drive you for investment [ d) No trust over the fund managers [

11. Where from do you purchase mutual funds? a) Directly from the AMCs b) Brokers only c) Brokers/ sub-brokers d) Other sources [ [ [ [ ] ] ] ]

12. According to you which is the most suitable stage to invest in mutual funds? a) Young unmarried stage b) Young Married with children stage c) Pre-retirement stage d) Old age stage [ [ [ [ ] ] ] ]

13. Which feature of the mutual funds influence you most? a) Diversification b) Professional management c) Reduction in risk and transaction cost d) Helps in achieving long term goals [ [ [ [ ] ] ] ]

14. Where do you find yourself as a mutual fund investor? a) Totally ignorant b) Partial knowledge of mutual funds c) Aware only of any specific scheme in which you invested d) Fully aware [ [ [ [ ] ] ] ]

15. Are you availing the services of personal financial advisors? a) Yes [ ] b) No [ ]

16. Which expertise of the personal financial advisor is demanded most? a) Portfolio review & investment recommendation b) Planning to achieve specific financial goals c) Managing assets in retirement d) Access to specialist in areas such as tax planning [ [ [ [ ] ] ] ]

17. What is the major reason for using financial advisors? a) Want help with asset allocation b) Dont have time to make my own investment decision c) To explain various investment options d) Want to make sure I am investing enough to meet my financial goals [ [ [ [ ] ] ] ]

18. What is the major reason for not using financial advisor? a) Have access to all resources needed to invest on own [ b) Believe advisors are too expensive c) Unsure how to find a trustworthy advisor d) Want to be in control of own investment [ [ [ ] ] ] ]