DATA ANALYSIS Q1. Have you invested /are you interested to invest in mutual funds?
TABLE NO- 1 [Link] OPTION NO. OF RESPONDANT 75 25 PERCENTAGE
1. 2.
YES NO
75% 25%
25
YES NO 75
Q2. What is the most important reason for not investing in mutual funds? TABLE-2 [Link] OPTION NO. OF RESPONDANT 40 15 30 15 PERCENTAGE
1. 2. 3. 4.
Lack of knowledge about mutual funds Enjoys investing in other options Its benefits are not enough to drive you for investment No trust over the fund managers
40% 15% 30% 15%
NO. OF RESPONDANT
15 40
Lack of knowledge about mutual funds Enjoys investing in other options
30 15 Its benefits are not enough to drive you for investment No trust over the fund managers
Q3. Where do you find yourself as a mutual fund investor? TABLE NO-3 [Link] OPTION NO. OF RESPONDANT 20 30 PERCENTAGE
1. 2. 3. 4.
Totally Ignorant Partial knowledge of MFs
20% 30% 30% 20%
Aware of only scheme in which 30 invested Good knowledge of MFs 20
NO. OF RESPONDANT
20
20
Totally Ignorant Partial knowledge of MFs
30
30
Aware of only scheme in which invested Good knowledge of MFs
Q4. Where from you purchase mutual funds? TABLE-4 [Link] OPTION NO. OF RESPONDANT 20 30 40 10 PERCENTAGE
1. 2. 3. 4.
Directly from the AMCs Brokers only Brokers /Sub brokers Other sources
20% 30% 40% 10%
NO. OF RESPONDANT
10 20
Directly from the AMCs 40 30 Brokers only Brokers /Sub brokers Other sources
Q5. Which feature of the mutual fund allure you most? TABLE-5 [Link] OPTION NO. OF RESPONDANT 35 25 20 20 PERCENTAGE
1. 2. 3. 4.
Diversification Professional management Reduction in risk and transaction cost Helps in achieving long term goal
35% 25% 20% 20%
NO. OF RESPONDANT
20 35
Diversification Professional management
20 Reduction in risk and transaction cost 25 Helps in achieving long term goal
Q6. According to you which is the most suitable stage to invest in mutual funds? TABLE-6 [Link] OPTION NO. OF RESPONDANT 35 25 20 20 PERCENTAGE
1. 2. 3. 4.
Young unmarried stage Young married with children stage Married stage Pre retirement stage
35% 25% 20% 20%
NO. OF RESPONDANT
20 35 Young unmarried stage 20 25 Young married with children stage Married stage Pre retirement stage
Q7. Are you availing the services of personal financial advisors? TABLE-7 [Link] OPTION NO. OF RESPONDANT 70 30 PERCENTAGE
1. 2.
YES NO
70% 30%
NO. OF RESPONDANT
30
YES 70 NO
Q8. What is the major reason for using financial advisors? TABLE- 7 [Link] OPTION NO. OF RESPONDANT PERCENTAGE
1. 2. 3. 4.
Want help with asset allocation 30 Dont have enough time to make own decision To explain various investment options Want to have survey about financial goals 20 25 25
30% 20% 25% 25%
NO. OF RESPONDANT
25
30
Want help with asset allocation Dont have enough time to make own decision
25
20
To explain various investment options Want to have survey about financial goals
Q9. Which expertise of the personal financial advisor is demanded most? TABLE-8 [Link] OPTION NO. OF RESPONDANT 50 20 30 30 PERCENTAGE
1. 2. 3. 4.
Portfolio review and investment recommendation Planning to achieve specific financial goals Managing assets in retirement Access to specialist in areas such as tax planning
50% 20% 30% 30%
NO. OF RESPONDANT
30 50
Portfolio review and investment recommendation Planning to achieve specific financial goals
30 20
Managing assets in retirement Access to specialist in areas such as tax planning
Q10. What is the major reason for not using financial advisor? TABLE-10 [Link] OPTION 1. Have access to all resources needed for not using financial advisor Believe advisors are too expensive Unsure how to find a trust worthily advisor Want to be in control of own investment NO. OF RESPONDANT 30 PERCENTAGE 30%
2. 3. 4.
20 25 25
20% 25% 25%
NO. OF RESPONDANT
25
30
Have access to all resources needed for not using financial advisor Believe advisors are too expensive
25%
20
Unsure how to find a trust worthily advisor Want to be in control of own investment
