DEMAT Questionnaire.docx

QUESTIONNAIRE FOR DEMAT ACCOUNT HOLDER Personal Details:  Name .......................................... ............................................................................. ................................... Contact No. ........................................ ........................................ Email Id ............................................... .......................................................................... ........................... Occupation: [ ] Student

[ ] Private Employee Employee

[ ] Pensioner/Retired Pensioner/Retired

[ ] Govt. Employee

[ ] Business men

[ ] Any other please specify....................................... specify.......................................

1. What is the range of your monthly income in Rs.? [ ] Below Rs.5000

[ ] Rs.5000-Rs.10,000

[ ] Rs.20,000-Rs.40,000 Rs.20,000-Rs.40,000

[ ] Rs.50,000-Above Rs.50,000-Above

[ ] Rs.10,000-Rs.20,000 Rs.10,000-Rs.20,000

2. Education: [ ] Non-Matric

[ ] SSC / Plus 2

[ ] Post- Graduate / Professional Professional

[ ] Graduate

[ ] Any other please specify............................ specify............................

3. Have you heard about Demat Account? [ ] Yes

[ ] No

4. Do you have Demat account? [ ] Yes

[ ] No

5. In which of these t hese Financial Instrum Instruments ents do you invest into? [ ] Online trading

[ ] Bond

[ ] Derivative

6. Are you aware of online Share trading? [ ] Yes

[ ] No

7. With which company do you have your Demat account? [ ] Sbicap securities

[ ] ICICI direct

[ ] Kotak securities

[ ] Other please specify.......................... specify..........................

8. Heard about Sbicap sec.?

[ ] HDFC security

[ ] Mutual Fund

[ ] Yes

[ ] No

9. Do you have your account with Sbicap sec.? [ ] Yes

[ ] No

10. How do you come to know about Sbicap sec.? [ ] Friends

[ ] Relatives [ ] Agents [ ] Paper ad

11. From how many months you are trading with Sbicap sec.? [ ]1-3

[ ]3-6

[ ]6 -9

[ ] 9 –  above

12. How do you trade in Sbicap sec.? [ ] Online trade

[ ] Offline trade

13. Which services given by the Sbicap sec. is most attracted by you? [ ] Online trading

[ ] Response to call

[ ] Fund transfer mechanism

[ ] Safety and security

14. Which trading facility do you prefer frequently while trading on Sbicap sec.? [ ] Delivery trading

[ ] Intraday trading

[ ] Margin plus

[ ] Cash on spot

15. Are you satisfied with brokerage rate? [ ] Yes

[ ] No

16. Do you need training? Cash market

[ ] Yes

[ ] No

Equity market

[ ] Yes

[ ] No

17. What problem do you face as a client from a DP/depository (CDSL/NSDL ) ? [ ] Demat charges are too high [ ] Delay in demat of shares [ ] Non-dispatch of holding/transactions statement [ ] Wrong credit of shares [ ] Any other please specify...............................................

18. What do you look for when you are going to invest in the stock Market ?

[ ] Low risk

[ ] High risk

[ ] Low return

[ ] High return

19. What extra service do you expect from your broker ? [ ] Depository Services

[ ] Margin Financing

[ ] Portfolio MGMT System

[ ] Trading

[ ] Research & Technical Services

[ ] All Above

20. What percentage of your earnings do you invest in share trading? [ ] Upto 10%

[ ] Upto 25%

[ ] Upto 50%

[ ] Above 50%

21. What has been your experience in the stock market? [ ] Excellent

[ ] Good

[ ] Average

[ ] Poor

22. How often do you trade? [ ] Daily

[ ] Weekly

[ ] Monthly

[ ] Yearly

23. Which financial instruments are more risky? [ ] Share market

[ ] Mutual fund

24. Which company provides you better email facility? [ ] HDFC

[ ] Sbicap sec.

[ ] ICICI

[ ] Others