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    DEMAT Questionnaire

    Uploaded by

    KIRAN
    The document is a questionnaire for demat account holders. It contains 24 questions regarding the respondent's personal details, occupation, income level, education, awareness and experience with demat accounts, share trading, and various brokerage companies. The questions aim to gather information on the respondent's trading habits, preferences, satisfaction levels, problems faced, risk tolerance, and expectations from their broker.

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    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd

    DEMAT Questionnaire

    Uploaded by

    KIRAN
    5K views3 pages
    The document is a questionnaire for demat account holders. It contains 24 questions regarding the respondent's personal details, occupation, income level, education, awareness and experience with demat accounts, share trading, and various brokerage companies. The questions aim to gather information on the respondent's trading habits, preferences, satisfaction levels, problems faced, risk tolerance, and expectations from their broker.

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    DEMAT Questionnaire.docx

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    The document is a questionnaire for demat account holders. It contains 24 questions regarding the respondent's personal details, occupation, income level, education, awareness and experience with demat accounts, share trading, and various brokerage companies. The questions aim to gather information on the respondent's trading habits, preferences, satisfaction levels, problems faced, risk tolerance, and expectations from their broker.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    5K views3 pages

    DEMAT Questionnaire

    Uploaded by

    KIRAN
    The document is a questionnaire for demat account holders. It contains 24 questions regarding the respondent's personal details, occupation, income level, education, awareness and experience with demat accounts, share trading, and various brokerage companies. The questions aim to gather information on the respondent's trading habits, preferences, satisfaction levels, problems faced, risk tolerance, and expectations from their broker.

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    © All Rights Reserved
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    QUESTIONNAIRE FOR

    DEMAT
    ACCOUNT HOLDER
    Personal Details:
    Name ............................................................................. Contact No. ........................................
    Email Id ..........................................................................

    Occupation:

    [ ] Student [ ] Private Employee [ ] Govt. Employee [ ] Business men

    [ ] Pensioner/Retired [ ] Any other please specify.......................................

    1. What is the range of your monthly income in Rs.?

    [ ] Below Rs.5000 [ ] Rs.5000-Rs.10,000 [ ] Rs.10,000-Rs.20,000

    [ ] Rs.20,000-Rs.40,000 [ ] Rs.50,000-Above

    2. Education:

    [ ] Non-Matric [ ] SSC / Plus 2 [ ] Graduate

    [ ] Post- Graduate / Professional [ ] Any other please specify............................

    3. Have you heard about Demat Account?

    [ ] Yes [ ] No

    4. Do you have Demat account?

    [ ] Yes [ ] No

    5. In which of these Financial Instruments do you invest into?

    [ ] Online trading [ ] Bond [ ] Derivative [ ] Mutual Fund

    6. Are you aware of online Share trading?

    [ ] Yes [ ] No

    7. With which company do you have your Demat account?

    [ ] Sbicap securities [ ] ICICI direct [ ] HDFC security

    [ ] Kotak securities [ ] Other please specify..........................

    8. Heard about Sbicap sec.?


    [ ] 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

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