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Questions marked with a * are required Exit Survey
 
 
* 1. what percent of monthly salary do you save ?
 
Upto 10%
 
11 - 20%
 
21 - 30%
 
Above 30%
 
 
 
* 2. Do you have any investment/insurance plan on your name ?
 
Yes
 
No
 
 
 
* 3. In which company you would like to purchase investment plan ?
 
Government owned company
 
Public Ltd. Company
 
Private Ltd. Company
 
Foreign based company
 
 
 
* 4. Provide the reason behind choosing particular investment company ?
 
Safety
 
Brand Name
 
Good track record
 
Good return

 
 
 
* 5. What financial steps have you taken for retirement ?
 
None
 
Participate in my employer's pension program
 
Set a side money in saving account
 
Set up an individual retirement account
 
purchase certificates of deposites
 
Invested in mutual funds 
 
Invested in stocks
 
Invested in bonds
 
Other

 
 
 
* 6. Who have you contacted for retirement financial advice ?
 
No one
 
Financial planner
 
My bank
 
Insurance Agent
 
other

 
 
 
* 7. What companies, magazine and/or web sites have you used to obtain retirement advice ?
   
 
 
 
* 8. How much you would be willing to spend per annum if you want to go for investment plan ?
 
less than 10,000
 
10,001 - 25,000
 
25,001 - 50,000
 
More than 50,000
 
 
 
* 9. What kind of return would you look at from your investment ?
 
less than 5%
 
6% - 10%
 
11% - 15%
 
16% - 20%
 
21% - 25%
 
26% - 30%
 
 
 
* 10. What motivates you to purchase insurance plan ?
 
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High returns
 
Family responsibilities
 
Advice from friends
 
Financial advisor
 
Company