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1
2
3
Personal Deatils
1. Name of Participant
2. Mobile Number
3. Date of Programme
4. Place of Programme
5. Age Group
Below 18
18 - 25
25 - 45
46 - 60
Above 60
6. Gender
Male
Female
Other
7. Educational Qualification
Below Secondary
Secondary
Graduate
Post Graduate
8. Occupation
Student
Self Employed
Housewife
Private Sector
Public Sector
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Saving & Investment
9. Are you aware about the benefits of savings and investing?
Yes
No
Are you aware about various prominent Government Schemes for investment, such as -
A. Atal Pension Yojana (APY)
Yes
No
B. Public Provident Fund (PPF)
Yes
No
C. National Savings Scheme (NSC)
Yes
No
D. National Pension Scheme (NPS)
Yes
No
E. Sovereign Gold Bonds (SGB)
Yes
No
10. Senior Citizen Savings Scheme (SCSS)
Yes
No
11. If the answer to above is yes - Name the Government Schemes you have invested in.
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Final Step
12. Do you have a functional Bank Account?
Yes
No
13. Do you have a Permanent Account Number (PAN)?
Yes
No
14. Have you ever visited a Bank for inquiring about Credit Lending facility or availed Credit Lending facility from a Bank?
Yes
No
15. Are you aware of the various types of Mutual Funds, functioning of a Mutual Fund, and risk associated while investing in Mutual Funds?
Yes
No
16. If the answer to the above is yes - Have you invested in any Scheme(s) of Mutual Funds?
Yes
No
17. Are you aware of the grievance redressal mechanisms and rights available to you as an investor/bank account holder?
Yes
No
18. Are you aware of the grievance redressal Portals by SEBI (called SCORES), IRDAI (called Bima Bharosa), and RBI (called Ombudsman Scheme)?
Yes
No
Briefly describe your expectations from the upcoming Programme:
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