Investment Analysis Questionnaire


Investment Analysis questionnaire is designed to fetch information related to the client’s investment requirement. This questionnaire is helpful for the investment professionals as it helps them in finding out as to what all expectations do different clients have from the investment companies. Some of the questions that may be included in the Investment Analysis Questionnaire are given below.

Investment Analysis Questionnaire Sample

Name:

Occupation:

Company Name:

Designation:

Contact Number:

  • Are you planning to make an investment?

a)      Yes

b)      No

  • Approximately how much amount are you planning to invest?

__________________________

  • Please share your average annual income, details about your assets and liabilities so that a suitable investment plan may be chosen for you.

_______________________________________

  • Have you heard about our company?

a)      Yes

b)      No

  • If ‘Yes’, please share your source of information (You may choose from the below given options)

a)      Newspaper/ Magazine advertisements

b)      Radio/ TV commercials

c)      Internet

d)     Friends/ Relatives

  • Have you heard about the latest investment schemes being offered by our company?

a)      Yes

b)      No

  • Are you interested in knowing the details of any of the investment schemes being offered by our company?

a)      Yes

b)      No

  • Are you interested in making long term investment? If ‘Yes’, then please state why

_____________________________

  • Would you like to make investment in a short term investment plan instead?

a)      Yes

b)      No

  • If the answer to the above mentioned question is ‘Yes’ then please mention why.

______________________________

  • Have you invested in some other plan earlier?

a)      Yes

b)      No

  • If ‘Yes’ then please share some details about the investment plan

_________________________________

  • Are you satisfied with the growth in your investment amount?

a)      Yes

b)      No

  • If ‘No’ then please mention the reason for the same

_________________________________

  • How much growth are you expecting in the amount invested by you in the coming year?

_________________________________

  • Are you aware about all the terms and conditions attached the investment plan you have opted?

a)      Yes

b)      No

  • Would you like to try opting for the investment schemes being offered by our company?

a)      Yes

b)      No

Category: Investment Questionnaire

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