SL No Name Age(years)1 Pawan Kaushik 352 Shweta Kumari 263 Swati Gahlot 26

Address Telephone OccupationKolkata 9830801153 ServiceGwalior 9424407060 ServiceDelhi 9643608639 Service

IDBI Questionnaire Rank these investment option

Annual Income Share and Debentures Bank Deposits Mutual Funds Insurance ProductsRs 9,50,000 4 5 4 1Rs 3,50,000 5 1 3 3Rs 4,75,000 5 4 2 5

Post Office savings Others How would you plan your investement pattern for next year?4 Through mutual fund5 Through mutual fund3 Through Insurance

Do you own an insurance policy? Reasons behind taking an insurance policy Yes Protection of familyYes SecurityNo

What are the features you consider before taking an insurance policy?Which insurance policy do you own? Insurance Coverage High Returns Low Premium AmountICICI Prudential Life Insurance Yes No NoLIC Yes No No

Yes Yes No

What are the features you consider before taking an insurance policy? Rate the features of the insurance product offered to youFlexible withdrawals Others Insurance Coverage High Returns Low Premium AmountYes Good Medium ExcellentYes Good Medium ExcellentYes Medium Medium Excellent

Rate the features of the insurance product offered to you Do you know about any of the following Insurance plans offered by IDBI Fortis?Flexible Withdrawals Preffered mode of payment Wealthsurance planGood Money transfer NoGood Money transfer NoGood Money transfer No

Do you know about any of the following Insurance plans offered by IDBI Fortis?Homesurance protection plan Bondsurance Plan Retiresurance plan Childsurance planNo No No NoNo No No NoNo No No No

Have you invested in any of these plan? If Yes, Please mention the plan Term of your investmentYes Childsurance planNoYes Wealthsurance plan

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