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Dear Partner, in view of the new guidelines from SEBI, business dynamics will change, at this juncture we need to relook at what you expect from us in the new scenario. We would appreciate in case you can spare a few minutes and fill this questionnaire to enable us to serve you the best, in the way you want us to.


1. What all products do you sell apart from Mutual Funds?




 
 
 
2. For how many years have you been into financial business?
3. For how long are you associated with Mutual Funds?
4. In Mutual Funds what is your % age asset allocation industry wide
Debt Equity
5. Please mention your share of Investments in %age terms as per the table given below:-
Corporate HNI Retail Investors
6. Rank the following innovative services planned for you by RMF in order of priority ( Please tick) :-
Services Very Important Important Un-
Important
Training on Financial Planning thereby helping you in getting advisory Fee for your service.
Innovative modes to facilitate you getting the advisory fee separately from the client.

Leads given for new client acquisition

Technological Support in the form of online business / financial planning software

Innovative products for the benefit of investors

Contests / product promotions

Others(Please specify)

   
7. Please rank your decision in Financial planning solution choice suggested to customer ( Rank 1 to the highest/most important and Rank 6 to the lowest/un-important) :-
Choice Rank
Product asset class

Product Performance over a reasonable time period

Products based on the need assessment of the person

Customers age and financial profile

Product revenue/brokerage

Others(Please specify)

8. Why do your clients call you mostly: (please tick)
Customer Calls  
To send or collect forms for investments

To have Information about portfolio status/NAV

To know about a popular scheme promotion / NFO running

To discuss about current economic affairs and their impact

To discuss about avenues of investments keeping in mind good schemes

To collect information about personal financial objectives

To discuss about his goals and what does he want to achieve from his investments

To ask for advises on how can he manage his taxes better

9. How would you rate the service provided by Reliance Mutual Fund? (please tick)
Services Excellent Good Average Poor Bad
Training / Learning & Development Undertaken

Sales Support like Branding viz Collaterals / Banners / Posters/ One pager etc.

Sales Support in the form of Leads

Technological Support in the form of online business / financial planning software

Coming out with Innovative products for the benefit of investors

Contests / product promotions

Others(Please specify)

10. What do you think of the business impact post the new regulator ruling? (please tick)
Opinions Strongly
Agree		 Agree Neutral Disagree Strongly
Disagree
Negative because of Lower Margins

Positive because now I can really charge the investor actual value of my advisory.

Short term negative as will cut down immediate earnings

Money coming today is important to meet my running expenses hence negative impact

Positive as now I can add more customers who will compensate for the immediate loss.

Positive if I think as an investor but Negative if I think as distributor.

Positive because money churning will reduce leading to long term wealth creation for my clients

11. How important is upfront brokerage to you? (please tick)



12. Any suggestions from you that could help to improve the services of Reliance Mutual Fund in future. On Services / Technology Support / Collaterals / Incentives/Contests / Brokerage / Any other

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