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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?

Life Insurance
General Insurance
Fixed Deposits
Post Office Schemes
Others

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) :-

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)

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)

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)

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)

Most important, can do without trail
More important than trail brokerage
Important but Trail is more important
Only Trail is important as it builds long term wealth for me

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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