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Investor Feedback


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Folio No.(if any)
Customer Name *
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1. Have you invested in any Tata Mutual Fund scheme?

Yes No
(if "No" please skip to question number 5)

2. Which of the following schemes of Tata Mutual Fund have you invested in? (Please tick appropriate boxes below)

Equity Funds: Tata Equity Opportunities Fund, Tata Life Sciences & Tech Fund Tata Equity P/E Fund Tata Service Industries Fund Tata Contra Fund Tata Capital Builder Fund	Tata Pure Equity Fund, Tata Tax Saving Fund, Tata Dividend Yield Fund Tata Mid Cap Fund, Tata Tax Advantage Fund	Tata Select Equity Fund, Tata Growth Fund, Tata Infrastructure Fund, Tata Index Fund Tata Equity Management Fund
Balanced Funds & MIPs: Tata Balanced Fund Tata MIP Plus Fund	Tata Young Citizens Fund Tata SIP Fund Scheme I	Tata Monthly Income Fund
Debt Funds: Tata Income Fund Tata Short Term Bond Fund Tata Floating Rate Fund Tata Liquidity Management Fund	Tata Income Plus Fund, Tata Dynamic Bond Fund Tata Liquid Fund	Tata Gilt Securities Fund Tata Floater Fund, Tata Fixed Maturity Fund

3. How have been the returns on the investments in these funds?
E=Excellent G=Good S=Satisfactory U=Unsatisfactory

4. What is your assessment about our services in the following areas?

A. Timeliness of your receipt of account statement of investment

Excellent Good Satisfactory Unsatisfactory

B. Timeliness of payment of redemption proceeds/dividends announced

Excellent Good Satisfactory Unsatisfactory

C. Information available on your investment

Excellent Good Satisfactory Unsatisfactory

5. When contacted over phone, was your call answered?

within 2-3 rings after 8-10 rings busy continuously busy

6. How was your experience of visiting our branch office?

A. Could you get information sought?

Yes; Somewhat No

B. How polite was the person who attended to you? Name

Excellent Good Satisfactory Unsatisfactory

C. How knowledgeable was the person who attended to you?

Excellent Good Satisfactory Unsatisfactory

D. How was the over all ambience of our office?

Excellent Good Satisfactory Unsatisfactory

7. How did you come to know about Tata Mutual Fund?

Friend/Relative; Advertisement; Distributor; Others

8. What is your over all service impression about Tata Mutual Fund?

Excellent Good Satisfactory Unsatisfactory

9. For your Future investments will you choose Tata Mutual Fund?

Certainly May be Can't say No

10. According to you, our services as compared to other Mutual Funds are

Similar Better Worst

11. What, if any, are areas of your dissatisfaction with our services? (Max 1500 Characters)

12. If you have any suggestion for improvement, please write here. (Max 1500 Characters)