Feedback is a
1. Who is your current Financial Planner in the company?
2. Please choose the reason you decided to use our services [You can choose up to three responses below]
3. How do you rate the knowledge of your current Financial Planner?
You may elaborate the reasons for this grading in the box below, if you wish to.
4. How do you rate the timeliness and quality of response of your current Financial Planner to your queries?
You may elaborate the reasons for this grading in the box below, if you wish to.
5. How do you rate the courtesy and mannerism of speaking to you of your current Financial Planner?
You may elaborate the reasons for this grading in the box below, if you wish to.
6. How do you find the accessibility of your Financial Planner on telephone, Whatsapp, SMS and email?
Would you like to suggest any improvements in this system?
7. How do you rate the overall systems and processes being followed by Hum Fauji Initiatives, including the Six-Monthly Portfolio Review, being done for you?
You may elaborate the reasons for the grading in the box below, if you wish to or Suggest any improvements in this system?
8. Request you for your response on the following questions:
(a) If we were to take you to Direct Mutual Fund Plans and charge a fee (since there would be no commissions coming to us from anywhere then), how much annual fee would you be prepared to pay to us as a Percentage of your investments with us?
(b) With what frequency would you like us to charge your bank account if you go in for Direct Plans with us instead of the Regular Plans
9. How would you rate your overall investment experience with Hum Fauji Initiatives so far?
You may elaborate the reasons for this grading in the box below, if you wish to or say something about us to make us serve you better.