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Summer internship project



Investment awareness Regarding stock market

Submitted to institute code: 123

Institute Name: Sal Institute of Management

Under the Guidance of Name of Faculty: Dipanti Joshi

In partial Fulfilment of the Requirement of the award of the degree of

Master of Business Administration (MBA)

Offered By

Gujarat Technological University Ahmadabad

Prepared By:

Shah Deval Rajeshkumar


MBA (Semester-III)
Student’s Declaration

I hereby declare that the Summer Internship Project Report titled “Investment
awareness survey” is a result of my own work and my indebtedness to other
work publications, references, if any, have been duly acknowledged. If I am
found guilty of copying from any other report or published information and
showing as my original work, or extending plagiarism limit, I understand that I
shall be liable and punishable by the university, which may include ‘Fail’ in
examination or any other punishment that university may decide.

Enrollment no. - 1780705921321

Name – Shah Deval RajeshKumar


Place: Ahmedabad
Date: 3rd August 2018
Date : / /

Institute Certificate
“This is to certify that this Summer Internship Project Report Titled
is the bonafide work of ________________________, Enrolment No.:
________________, who has carried out his / her project under my supervision.
I also certify further, that to the best of my knowledge the work reported
herein does not form part of any other project report or dissertation on the
basis of which a degree or award was conferred on an earlier occasion on
this or any other candidate. I have also checked the plagiarism extent of
this report which is ……… % and it is below the prescribed limit of 30%.
The separate plagiarism report in the form of html /pdf file is enclosed
with this.

Rating of Project Report [A/B/C/D/E]:

(A=Excellent; B=Good; C=Average; D=Poor;
E=Worst) (By Faculty Guide)

Signature of the Faculty Guide/s (Name and Designation of Guide/s)

Signature of Principal/Director with Stamp of Institute (Name of

Principal / Director)

In today’s cut throat competition MBAs are sure to have an edge over their
counterparts. During the MBA program students come in direct contact with the corporate
world through industrial training. The MBA program provides its students theoretical as well
as practical knowledge which apply in various managerial activities.

The study entitled “A study on Investment awareness survey” is giving the

information about the Awareness of people in stock market. Apart from theoretical concept of
the topic, we have included the finding and the tastes which have applied on the questions
which have asked to customers to get the conclusion of our objective.

This study is aiming the total market of Investment awareness regarding stock broker.
The study helps the awareness of people regarding awareness.

As MBA student, I have taken training at Beeline Broking Limited. Ltd from

 First & foremost, we thank the almighty god bestowing with the good health &
confidence to complete the project on time.

 We would like to express our hearty gratitude Prof.Dipnati Joshi for introducing us to the
Company Beeline Broking limited.

 We whole heartedly record our sincere gratitude to our External guide Ms. Vidhi Bhatt
for guiding us on the research aspects of the thesis.

 We are extremely thankful to our internal guide Prof.Dipanti Joshi for guiding us in
whole project work & also help in a practical sampling techniques of questionnaire
survey method.
Chapters Sub No. Particulars Page No.


1.1 Introduction of Spices


1.2 India and Spices

1.3 Current Scenario

CHAPTER – 2 2.1 Introduction of Hathi

Masala Company

2.2 Company Strategy

2.3 Products

2.4 Major Players

2.5 Porter’s Five Forces

2.6 SWOT Analysis



4.1 Research Methodology

4.2 Statement of problem

4.3 Objective

4.4 Research design

4.5 Sources of data

4.6 Data collection

4.7 Scope of the study

4.8 Target respondents

4.9 Sampling Method

4.10 Sampling Size

4.11 Data collection instruments

4.12 Period of study

4.13 Limitation of study








Overview of industry
Broking Industry in world

During the eleventh century the earliest brokerage firm established in London coffee houses
and very variety to purchase stock organization. They are founded the London stock
exchange in 1801 and also provide the membership. So, after all copied to all country and
create the image for his brand name. Soon, the U.S exchange was moved on to New York
city and various firms has been established. Example- Morgan Stanley and Merrill Lynch
were created to broking of stocks and securities.
During the 1900s , stock brokerage firms began to move in a direction of market. So , after all
there are hugged market in exchanges. Regulators have enforces a system called Chinese
walls to prevent communication between different department within the brokerage the
company. This has resulted in increased profits and greater interconnection within the
financial industry.

Broking industry in India

Most of two exchange in india . BSE (Bombay stock exchange) and NSE( National stock
exchange). The BSE established in1875 and NSE established in 1994. At the last count of
BSE had about 4700 listed firm and NSE last count had about 1200 listed firms. Out of all
the listed firms on the BSE, only about 500 firms constitute more than 90% of its market
capitalization .

All over Responsibility handle in SEBI (security &Exchange Board of India , which was
formed in1992 as an independent authority, SEBI rules and regulation follow the BSE and
NSE . It enjoys vast powers of imposing penalties on market participate in case of a breach.

Almost all the significant firms of india are listed on both exchange. Equity spot markets
follow T+2 settlement. This means Monday to Wednesday. All trading stock broker timing
9:55 to 3:30 pm . and the market on Monday to Friday and Saturday and Sunday closed
market. Sometimes T+5 is also settlement. This are use in Delivery market.

The two represent about market indexes are Srensex and Nifty . Sensex is oldest market for
equities. It is included 30 firms listed on BSE. Which represent about 45% market
capitalization. This established in 1979, onwars.

Another index is the Nifty. It included 50 shares in listed on the NSE , Which represent about
62% of its free-float market capitalization.This established in 1990, onward.
Current scenario of market
India has approximately 1 crore Demat accounts. And country population 125+ crore people.
It means 1% market use broking firm. We can assume that 1 crore Demat account. It means
some family have 2 accounts or more than 2 accounts. So , we can see that 50-60 lakh invest
in share market. Why have the brokers not increasing like population? It is reason behind the
policy and others. Because some people like to invest in policy and some people like ton
other. So , easy to say that this is reason behind low demat account.

That logically see that Indian exchange ( NSE and BSE) is not top 15 world wild exchange,
why are our brokers not able to faced Indian brokers? What is preventing them from
increasing the number of Demat accounts and share ownership?

So, we will see that key challenges faced by Indian broking Industry: -

Lower margin in Broking. There are many competitions in india. There are provides Full
services broking , Discount broking brokers and Foreign Banks. So , all brokers provide the
low margin in broking. Because of competition is high. So , this is faced by Indian broking

Lower Retailer Investors participate. It means Retailer is not easy to going the share market.
Because of the everyone goal of the purchase in Gold and Land. So , there are invest in gold
and Land. Because there are thinking about the future.

Increasing costs and Additional Investment.. Stock market are always walk in new market. So
, people want to something new for company side. So , there are lots of capital and AMC is
important. So It is very expensive . and also maintains charge be extra. So , this is faced by
Indian broking firms

So, all are the faced by Indian broking firms.

Major players of industry

World Level

Major players in India

Porter’s Five forces

 Competition

 The industry is a very increasing market. The brokerage industry is very cyclical
and impacted by activities levels in the market.
 During the year of 2008-2009 periods, the smaller players is hugged out of the
 As the result there is many competitions in market and provide the same services
for customers satisfaction.

 Barriers to entry

 A new entrant coming in the market. So first need a reasonable and affordable
services provides by clients and also capital to the fund working required in the
 The scale Required are increasing day by day constantly and a new entrant will
require high level of investment and something new for client attractive
product. So they stay in market another there are close in the services.
 So this are important point in barriers to entry in market

 Supplier bargaining power

 Not much related is most segments except investment banking, where employees
control client relationships & hence have to be highly rewarded.

 Customers bargaining power

 This is important in the institutional brokerage business which includes high

volume & low brokerage charges. The extent of buyer power is very low to non-
existent in all kinds of retail segments.

 Threat of substitutes

The product offered by all firms in this industry are more or less differentiation. Investing rather
saving in the bank rather than investing in a brokerage firm can be one option; else this is not
applicable for this industry.

In a summary there industry has a reasonable to low level of competitive advantages. There is
low level of customer lock in & customers will move his or her business if the brokerage rates
are not competitive with rest of the industry. The only competitive advantages for companies
in this sector come from size & scale which enables them to leverage their size to reduce
average costs & thus make a profit & low brokerage margins.

In addition to high fixed costs, the industry has very low margin cost. As a result the cost of
addition customers is low & per transaction costs are limited. Due to this reason, we are seeing
a constant pressure on the brokerage rates has intensified the competition in the industry & is
resulting in consolidation with the top players.
Company History
Company History

Beeline Broking Limited is a public incorporated on 26 August 2014. It is classification as

Non-government & is registered at registrar of companies, Ahmedabad.

Mr. Vanesh Panchal : Networth Stock Broking Ltd.

With two decades of retail broking in his kitty, Mr. Panchal was instrumental in the growth of
Indiabulls, Monarch Project & Networth stock broking ltd., a respected name in the broking
industry today, & spearheaded their retail footprint especially in the western region.

Mr. Pradeep Sandhir :

Chiefly responsible for stabilizing Master Trust Ltd, that has been operational in the Gujarat
region since last 8 years, Mr.Sandhir brings 15 years of experience to the table.
Company introduction
 Beeline broking limited is a mix of full service broker and discount
broker offering trading across different asset class and add on
services like equity SEP(Systematic Equity plan), SME listing &
planning, research and market analysis, technical and fundamental
analysis, tips and recommendations and so on.
 The broker is based in Ahemedabad, GJ and promoters have a long
experience of the market.
 Beeline Broking lets you trade online across equity delivery,
intraday, equity derivatives, currency, commodity by having
membership of NSE, BSE, MCX, NCDEX through their online trading
platforms via single sign on.
 Trading in commodity Segment is offered by Beeline Commodities
Pvt Ltd. Beeline is a depository participant. Demat account opening
onetime fee is Rs 876 with free AMC.
 Beeline has tie up with NSDL, a repository to have all your
insurance policies in demat form. The broker helps you create an e-
insurance account (e-IA) absolutely free of cost and you can buy as
many insurance policies under the same demat account. You can
also pay your premiums, view your portfolio and make amendments
to your policy online.
 The broker also offers NRI trading service.
 If we talk about brokerage then Beeline offers both per order
brokerage and percentage based brokerage. They have a brokerage
bidding page where you can choose your own lowest brokerage for
different segments. Flat fee brokerage is fixed at Rs 18 per
executed order in equity delivery, equity derivative, currency and
commodity future segment.
 Beeline runs a daily rewarding program where they reward
participant with gift e-vouchers for predicting the daily closing of
indices future, currency future and commodity future of the current
month. You can participate every day and the participant who
makes the nearest predictions on either side of the close is the
winner. Beeline value any contribution by our esteemed clients and
based on your contribution in terms of Client referral , Sub broker/
Associate Programme/ Remisier referral , Participation in a
survey/giving us feedback & Brokerage generated.Based on your
contribution we assign reward points to our clients.2% of the
average monthly brokerage will be converted into reward points.
The reward points that you accumulate can be redeemed on a
monthly or quarterly basis.
Company Vision

Beeline Vision is next 2 to 3 years company ranking top 5 positions.Company will try more
than 2 times customers increasing within 3 years.and company try to easy to investors
trading.so there are improve trading platform day by day…

Company Mission

Company try to total satisfaction for customers. And employees aim to provide to customers
with the most modern training., that utilises the online and throught their call center. Company
try to best services provide the customers and their goal are customers incresing value added
in investment of their company. And also maintain the customers account and give best after
sale services.
SWOT analysis

 Strength

 Company strong decision that have help you take a jump from passive client to
successful trader technical & fundamental analysis.

 Now a day Indian stock broker doing daily mailers on market recommendation. Digital
market is good option to online trading facilities provide by company and provide learn
more market for regarding investment.

 Company certified financial adviser’s help you make the right investment decisions.

 Weakness

 Indians People are mostly preferring investing in gold. Sometimes some reason behind
people not doing investment in share market. Example- lake of knowledge, lake of
Time, lake of benefits and other many factors affected in share market. The weak point
of Indian stock broker is high risk. It is a kind of gambling where no guarantee of return
& some time it depends on luck.

 Opportunity
 Now a day high purchasing power increasing and people looking to more investment
 Day by day growing rural market and also aware about share market.
 This are good opportunity for urban youth earning.

 Threats
o Stringent Economic measures by Government & RBI.
o Entry of foreign finance firms in Indian Market.
Organisation hierarchy

Mr. Vanesh Panchal Director
Mr. Pradeep sandhir Chairman
Ms. Vidhi Marketing Department Manager
Ms. Deepa Marketing Department Manager
Mr. Ch&ramauli IT Department Manager
Mr. Hemendra Finance Department Manager
Mr. Dhruvit Parmar Dealer
Product offered By beeline

Online trading with Exposure & margin

Days are gone when you call your share broker every time you want to buy or sell shares. With
our online trading platform, you can trade in equity, commodity & currency with lowest
brokerage charges. In addition making payment, requesting pay-outs, margin enhancement can
be done on real time basis.


Company provide SME IPO for the average client. So , every one affordable price . and every
company not provide SME IPO. So , this is good for the company.


Investors are quite used to the idea of their shares & mutual funds being in the dematerialised
form. The experience has been wonderful & no longer does one have to worry about reams &
reams of physical documents. Considering the success of the dematerialisation of shares, IRDA
the insurance regulator came up with the initiative of maintaining insurance policies in demat


As long as there is global trade there will be global capital flows & countries will encroach into
each other’s currencies. This necessitates the need for a vibrant currency market much like
there is a commodity market. The currency futures market is a derivative of movement of
exchange rate & interest rates.


Beeline provide also commodity facility. so,it is good for the company. There is two type of
commodity provide.

(1) NCX
(2) MCDX
Literature Review
Title: Investment Awareness survey

Sikidar & Singh (1996) carried out a survey with an object to underst & the behavioral aspects
of investors of the north eastern region towards investment & portfolio. The survey had
revealed that the salaried & self-employed has formed the major investments in investment due
to tax concessions benefits align investment due to tax concessions benefits align towards it.

Kumar Singh (2006) has analyze the investment pattern of investors in Bangalore city
&Bhubaneswar, the analysis of the research was undertaken with the help of survey method. It
has been concluded that in Bangalore investors are more & more aware about various
investment options available & the risk associated towards it.. & in Bhubaneswar, investors are
more of conservativenature type & also they prefer to invest in only those avenues where the
risk associated is less like bank deposits, small savings, post office savings etc.

Shanmugham (1990) examined the factors affecting investment decision & found that the
investors are high risk takers. The investors possessed adequate knowledge of government
regulations, monetary & fiscal policy.

Gupta L C (1992) attempted a household survey of investors with the objective of identifying
investors’ preferences for mutual funds so as to help policy makers & mutual funds in designing
mutual fund products & in shaping the mutual fund industry.

Chaturvedi Meenakshi & Khare Shruti (2012) studied the Saving Pattern & Investment
Preferences of Individual Household in India found out that most investors preferred Bank
Deposit as the first choice of investment & next to bank deposits small saving schemes
constitutes the second choice of investment.

Rajarajen Vanjeko December 2010, Finance India on Indian investors’ investment

characteristics showed that the use of these characteristics for a better underst&ing of
individual investors & their financial product needs. It also shows that investor’s future
preferences. The study reveals the increasing popularity of equity as an investment option
among individual investors.

Sushant Nagpal & B. S. Bodla june 2009 on impact of investors’ lifestyle on their investment
pattern: an empirical study states that the modern investor is a mature & adequately groomed
person. Occasions of blind investments are scarce, as a majority of investors are found to be
using some source & reference groups for taking decisions.

A Sarangapani & T. Mamatha on investment pattern of Indian investors (July 2011)

assessed in their research, investment pattern of sample investors indicates that the majority
investors prefer to invest in equity shares than in other instruments. It is also revealed in
analysis of the portfolio of investors that 72% investors prefer to invest in different types of
instruments & the rest only in equity shares. The portfolio size of convertible debentures is
comparatively more than non-convertible debentures in Hyderabad city.

Gordon J. Alex&er, Jonathan D. Jones & Peter J. Nigro (1997) analyzed the various
characteristics & investment knowledge of investors & found that the investors are
knowledgeable about costs, risk & returns associated with equity.

Ramasamy T & Vinayakamoorthy (2000) had concluded the study on “Investment

awareness survey”. The study reveals that, both savings & investment had equality. It means
that an individual wants to have more investment, first he has to save that extent, savings &
investment decisions are taken separated by an investor with different motives. The savings &
investments are brought about by the changes in income.

Geethanjali (2006) conducted a study entitled “Investors awareness towards commodity

market” in Erode with special reference to Karvy Stock Broking Limited. The study is made
to find out the investors knowledge towards commodity market.

Ranjani Komal Srinivasan, Anjali Vivek Chopra (2011) concluded that the respondents
showed significant awareness in matters concerning investment & personal financial planning.
Contrary to popular perception, the sample population showed awareness about financial
planning & willingness to take investment decisions relating to personal finance. However, in
the area of retirement planning,

Rao (2011) conducted study on “Analysis of individual investor behaviour ”. In this study
author presents equity investor awareness & adoption of different schemes with educational
level. The research findings showed that with increased level of education is linked with greater
risk tolerance.

Kousalya P R & Gurusamy P (2012) observed in their study on “Investment awareness “ that
there is no significant relationship between age of the women investors & level of awareness
on investment. They have also concluded that the educational level of women investors does
not influence the level of awareness.

Research methodology

Primary Objective

 To check customers awareness regarding investment

 To identify which factor are affecting the investment of the customers

Secondary Objective

 To check the preference of customers about investment

 To suggest the area of improvisation to the broking firms to increase awareness of

Research Design

 Descriptive research design have used because data provide opportunities to underst&
awareness of the customers.

Sampling Design

 Target population

This work is totally based on customers perception about investment.

Our target population was equity, mutual fund investor, individual & other
 Period of the study

Period of the study 45 days , from 4th June to 18th July.

 Sampling Method

Sampling method used in this research is convenience sampling.

Data collection

The data collected is of the primary. The primary was collected the
questionnaire study

Scope of study
To gain accurate results for the study, 100 people were given questionnaire to
know how many people have interest in share market. So it is know about the
customer perception on share market.

Limitation of Research

 First off all we are study in only 100 person. So , we can see that perception of people
are limited.
 So, we can see that sometimes data is not trusted. So, It is not fair.
 Sometimes people are not given right data. So , this is reason behind limitation of

Gender Percentage
Male 76
Female 26


The Disribution of awareness on the Basis of the Gender, that is the Male(76%) and
Female (24%). So, as per awareness of investment survey that most of awareness are
the male as compare to female .

Particular Percentage
20-30 80
30-50 17
50 or above 3
Total 100


The Distribution of customers on the basis of the age, in that customers who have age
between 20-30 (80%) years and customers who have age between 30-50 are (17%) .
and 50 or above age group between(3%). So, as per customers survey that most of
customers are from 20-30 years.

Frequency Percent Valid Percent Cumulative
Student 44 44.0 44.0 44.0
Government organization 7 7.0 7.0 51.0

Valid private companies 22 22.0 22.0 73.0

Self employed 27 27.0 27.0 100.0

Total 100 100.0 100.0


The Distribution of customers on the Basis of the Occupation, Students are (44%) and
customers who have government organization are (7%) , private companies are (22%), Self
employed are (27%). So , as per survey that most of people have student and self employed.

Frequency Percent Valid Percent Cumulative
Non matric 1 1.0 1.0 1.0
std X/XII 12 12.0 12.0 13.0
Graduate 52 52.0 52.0 65.0

Valid post graduate 29 29.0 29.0 94.0

Doctorate 3 3.0 3.0 97.0
Others 3 3.0 3.0 100.0

Total 100 100.0 100.0


Here we find that there are different educations of respondent.

Non-matric is 1% std X/XII are 12%
Graduates are 52% post-graduates are 29%
Doctorates are 3% Others are 3%

How often you monitor your investment?

Frequency Percent Valid Percent Cumulative
Daily 8 8.0 8.0 8.0
Fortnightly 16 16.0 16.0 24.0
Monthly 54 54.0 54.0 78.0
Occasionally 9 9.0 9.0 87.0
Only IPO 13 13.0 13.0 100.0

Total 100 100.0 100.0


The Distribution of customers on the Basis of the often monitor investment fortnightly (16%)
, Daily(8%), Monthly(54%) , Occasionally(9%), Only IPO(13%).So , as per survey that most
of people have doing Monthly .

What percentage of your income do you invest?

Frequency Percent Valid Percent Cumulative
0-15% 65 65.0 65.0 65.0

Valid 15-30% 35 35.0 35.0 100.0

Total 100 100.0 100.0


The Distribution of people on the basis of the percentage of income for investment, in that
people who have invest 0-15% investment between(65%), and 0-30% investment

Past how many years you are investing in share market?


Frequency Percent Valid Percent Cumulative

1-5 71 71.0 7 71.0
5-10 25 25.0 25.0 96.0
10 above 4 4.0 4.0 100.0

Total 100 100.0 100.0


The Distribution of people on the basis of the percentage of past year investment, in that
people who have invest 1-5 years(71) , 5-10 years(25) and 10 years above(4).

H0: There is no significant difference between male and female regarding sectors.

H1: There is significant difference between male and female regarding sectors.

Group Statistics

Gender N Mean Std. Deviation Std. Error Mean

Male 74 2.0541 .51700 .06010

Female 26 2.1282 .69189 .13569

Independent Samples Test

Levene's Test for Equality of t-test for Equality of

Variances Means

F Sig. T df

Equal variances assumed 6.385 .013 -.574 98

Equal variances not assumed -.500 35.306

Independent Samples Test

t-test for Equality of Means

Sig. (2-tailed) Mean Difference Std. Error 95% Confidence

Difference Interval of the

Equal variances assumed .567 -.07415 .12921 -.33057

Equal variances not assumed .620 -.07415 .14840 -.37533

Independent Samples Test

t-test for Equality of Means

95% Confidence Interval of the



Equal variances assumed .18226

Equal variances not assumed .22703


From this T-test method, we should know significant value is 0.013. That
means 0.013 is less than 0.05.so, we reject Null Hypothesis & accept
Alternative Hypothesis .That means There is significant difference between
male and female regarding Sector invest in share market.

H0: There is no significant difference amongst various sector regarding education

H1: There is significant difference amongst various sector regarding education.



Minimum Maximum

Non matric 2.00 2.00

std X/XII 2.00 2.00

Graduate 1.00 3.00

post graduate 1.00 3.78

Doctorate 2.11 3.44

Others 1.56 2.78

Total 1.00 3.78



Sum of Squares Df Mean Square F Sig.

Between Groups 6.489 5 1.298 4.861 .001

Within Groups 25.097 94 .267

Total 31.586 99
Means Plots


 From this ANOVA test method , we should know significant value is

0.01. That means 0.01 is less than 0.05. So, we reject Null Hypothesis
& accept Alternative hypothesis. That means there signification
difference amongst various sector regarding education.
 So, we can see that Non-matric and std X/XII people are agree with all
sector. Graduate people are strongly agree and agraee between take
decisions. Post-Graduate people are almost agree about the sector.
Doctorate people are agree and neutral and other between take

Reliability Statistics

Cronbach's Alpha N of Items

.821 4


As we can see from the above table the data is reliable because the value is
more than 0.05. so, the collected data reliable.\


• We can see that male is more than female about the investment.
• We talk about the age. So , age is 20-30 is high compare to another age. There are
more aware about the stock market.

• We talk about education. Most of Graduate and post- graduate people is more aware
about share market.

• We can talk about the Occupation . Most of student and self-employed aware about
the share market and another person semi aware about the share market.

• Most of people last 1-5 years 71% doing investment. Because share market is now a
day more increasing.

• We can see that information about income percentage use in investment. So, we can
see that 0-15% people doing 65%. And another people doing the 35%.

• From this ANOVA test method , we should know significant value is 0.01. That
means 0.01 is less than 0.05. So, we reject Null Hypothesis & accept Alternative
hypothesis. That means there are signification difference amongst various sector
regarding education.

• So, we can see that Non-matric and std X/XII people are agree with all sector.
Graduate people are strongly agree and agree between take decisions. Post-Graduate
people are almost agree about the sector. Doctorate people are agree and neutral and
other between take decision.

 From our study regarding of investment awareness survey of Ahmadabad city is very
important for understand their perception regarding investment.so, company have try
to customer regarding questionnaire. So company know about identify the problem.
 Company should be more efficiency work provide. Because sometimes customers
services after sale very badly. So company should maintain it.
 Company’s response towards customers affect their purchase decision, so company
should try to maintain and improve their effective interaction with customers.
 The company should concentrate on more aggressive advertisement to promote their
 Company should something new offer provide by customers. Because broking
company many in market. But customers give attractive Offred. so, there are thinking
about investment your company.
 Some people have no knowledge regarding some offered provide by company. And it
is benefits of your works. So , company doing seminar for customer so there are
understand the product. And it is also benefits of company.


 Further to the study, Investment awareness does not only help in increasing the
investment but also help in investors being prudent enough to understand fraudulent
and/or risky nature of some investment avenues. As the research population spends
more of their time with computers and internet, digitalization of awareness programs
can help spread more awareness. Study concluded that the investors have a fair level
of awareness towards investment and external mediums needs to take additional step
to get this fair level of awareness to high level

 Investment awareness survey is help of the understand the person behaviour regarding
investment. So , it is helpful industry. India scenario now a day huge market of share
market. This is opportunity of the earning some extra money . so , people have a
different dreams will complete in earning money. So , It is cyclical process. The
above study we can see that global market is very good better than India.

 So, we can see that many sector in india. Example- Auto-mobile , Telecom and etc..
so , People have a different things of investment. So , It is work sometimes luck. So,
sometimes people have a huge lose in market. So, all are thing share market is good
but we can identify the which share profitable. It is depend on company’s history.










Name __________________________________________

Email id__________________________________________

1. What is your age?

 20-30
 30-50
 Above 50

2. Gender

 Male  Female

3. Education

 Non Matric
 Std X/XII
 Graduate
 Post Graduate
 Docorate
 other

4. Occupation

 Student
 Government Organization
 Private Companies
 Self Employed
 Retired

5. What is your annual Income?

 <2,00,000
 2,00,000 – 4,00,000
 4,00,000 – 6,00,000
 >6,00,000

7. In the past you have invested mostly in?

Strongly Agree Neutral Disagree Strongly

agree disagree
Equity share

9. What is your source of investment advice?

Strongly Agree Neutral Disagree Strongly

agree disagree
Family or

10. What is your Investment Objective?

Strongly Agree Neutral Disagree Strongly

agree disagree
Income &
Long Term
Short Term
Growth &
Tax benefit
High return
Low risk

12. How often you monitor your Investment?

 Daily
 Fortnightly
 Monthly
 Occasionally
 Only IPO

13. What percentage (%) of your income do you invest?

 0-15
 15-30
 30-50

14. Past how many years you are investing in share market?

 1-5 Years
 5-10 Years
 Above 10 Years

15. Listed Company Shares which you own are listed on?

 Others Exchange

16. The Stock Broker through which you invest in Share Market?

 Karvy
 Geogit BNP Paribas
 Sharekhan
 Motilal Oswal securities
 Beeline broking limited
 JRG Securities
 Others

17. Which sectors do you invest in Share Market?

Strongly Agree Neutral Disagree Strongly
agree disagree
Bank &
Real estate
IT sector

18. Are you into online trading?

 Yes
 No

19. Are you advising your friends & relative to invest in Share Market?

 Yes
 No