QUESTIONNAIRE

INVESTMENT AVENUES IN EQUITY MARKETS

PERSONAL INFORMATION:

A.Name:

B.Age:
a.Less than 20 years
b.20 – 40 years
c. Greater than 40 years

C.Occupation:
a.Service
b.Student
c. Business 


D.Income(per month):
a.Less than Rs 20000
b.Rs 20000– Rs 40000
c. Greater than Rs 40000
d. No Income

E. Qualification:
a.Post Graduate
b.Graduate
c.HSC Pass
d.SSC Pass

F. Do you have children?

Yes No.
(f yes, please specify No. of children)


DETAILS OF INVESTMENT PREFERENCES

SET OF MULTIPLE CHOICE QUESTIONS:

Q1. Do you invest in share market?

Yes No

Q2. What are the areas in which you would like to invest from the following?
a. Equity
b. Fixed Deposit Account
c. Real estate
d. Gold
e. Post office Account
f. Bonds/Debentures/ Insurance policies

Q3.What is your purpose for savings?

a. Children’s Education
b. Growth Plan
c. Retirement Plan
d. Health care Expenses
e. Home purchase
f. Others

Q4. Out of the following, which type of instrument are you aware of?
a. Shares
b. Mutual Funds
c. Debentures 
d. Fixed Deposit
e. All of above
f. None of above

Q5. What are your investment portfolio objectives?

a. Income and capital preservation
b. Growth and Income
c. Long-term growth
d. Aggressive growth
Q6.At which rates do you want your investment to grow?
a. Steadily
b. At an average rate
c. At fast rate

Q7. How frequently do you investin India?

a. Monthly
b. Quarterly
c. Half-Yearly
d. Annually

Q8. What percentage of your expenditure from monthly Income?

a. 25% - 40%
b. 40% - 60%
c. 60%– 80%

Q9. What attracts you to Equity Market?

a. High Return
b. Speculation
c. Dividend
d. Liquidity of invested Fund

Q10.What sources of funds do you utilize to invest or trade in the Stock market?
a. Saving/ Personal
b. Loans
c Pledging

Q11.Which factor do you consider before investing in share market?

a. Capital Appreciation
b.Maturity Period
c. Risk
d. Return on investment
e. Tax benefits
f. Liquidity
g. All of above

Q12. In your opinion, what would be the optimum strategy if stock market drops
immediately after you invest in it?
a.Cut your losses and transfer funds into secure investments
b.Wait to see if investment improves
c.Invest more funds to lower your losses expecting future growth
d.Withdraw your funds and stop investing

Q13. Rate the satisfaction with the return generated by your investment option?
Highly Satisfied Satisfied Neutral Dissatisfied Highly Dissatisfied
(5) (4) (3) (2) (1)

Q14. Rate the satisfaction with the factors that was considered while investing?
Highly Satisfied Satisfied Neutral Dissatisfied Highly Dissatisfied
(5) (4) (3) (2) (1)

Q15.What are the various sources from where you get the performance evaluation
data/advice for the funds?
a.Magazines
b.Financial Newspapers
c.NSE/BSE websites
d.TV channels
Any other please Specify_______________________________________