1.

Name:

2. Gender

a) Male b) Female c)Other

3. Age

a) Less than 25 years b) 26 - 40 years

c) 41 - 60 years d) 60 and above

4. Educational Qualification

a) High School b) Diploma

c) Bachelor Degree d) Masters and above

5. Marital Status

a) Single b) Married

6. Occupation

a) Student

b) Salaried

c) Professional

d) Businessman

e) Retired

7. Number of Members in family

a) Two

b) Three

c) Four

d) Five and above ,please specify

8. Types of Investor

a) Hereditary investor (i.e. earlier any of the family member does trading )

b) New Investor
9. Market Preference for Investment

a) Primary Market (IPOs)

b) Secondary Market (buying & selling of shares)

c) Both

10. Years of Investment experience

a) Less than 2 years

b) 2 - 5 years

c) 6 - 10 years

d) More than 10 years

11. Number of companies in which investment is made

a) 5 – 10

b) 10 – 15

c) 15 – 20

d) More than 20

12. Source of Investment

a) Own Funds

b) Borrowed Funds

c) Both

13. What percentage of your income do you invest?

a) Less than 10%

b) 10% to 15%

c) 16% to 20%

d) 21% to 25%

e) More than 25%

14. Expected return on investment

a) Less than 7%

b) 8% to 12%

c) 13% to 18%

d) More than 18%

15. Preferred mode of trading

a) Online

b) Offline

c) Both

16. What type of investors are you?

a) High Risk Taking

b) Moderate Risk Taking

c) Low Risk Taking

17. How much loss your portfolio has incurred till now?

a) No losses

b) < 10%

c) 10% - 30%

d) 30% - 50 %

e) > 50%

18. Rank these information sources on the basis of your choice of preference.

a) Newspaper & Magazines News channels

b) Friends and relatives

c) Brokers forecast

d) Company's financial reports

e) Financial websites
19. In which sector do you prefer to invest your money?

a) Private Sector

b) Public Sector

c) Government Sector

e) Foreign Sector

20. What is your main objective for investing?

a) Wealth Creation

b) Earn Returns

c) Tax Savings

d) Children's Education

e) Family Planning

f) Retirement Planning

g) Future Financial Security

h) Emergency

i) Other

21. Which one of the following factor influences the most while making a investment decision?

a) Safety

b) Liquidity

c) Diversification

d) Affordability

e) Simplicity

f) Regular Returns

g) Good Service

h) Convenience
22. Which of the following investment avenues do you invest in?

a) Equity

b) Mutual Funds

c) Fixed Deposits

d) Currency Markets

e) Commodity Markets

f) Debentures

g) Bonds

h) Insurance Policies

i) Public Provident Fund (PPF)

j) Government Securities

k) Real Estate

l) Gold/Silver

23. Which of the following investment avenues are you aware about?

a) Equity

b) Mutual Funds

c) Fixed Deposits

d) Currency Markets

e) Commodity Markets

f) Debentures

g) Bonds

h) Insurance Policies

i) Public Provident Fund (PPF)

j) Government Securities

k) Real Estate

l) Gold/Silver