A COMPARATIVE STUDY OF CONSUMER

PERCEPTION TOWARDS INSURANCE AND

MUTUAL FUND AS AN INVESTMENT OPTION
We are students of FACULTY OF MANAGEMENT conducting a survey on "A
COMPARATIVE STUDY OF CONSUMER PERCEPTION TOWARDS INSURANCE AND
MUTUAL FUND AS AN INVESTMENT OPTION" only for research purpose. We would be
grateful if you will spare some time to fill this form genuinely. We assure that the
information provided by you will we kept confidential and will use only for academic
purpose.

* Required

1. Name: *

2. Age(Years): *
Mark only one oval.

18-25
26-35
36-60
above 60

3. Gender: *
Mark only one oval.

Male
Female

4. Marital Status : *
Mark only one oval.

Married
Unmarried

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 5. Occupation : *
Mark only one oval.

Professional Degree
Businessman
Student
Housewife
Employee
Retired

Other:

6. What is your annual Income (Rs)? *

Mark only one oval.

Below 250000
250001 - 300000
300001 - 500000
500001 - 1000000
Above 1000000

7. How much percentage of your annual income, you save for investment ? *
Mark only one oval.

Less than 5%
5-10%
10-15%
15-20%
More than 20%

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 8. Where do you invest your money ? *
Check all that apply.

Postal Saving
Fix Deposits
Equity
Debentures
Gold/Silver
Insurance
Mutual Fund
Public Provident Fund
Initial Public Offerings

Other:

9. Fill the following on the base of your investment knowledge :- *

Mark only one oval per row.

Insurance Mutual Fund Both None

Aware of
Invested in

10. What percentage of your savings do you invest in Insurance & Mutual Fund ? *
Mark only one oval per row.

less than 5% - 11% - 21% - 50%

None
5% 10% 20% 50% -100%
Insurance
Mutual Fund

11. How do you proceed for investment ? *

Mark only one oval per row.

Directly (online) Brokers Agents None

Insurance
Mutual Fund

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 12. Who influenced you to invest in Insurance & Mutual Fund ?
Check all that apply.

Insurance Mutual Fund

Advertisments
Friends & family
Agents
Attractive Schemes
Other

Insurance
If you have ever invested in Insurance than fill this section, or else go to Section 3

13. Details about Insurance as per your experience :-

Check all that apply.

Private Company Public Company Both No

Own Insurance Policy

14. Which kind of Insurance policies you owned ?

Check all that apply.

Saving policy
Whole Life policy
Endowment policy
Money back policy
Automobile policy
Pension Plan policy
Property Insurance
Future Safety
Child benefit
Health benefit
Government Schemes

Other:

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 15. What makes you to invest in Insurance ?
Check all that apply.

Safety
Pre-Define Returns
Tax Saving / Tax benefit
Security
Easy Loan
Offers multiple benefits like investment+insurance+tax saving
Recommended by friends & family

Other:

16. Rate as per your satisfaction in Insurance ?

Mark only one oval per row.

Highly Highly
Satisfied Neutral Dissatified
Satisfied Dissatisfied
Return earned
Safety
Tax saving
Charges taken by
Insurance company
Services
Secured
Geniune

Mutual Fund
If you have ever invested in Mutual Fund than fill this section, or else go to section 4

17. In which type of Mutual fund schemes you have invested ?

Mark only one oval.

Pure Equity Based Schemes

Pure Debt Based Schemes
Balanced Schemes

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 18. What makes you invest in Mutual Fund ?
Check all that apply.

Higher Returns
Capital appreciation
Credit Rating
Inflation
Retirement planning Needs
Lock in Periods
Recommended by friends & family

Other:

19. Rate as per your satisfaction in Mutual Fund ?

Mark only one oval per row.

Highly Highly
Satisfied Netural Dissatisfied
Satisfied Dissatisfied
Risk
Returns
Charges taken by
fund company
Services
Tax Savings

Your Opinion
Give your opinion genuinely by your past experiences.

20. As per your perception , which one is better investment option considering
different parameters ? *
Mark only one oval per row.

Insurance Mutual Fund

Higher Returns
Safe Source
Tax Saving
Diversification
Liquidity
Time Period
Flexibility (Premium)
Convenience
Lower risk

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 21. Any suggestion/comment regarding
Insurance & Mutual Fund

Powered by

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