Name :- Contact

No:-

Disclaimer: - The survey is conducted solely for the research work under the programme
of IBS Kolkata as a part of my project and as such the responses generated will be used
strictly for academic purpose.

Sex-
___________________________________________________________________________________________

1. What is the objective of your investment?

In case of selecting more than one option as your answer, please

indicate your preferences by numbering them in order of your priority

Maximum priority -1, least priority -5

a) Stability of principle c) capital appreciation e) Tax

shelter

b) Income generation d) growth in income

2. What is your most preferable tool of investment?

In case of selecting more than one option as your answer, please

indicate your preferences by numbering them in order of your
priority

Maximum priority -1, least priority -5

a) Bank deposits such as savings a/c & FD g) Insurance

b) Post office schemes such as MIS, KVP etc h) Real estate

c) Government bonds & gilt edged securities i) Gold & bullion

d) Corporate bonds , debentures & preference shares j) Art & paintings &
antiques

e) Equity share k) Derivative

instruments
 f) Mutual fund

3. Generally, what proportion of your income would you prefer to

invest?

a) 0 – 10% d) 21 – 25%

b) 11 – 15% e) 26 – 30%

c) 16 – 20% f) 31 – 40%

g) If none of the above, then mention the

limit___________

4. What is your time horizon for investment?

a) Intra-day

b) Within a month

c) Within a quarter

d) Within a year

e) More than 1year but less than 5 years

f) More than 5 years

5. From investment, what amount of return do you expect?

a) 5 – 10% c) 16-25% e) 31-40%

b) 11 – 15% d) 26-30% f) more than 40%

6. If you have Rs. 100 to invest in stock market, what is the amount of
loss you can bear up if the price falls?

a) 0 d) 11 – 20

b) 1 – 5 e) 21 – 30

c) 6 – 10 f) more than 30
7. If you have Rs 1 lac and 5 possible investment alternatives as below
how much will you invest in them?( you can allocate full amount in one
particular alternative also)

a) Bank deposits_________

b) Investing in blue chip stocks________

c) Investing in a venture capital fund ___________

d) Investment in insurance ----------------

e) Investment in mutual fund----------

8. What is your income per annum?

a) Less than 1.5 lacs

b) 1.5 – 3 lacs.

c) >3 – 5 lacs

d) >5 – 7 lacs

e) >7 -10 lacs

f) >10 lacs

9. What is your current age?

a) Less than 25years

b) 25-30

c) 31-40

d) 41-50

e) 51-60

f) Greater than 60 years

10.What is the number of dependent members in your family?

a) 0

b) 1
 c) 2

d) 3

e) 4

f) 5

g) More than 5

11.What is your current occupation?

a) Service

b) Business

c) Independent profession

d) Vocation (where specific skills are required)

e) Retired

12.What is your main source of information about the investment

market?

a) Print media (including newspapers like business standard, ET)

b) Television (including CNBC, NDTV etc)

c) Websites from the internet

d) Reference groups

e) From the broker/fund manager

13.What will be the first preference as a broking firm?

a) ICICI direct.com(ICICI bank) e) India Infoline

b) HDFC securities f) Religare

c) Motilal Oswal g) others( if others please mention)

d) Share khan
14.In case of selection of broking firm, what attributes do you think
most important?

a) Proximity of the firm with residence/office

b) Lower brokerage

c) Supporting research & development department

d) Service of the firm

e) Any others( Please mention)

15.If you prefer to invest in stock markets, which sector will you opt for
preferably?

In case of selecting more than one option as your answer, please

indicate your preferences by numbering them in order of your
priority

Maximum priority -1, least priority -5

a) IT sector f) FMCG k)Iron & steel

b) Telecom g) Pharmacy l) Power

c) Entertainment h) Cement

d) Real estate i) Oil & gas

e) Banking j) Auto – ancillary

16.If you are interested in Mutual Fund, which would you prefer most?

a) Equity fund

b) Debt fund

c) Hybrid fund
 d) Liquid fund

e) Index fund

17.In case of Mutual fund, you will go for-

a) Open ended fund

b) Close ended fund

c) Systematic investment plan

d) Fixed maturity plan(FMP)

e) Monthly Income plan

f) Guilt exchange traded fund

18.If you are investing in mutual fund, which of the asset management company
fascinate you most?

a) Franklin Templeton

b) DSP –Merill Lynch

c) HDFC Mutual Fund

d) ICICI mutual fund

e) SBI Mutual fund

f) Reliance Mutual fund

g) Others ( please mention)

19.If you are investing in insurance, where will you go for?

a) LIC

b) ICICI prudential

c) Tata AIG

d) Birla Sun Life

e) Met Life

f) Reliance Life
 g) Others ( Please mention)

20.What will be your preferred area for insurance investment?

a) Endowment fund

b) Sum assured

c) Money Back plan

d) Pension policy

e) Unit Link Insurance Product

f) Annuity Scheme

21.If you prefer to invest in FD, what is your time horizon for
investment?

a) 1 yr b) 2 yr c) 3 yr d) 4 yr e) 5 yr

22.If you go for FD, you will select-

a) PSU banks

b) Private banks

c) Foreign banks

23.When you are investing in share market, corporate social

responsibility becomes a key determinant of stock selection-

a) Strongly agree

b) Somehow agree

c) Indifferent

d) Disagree

e) Strongly disagree