Q. Name______________________ Q. Adress/organisation Q.

Age Group a) Below 20 c) 36 - 50 b) 20 -35 d) 51 Above

Q.From the following income brackets, could you tell me which applies to you, wi th respect to your annual household income? a) Below 1,20,000 c) 3,00,000 - 5,00,000 Q. Qualification? a)under graduate c)post graduate Q.Occupation? a)salaried C)housewife e)other Q.What best describes your investment experience? a)Beginning(no investment experience) b)Moderate(comfortable with fixed deposits,chit fund,post office) C)Knowledgable(has bought or sold individual shares of stock or bonds) d)Experienced(frequently trade in stock<commodities,options and futures) Q. Are you aware of following investment avenues? Safe/low risk investment avenues: a)savings account b)fixed deposit c)public provident funt d)national savings certificate e)post office savings f)govt securities Moderate risk investment avenues: a)mutual funds b)life insurance c)debentures d)bonds High risk investment avenues: a)equity share market b)commodity market c)foreign ex market Traditional investment avenues: b)business d)retired b)graduate d)others b) 1,20,000 - 3,00,000 d) 5,00,000 Above

a)real estate b)gold/silver c)chit funds Q. what is the best option for investing your money?(choose from the above and r ank it) 1._______________ 2._________________ 3._______________ 4._________________ Q. reasons for selecting these options? 1. __________________________________________________ 2. __________________________________________________ Q. in the past you have invested mostly in? Q. in which sector do you prefer to invest your money? a) private sector b)public sector c)foreign sector

Q. what are the important factors guiding your investment decisions? a)return c)diversification b)safety d)others

Q. what are your savings objectives? a)children's education C)home purchase e)others Q. what is your investment objective? a)income and capital preservation C)growth and income e)others Q. do you have a formal budget for family expenditure? a)yes b)no b)long-term growth d)short-term growth b)retirement d)children's marriage

Q. do you have a savings and investment target amount you aim for each year? a)yes b)no

*if yes amount___________ Q. at which rate do you want your investment grow? a)steadly C)fast Q. which factor do you consider before investing? a)safety of principal b)low risk b)at an average rate

C)high risk

d)maturity

Q. do you invest your money in share market? a)yes b)no

*if yes: imagine that stock market drops after you invest in it then what will you do? a)withdraw your money C)invest more in it Q. how often do you monitor your investment? a)daily C)occasionally Q.what percentage of your income do you invset a)0-15% C)30-50% b)15-30% d)above 50% b)monthly b)wait to increase

Q. what is the time period you prefer to invest? a)short-term(0-1yrs) C)long-term(>3yrs) Q. can you take the rid=sk of losing your principal investment amount a)yes b)no b)medium-term(1-3yrs)

*if yes:what percent__________ Q. what is your source of investment advice? a)newspapers b)tv C)internet d)books e)advisors f)others