Questionnaire

Dear Sir / Madam,

I am a student of L. J. Institute of Engineering & Technology pursuing MBA. As a part of our
academic requirement, we are conducting market research.
Note: This is an educational survey, please provide necessary information or tick marks against the
option(s) applicable to you. All the information provided by you will be kept confidential.
Personnel Details:
Name

: ________________________________________________________

Resi. Add

: ________________________________________________________
_________________________________________________________

Age

: ________ Years

Education

: _________________________

Occupation

: ________________________

Family Mambers : _______________

Annual Income

: Rs_______________

No. Of earning members : __________________________________________

Contact No.

: ________________________

Email ID

: _______________________________________________________

1. Do you invest?
a. Yes
b. No

2. What percentage of your income do you invest?

a. 0-25% [ ]
b. 25-50%[

c. 50-75%[

d. 75% & above[

_________________________

3. Out of 100 points, for investment planning, in which instrument(s) do you invest?
Instruments

% of Total
Investments

a.

Saving Account (Bank)

___________

b.

Recurring

___________

c.

Fix Deposit

___________

d.

Equity

___________

e.

Mutual Funds (MF)

___________

f.

Gold

___________

g.

Real Estate

___________

h.

Foreign Exchange (Forex)

___________

i.

Commodity Market

___________

j.

Other(Specify)____________

___________
__

100__

4. Please rank the following criteria, you consider for investment. (1 to most preferred)
a. Return
b. Risk
c. Flexibility
d. Tax rebate
e. Tenure
f. Others (Specify) ____________

_________
_________
_________
_________
_________
_________

5. Please rank the following reasons for investment. (1 to most preferred)

a. Wealth Maximization

________

b. Uncertainty Avoidance

________

c. Tax Planning

________

d. Children Education

________

e. Children Marriage

________

f. House

________

g. Automobile

________

h. Home Appliances

________

i. Retirement

________

j. Others (specify)_________

________

6. My risk-return pattern is.

Return
High
Risk

Moderate

Low

High
Moderate
Low

7. Please rank the followings as per your preference for managing your investment portfolio.
a) Self

_________

b) Financial advisor

_________

c) Advertisement (print, TV, radio)

_________

d) Relatives

_________

e) Friends

_________

f) Others (specify)_________

_________

8. Do you invest in mutual fund?

a. Yes
b. No
If No, then go to Question No. 12.

9. In which scheme(s), do you invest, out of 100 points of mutual fund?

a. Equity Diversified

Points
_________

b. Debt

_________

c. Balanced

_________

d. Liquid

_________

e. Index Funds

_________

f. Others (specify)_________

_________
100

10. What is your investment pattern in Mutual Fund?

a. Lump sum
b. SIP
c. STP
d. Both a & b

11. SIP is the best investment instrument, state the opinion.

Strongly
Agree
________

Agree

Indifferent

Disagree

________

________

________

Strongly
Disagree
_______

12. Why do you not invest in Mutual Fund?

a. Unawareness
b. Recession period
c. Market Risk
d. Other (specify)_________

13. Do you invest for tax planning?

a. Yes
b. No
If Yes,

14. For tax planning, in which instrument(s) do you invest out of 100 points of total investments?
Points
a. ELSS

________

b. ULIPs

________

c. NSC/ KVP

________

d. PPF

________

e. Others (specify) _________

________
100

15. Please rank the following instruments for tax planning as per your preference.
(1 to most preferred & accordingly)
Rank
___________
___________
___________
___________
___________

a. ELSS
b. ULIPs
c. NSC/ KVP
d. PPF
e. Others (specify) _________

16.ELSS is the best instrument for tax planning, state the opinion.
Strongly
Agree
________

Agree

Indifferent

Disagree

________

________

________

Strongly
Disagree
_______

17. For tax planning, whose advice do you consider? Please rank. (1 to most preferred)
a. Tax consultant

_________

b. Friends

_________

c. Self

_________

d. Relatives

_________

e. Brokers / Agents

_________

f. Others (specify) _________

_________

Thank You