Questionnaire

Q.1. you are finally responsible for how many person?

Only yourself
o 1 Person besides yourself

o 2 to 3 Person besides you.

o 4 to 5 person besides you.

o More than 5 person besides you.

Q.2. what percentage of your annual household income could be

available for investment?
o 0%

o Between >0% and 10%

o Between >10% and 25%

o Between >25% and 50%

o Over 50%

Q.3. what are your Priorities while investing? (Rank them)

o Tax Planning

o Retirement

o Education Funding

o Major purchase/Expense

o Gift/Donation
 o Other_______

Q.4. How would you rate your willingness to take financial Risk?
o Careless

o Willing to take Risk

o Can take Calculated Risk

o Low Risk taking capability

o Extremely averse Risk

Q.5. what factor would you consider most important before choosing
an investment?
o How quickly I will be able to increase my wealth.

o Opportunity for steady growth.

o The amount of monthly income the investment will generate.

o The safety of my investment period.

Q.6. what is your perception about Risk and Return of following

investment avenues? Please tick the appropriate option.
Particulars High High Medium Medium Low Low
Risk Return Risk Return Risk Return
-Bank Deposits
-Post office Products
o Monthly Income Scheme
o Public Provident Fund
o National Saving Certificates
o Kisan Vikas Patra
o Recurring Deposit Account
o Saving Account
-Mutual Fund
-Equity shares
-Future & Options
-Infrastructure Bonds
-Insurance
-Other (Specify)
Q.7. what are your current Investment?
o Bank Deposits

o Post office Products

- Monthly Income Scheme

- Public Provident Fund
- National Saving Certificate
- Kisan Vikas Patra
- Recurring Deposit Account
- Saving Account
o Mutual Funds

o Equity shares

o Future & Options

o Infrastructure Bond
o Insurance

o Other (Specify)