The objective of this questionnaire is to understand the investing behavior of individuals and analyze their awareness towards

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Purpose of the study (awareness levels, investing behaviors etc.) , no personal information sto

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this questionnaire is to understand the investing behavior of individuals and analyze their awareness towards different modes of investme

Question
DEMOGRAPHICS
Age bucket
Gender
Number of members in the family
Number of earning members in the family
Occupation
Marital status
Purpose of the study (awareness levels, investing behaviors etc.) , no personal information stored or shared.

What proportion of your annual earnings (after taxes) do you save?

Savings is defined as surplus money left after paying off all regular obligations & adhoc
expenses.

What proportion of your savings do you park in your Savings Bank account?
We will assume that the balance portion is invested in other investment opportunities.
How much interest does your savings bank account yield per annum
Why do you invest money?
What is your usual investment horizon?
How will you rate your risk appetite*
Where do you generally park your investments ?
How do you usually take your investment decisions ?
Do you generally invest for the purpose of tax savings (80C etc)?
Where do you invest for the purpose of saving tax (80C) ?

How many of the following investment avenues do you know about? Please tick
the one which are applicable.
How many of the following investment avenues have you used? Please tick

Are you interested to learn about different modes of investment opportunities

Do you want to learn about learn about investment opportunities?
If you would like to learn about investment opportunities and also about the findings
of this study please leave your email id.

* Risk appetite is defined as the willingness to take risk to meet investment objectives. There is a risk reward trade off in the inv
eir awareness towards different modes of investments. We shall not be asking for any perso0-10%
10-25%
Dropdown menu (Please select) 25-50%
>50%

ersonal information stored or shared.

open ended

objectives. There is a risk reward trade off in the investement world. Higher returns cannot be obtained without proportionate levels of risk
 Enter value <18 years Male Self employed professional Single Do not want
Choose not to answer 18-25 years Female Private Sector service Married Wont mind t
25-35 years Others Public sector service Fine with m
35-60 years Student Love high ri
Above 60 years Homemaker
Business owner
Freelancer
Other

be obtained without proportionate levels of risk. However with higher risk you may lose some or all of your amount invested.
 Current Account 0% PPF Self intuition
PPF 0-10% Employee PF Self analysis
Mutual Funds-Lump sum 10-30% Equity Linked Savings Scheme Advise of family and friends
Mutual Funds-SIP 30-50% LIC TV/Newspaper/Reports
Equity Market direct invest 50-80% ULIP Bank relationship manager
Recurring Account/FD >80% NSC / REC & NHAI Bonds Portfolio manager
Gold/Jewelry National Pension Scheme
Real Estate Fixed Deposit

LIC/Hybrid Insurance Others

ULIP Do not invest

Own business
Corporate debt/ bonds
Others

mount invested.
Yes Initial Public Offering Beat inflation
Maybe Bonds / Corporate Debt For a Goal (educ
No Systematic Investment Plan - Mutual Funds Retirement
Systematic Investment Plan - Equity Shares Capital appreciat
Exchange Traded Funds (Gold, Real estate, Domestic Index, Foreign Index) Regular Income
Debt Mutual Funds Investing is "in t
Equity Mutual Funds Because my paren
Balance Funds

Arbitrage Funds

Mutual Fund-Direct plan

Mutual Fund-Regular plan
Mutual funds-Growth option
Mutual Funds-Dividend option
 Current accNo, I am well versed with investment opportunities
4% Yes, on how to manage my surplus savings
5% Yes, on how to build a corpus for future obligations
Less than 3 months 6% Yes, on equity market and how to invest directly
3 - 6 months 7% Yes, on debt market and how to invest directly
6 months to 1 year >7% Yes, to gain general awareness about different investment instruments
1 - 3 yrs Not aware Yes, on different mutual funds
3 - 5 yrs Yes, only on safe and sure investments
5 - 10 yrs
> 10 yrs