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Subject:- Security Analysis & Portfolio Management

MBA 3rd Semester

Assignment Topic:-
A STUDY ON THE ATTITUDE OF THE PROFESSIONAL AND
BUSINESSMAN TOWARDS VARIOUS INVESTMENT AVENUE

Assignment Submit to –
Dr. Sankar Thappa.
Department of Business Administration
University of Science and Technology Meghalaya

Submitted By :-

Derajuddin Ahmed 17/MBA/42


Chanakya Das 17/MBA/64
Debasish Medhi 17/MBA/66
Nazibuz Zaman 17/MBA/39
Sheikh Farid 17/MBA/41
Ubaidullah Ahmed LAskar 17/MBA/35
Humayun Rasid 17/MBA/55
Jatin Borah 17/MBA/28
Rakibul Islam 17/MBA/63
Ahmedul Hassan 17/MBA/73
Santosh Kr. Gupta 17/MBA/72
Objectives of the Study:-
1) To Know about the investor awareness for different investment avenue.
2) To know about the pattern of investment.
3) To know about satisfaction levels of investors.
4) To know about the problems faced by the investors.

1) Classifications of Respondents as per age:-


Age No of Respondents
20-40 Year 20
40-60 Year 13
Above 60 Year 2
Total 35

2) Gender Classification –
Gender No of Respondents
Male 25
Female 10
Total 35

3) Classification as per Marital Status –


Married 19
Unmarri
ed 16
Total 35

4) Classification as per Monthly Income -


Income No of Respondents
Below Rs. 20,000 13
Rs 20,000 - Rs. 40,000 13
Rs 40,000 - 60,000 5
Rs 60,000 - 1,00,000 4
Above Rs 1,00,000 0
Total 35
5) Awareness of Investment Avenue -
Investment Avenue No of Respondent
Bank Deposit 30
Life Insurance 22
Mutual Funds 15
PPF 7
EPF 4
Gold/Silver 9
Postal Savings 16
Equity Share 7
Debenture 6
NSC 5
Real Estate 5

5) Range of Savings Per Months:-


Range of Save Money No of Respondents
Rs. 1000 - 2000 7
Rs. 2000 - 3000 13
Rs. 3000 – 4000 5
Rs. 4000 – 5000 6
Above Rs. 5000 4
Total 30
6) Invest Money
Invest Money No of Respondents
Yes 35
No 0
Total 35
7) Investment Avenue -
Avenue of Investment No Of Respondents
Bank Deposit 30
Life Insurance 19
Mutual Funds 15
PPF 2
EPF 2
Gold/Silver 6
Postal Savings 4
Equity Share 3
Debenture 2
NSC 2
Real Estate 3

8) Range of Investment Annually –


Range of Investment No of Respondents
Rs. 5000 - 20,000 20
Rs. 20,000 - 35,000 8
Rs. 35,000 – 50,000 4
Above Rs. 50,000 3
Total 35
9) Duration of Investment –
Duration of Investment No of Respondents
1 - 2 Yr. 6
2 - 3 Yr. 5
3 - 4 Yr. 9
4 - 5 Yr. 5
Above 5 Yr. 10
Total 35

10) Factors Influencing Investment Decision -


Factors Most Important Important Less Important Not Important
High Return 14 13 5 3
Low Risk 14 16 3 3
Size of Investment 8 20 4 3
Duration 7 17 5 6
Objective 12 17 5 1
Accessibility 2 17 11 5
Agents Advice 4 10 9 6

11) Source of Information -


Source of Information No of Respondents
Print Advertisement 8
Friends/Relatives 20
Agents 13
Electronic Advertisement 8
Representative 1
12) Suggestion for Investment –
Suggestion for Investment No of Respondents
Friend 10
Relatives 8
Agents 13
Representative 4
Self 10

13) Level of Satisfaction -


Highly Neither Satisfied
Satisfied Satisfied Nor Dissatisfied Dissatisfied Highly Dissatisfied
Return 3 20 3 7 0
Low Risk 9 18 4 3 1
Liquidity 8 19 6 0 2
Documentation 7 15 4 7 0
Accessibility 6 15 8 5 1
Grievances
Handling 4 12 6 7 6
Investment Process 10 17 4 2 2

14) Problem Face:-


Problem Face No of Respondents
Yes 13
No 22
Total 35

15) Kinds of Problems -


Any Problem No of Respondents
Accessibility 3
Information 2
Documentation 3
Liquidity 1
Duration of Investment 2
Size of Investment 2
Return Related 4
Investment Process 3
16) Continue Investment –
Continue Investment No of Respondents
Yes 32
No 3
Total 35

Data Interpretation (Findings):-


1) 24% respondents are aware about bank Investment, 17% Life Insurance, 12%
Mutual Funds, 5% PPF,3% EPF, 7% Gold/Silver, 13% Postal Savings, 6% Equity
Share, 5% Debenture, 4% NSC and 4% respondents Real Estate.
2) In terms of factors affecting Investment for High Return 14 respondent select
Most Important, 13 respondent select Important select Important, 5 respondent select
Less Important and 3 respondent select not important. For Low risk 14 respondent
select Most Important, 16 respondent Select Important,3 respondent select less
important and 3 respondent select not important. For Size of investment 8
respondent select Most Important, 20 respondent Select Important,4 respondent select
less important and 3 respondent select not important. For Duration of Investment 7
respondent select Most Important, 17 respondent Select Important, 5 respondent
select less important and 6 respondent select not important. For Objective 12
respondent select Most Important, 17 respondent Select Important,5 respondent select
less important and 1 respondent select not important. For Accessibility 2 respondent
select Most Important, 17 respondent Select Important,11 respondent select less
important and 5 respondent select not important. For Low risk 14 respondent select
Most Important, 16 respondent Select Important,3 respondent select less important
and 3 respondent select not important..