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Disclaimer: - The survey is conducted solely for the research work under the programme of
IBS Kolkata as a part of my project and as such the responses generated will be used strictly for academic purpose.

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1. What is the objective of your investment? In case of selecting more than one option as your answer, please indicate your preferences by numbering them in order of your priority Maximum priority -1, least priority -5 a) Stability of principle shelter b) Income generation c) capital appreciation d) growth in income e) Tax

2. What is your most preferable tool of investment? In case of selecting more than one option as your answer, please indicate your preferences by numbering them in order of your priority Maximum priority -1, least priority -5

a) Bank deposits such as savings a/c & FD b) Post office schemes such as MIS, KVP etc c) Government bonds & gilt edged securities

g) Insurance h) Real estate i) Gold & bullion

d) Corporate bonds , debentures & preference shares j) Art & paintings & antiques e) Equity share instruments f) Mutual fund k) Derivative

what amount of return do you expect? a) 5 – 10% b) 11 – 15% c) 16-25% d) 26-30% e) 31-40% f) more than 40% 6. then mention the 5. 100 to invest in stock market. Generally. If you have Rs. what proportion of your income would you prefer to invest? a) 0 – 10% b) 11 – 15% c) 16 – 20% limit___________ 4. From investment. What is your time horizon for investment? a) Intra-day b) Within a month c) Within a quarter d) Within a year e) More than 1year but less than 5 years f) More than 5 years d) 21 – 25% e) 26 – 30% f) 31 – 40% g) If none of the above.3. what is the amount of loss you can bear up if the price falls? a) 0 b) 1 – 5 c) 6 – 10 d) 11 – 20 e) 21 – 30 f) more than 30 .

7.5 lacs b) 1. If you have Rs 1 lac and 5 possible investment alternatives as below how much will you invest in them?( you can allocate full amount in one particular alternative also) a) Bank deposits_________ b) Investing in blue chip stocks________ c) Investing in a venture capital fund ___________ d) Investment in insurance ---------------e) Investment in mutual fund---------- 8.What is the number of dependent members in your family? a) 0 b) 1 c) 2 . c) >3 – 5 lacs d) >5 – 7 lacs e) >7 -10 lacs f) >10 lacs 9. What is your current age? a) Less than 25years b) 25-30 c) 31-40 d) 41-50 e) 51-60 f) Greater than 60 years 10.5 – 3 lacs. What is your income per annum? a) Less than 1.

NDTV etc) c) Websites from the internet d) Reference groups e) From the broker/fund manager 13.What is your main source of information about the investment market? a) Print media (including newspapers like business standard. ET) b) Television (including CNBC.com(ICICI bank) b) HDFC securities c) Motilal Oswal d) Share khan e) India Infoline f) Religare g) others( if others please mention) .What is your current occupation? a) Service b) Business c) Independent profession d) Vocation (where specific skills are required) e) Retired 12.What will be the first preference as a broking firm? a) ICICI direct.d) 3 e) 4 f) 5 g) More than 5 11.

which would you prefer most? a) Equity fund b) Debt fund c) Hybrid fund . please indicate your preferences by numbering them in order of your priority Maximum priority -1. which sector will you opt for preferably? In case of selecting more than one option as your answer.If you are interested in Mutual Fund.If you prefer to invest in stock markets. least priority -5 a) IT sector b) Telecom c) Entertainment d) Real estate e) Banking f) FMCG g) Pharmacy h) Cement i) Oil & gas k)Iron & steel l) Power j) Auto – ancillary 16.14. what attributes do you think most important? a) Proximity of the firm with residence/office b) Lower brokerage c) Supporting research & development department d) Service of the firm e) Any others( Please mention) 15.In case of selection of broking firm.

If you are investing in mutual fund. which of the asset management company fascinate you most? a) Franklin Templeton b) DSP –Merill Lynch c) HDFC Mutual Fund d) ICICI mutual fund e) SBI Mutual fund f) Reliance Mutual fund g) Others ( please mention) 19. where will you go for? a) LIC b) ICICI prudential c) Tata AIG d) Birla Sun Life e) Met Life f) Reliance Life . you will go fora) Open ended fund b) Close ended fund c) Systematic investment plan d) Fixed maturity plan(FMP) e) Monthly Income plan f) Guilt exchange traded fund 18.In case of Mutual fund.If you are investing in insurance.d) Liquid fund e) Index fund 17.

you will selecta) PSU banks b) Private banks c) Foreign banks 23.If you go for FD.When you are investing in share market.What will be your preferred area for insurance investment? a) Endowment fund b) Sum assured c) Money Back plan d) Pension policy e) Unit Link Insurance Product f) Annuity Scheme 21. corporate social responsibility becomes a key determinant of stock selectiona) Strongly agree b) Somehow agree c) Indifferent d) Disagree e) Strongly disagree . what is your time horizon for investment? a) 1 yr b) 2 yr c) 3 yr d) 4 yr e) 5 yr 22.g) Others ( Please mention) 20.If you prefer to invest in FD.

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