Professional Documents
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Objectives: 1.) To understand different investment avenues available in india 2.) To know how they get information about various financial products 3.) Where they would prefer to invest 4.) Duration for which they keep their money 5.) To know the risk tolerance level of investors .
Questionnaire:
1) Are you aware of following investment avenues? a.) Saving accounts g.) debentures b.) Fixed deposit h.) shares c.) Post office savings i.) real estate d.) Government securities j.) bonds e.) Mutual funds k.) gold f.) Life insurance l.) chit fund
2) Rank according do you think the best option.(from above list) 1.).. 2.). 3.).. 4.).. 5.).. 6.).. 3) Reasons for selecting above options. 1).. 2) 3).
6) What are your saving objective? 1) Children education 2) retirement 4) health care
3) children marriage
5) others..
7) What is your investment objective? 1) growth and income 2) Long term growth 3) short term growth 4) others.. 8) What is your purpose of investment? 1) Wealth creation 2) Earn returns 3) Tax savings 4) Future earnings 5) Others.. 9) Do you have a formal budget for family expenditure? 1) Yes 2) No 10) Do you have a saving and investment target amount each year? 1) Yes 2) No 3) If yes then amount.. 11) At which rate you want your investment to grow? 1) Steadily 2) Average 3) Fast 12) Which factor do you consider before investing? 1) Low risk 2) High returns 3) Maturity period 13) Do you invest in share market? 1) Yes 2) No If market drops what will you do? 1)Withdraw your money 2)wait 3)invest more
14) what percentage your income you invest? 1)0-15% 2)15-30% 3)30-50% 15) What is your time period to invest? 1)short term(0-1year) 2)medium term(1-5year) 3)long term(more than 5 years)