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  • Name: AGE: Education Qualification: Occupation:: Questionnaire

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    aaashishkothari88
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    The document contains a questionnaire that asks respondents about their personal and financial details such as income, preferred investment assets, risk tolerance, investment time horizon, and behavior during economic cycles. Specifically, it asks about monthly income, preferred asset classes for investment between bullions, real estate, banking products and securities. It also asks questions to understand the respondent's risk appetite and which assets have less/more risk. Further questions determine preferences during recessionary periods and the typical holding period for different asset classes. Lastly, it asks about behavioral tendencies during recessionary and recovery phases.

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    Questionnaire

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    The document contains a questionnaire that asks respondents about their personal and financial details such as income, preferred investment assets, risk tolerance, investment time horizon, and behavior during economic cycles. Specifically, it asks about monthly income, preferred asset classes for investment between bullions, real estate, banking products and securities. It also asks questions to understand the respondent's risk appetite and which assets have less/more risk. Further questions determine preferences during recessionary periods and the typical holding period for different asset classes. Lastly, it asks about behavioral tendencies during recessionary and recovery phases.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    21 views3 pages

    Name: AGE: Education Qualification: Occupation:: Questionnaire

    Uploaded by

    aaashishkothari88
    The document contains a questionnaire that asks respondents about their personal and financial details such as income, preferred investment assets, risk tolerance, investment time horizon, and behavior during economic cycles. Specifically, it asks about monthly income, preferred asset classes for investment between bullions, real estate, banking products and securities. It also asks questions to understand the respondent's risk appetite and which assets have less/more risk. Further questions determine preferences during recessionary periods and the typical holding period for different asset classes. Lastly, it asks about behavioral tendencies during recessionary and recovery phases.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOCX, PDF, TXT or read online from Scribd
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    of 3

    QUESTIONNAIRE

    NAME :
    AGE :
    EDUCATION
    QUALIFICATION :
    OCCUPATION :

    Q.1 What is your income per month?

    A. Less than Rs.20,000 B. Rs.20,000 - Rs.50,000

    C.Rs.50,000 - Rs.1,00,000 D. More than Rs.1,00,000

    Q.2 In which asset alternatives do you prefer to invest the most?

    A. Bullions B. Real-estate C. Banking products D. Securities

    Q.3 Which asset includes less risk in case of safety and liquidity?

    A. Bullions B. Real-estate C. Banking products D. Securities

    Q.4 In recessionary phase, which kind of return you prefer?

    A. Fixed income B. Flexible income as per volatile market

    Q.5 Which alternative has high level of risk of incurring loss?


    A. Bullions B. Real-estate C. Securities

    D. Other………………………………please specify

    Q.6 For what period of time, do you invest the most?

    A. Less than 1 yr. B. 1-2 yrs.

    C. 2-5 yrs. D. More than 5 yrs.

    Q.7 In above question, if different investment alternatives have


    different period of time, then please specify in context of asset
    prefernces.

    A. Less than 1 yr. ……………………………………

    B. 1-2 yrs. ……………………………………

    C. 2-5 yrs. ……………………………………

    D. More than 5 yrs. ……………………………………

    Q.8 In recessionary phase, from what alternative, you pull the


    fund back most likely?

    A. Bullions B. Real-estate C. Banking products D. Securities


    Q.9 What kind of behaviour do you have while recession and
    recovery phase?
    A. Contrarian B. Trend follower
    C. Hedger D. Arbitrageur/Speculator
    Q.10 Within what time of period, do you consider that recession
    or recovery phase of economy has started?
    A. Within 3 months B. 3-6 months
    C. 6-12 months D. More than 12 months

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