SURVEY OF STEPS ON INVESTMENT DECISIONS

 NAME: ______________________________________________

 GENDER: (MALE / FEMALE /TRANSGENDER)

 AGE: a) below 20 b) between 21-31

o c) between 31-41 d) between 41-51

 QUALIFICATION: a) Undergraduate b) Post – Graduate c) Graduate other

 OCCUPATION: _________________________________________

DATE: ____________

QUESTIONS

1.Do you have any interest in investment?

a) Yes. b) No
2.In which sector do you prefer to invest your money?

a) Private sector b) Public sector

c) Foreign sector

3.According to you, why should the investment be made??

a) return b) safety principaL

b) diversification

4.What are you savings objectives?

a) Children’s education b) Retirement plan

c) Home purchase d) Health care

e) Others(specify)

___________________________________________________________________________________________________________________

5.What percentage of your income will you invest?

a) 1.0-10%. b) 11-20%

c) 21 or more

6.How would you describe your investment knowledge?

a) Advanced. b) Intermediate

c) Beginner

7.How do you get investment information?

a) Financial News b) Investment Newsletter

c) Business Advisor
8.How often do you review your investment portfolio ?

a) Weekly b) monthly c) Quarterly d) annually

9.Which of the following would you invest in??

a) Government bonds b) Stocks

c) Gold d) Mutual fund

e) others(specific)

___________________________________________________________

10.How much risk are you willing to take?

a) High b) Medium c) low

11.What will be your investment tenure??

a) Short term(1-3years) b) medium term(3-5 years)

c) long term(5+ years)

12.what is your emergency saving??

a) 3-6 month of expense b) 6-12 month of expenses

c) less than 3 month

13.What is your view on market volatility?

a) Comfortable with high volatility b) Moderate tolerance for volatility

c) Prefer low volatility

14.How would you react to unexpected financial setbacks?

a) Have a contingency plan b) Assess and adjust

c) Panicked response

15.How important is professional financial advice to you?

a) Very important b) Somewhat important

c) Not important