QUESTIONNAIRE

Respected sir/madam,
I am Pradeep Reddy Sama, student of PGDM studying in Nitte School of Management, Bengaluru.
As a part of my curriculum, I am doing project on Investment Pattern of Investors on Different
Products under the guidance Dr. D K Murthy (Professor, Nitte School of Management). So please take
some time out of your schedule to fill this questionnaire. I would be thankful for your precious time.

Kindly fill up the following questionnaire.

1. What do you think are the best options for investing your money?
Post-office Savings
Bank Deposits
Life Insurance
Mutual Funds
Gold
Equity
Corporate Debentures
Real estate
Others (Please Specify)..
2. Reasons for selecting those options?

.!
3. In which sector do you prefer to invest your money?
Private Sector
Public Sector
Foreign Sector
4. What is your source of investment advice?
Self-Awareness
Financial Advisors
News Papers / News Channels
Internet
Friends/Relatives Advice
Certified Market Professionals
5. What are your saving objects?

Childrens Education
Home Purchase
Childrens Marriage
Healthcare
Retirement
Others (Please Specify).
6. What are your investment objectives?
Income and Capital Preservation
Growth and Income
Long-term Growth
Short-term Growth
Others (Please Specify)..
7. Do you prefer to invest in stock market?
Yes
No (If No, why?)

..!
8. Do you feel that investing in stock market gives less return?
Yes
No
9. Can you able to assess the forecasted risk and returns in stock market?
Yes
No
10. What are the factors to which you give priority when you invest?
Safety
High Return
Liquidity
Less Risk
Marketability
11. You invest in the financial instruments / securities which give:
High Risk / High Return
Low Risk / Low Return
Low Risk / High Return
12. According to you, which is the most important goal in investment making?
Maintaining Liquidity
Increasing Wealth
Saving Tax
Earn returns
Future Expenses

Others (Please Specify)

13. Are you a short term or long term investor?
Short term
Long term
Both
14. What percentage of your income do you invest?
0-15%
15-30%
30-50%
15. What is the time period you prefer to invest?
Short-term (0-1yrs)
Medium-terms (1-5yrs)
Long-term (>5yrs)
16. How often do you monitor your investment?
Daily
Monthly
Occasionally

Personal Details
Name:
Contact No:
Email Id:
(Personal details are kept highly confidential; these details will not be revealed to any third party)

 Age
Less than 20
20 30
31 40
41 60
More than 60
Occupation
Government Employee
Private Sector Employee
Self-Employee
Retired
Student
Agriculturist
Others (Please specify).
Educational Qualification
SSC
+12
Graduation
Post-Graduation
Professional
Others (Please specify).
In which of the following ranges does your income lie
Below Rs. 1 Lakh
Between 1 Lakh to 3 Lakh
Between 3 Lakh to 5 lakh
Above Rs. 5 Lakh
What best describes your investment experience?
Beginning (no investment experience)
Moderate (comfortable with fixed deposits, chit funds, post office)
Knowledgeable (has bought or sold individual shares of stock or bonds)
Experienced (frequently trade in stocks, commodities, options and futures)