Professional Documents
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QUESTIONNAIRE Name: ..Age: Contact no: Email: Marital status: married unmarried Family size
1) Occupation:
Self employed professional 1.5-3.0 lacs home maker 3.0-5.0lacs service 5.0-10lacs retired others
3) Investment Alternatives:
Bank fixed deposit Postal schemes & GS Shares MF Insurances Others..please specify
5) Factors you consider before investing others..please specify 3 to 5 years 5 to 10 years more than 10years
Others please specify _________________________________. 8) What is your expectation from your investment earnings: It would far outpace inflation It would keep pace with inflation 9) How do you familiar with financial markets Im an expert in the field of finance magazines, TV etc Im proficient in finance I dont know much about finance but I keep my self updated about the development through newspapers, Limited to knowing things like how the stock market or certain select scripts is/are moving No idea as far as knowledge of finance is concerned 10) How would you describe yourself as a risk taker Neutral Willing to take risk for higher returns can take calculated risk Extremely adverse to risk It would be somewhat ahead of inflation It should not relate with the inflation
11) You have a market tip on the twice growth of a certain scrip. You
Immediately invest in the scrip Do some enquiry and analysis and then decide Invest if you feel that source of the tip is an experienced/expert market player Want to invest but are generally unable to take a decision in such cases
Dont rely on such tips or totally ignore it 12) Which one of the following does describe best of your feeling immediately after making an investment? You Arent bother, its just another investment for you. Arent very sure whether you made the right decision. Generally regret your decision 13) How much you are confident on your investment Very confident confident Neutral not known 14) The stock market has dropped 50% and the share that you own also dropped 50% but the market expects the shares go up again. What would you do? Sell all the shares sell some of them Buy more of them Keep all of them as you expect the price will come to earlier level 15) Reason for not investing in mutual fund and share market Bitter Past Experience Difficult Scheme Selection Lack of Knowledge In-efficient Adviser Lack of Confidence Are satisfied and content with the decision Are worried
16) You have a substantial sum of money spare for about 6months after which you need this sum to repay a loan. This sum
currently not invested anywhere. You will Keep the money in you bank fixed deposit Invest the money in equities Invest the money in a combination of above 17) Do you Consider astrology as a factor before investing Yes Day (specify) Bank fixed deposit No If Yes, then by Month (Specify) Postal schemes & GS Shares MF Time Interval (Specify) Insurances Invest the money open ended equity oriented mutual fund Lend the money at market rates to businessman
18) Give rank, on following investment instrument based on your confidence of return ( 1-6)
Others..please specify
22) During the start of economic slowdown in our country, how did you react to announcements and other information from
organization where you invested? I made changes in my portfolio I thought of disinvesting from the scheme didnt react Felt that the recession would not affect my returns The information is not sufficient from the organisation Felt that this was only for a short term