Questionnaire

Please go through the following questionnaire and identify the appropriate responses for each of them. There is no such thing as a correct answer, therefore feel free to respond unprohibitively Disclaimer: Your response via this questionnaire will be used strictly for academic purposes. There will not be any commercial solicitation or usage of the response in any kind / form whatsoever. * Required
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Name

Age * Gender *

Male Female

City *

Occupation * Your Income Level * per annum

Upto 5 lacs 5 lac - 15 lac 15 lac - 25 lacs 25 lac - 35 lacs 35 lac and above Not earning presently.

Given a sum of Rs. 50,000 that you may have inherited from a rich uncle of yours, rank the various investments that you would invest this sum in * Rank these instruments in descending

order of importance from the most preferred instrument to the least preferred choice: Stocks, RBI Bonds, Company Debentures, Mutual Funds, Insurance products

What is your primary investment purpose? *

Retirement Planning Building up a corpus for charity donations Supporting future education of your children Other:

Usually do you consult your friends and / or relatives before making an investment choice? *

Every time Often Sometimes Rarely Never

How ofen do you make investment decisions and execute them too? *

Once in 15 days Once a month Once in 3 months Once in 6 months

Once a year

On an average how long do you stay invested for investments in Mutual Funds? *

1 year 1 year - 3 years 3 years - 5 years More than 5 years

You enter a grocery store to purchase a soap cake and your eyes accidentally fall on a chocolate bar that looks really delicious prompting you to want it badly. Although you have Rs. 20 with you, which coincidentally happens to be the price of the chocolate you can spend just Rs. 10 for the soap. What do you do? *

Having the chocolate is more important, I will try to manage Rs. 10 from somewhere or simply face the consequences The chocolate is enticing, but i am duty bound and I cannot deviate I will try to persuade the shopkeeper into paying him later for the chocolate without having any idea of how to pay later I will neither buy the chocolate or the soap, will go back home, get extra money and purchase both

You do not invest in Mutual Fund because of Answer this question only if you haven't ever invested in a Mutual Fund before

Bitter past experience Lack of Knowledge Lack of confidence in service being provided Difficulty in selection of schemes In-efficient investment advisors

If you were to visit a supermarket to purchase a brand of toothpaste, and you encounter a rack full of them as soon as you enter the shop. Assuming that you are indifferent to all the brands that are available, please rank the following attributes from 1 4, that will finally influence your purchase * New Brand 1 2 3 4 Least Influential Rank this source * Attractive Packaging 1 2 3 4 Least Influential Most Influential Most Influential

Rank this source * Interesting Commercials 1 2 3 4 Least Influential Rank this source * No particular reason 1 2 3 4 Least Influential Most Influential Most Influential

Which are the primary sources of your knowledge about Mutual Funds as an investment option? Corresponding to your choices how would you rate their influence on your final Mutual Fund purchase decision. Please rank them on a scale of 1-5 with 1 representing minimal influence and 5 representing Strong influence * Source: Televison 1 2 3 4 5 Least Influential Rank this source * Source: Internet 1 2 3 4 Least Influential Rank this source * Source: Newspaper 1 2 3 4 5 Least Influential Most Influential Most Influential

5 Most Influential

Rank this source * Source: Scholarly Journals / Articles

1 Least Influential

5 Most Influential

Rank this source * Source: Friends / Relations 1 2 3 4 5 Least Influential Most Influential

You intend to purchase a camera and happen to like NIKON quite a lot, you meet a very close friend of yours who describes and ultimately states that NIKON is not that good a camera and there are other better options available in the market. What would you do? *

It doesnt matter, Id still purchase NIKON I would give it a thought, and halt my purchase I would not purchase NIKON anymore Id ask for more qualified opinion of the NIKON camera

How important is price as a factor when considering investment in Mutual Funds? * 1 2 3 4 5 Least Important Extremely Important

Other things remaining favourable, if a Mutual Fund as per your assesment is overpriced, would you still invest in the fund? * 1 2 3 4 5 Definitely not invest Definitely will invest

Being a Mutual Fund investor: * Are you aware of the various schemes offered by the Asset Management Companies (AMC)

Most Some Very few

Would you be interested to know more about Mutual Funds than what is your current knowledge? *

Yes No

Given that you stumble across a Rs.1,000 note lying unattended on a roadside, what would you do with this unexpecte inheritance? *

I will spend the entire amount for fun I will get something for my family / friends I will keep the money for future use I will spend a portion of it and keep the rest for future use I will donate the entire inheritance I will spend it on buying clothes / shoes / personal durables
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