NOTE :

We are pleased to introduced ourselves as the students of N.R. Institute of Business Management. As a part of our MBA curriculum we are entrusted with the task of analyzing Investment preferences of various strata of society. We ensure full confidentially of this information.

OBJECTIVES : We have understand this survey to learn about respondents beliefs, preferences and satisfaction about different avenues available. METHODDOLOGY : Survey Research Purpose of research Research Design Research Instrumentation Segmentation for target audience Data collection Data analysis Data interpretation Conclusion

RESEARCH INSTRUMENT : Questionnaire

ANNEXURE 1
QUESTIONNAIRE 1) Please tick the investment avenues you generally deal in to (a) Bank Deposits (b) Direct Equities (c) R.B.I. Bonds (d) Postal Schemes (e) N.S.C. / K.V.P./ P.P.F. (f) Infrastructure and other bonds (g) Equity Mutual Funds (h) Debt Mutual Funds (i) Gold/Jewelry (j) Real Estate (k) Others (Please specify) --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------2) Please tick the range in to which your annual income falls (a) <1.5 Lacs (b) 1.5-5.0 Lacs (c) >5.0 Lacs 3) If you just received a substantial sum of money, How would you invest it? (a) You invest in that offered moderate current income and was very safe. (b) You invest in that offered current income with a moderate amount of risk. (c) You invest in that offered high total return (current income plus capital appreciation) with moderate high amount of risk. (d) You invest in that offered substantial capital appreciation even though it had a high amount of risk. 4) If you have a bank term deposit that is about to mature, the most likely place you would invest the money is : (a) Insurance (b) Bank Deposits (c) Mutual Fund (d) Direct Equities 5) Please tick the following attributes you would consider while making investments (a) Rate of return (b) Safety of capital (c) Liquidity 6) Please rate the performance of your existing portfolio (a) Highly satisfied (b) Satisfied (c) Dissatisfied

7) How much weightage you place to unforeseen market fluctuation? (a) High (b) Marginal (c) Low 8) If an investment that you owned in the markets dropped in value by 20% while other similar instruments did not declined or even went up what would you do? (a) Sell of all of this holding (b) Sell some of this holding and look for other options (c) Hold on hoping that the value would recover (d) Buy more of the same so that average cost comes down, to hoping to sell it at a profit at some other day. 9) Would you seek any professional advisory services to manage your portfolio? (a) YES (b) NO 10) If yes, how often would you wish to do your portfolio review with your relationship manager (a) Daily (b) Regularly in one month (c) Quarterly basis (d) Once a year 11) Do you own personal vehicle, if yes then of which type and nos. (a) Two wheelers ------------------------------------------------------------------------(b) Four wheelers ------------------------------------------------------------------------12) Are you interested in General Insurance Services? (a) YES (b) NO PERSONAL DETAILS NAME: ADDRESS: CONTACT NUMBER: E-MAIL ID: OCCUPATION: AGE: