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1.

Marital Status

RESPONSES SINGLE MARRIED TOTAL

NUMBER OF RESPONSES 19 31 50

% OF RESPONSES 38 68 100

2. Employment Status

RESPONSES EMPLOYED UNEMPLOYED TOTAL

NUMBER OF RESPONSES 45 5 50

% OF RESPONSES 90 10 100

3. Investment Experience

RESPONSES STOCK BONDS MUTUAL FUNDS TOTAL

NUMBER OF RESPONSES 27 12 11 50

% OF RESPONSES 54 24 22 100

4. Estimated Annual Income

RESPONSES UNDER 1 LAKH 1-5 LAKH 5-10 LAKH OVER 10 LAKH TOTAL

NUMBER OF RESPONSES 3 36 9 2 50

% OF RESPONSES 6 72 18 4 100

5. Current Investment Holding

RESPONSES CASH STOCK FIXED INCOME TOTAL

NUMBER OF RESPONSES 3 36 9 50

% OF RESPONSES 6 72 18 100

6. Time Horizon

RESPONSES 0-5 YEARS 6-10 YEARS 11-14 YEARS 15 YEARS AND LONGER TOTAL

NUMBER OF RESPONSES 19 11 7 19 50

% OF RESPONSES 38 22 14 26 100

7. What is the primary objective for investing in bonds?


RESPONSES WEALTH PRESERVATION SOURCE OF INCOME CAPITAL APPRECIATION RETIREMENT PLANNING TOTAL NUMBER OF RESPONSES 3 11 7 9 50 % OF RESPONSES 6 22 54 18 100

8. For investment you choose which type of bonds?


RESPONSES MUNICIPAL BONDS CORPORATE BONDS GOVERNMENT BONDS TOTAL NUMBER OF RESPONSES 13 10 27 50 % OF RESPONSES 26 20 54 100

9. How would you rate the returns getting from bonds?


RESPONSES GOOD FAIR POOR VERY POOR TOTAL NUMBER OF RESPONSES 37 10 3 0 50 % OF RESPONSES 74 20 6 0 100

10 . What

factors determine a bonds price?


RESPONSES COUPON RATE MATURITY RATE CREDIT QUALITY TAX STATUS ALL OF THE ABOVE TOTAL NUMBER OF RESPONSES 13 10 8 7 12 50 % OF RESPONSES 26 20 16 14 24 100

10.

Investment in bonds is risk free?


RESPONSES STRONGLY AGREE AGREE NEITHER AGREE NOR DISAGREE DISAGREE STRONGLY DISAGREE TOTAL NUMBER OF RESPONSES 3 29 7 % OF RESPONSES 6 58 14

11 0 50

22 0 100

11. Tax free bonds are attractive for which type of investors?
RESPONSES Investors in the lower tax brackets Investors in the higher tax brackets TOTAL NUMBER OF RESPONSES 21 % OF RESPONSES 42

29

58

50

100

12.

Would you check credit ratings before buying bonds?


RESPONSES YES NO TOTAL NUMBER OF RESPONSES 43 7 50 % OF RESPONSES 86 14 100

13. Taxable bonds are attractive for which type of investors?


RESPONSES YES NO TOTAL NUMBER OF RESPONSES 19 31 50 % OF RESPONSES 38 62 100

14.

Would you sell a bond before maturity?


RESPONSES YES NO TOTAL NUMBER OF RESPONSES 8 42 50 % OF RESPONSES 16 84 100

15. Do you maintain records necessary to support the status of the bonds as qualified to receive the tax advantaged treatment described in section 54AA(g)?
RESPONSES YES NO TOTAL NUMBER OF RESPONSES 41 9 50 % OF RESPONSES 82 18 100

16.

How do you maintain your bond records?


RESPONSES ON PAPER ELECTRONIC MEDIA COMBINATION OF PAPER AND ELECTRONIC TOTAL NUMBER OF RESPONSES 19 15 16 % OF RESPONSES 38 132 32

50

100

17.

Investing in bonds is?


RESPONSES EXTERMELY IMPORTANT VERY IMPORTANT SOMWWHAT IMPORTANT NOT VERY IMPORTANT TOTAL NUMBER OF RESPONSES 14 21 7 8 50 % OF RESPONSES 28 42 14 16 100

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