I, Anand Patel from the UGC collage of business administration studying in T.Y.

BBA
SEM 6th (FINANCE). I am doing research on investors decision is making Pattern
for Life Insurance Product". The objective of study is to know investors decision
making pattern for life insurance product. This study is only for academic purpose. And
will be kept completely confidential.

Personal Information:Name: - ___________________________________________________

Mo. no: - _________________
Age: - ___________
Income (Annual income):- _____________
Gender: -

( ) Male

( ) Female

Types of occupation: CA_________

Property dealer___________
Financial adviser______________
Others____________
Q.1) What is your source of earning?
( ) Private Job
( ) Business
( ) Government job
Q.2) Are you satisfied with the earning?
( ) Yes

( ) No

Q.3) Are you interested in investing?

( ) Yes

( ) No

Q.4) Would you like to invest in some other part time work?
( ) Yes

( ) No

Q.5) in which industry would you like to involve yourself?

( ) Insurance
( ) Banking & Finance
( ) Education
( ) Others

Q.6) (if yes, than) which factors responsible for investment in life Insurance product?
(Multiple)
( ) Tax benefit
( ) Risk coverage & saving
( ) Security with high return
( ) Money back guarantee
( ) Larger risk covariance
( ) Others
Q.7) which companies Life Insurance do you have?
( ) LIC
( ) Bajaj Allianz
( ) Reliance Life Insurance
( ) Kotak Life Insurance
( ) Others
Q.8) How many year are you ready to pay premium for your Insurance scheme?
( ) less than 3 years

( ) 3 - 5 years

( ) 6 - 9 years

( ) more than 10 year

Q.9) How did you come to know about your present Life Insurance? [Multiple]
( ) Family/ Relatives
( ) Friends
( ) Agent
( ) Advertisement
( ) Others
Q.10) which type of Insurance policy do you have? [Multiple]
( ) Individual Med shield policy
( ) Motor Vehicle policy
( ) Disability benefit
( ) Accident policy
( ) Trade
( ) Others specify________________________________

Q.11) what is your motive when you Invest in Insurance?

( ) Only investment
( ) Only Insurance
( ) Investment + insurance
Q.12) Selected Insurance policy fulfills your motive?
( ) Yes

( ) No

Q.13) Haw many percentage of you spend for investment?

( ) None
( ) 1O%
( ) 20
( ) 30%
( ) More than 30%
Q.14) which premium policy you prefer most?
( ) Single Premium Policy
( ) Annuity policy
Q.15) what are your main objective behind the investing?
High priority -4, Average priority -3, less priority-2, least priority-1
Objective

High
priority

Average
priority

Less priority

Tax saving
Future security
Pension
Speculation

Q.16) which is your preferred mode or time period for paying premium amount?
( ) Monthly
( ) Quarterly
( ) Half
( ) yearly

Least
priority