MARKETING RESEARCH ASSIGNMENT NO 1

INVESTMENT PATTERN OF WORKING PROFESSIONALS

The assignment is based on the market research of the investment patterns of different
professionals namely the people in the

Teaching profession
Self Employed
It professionals
Class one employees
Bankers
Hospitality professionals

A questionnaire has been designed which has been circulated to people belonging to these
professions and the data thus collected is analyzed.
A Project report has been generated.

PROJECT REPORT

INTRODUCTION
A research survey has been conducted in Pune amongst the people involved in the below listed
professions on their investment patterns and the collected data has been analyzed.

Teaching profession
Self Employed
It professionals
Class one employees
Bankers
Hospitality professionals

Objective- To study the investment pattern of the people involved in the above profession.

RESEARCH METHODOLOGY
Sample design- I have used systematic sampling for selecting samples from the population.
Population- The population for this market survey would be all the people in Pune are involved
in the above listed professions.
Sample size- A sample size of 10 from each of the profession for studying the investment
pattern.
Data collection- The collection of data would be from the office of the given professions nearby
the college.

QUESTIONNAIRE

PROFESSIONo
o
o
o
o
o

Teaching
Self Employed
IT professional
Class 1 employee
Banker
Hospitality professional

AGEGENDERANNUAL INCOMEo
o
o
o

Below 2 lakh
2 lakh- 5 lakh
5 lakh- 8 lakh
Above 8 lakh

1. Do you invest often?

o Yes
o No
2. Since when have you been investing?

3. What part of your annual income do you invest?

o Less than 10%
o More than 10%
o More than 20%
4. What do u prefer?
o Short term investment
o Medium term investment
o Long term investment
5. Do you believe in self-trading?
o Yes
o No
6. Where do you invest more?
o
o
o
o
o
o
o
o
o
o

Insurance
Fixed Deposits
Recurring Deposits
Equity( cash)
F&O
Commodities
Currency
Mutual Funds
Bonds
IPO

7. Do you prefer risks?

o Yes
o No

8. If yes, what is your risk bearing capacity?

___________________________-

DATA PROCESSING AND ANALYSIS

The following analysis has been done from the sample of 10 professionals from each given
profession in the question.
TEACHING PROFESSIONALS

It can be analyzed that teaching professionals prefer to invest more in insurance, fixed deposits,
and equity and the least in bonds. The reason can be income I feel.

SELF EMPLOYED

self employed
INSURANCE
FIXED DEPOSITS

15%

RECURRING DEPOSITS

13%

5%
5%

11%

11%

13%

EQUITY
F&O
COMMODITIES
CURRENCY

16% 2% 9%

MUTUAL FUNDS
BONDS
IPO

It has been analyzed that a large portion of the self -employed prefer investing in commodities
and IPO whereas least invest in mutual funds & bonds.
IT PROFESSIONALS

IT PROFESSIONALS
INSURANCE
FIXED DEPOSITS

15%

RECURRING DEPOSITS

13%

5%
5%

11%

11%

13%

EQUITY
F&O
COMMODITIES
CURRENCY

16% 2%

9%

MUTUAL FUNDS
BONDS
IPO

These professionals prefer commodities and insurance for investment and the least preference
is given to bonds for investing.
CLASS 1 EMPLOYEES

CLASS 1 EMPLOYEES
INSURANCE
FIXED DEPOSITS

15%

RECURRING DEPOSITS

13%

5%
5%

11%

11%

13%

EQUITY
F&O
COMMODITIES
CURRENCY

16% 2%

9%

MUTUAL FUNDS
BONDS
IPO

The class 1 employees prefer to invest more in currency, commodities, and IPO.

BANKERS

BANKERS
INSURANCE
FIXED DEPOSITS

15%

RECURRING DEPOSITS

13%

5%
5%

11%

11%

13%

EQUITY
F&O
COMMODITIES
CURRENCY

16% 2%

9%

MUTUAL FUNDS
BONDS
IPO

It can be analyzed from the research that majority of the bankers prefer investing in the
commodities and F&O.

HOSPITALITY PROFESSIONALS

HOSPITALITY
INSURANCE
FIXED DEPOSITS

15%

RECURRING DEPOSITS

13%

5%
5%

11%

11%

13%

EQUITY
F&O
COMMODITIES
CURRENCY

16% 2%

9%

MUTUAL FUNDS
BONDS
IPO

The hospitality professionals prefer investing more in commodities and insurance and the least
recurring deposits.

FINDINGSIt has been found out that the main reason for the analyzed preferences in the different
professions are

Risk bearing capacity

Annual income
Tax planning
Returns

CONCLUSION
The investment pattern of the working professionals has been surveyed and the conclusions
have been made in the above sections.