Name: ___________________

___________________

Gender:

Age: _____________________
______________

Qualification:

Occupation: _______________
___________

Monthly Income:

What is the common tenure you make

investments for?
Long term
Short term
Both Long and Short term
Are you ever invested in Savings
account and why?
Yes, I invested.
o Safety
o Liquidity
o Low risk
o Fixed interest
No, I never invested.
o Low returns
o I want to invest for long
term
o I am not aware of this.
Are you ever invested in Fixed
deposits and why?
Yes, I invested.
o Safety
o Low risk
o Fixed interest
o Good Returns
No, I never invested.
o Low Liquidity
o I want to invest for short
term
o I am not aware of this.
Are you ever invested in Post office
saving and why?
Yes, I invested.
o Safety
o Low risk
o Fixed interest
No, I never invested.
o Low Liquidity
o I want to invest for short
term
o I am not aware of this.
Are you ever invested in Recurring
deposits and why?
Yes, I invested.
o Safety
o Comfort (able to invest in
small amounts)

o
o

No, I
o
o
o

Good Returns
I want to invest for long
term.
never invested.
Low Liquidity
I want to invest for short
term
I am not aware of this.

Are you ever invested in Government

Securities and why?
Yes, I invested.
o Safety
o I want to invest lump-sum
of amount once
o Good Returns
o I want to invest for long
term.
No, I never invested.
o Low Liquidity
o I want to invest for short
term
o I am not aware of this
Are you ever invested in Mutual Funds
and why?
Yes, I invested.
o Comfort (able to invest in
small amounts)
o Good Returns
o Moderate Risk
o More number of options
No, I never invested.
o Moderate Risk
o I dont when I need my
amount back
o I am not aware of this
Are you ever invested in Life-Insurance
and why?
Yes, I invested.
o Safety
o Comfort (able to invest in
small amounts)
o Good Returns

I
long
No, I never
o Low
o I
o

o I am
Are you ever
Debentures and
Yes, I
o
o
o I
long
No, I never
o Low
o
o I
o

I am

Are you ever

Bonds and why?
Yes, I
o
o
o I
long
No, I never
o Low
o I
o I am
Are you ever
Equity Share
Yes, I
o

o
o

o Easy
o
No, I never
o

want to invest for

term.
invested.
Liquidity
never felt it is an
investment
want to invest for
short term
not aware of this
invested in
why?
invested.
Safety
Good Returns
want to invest for
term.
invested.
Liquidity
Moderate risk
want to invest for
short term
not aware of this.

invested in
invested.
Safety
Good Returns
want to invest for
term.
invested.
Liquidity
want to invest for
short term
not aware of this.
invested in
Market and why?
invested.
Comfort (able to
invest in small
amounts)
Moderate Risk
Large number of
options available
to invest
liquidity
invested.
Need more
Financial
education
Moderate Risk

o I am not aware of this

Are you ever invested in Commodity
Market and why?
Yes, I invested.
o Comfort (able to invest in
small amounts)
o High Returns
o High Liquidity
o Easy to invest
No, I never invested.
o High Risk
o Need more Financial
Education
o I am not aware of this
Are you ever invested in Gold / Silver
and why?
Yes, I invested.
o Moderate Risk
o Comfort (able to invest in
small amounts)
o Good Returns
o I want to invest for long
term.
o Liquidity
No, I never invested.
o Risk
o Usage causes
depreciation
o I am not aware of this.
Are you ever invested in Real Estate
and why?
Yes, I invested.
o High Returns
o I want to invest for long
term
No, I never invested.
o Low Liquidity
o High Risk
o I dont know when I need
my investment back
o I am not aware of this.
Are you ever invested in Chit-Funds
and why?
Yes, I invested.
o Comfort (able to invest in
small amounts)
o Good Returns
o I want to invest for long
term.
o Liquidity
No, I never invested.
o Risk

I want to invest for short

term
o I am not aware of this.
Are you ever invested in Hedge Funds
and why?
Yes, I invested.
o Safety
o Good Returns
o I want to invest LumpSum Amount once
o I want to invest for long
term
No, I never invested.
o Moderate Risk
o Huge Amount Required
o Needs Financial
Education
o I am not aware of this
Are you ever invested in Private Equity
Investments and why?
Yes, I invested.
o High Returns
o I want to invest LumpSum Amount once
o I want to invest for long
term
No, I never invested.
o Moderate Risk
o Huge Amount Required
o Needs More research
o Not easy to invest
o I am not aware of this
Are you ever invested in Gold ETF and
why?
Yes, I invested.
o Good Returns
o I can invest in small
amounts
o I want to invest for long
term
No, I never invested.
o Moderate Risk
o Low Liquidity
o I am not aware of this
Are you ever invested in Art & Passion
and why?
Yes, I invested.
o Huge Returns
o I want to invest LumpSum Amount once
o I want to invest for long
term
No, I never invested.
o High Risk
o

o
o

Low

o I am
How much
invested in last
Less than
Rs.25000/ Rs.50000/ Above 1
What are the
investing money?
To arrange
in the
Tax saving
To make
future
Dream
Children
Capital
Safety of
What is best
for you, when
financial
Use own
Spouse
Parents
Relatives
Friends

advisors
Financial
Wealth
Which factor do
before making
Safety of
Low risk
High
Liquidity
Maturity
How often do you
investments?
Daily
Weekly
Monthly
Once in a

What percent of
invest?
0-15%
16-30%
31-50%

Liquidity
Huge Amount
Required
not aware of this.
amount do you
year?
25000/to Rs.50000/to Rs.100000/lack.
reasons for
for the inflation
future
provision for
home
education
appreciation
capital
source available
you are making a
decision?
knowledge

Investment
experts
managers
you consider
investment?
risk
returns
period
monitor your

couple of months
Occasionally
income do you

Above 50%

Are you aware of the following

traditional investment opportunities
available in India?
Savings account
Bank fixed deposits
Post office savings

Recurring deposits
Government securities
Mutual funds
Life insurance
Debentures
Bonds
Equity share market
Real estate
Gold / silver
Chit funds
Are you aware of the following Modern
investment opportunities available in
India?
Hedge funds
Private equity investments
Gold ETF
Art & passion
none of the above