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QUESTIONNAIRE
Dear Respondent,
management.
Name:
1) Age
a) 20-30 b) 31-40
c) 41-50 d) Above 50
2) Gender
a) Male b) Female
3) Educational qualification
4) Occupation
6) Given 100% as aggregate, what percentage do you allocate for the following
avenues?
c) Employment
10) How much return do you require from your investment portfolio?
a) Below 5% b) 5 – 10 %
Favorable Unfavorable
Cash Market
Futures
Options
Commodities
Stocks and Shares
Bonds
Gold
Real estate
Mutual Funds
16) Do you expect to make contributions to risky portfolio over your Investment time
horizon?
a) Yes b) No
17) If yes, please explain when and how much you plan to
Contribute: __________________________________
18) Do you expect to withdraw large sums of money from risky portfolio over your
a) Yes b) No
19) If yes, please explain when and how much you plan to
Withdraw: __________________________________
20) To what extent do you agree or disagree with the benefits incurred through
investments
Agree Disagree
Safety and
security
Tax purpose
Better return
Liquidity
Less risk
Capital
preservation