Questionnaire

A Study on Investment Habits of Customer’s towards Aditya Birla Sun Life Insurance Company (With
Special Reference to ANAND district of GUJARAT)

Dear Respondent,
This questionnaire is aimed at understanding your Investment Habits regards to Aditya Birla Sun Life
Insurance Company. Your response will be dealt with strict confidentiality and it will be used only for
academic purpose. Thank you for spending your valuable time to fill this questionnaire.

Name

Gender Male Female

Age < 20 20 – 30 30 – 40 40 – 50 > 50
Occupation Farmer Housewife Businessman/ Retailer/ Dealer/ Salaried person
Businesswomen Whole seller
Income < 15,000 15,000 -30,000 30,000- 45,000 45,000 – 60,000 >60,000

1. Where do you get investment information?

A) Friends D) TV
B) Relatives E) Advisors
C) Newspapers F) Internet
2. What Percentage of Monthly Income do you save?

A) up to 10% C) 21-30%
B) 11-20% D) Above 30%

3. Most Likely Periodicity of Policy.

A) 5 years C) 15 – 25 Years
B) 5 – 15 Years D) Above 25 Years

4. Which investment pattern do you like to choose?

A) SIP D) Insurance
B) FD E) Mutual Funds
C) Real Estate F) Others

5. What would you like more in Insurance Policies of ABSLI Company Ltd.?
A) More benefits
B) More security

6. What scheme of insurance policy have you taken?

A) Whole Life C) ULIP
B) Money Back D) Pension Fund

7. What Kind of Investment do you prefer?

A) Short Term C) Both
B) Long Term

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8. Rationale behind the investment in ABSLI Company Ltd.
A) Risk Coverage of Family C) Growth and Return on investments
B) Tax Benefits D) Child Welfare

9. At which rate do you want your investment to grow?

A) Stable C) Fast
B) Average

10. State your expectation on investment alternatives by ticking according to its importance
Expectations on Highly Important Neutral Least Not
Investment Important Important Important
Safety
Capital Growth
Liquidity
Return
Tax Benefit
Company Profile & Brand
Name

11. What do you feel after investing in Insurance Plans of ABSLI Company Ltd.?
A. Good
B. Averagely Satisfied with the investment decision
C. Cheated

12. What is Overall perception about ABSLI Company Ltd.?

A. Positive
B. Negative

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Following is the table with a set of statement with regard to Investment Habits of Customer’s towards
Aditya Birla Sun Life Insurance Company. You are requested to mark as your choice regarding following
statements:
(5 – Strongly Agree, 4 – Agree, 3 – Neutral, 2 – Disagree, 1 – Strongly Disagree)

Sr.
Question 1 2 3 4 5
No
Policies/plans of ABSLI superior to or more attractive than the other
1 insurance companies.
2 Flexible products/ new products that meet customers’ needs.
Provides information/details about service innovations on a regular basis
3 through post, telephone, banks etc.
4 Premium paid is too low as compared to the benefits derived.
High rate of return on insurance products as compared to the other
5 saving instruments (fixed deposit in banks, national saving certificates
etc.) .
6 Reasonable penalty charged for late premium payment.
7 ABSLI emphasizes high quality service than the volume of sale.
Provides customer feedback card system for their level of satisfaction
8 with the services of the insurer.
9 Promotes ethical conduct in everything it does.
Agents and employees who have the proper knowledge and competence
10 to answer customers specific queries and requests.
11 Providing promised services as per the set schedule
Agents inform and guide the customers at regular intervals as regards
12 the policy status, due date of premium, new products and services.
Timely revival of lapsed policies, change of nominations, addresses and
13 mode of premium payment etc.
Attractive and informative media, theme layout, and language of the
14 advertisement.
Enhancement of technological capability (e.g. computerization,
15 networking of operation, etc.) to serve customers more effectively.