QUESTIONNAIRE

MOHAMMED SHEBEER A

Name:

1.Age:

21 - 30 31 - 40 41-50 51 – 60 Above 60

2. Gender:

Male Female

3. Status

Single Married

4. Educational Qualification

SSLC HSC DEGREE

P.G OTHERS

5. Occupation

Student self-employed Employee(govt/private)

Retired

6.Annual Income

Up to 2 Lakh 2-4 Lakh

4-6 Lakh Above 6 Lakh

7. Average Annual Investment

Below Rs.10,0000K Rs.10,001 — Rs.20,000

Rs.20,001 — Rs.50,000 Rs.50,001 — Rs.1,00,000

Above Rs.1,00,001

8. What percentage of your annual income do you invest?

Up to 5% 5-10%

11-20% Above 20%

9. What is the Time horizon of investment?

Short Term (between 15 days&6 months

Medium Term (6 months -1 year)

Long term (More than 1 Year)

10.What is your expected return from investment?

High Medium Low

11.What is the extent of risk would you like to take?

High Medium Low

12. How often do you monitor your investment?

Daily weekly

Monthly Occasionally
13. Ranking of criteria for the Investment Decision

Return Security

Liquidity Tax Benefit

Appreciation Others

14. Kindly rank the following investment according to your preference

Government Securities Insurance

Primary Share Market Secondary. Share Market

Bank Deposits Deposits / Debentures

Mutual Funds Land & Buildings

Gold/Silver Others

15.Preference for investment in terms of following criteria (please give your ranking).

I. RETURN

A. FIXED B. VARIBALE

Government Securities Shares

 Bank Deposits Mutual Funds

Insurance Chit Funds

Preference Shares Floating Rate Bonds

Loans/Bonds Others

II. SECURITY

Government Securities Land

Insurance Gold/Silver

Bank Deposits Mutual Funds

Shares Others

16. Rank the following major purpose of investments.

Future Savings

Children's Higher Education

To meet out the emergency situation

 Capital Appreciation

Other

17. Investment preference for tax planning (Rank the following)

NSC Mutual Funds

PPF Infrastructure Bonds

18. Rank the investment of potential for Appreciation/Growth

Primary Share Market Secondary Share Market

Mutual Funds LIC Schemes

Land, Gold and Silver Others

19.What are the sources of information about investment avenues?

Newspaper Friends and Relatives

Internet Agents

Television Journal and Magazine

20. Do you feel existing investment schemes are adequate or comprehensive?

More than adequate Sufficient

Not Sufficient

21.At what rate do you want your investment to grow?

Steadily Average Rate

Fast

22.Which of these provisions do you need to boost up your investment?

Extra incentive Additional bonus

High rate of interest Tax Concession

High Retirement Benefits

23.Are You satisfied with present investment schemes?

Yes No

24.What are the problems faced by you as an investor?

Uncertainity of Return Instability in Market Trend

Lack of Proper Control Lack of Information

All Off These

25. What is the level of knowledge you have about the current stock market?

High medium Low

26.Give Suggestions
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