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QUESTIONNAIRE

Dear Sir/Madam,
I am Mohammed Shebeer A, a fourth semester student of LEAD College of Management,
Dhoni, Palakkad. I am undergoing a major project under the title of “A study on
Investment awareness and preference towards various Investment avenues”
with reference to OUR INVESTMENT ENTERPRISE LTD Kochi,

Please put (/) mark in the appropriate columns,

Name:

1. Gender:

Male Female

2. Status

Single Married

3. Educational Qualification

SSLC HSC Degree

P.G Others

4. Occupation

Student Self-employed Employee (govt.)

Employee (Pvt.) Retired


5.Annual Income

Up to 2 Lakh 2-4 Lakh

4-6 Lakh Above 6 Lakh

6. 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

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

Up to 5% 6-10%

11-15% 16-20%

Above 20%

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

Newspaper Journal and Magazine

Internet Agents

Television
9. Are you aware of the following investment avenues? (tick)

Safe/Low risk investment avenues High risk investment avenues

Saving Account Equity Share Market

Bank Fixed Deposit Commodity Market

Public Provident Fund Crowd Funding

Traditional Investment avenues


Post Office Savings

Real Estate

Moderate risk Investment Avenues


Gold / Silver
Mutual Funds
Chit Funds
Life Insurance
Precious Objects
Debentures Emerging investment avenues

Bonds Virtual Real Estate

Hedge Funds

Private Equity Investments

Balanced Funds
INVESTOR AWARENESS

10 AWARENESS ABOUT COMPANY AND INVESTORS RIGHTS


Level of Awareness Aware % Doubtful % Not %
Aware

a) The company Act-2013


govern the companies

b) You are eligible to receive


interest for delay in refund of
Allotment money

c) You are eligible to receive


audited report from company

d) Company must start the


process of issue of shares
only after receipt of
minimum subscription

11 AWARENESS ABOUT STOCK EXCHANGE

Level of Awareness Aware % Doubtful % Not %


Aware

a) The rate of commission


charged by the broker
for buying and selling of
shares
b) Grievance cell which is
attached to a stock
exchange for solving
investors problem
c) The fact that Financial
loss of an investor can be
minimized by investors
protection fund
maintained by a stock
exchange
12 AWARENESS ABOUT SEBI REGULATIONS

Level of Awareness Aware % Doubtful % Not %


Aware

a) SEBI has been given


comprehensive authority to
regulate stock exchange

b) SEBI has introduced a new


scheme of DEMAT for
solving major problems of
paperwork
c) SEBI has taken proper steps
to educate the investors
through Recognized Investor
Association & Stock
Exchange

13. How often do you monitor your investment?

Daily weekly

Monthly Occasionally

14. Ranking of criteria for the Investment Decision

CRITERIA

Return

Security

Liquidity

Tax Benefits

Appreciation
15. Kindly rank the following investment according to your preference

Investment Avenues

Government Securities Deposits / Debentures

Insurance Mutual Funds

Primary Share Market Land & Buildings

Secondary Share Market Gold / Silver

Bank Deposits Others

16. Rank the following major purpose of investments

Purpose of Investment

Future Savings Meet out Emergency Situation

Children’s Higher Education Capital Appreciation

Others

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

High Medium Low


18. Preference of securities in terms of the following criteria? (Rank the following)

I. RETURN

A. FIXED B. VARIBALE

Govt 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

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

Tax Planning

NSC PPF

Mutual Funds Infrastructure Bonds


20. Rank the investment of potential for Appreciation / Growth (ranking of growth
. potential among these investment schemes)

Growth Potential

Primary Share Market LIC Schemes

Secondary Share Market Land, Gold & Silver

Mutual Funds Others

21.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

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

Uncertainty of Return Instability in Market Trend

Lack of Proper Control Lack of Information

All Off These

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

High medium Low

26.Give Suggestions

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