Questionnaire Name: Gender:

1. Age group:

a) below 30 b) 31-40 c) 41-50 d) 51-60

e) above 60

2. Which vehicle do you own:

a) Two wheeler b) Four wheeler

3. Educational Qualification:

a) Under Graduate b) Post graduate c) Diploma

d) Any other specify……………………….

4. Occupation:

a) Student b) Employed c) Self employed

d) any other specify……………………….

5. Annual income:

a) Below 1 lakh b) 1-3 lakhs c) 3-5 lakhs

d) Above 5 lakhs

6. What percentage of your salary do you usually save?

a) Less than 15% b) 15-20% c) 20-25%

d) more than 25%

7. What kind of investment do you prefer?

a) Short term b) Long term c) Both

8. Your interest towards investments:

a) Income generation b) capital preservation

c) Capital appreciation and income generation

d) any other specify ………………………………..

9. Rank these various investment alternatives according to your

Preferences:

S.NO Investment Alternatives Rank

1.
Bonds & Debentures
2.
Share Market
3.
Mutual fund
4.
Public Provident Fund(PPF)
5.
Post Office Savings
6.
Insurance
7.
Bank Deposits
8.
Real Estate
9.
Gold & silver
10. Any other
specify…………………………….
 10. State your expectation on investment alternatives by ticking -
according to your importance:

Expectations on Highly Important Neutral Least Not

investment important important important
Safety

Capital
appreciation
Liquidity

Return

Tax benefit

Company profile &

Brand name

11. Do you think insurance is important ?

a) Yes b) No

12. Do you feel whether private insurance companies are Beneficial?

a) Strongly Agree b) Agree

c) Disagree d) Strongly Disagree

13.How do you decide about investing in life insurance?

a) On my own b) Family Decision

c) Employer decides d) Financial Advisor

 14. Do you have Life Insurance Policy?(if ‘no’ pls go to Q.no 18)

a) Yes b) No

15.If ‘Yes’ which Insurance company policy do you have?

a) LIC b) SBI life insurance c)Bajaj Allianz

d) Reliance life insurance e) HDFC life f) ICICI Prudential

g) any other specify……………………………………………

16.What scheme of insurance policy have you taken?

a) Life protection plan b) Education plan c) Retirement plan

d) Health plan e) Money growth plan

f) any other specify……………………………………..

17. What parameters do you look into before you take up a life
insurance policy? And tick the following parameter according to
your importance:
Parameters considered Highly Important Neutral Least Not
before taking up insurance Important Important Important
policy
Premium
charges
Policy term
Rider Benefits
Bonus & Interest
Services(pre & post Sales)
Accessibility
Company Image
18. Are you Aware of Joint venture between HDFC bank with Standard
Life Plc of UK to form a private sector insurance company called
HDFC STANDARD LIFE?

a) Yes b) No

19. Would you like to invest in HDFC STANDARD LIFE

INSURANCE?

a) Yes b) No

20. If ‘YES’ What will make you to invest in HDFC STANDARD LIFE
INSURANCE?

a) Brand image b) Diversity c) Growth potential

d) Transparency e) Utmost Good Faith

f) any other specify……………………….

21. Among the following Life Insurance Companies in which company

you will be willing to take a life insurance?

a) Bajaj Allianz i) Sahara

b) HDFC Standard life j) ING vysya

c) Birla sun life k) Aviva Dabur

d) SBI Life l) Kotak Mahindra

e) ICICI Prudential m) LIC

f) Reliance life insurance n) AXA- Bharati

g) Met Life Insurance

h) Max New York