Questionnaire

1.

Name: Srujan

Age group: a) below 30 e) above 60 Which vehicle do you own: two wheeler a) Two wheeler b) Four wheeler b) 31-40 c) 41-50 d) 51-60

2.

3.

Educational Qualification: Post graduate a) Under Graduate b) Post graduate c) Diploma

d) Any other specify. Occupation: Employed a) Student b) Employed c) Self employed

4.

d) any other specify. 5. Annual income: 1-3 lakhs a) Below 1 lakh d) Above 5 lakhs 6. What percentage of your salary do you usually save? 15-20% a) Less than 15% d) more than 25% 7. What kind of investment do you prefer? b) 15-20% c) 20-25% b) 1-3 lakhs c) 3-5 lakhs

a) Short term

b) Long term

c) Both c

8. Your interest towards investments: Income generation 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 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. Investment Alternatives Bonds & Debentures Share Market Mutual fund Public Provident Fund(PPF) Post Office Savings Insurance Bank Deposits Real Estate Gold & silver Any other specify. 6 8 7 2 4 3 1 9 5 Rank

10.State your expectation on investment alternatives by ticking according to your importance:

Expectations on investment Safety Capital appreciation Liquidity Return Tax benefit Company profile & Brand name

Highly important 1 1 1 1 1

Important

Neutral Least important

Not important

11.Do you think insurance is important ? a) Yes b) No

12. Do you feel whether private insurance companies are Beneficial? a) Strongly Agree c) Disagree b) Agree d) StronglyDisagree

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 e) HDFC life c)Bajaj Allianz f) ICICI Prudential

d) Reliance life insurance

g) any other specify

16.What scheme of insurance policy have you taken? a) Life protection plan d) Health plan b) Education plan c) Retirement 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 before Highly Important Neutral Least Not taking up insurance policy Important Important Important 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 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 d) Transparency

b) Diversity e) Utmost Good Faith

c) Growth potential

f) any other specify. 21. Among the following Life Insurance Companies in which company you will be willing to take a life insurance?
a. b. c. d. e. f. g. h.

Bajaj Allianz HDFC Standard life Birla sun life SBI Life ICICI Prudential Reliance life insurance Met Life Insurance Max New York

i) Sahara j) ING vysya k) Aviva Dabur l) Kotak Mahindra m) LIC n) AXA- Bharati