Survey on Investment Behavior

Personal Information

1.Sex: Male Female

2. Age (In years): 20-30 30 40 40- 50 50 and above

3. Marital status? Single Married Others_________________________

4.Qualification? Under Graduate Graduate Post Graduate Others______________________

5. Occupation? Student Salaried Professional Business Housewife Retired Others__________________________

6. What is your average gross annual income? Below 2,00,000 2,00,000-4,00,000 4,00,000-6,00,000 Above 6,00,000

7. You provide financial support to? Only yourself and /or working spouse Yourself and non-working spouse Yourself, non-working spouse and 1 dependent Yourself , working spouse , children and parents Non-working spouse , children and parents

8. Describe your knowledge and experience about investment? Familiar and Experienced Not too familiar but experienced Familiar but not too experienced Not familiar and not experienced

9. In which of the following investment avenues have you invested in? Saving Accounts Bank Fixed Deposit Public Provident Fund National Saving Certificate Post Office Savings Government Securities Mutual Funds Life Insurance Debentures Bonds Equity Share Market Real Estate

10. What is the source of investment? Savings Inherited amount Money extracted from business Personal Borrowing Margin Financing

11. What are your investment objectives? Short term profit seeking Steady income (Dividends) Long term Profit seeking Others _______

12. What is the time period you prefer to invest? Short term (0-1 yr.) Medium term (1-5 yrs.) Long term (>5 yrs.)

13. How much do you depend on your total income for meeting your expenses? <25% Between 25% and 50% Between 50% and 75% Above 75%

14. What is the source of awareness of investment? Self-Awareness Financial Advisors Brokers Friends & Relatives Media

15. How frequently do you monitor your investment in stocks? Daily Monthly Quarterly Bi- Annually Annually Other (Specify the frequency in times) ____

16. What factors influence you to make investment decision? Protection against risk Rate of return Safety of money invested Liquidity

17. After you make an investment, you typically feel: Preserving wealth Generating regular income to meet current requirement Balance current income and long term growth Long term growth

18. When you think of the word risk which of the following word comes to mind first? Thrill Opportunity Uncertainty Loss

19. If over a three- month period, an investment you owned lost 20%and the overall stock market lost 20%. What would you be most likely to do? Buy more of the investment Do nothing with the investment Wait for the stock to regain the loss, then sell it Sell and go back to fixed deposit

20. When it comes to investing, are you most comfortable with investments that: Are stable and protect against loss even if it means low returns Have little risk of short term, and offer some opportunity for long term growth Have moderate risk of short term loss, but offer moderate opportunity for long term growth Have higher risk of short term loss, but offer very high opportunity for long term growth