QUESTIONNAIRE

Respected Sir/ Ma’am

I’m Unnati Singh and currently pursuing MBA from R.A. Podar Institute of Management,
Jaipur. I’m doing a survey on “A Study of Consumer Behaviour Regarding Insurance Plans”.
This survey will take only 10 minutes. I want to reassure you that all your details will be kept
confidential and only group results will be considered. For any query you can mail me at
unnatisingh13@gmail.com

Thanks for your cooperation.

1. Name……………………………………………………………………………
2. Age ………………
3. Gender
 Male
 Female
4. Occupation
 Government Employee
 Private Employee
 Self Employed
 Housewife
5. Monthly Income
 Below 10K
 10000-30000
 30000-60000
 60000-100000
 Above 100K
6. Treatment of disposable income:
 Liquid
 Investment
7. Which company’s insurance policy you prefer the most? (Rank them)

a) LIC

b) ICICIPRUDENTIAL
 c) SBI LIFE INSURANCE

d) KOTAK LIFE INSURANCE

e) RELIANCE LIFE INSURANCE

f) TATA AIG LIFE

g) ANY OTHER ________ (Specify)

8. In which sector would you prefer to invest so as to get maximum returns?

 MF
 Real Estate
 Insurance
 Gold
 Equity
 Debt
 Government Schemes
 PPF
 Fixed Deposits/ RD
 Liquid
 Commodities
 Think of more

9. What are your expectations from the investments

 Tax saving
 Future returns – short/ medium/ long
 Safety/ protection/ risk cover
 Capital protection
10. What is the expected rate of return on your investments over 3 years horizon
 MF
 Real Estate
 Insurance
 Include all options above
11. How would you rate yourself as being investment savvy?
 Poor
 Average
 Good
12. Do you have life insurance?
 Yes
 No
13. Did you approach the company or did the company approach you?
…………………………………………………………………………..

14. At what age did you buy the insurance?

 Below 25
 25-35
 35-45
 45-55
 Above 55
15. Do you think it is necessary to get life insurance?
 Yes
 No
16. What is the cover?
 Less than 3L
 3-5L
 500000-1000000
 1000000-5000000
 5000000 and above
17. What do you think should be your cover?
 Less than 3L
 3-5L
 500000-1000000
 1000000-5000000
 5000000 and above
 In case you have decided on the cover, please specify
18. What kind of life insurance do you have?
 Pure Cover
 Endowment
 ULIP
 Retirement
19. What do you expect from investing in life insurance?
 Risk cover
 Tax benefit
 Investment/ Savings
 Future Planning (Retirement/ Marriage of children/ child education)
20. For how long do you plan to stay invested in insurance?
 0-1
 1-3
 3-5
 5-10
 10 and above
21. What is your deciding factor when it comes to buying insurance?
 Company brand
 Product features
 Advice from investor guide/ friends
 Think of more

THANK YOU