TOPIC: AVENUES OF INVESTMENT

OBJECTIVES OF THE RESEARCH: -

 to explain the financial instruments available with investor such as equity securities,
mutual funds and money market.
 to bring awareness among the common people and show them the investment options
available with them in the market.
 factors affecting selection of investment for portfolio management
 To understand investors preferences while choosing the correct investment avenue

HYPOTHESIS

 Investors have knowledge about various options for investment

 Investors doesn’t have knowledge about various options for investment

QUESTIONNAIRE
1) You belong to which of the following category?
o Student
o Government Employee
o Professional
o Business Person
o Retired
2) What is your Annual Income Bracket?
o Below 3,00,000
o 3,00,000 – 5,00,000
o 5,00,000 – 10,00,000
o Above 10,00,000

1) Do you invest your savings?

o Yes
o No

2) If yes, where do you prefer invest your savings?

o Bank Account
o Fixed Deposit
o Shares/ Debentures
o Gold/ Silver
o Real Estate
o Postal Savings
 o Mutual Funds

3) What % of your savings do you invest?

o Below 10%
o 10% - 15%
o 15% - 20%
o Above 20%

4) What are the factors to which you give priority when you invest?
o Safety
o High Return
o Liquidity
o Less Risk
o Marketability
o Tax Benefits
o Others

5) Since how many years you are investing?

o 1 year
o 3 years
o 5 years
o More than 5 years

6) You invest in the financial instruments / securities which give:

o Low Risk/ High Return
o High Risk/ High Return
o Low Risk/ Low Return

7) Do you invest in Mutual funds schemes?

o Yes
o No

8) What do you look before investing in a particular mutual fund scheme?

o Past Performance (NAV)
o Ratings (by CRISIL, ICRA, Etc)
o Asset Management Companies (AMC)
o Expert Advice

9) Rate according to you, level of risk involved in investment schemes?

o Stock Market
o Gold/ Silver
o Mutual Funds
o Bank Deposit
o Insurance
o Real Estate
10) Are you aware about Money Market?
o Yes
o No

11) What are the objective factors that you think are in general taken into account when
investing in the stock market?
o Dividend
o Low Share Price
o Expectation of Share Price Increase
o Returns of another substitute investment
o Taxation of dividends and stock market gains
o Others

12) What sources do you use to track your investments?

o Internet
o Press
o Television
o Broker
o Investor Advice
o Other

13) From the following, what are the instruments in Money Market you are aware of?
o Promissory Notes
o Commercial Bills
o Treasury Bills
o Call & Notice Money
o Certificates of Deposits
o Commercial Paper

14) In what of the following Money Market instrument do you invest?

o Promissory Notes
o Commercial Bills
o Treasury Bills
o Call & Notice Money
o Certificates of Deposits
o Commercial Paper

15) How often do you monitor your investment?

o Daily
o Monthly
o Occasionally