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Investment Research & Survey

The document describes a survey that collects information from potential investors about their investment goals, risk tolerance, time horizon, preferred asset classes, expected returns, and other factors to determine suitable investment recommendations. It asks questions about savings and investment plans, mutual funds, equities, fixed deposits, tax savings, and factors considered when choosing investments. The survey aims to understand the customer's financial situation and objectives to provide tailored investment advice.

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tania rehman
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30 views2 pages

Investment Research & Survey

The document describes a survey that collects information from potential investors about their investment goals, risk tolerance, time horizon, preferred asset classes, expected returns, and other factors to determine suitable investment recommendations. It asks questions about savings and investment plans, mutual funds, equities, fixed deposits, tax savings, and factors considered when choosing investments. The survey aims to understand the customer's financial situation and objectives to provide tailored investment advice.

Uploaded by

tania rehman
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Ans 2a.

i. Descriptive research is defined as a research method that describes the


characteristics of the phenomenon that is being studied. This methodology
focuses more on the “what” of the research subject. The situation stated thus
is a descriptive type of research as it mainly deals with finding more about the
type of quality circles and the areas in which it could be implemented.

ii. Casual research is effective in terms of identifying covariation between


variables but when it comes to identifying causality. Causal research helps
identify if there is a causal relationship between two or more variables. Here
we have the bank loan officer who wants to find more about the economy in
future i.e. forecasting future economic situation and thus it uses a
comparative analysis of time and the economy and hence it is a causal type
of research that is undertaken.

Ans 2b.
1. Are you planning to save?
Yes No
2. Do you have any investment plans?
Yes No
3. Preferable period of investment?
Short term Long term
4. Are you interested in mutual fund investment?
Yes No
5. Anticipation of risk.
Min Moderate Maximum
6. Primary goal of your investment?
Education House Retirement benefit
7. Interested fund houses to invest?
a.( ) b.( ) c.( )
8. Which investment do you feel more profitable?
Fix deposits Mutual Funds Equities Others
9. Percentage of return that you are expecting?
5-10% 10-15% 15-20% above 20%
10. Where would you like to invest?
Debt Equity ELSS (Tax savings)
11. Percentage of savings towards investment?
10-25% 30-50% 55-80% 100%
12. Important factors to you consider before choosing an investment?
Safety of investment principle
Opportunity for steady growth
Liquidity
13. How do you intend to use the income earned from investment?
Reinvest between 20-80% of earnings from investment
Reinvest total earnings
Receive 80% and remaining reinvest.
14. Are you satisfied with your investment options?
Yes No

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