Sir/ Madam,
As students of MBA, we are conducting a research for our academic purpose which is part
of our curriculum. We are carrying out a project to know the investment preferences
towards investments in the people of Gujarat. We assure you that the information provided
will be only used for genuine academic purpose and remain confidential.
1. What is your professional status?
Businessman
Salaried person
Professional
Unemployed
Any other
2. Do you invest money in any form?
Yes
No
3. If no, do you have any future plan to invest?
Yes
No
4. Please select investments that you are aware of (√)
No INVESTMENT INSTRUMENT AWARE
1 Tradable Securities/ Shares
2 IPO
3 Lending to relatives
4 Commodities
5 Monthly Income Savings/ Recurring Acconts
6 Bank F.D
7 Government Securities
8 Real Estates
9 Gold/ Jewellery
10 Debenture/ Govt. Bond/ Pref. Share
11 Insurance/ Pension Plan
12 Annuity Plan
13 Mutual Funds
5. Please select the investment in which you are investing? (√)
No INVESTMENT INSTRUMENT INVESTING
1 Tradable Securities/ Shares
2 IPO
3 Lending to relatives
4 Commodities
5 Monthly Income Savings/ Recurring Acconts
6 Bank F.D
7 Government Securities
8 Real Estates
9 Gold/ Jewellery
10 Debenture/ Govt. Bond/ Pref. Share
11 Insurance/ Pension Plan
12 Annuity Plan
13 Mutual Funds
6. Please rank below given factors you consider at the time of investment
as per relative importance.
No. FACTORS 1 2 3 4 5 6
Instrument Risk/
1 Safety
Instrument
2 Return
Time Horizon/
3 Maturity
Market Rate/
4 Inflation
Other Security
5 Return
Credit rating
6
7. Please rank below given reasons as per your investment importance.
NO. REASONS 1 2 3 4 5 6 7
Tax
1 Rebate
Future
2 Contingencies
Stable
3 Earnings
Growth in
4 Wealth
Speculation
5
Life
6 Covered
Family
7 Support
8. How frequently do you invest in other instruments except tradable
security in a year?
Once in a month
Once in three month
Once in six month
Once in a year
Occasionally
At the time of festival
9. What is your investment per year? (Approx.)
< 50,000
50,000 – 1, 00,000
1, 00,000 – 1, 50,000
1, 50,000 – 2, 00,000
2, 00,000 – 2, 50,000
> 2, 50,000
10. How much percentage of your investment contains borrowed funds?
0%
1 – 20 %
21 – 40 %
41 – 60 %
61 – 80 %
80 – 100 %
11. How much percentage of your total investment do you allocate in
towards the short term and long term?
SHORT LONG
TERM TERM
(%) (%)
0 0
1 – 20 1 - 20
21- 40 21- 40
41 – 60 41 - 60
61 – 80 61 - 80
81 - 100 81 - 100
12. Please rank below given instrument as per your investment preferences
(rank 1 to 8 where 1- most important and 8- least important)
INVESTMENT ORDER OF
OPTION INVESTMENT
Shares
Mutual Funds
Debentures/ Bonds
Govt. Securities
Secured Deposits
Jewellery/ Gold
Real Estate
Insurance Plans
13. How would you allocate Rs. 100 as total investment in your portfolio of
investment?
PORTFOLIO
OF
PORTFOLIO 14. How many earning member do
INVESTMENT
OPTION RS. 100 you have in your family?
Shares No one 2-3
Mutual Funds 1 >3
Debentures/ Bonds
Govt. Securities
Secured Deposits
Jewellery/ Gold
Real Estate 15.What is your contribution from
Insurance Plans family in total investment in
terms of percentage?
< 20 61 - 80
21 – 40 81 - 99
41 – 60 100
16. Please tick mark the instrument in which you do not invest? Provide
reason for each option.
As per given options in numbers if you have different reasons other
than given please specify the reasons.
Lack
of Lack of Lack of Total Unaware of Pan
reason knowledge clarity risk intermediary External card Not
Future
Option
Mutual
Funds
Debenture
Shares
Real Estate
Jewellery/
Gold
Govt.
Security
Insurance
Plan
17. Tick mark the instruments in which you are trading?
Stocks
Commodities
Derivatives
18. How frequently do you trade in above securities?
Daily Fortnightly Rarely
Weekly Monthly
19. How comfortable are you when it comes to invest in equities?
Very comfortable
Somewhat comfortable
Not comfortable
20. How will you respond if there is erosion in your investment value due to
current market situation?
a. I will invest more money. It is the time to take advantage of fallen prices
______________
b. I will keep a watch but give time to my investment by holding
______________
c. I will sale, book losses and invest in highly safe security as per my belief
______________
21. What do you think about investment in current situation?
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
22.What is your consumption per year?
< 50,000
50,000 - 1,00,000
1,00,001 - 1,50,000
1,50,001 - 2,00,000
2,00,001 - 2,50,000
> 2,50,000
23.How do you allocate your consumptions?
CONSUMPTION 100
Entertainment
Tourism
Shopping
House hold
other (Specify)
24. What is your income per year?
< 50,000
50,000 - 1,00,000
1,00,001 - 1,50,000
1,50,001 - 2,00,000
2,00,001 - 2,50,000
> 2,50,000
THANK YOU FOR YOUR KIND CO OPERATION
