Dear Patron, Greetings!

I am a PhD scholar with SIU and my area of research is “How do entrepreneurs take their personal
investment decisions?” Please fill the following a survey form which help me do my study. Your identify will be kept
confidential and your responses will be used for research purposes only. Thank you for your time.

1. Age : 20-30 Years 31-40 Years 41-50 Years 51-60 Years >60 Years

2. Highest Qualification: SSC/HSC Undergraduate PG Professional

3. Annual Income (Individual): <5 lac 6- 10 lac 11-20 lac > 21 lac

What is your satisfaction with : Very Dissatisfie Appropriate Satisfied Very

Dissatisfied d Satisfied
1 Your current level of savings
2 Your ability to handle financial
emergencies in family (e.g. medical
expenses)
3 The amount of money available for future
needs ( House, children’s education, own
retirement)
4 Your ability to manage money to protect
from inflation
5 The amount of money available for
meeting family necessities
6 Your ability to save taxes/tax planning
7 Your ability to pay back the amount of
money I owe (Loans, credit cards)
8 Your present level of income

Tick the following variables on a scale of 5 :

1 = Strongly Disagree; 2 = Disagree; 3 = Neutral; 4 = Agree; 5 = Strongly Agree

S no Statement Rating
1 I am Extraverted, Enthusiastic 1 2 3 4 5
2 I am critical , Quarrelsome 1 2 3 4 5
3 I am dependable, self-disciplined 1 2 3 4 5
4 I am anxious, easily upset 1 2 3 4 5
5 I am open to new experiences, complex 1 2 3 4 5
6 I am reserved, quiet 1 2 3 4 5
7 I am sympathetic, warm 1 2 3 4 5
8 I am disorganized, careless 1 2 3 4 5
9 I am calm, emotionally stable 1 2 3 4 5
10 I am conventional, uncreative 1 2 3 4 5
11 My investment decisions are based on the suggestions of my investment advisor 1 2 3 4 5
12 My investment advisor takes investment decisions for me 1 2 3 4 5
13 It is better if investments are taken on guidance of an advisor 1 2 3 4 5
14 My investment decisions are more accurate than others. 1 2 3 4 5
15 My knowledge of investment products is as good as that of experts 1 2 3 4 5
16 In my investments I have experienced the feeling “I knew it all along.” 1 2 3 4 5
17 I am not able to control my expenditure and am not left with no money for 1 2 3 4 5
investments
18 I am unable to save for future. 1 2 3 4 5
19 If I have the money, I will spend it. 1 2 3 4 5
20 I open different accounts to park money for different expenditures (e.g. children’s 1 2 3 4 5
education, marriage, retirement)

21 I have different accounts for money coming from different sources 1 2 3 4 5

22 I have fixed the percentage of money that I invest monthly 1 2 3 4 5
23 Usually I save first and then spend 1 2 3 4 5
24 My investments pattern has modified over the years. 1 2 3 4 5
25 My investment decisions are impacted by market fluctuations. 1 2 3 4 5
26 The investment products that I choose differ, based on the financial goals that I 1 2 3 4 5
have
1 = Strongly Disagree; 2 = Disagree; 3 = Neutral; 4 = Agree; 5 = Strongly Agree
S No Statement Rating
27 I am attracted to companies that follow the ethical practices (e.g. honesty, 1 2 3 4 5
fairness)

28 I believe that companies that have good corporate values are good investments 1 2 3 4 5
(e.g. concern for environment, customer satisfaction)
29 I will like to invest in companies that actively have corporate social responsibility 1 2 3 4 5
(CSR) activities (e.g. participation in social upliftment, community development)
30 My investment decisions is influenced by my spouse 1 2 3 4 5
31 Me and my spouse together take investment decisions (Respond if married) 1 2 3 4 5
32 I invest in the instruments because my parents invested in them. 1 2 3 4 5
33 When I was growing up, my parents discussed equity so I am comfortable to 1 2 3 4 5
invest in equity
34 My parents used to invest regularly so I have that habit of investing 1 2 3 4 5
35 Financial Independence is on my mind 1 2 3 4 5
36 I take investment decisions for my family 1 2 3 4 5
37 I take investment decisions for my spouse 1 2 3 4 5
38 I leave investment decision making to my husband/father 1 2 3 4 5
39 I am unable to investment in some instruments because I don’t have time to study 1 2 3 4 5
them
40 I always find that there is lack of time 1 2 3 4 5
41 I will hold on to an invest till it converts profitable 1 2 3 4 5
42 I do not sell my investments at a loss 1 2 3 4 5
43 I tend to hold on to securities losing value waiting for better times 1 2 3 4 5
44 I intend to sell my investments immediately when goes back to the acquisition 1 2 3 4 5
price
45 I am holding to my loss making investments because selling them would be 1 2 3 4 5
painful to me
46 When investing, safety is more important than returns 1 2 3 4 5
47 I prefer putting my money in a bank account than in the stock market. 1 2 3 4 5
48 I think “risk” and I link it to “Loss” 1 2 3 4 5
49 If you are lucky , you will be able to make money in stocks and bonds 1 2 3 4 5
50 I do not have adequate knowledge to be a successful investor 1 2 3 4 5
51 It is very difficult to understand the investment process and instruments 1 2 3 4 5