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    Black Book

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    Kompella Haripriya
    This document outlines the objectives and methodology of research on avenues of investment. The research aims to explain available financial instruments like equity, mutual funds, and money markets; raise awareness of investment options; and understand factors affecting portfolio selection and investor preferences. It presents a hypothesis and questionnaire to assess investors' knowledge of and preferences among different investment options. The questionnaire contains questions on demographics, savings and investment habits, factors considered, risk tolerance, awareness of money markets and instruments, and monitoring frequency.

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    Black Book

    Uploaded by

    Kompella Haripriya
    94 views3 pages
    This document outlines the objectives and methodology of research on avenues of investment. The research aims to explain available financial instruments like equity, mutual funds, and money markets; raise awareness of investment options; and understand factors affecting portfolio selection and investor preferences. It presents a hypothesis and questionnaire to assess investors' knowledge of and preferences among different investment options. The questionnaire contains questions on demographics, savings and investment habits, factors considered, risk tolerance, awareness of money markets and instruments, and monitoring frequency.

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    This document outlines the objectives and methodology of research on avenues of investment. The research aims to explain available financial instruments like equity, mutual funds, and money markets; raise awareness of investment options; and understand factors affecting portfolio selection and investor preferences. It presents a hypothesis and questionnaire to assess investors' knowledge of and preferences among different investment options. The questionnaire contains questions on demographics, savings and investment habits, factors considered, risk tolerance, awareness of money markets and instruments, and monitoring frequency.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    94 views3 pages

    Black Book

    Uploaded by

    Kompella Haripriya
    This document outlines the objectives and methodology of research on avenues of investment. The research aims to explain available financial instruments like equity, mutual funds, and money markets; raise awareness of investment options; and understand factors affecting portfolio selection and investor preferences. It presents a hypothesis and questionnaire to assess investors' knowledge of and preferences among different investment options. The questionnaire contains questions on demographics, savings and investment habits, factors considered, risk tolerance, awareness of money markets and instruments, and monitoring frequency.

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    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 3

    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

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