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    What Is Your Professional Status?: Businessman Salaried Person Professional Unemployed Any Other

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    harsh_rajwani
    MBA students in Gujarat are conducting a survey to understand investment preferences in the region. The survey includes questions about respondents' professional and investment status, their awareness and preferences across different investment instruments like stocks, mutual funds, real estate, and more. Respondents are also asked about factors considered during investment decisions, investment habits, and risk tolerance.

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    What Is Your Professional Status?: Businessman Salaried Person Professional Unemployed Any Other

    Uploaded by

    harsh_rajwani
    32 views8 pages
    MBA students in Gujarat are conducting a survey to understand investment preferences in the region. The survey includes questions about respondents' professional and investment status, their awareness and preferences across different investment instruments like stocks, mutual funds, real estate, and more. Respondents are also asked about factors considered during investment decisions, investment habits, and risk tolerance.

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    new Questionnaire

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    MBA students in Gujarat are conducting a survey to understand investment preferences in the region. The survey includes questions about respondents' professional and investment status, their awareness and preferences across different investment instruments like stocks, mutual funds, real estate, and more. Respondents are also asked about factors considered during investment decisions, investment habits, and risk tolerance.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    32 views8 pages

    What Is Your Professional Status?: Businessman Salaried Person Professional Unemployed Any Other

    Uploaded by

    harsh_rajwani
    MBA students in Gujarat are conducting a survey to understand investment preferences in the region. The survey includes questions about respondents' professional and investment status, their awareness and preferences across different investment instruments like stocks, mutual funds, real estate, and more. Respondents are also asked about factors considered during investment decisions, investment habits, and risk tolerance.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 8

    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

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