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    Questionnaire On Investment Pattern of Investors

    Uploaded by

    Dhiraj Sharma
    The document is a questionnaire for a survey on investment patterns at HDFC Life. It contains 16 multiple choice questions regarding the respondent's demographics, savings and investment habits, awareness and usage of HDFC Life products, investment goals and timeframe, and factors influencing investment decisions. The respondent is asked to provide contact information and rank various priorities like liquidity, returns, safety and tax savings. Space is also provided for additional comments or suggestions.

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    Attribution Non-Commercial (BY-NC)
    Download as DOCX, PDF, TXT or read online from Scribd

    Questionnaire On Investment Pattern of Investors

    Uploaded by

    Dhiraj Sharma
    26K views4 pages
    The document is a questionnaire for a survey on investment patterns at HDFC Life. It contains 16 multiple choice questions regarding the respondent's demographics, savings and investment habits, awareness and usage of HDFC Life products, investment goals and timeframe, and factors influencing investment decisions. The respondent is asked to provide contact information and rank various priorities like liquidity, returns, safety and tax savings. Space is also provided for additional comments or suggestions.

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    Questionnaire on Investment Pattern of Investors

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    The document is a questionnaire for a survey on investment patterns at HDFC Life. It contains 16 multiple choice questions regarding the respondent's demographics, savings and investment habits, awareness and usage of HDFC Life products, investment goals and timeframe, and factors influencing investment decisions. The respondent is asked to provide contact information and rank various priorities like liquidity, returns, safety and tax savings. Space is also provided for additional comments or suggestions.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    26K views4 pages

    Questionnaire On Investment Pattern of Investors

    Uploaded by

    Dhiraj Sharma
    The document is a questionnaire for a survey on investment patterns at HDFC Life. It contains 16 multiple choice questions regarding the respondent's demographics, savings and investment habits, awareness and usage of HDFC Life products, investment goals and timeframe, and factors influencing investment decisions. The respondent is asked to provide contact information and rank various priorities like liquidity, returns, safety and tax savings. Space is also provided for additional comments or suggestions.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 4
    At a glance
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    The questionnaire aims to understand investment patterns and preferences of investors who have invested with HDFC Life. It collects demographic details and gauges awareness, satisfaction, and decision-making factors regarding various HDFC Life insurance products.

    The questionnaire aims to understand the investment patterns of individuals who have invested with HDFC Life in order to aid the company's marketing and product development efforts.

    Respondents have invested in insurance, banks, post office deposits, equities, real estate, mutual funds, government securities, and gold.

    QUESTIONNAIRE

    Dear Sir/ Madam

    I am Dheeraj Sharma student of CMRIMS, doing my final year MBA as part of the curriculum;
    I am conducting a survey on “STUDY ON INVESTMENT PATTERN OF INVESTORS AT
    HDFC LIFE”. I request you to kindly give me your valuable time to fill this questionnaire. I
    assure you that the data provided by you will be kept confidential.

    Name……………………………………………

    Contact No………………………………………

    Age group
    a) 20-30 b) 31- 40 c) 41-50 d) 50 and above

    Gender
    a) Male b) Female

    Education qualification
    a) Postgraduate b) Graduate c) Non graduate d) Others

    Occupation

    a) Salaried b) Self Employed professional

    c) Self employed non professional d) Retired

    Monthly income:
    a) up to Rs. 20,000 b) Rs. 20,001 – 40,000
    c) Rs. 40,001 – 60,000 d) Above Rs. 60,000

    1. What percentage of your income do you save?

    a) 0-10% b) 10-20% c) 20-30% d) 30-40%

    2. Have you invested your savings so far?

    a) Yes b) No

    3. Which of the following avenues have you opted for?

    a) Insurance b) Banks c) Post office d) Equities e) Real Estate

    f) Mutual g) Government securities h) Gold i) others_________


    4. Are you aware of all the insurance plans provided by HDFC Life?

    a) Yes b) No

    5. In which of the following HDFC life insurance products have you invested?

    a) Protection plans b) Children plan c) Health plan

    d) Savings & investment plans e) Retirement plans f)None

    6. What is your level of satisfaction with HDFC Life products?

    a) Highly satisfied b) Satisfied c) Moderate d) Low

    7. How do you time your investments?

    a) Monthly b) Quarterly c) Half-Yearly d) Yearly

    8. Whose advice do you seek on your investment decisions?

    a) Local brokers b) Magazines & newspapers c) Chartered accountants

    d) Bank e) Family & friends f) any other______________

    9. What is your investment horizon?

    a) <1 year b) 1-2 years c) 2-5 years d) >5 years

    10. What is your short term goal of investment?

    a) Return b) Liquidity c) Risk

    11. What is your long term goal of investment?

    a) Retirement corpus b) Children’s future c) Dream House

    d) others (please specify) ________________

    12. Your decision to invest depends upon?

    a) Past performance b) Economic scenario c) Industry analysis

    d) Company analysis e) Credit rating f) others___________

    13. What factors influences your investment decision?

    Rank in order of priority (1 to 4)

    a) Liquidity b) Returns c) Safety d) Tax Savings


    14. What level of risk are you ready to undertake for your investment avenue?

    a) Less risk b) Moderate risk c) High risk

    15. Do you find difficulties in differentiating various investment avenues?

    a) If yes
    Specify______________________________________________________________________________
    ____________________________________________________________________________________
    ____________________________________________________________________________________
    ____________________________________________________________________________________

    b) NO

    16. Suggestions if any

    ____________________________________________________________________________________
    ____________________________________________________________________________________
    ____________________________________________________________________________________

    (Signature)

    Thank you Sir / Madam…. for sparing your valuable time in filling up the Questionnaire……

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