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    Quetionnaire: Investor'S Point of View

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    187190
    The document contains a questionnaire with questions for investors and professionals regarding their views on various investment options. For investors, it asks questions about income, savings habits, occupation, reasons for investing in real estate, preferred investment duration, preferred investment options, risk tolerance, factors considered before investing, minimum investment requirements and experiences investing in shares. For professionals, it asks about the best mutual funds, minimum returns, preferred market caps, benefits of diversification, risk-return profiles of mutual funds compared to other options and the impact of currency fluctuations on mutual funds.

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    Quetionnaire: Investor'S Point of View

    Uploaded by

    187190
    66 views5 pages
    The document contains a questionnaire with questions for investors and professionals regarding their views on various investment options. For investors, it asks questions about income, savings habits, occupation, reasons for investing in real estate, preferred investment duration, preferred investment options, risk tolerance, factors considered before investing, minimum investment requirements and experiences investing in shares. For professionals, it asks about the best mutual funds, minimum returns, preferred market caps, benefits of diversification, risk-return profiles of mutual funds compared to other options and the impact of currency fluctuations on mutual funds.

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    Quetion Naire 01

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    The document contains a questionnaire with questions for investors and professionals regarding their views on various investment options. For investors, it asks questions about income, savings habits, occupation, reasons for investing in real estate, preferred investment duration, preferred investment options, risk tolerance, factors considered before investing, minimum investment requirements and experiences investing in shares. For professionals, it asks about the best mutual funds, minimum returns, preferred market caps, benefits of diversification, risk-return profiles of mutual funds compared to other options and the impact of currency fluctuations on mutual funds.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    66 views5 pages

    Quetionnaire: Investor'S Point of View

    Uploaded by

    187190
    The document contains a questionnaire with questions for investors and professionals regarding their views on various investment options. For investors, it asks questions about income, savings habits, occupation, reasons for investing in real estate, preferred investment duration, preferred investment options, risk tolerance, factors considered before investing, minimum investment requirements and experiences investing in shares. For professionals, it asks about the best mutual funds, minimum returns, preferred market caps, benefits of diversification, risk-return profiles of mutual funds compared to other options and the impact of currency fluctuations on mutual funds.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 5

    QUETIONNAIRE

    INVESTORS POINT OF VIEWQ1. What is your annual Income ? a. 1-1.5 Lacs b. 1.5 to 3 Lacs c. 3 Lacs and Above Q2. What percentage of your annual income do you save to Invest ? a. 5 to 10% b. 10 to 20% c. 20% and above Q3. What is your Occupation? a. Private Job b. Govt. Job c. Business d. Retired Q.4 Reason for investing in Real Estate ? a. Gives Good returns b. Has Less Risk c. Loan Facility is available for investment

    Q5. Do you prefer to invest for long term or short duration? a. Long Term b. Short Term Q6. Where do you prefer to invest your money? a. Mutual Funds b. ULIP Plans c. Fixed Deposit d. Post Office Deposit e. Realestate f. Share / Commodity Market g. Other Investment Options Q7. Which Investment Option has less risk? a. Mutual Funds b. ULIP Plans c. Fixed Deposit d. Post Office Deposit e. Realestate f. Share / Commodity Market g. Other Investment Options Q8. What do you look before investing in a particular investment option? a. Returns b. Minimum Investment Amount

    c. Locking Period d. Risk e. Type of investment Option f. Other Factors Q9. Which option dont require minimum investment amount? a. Mutual Funds b. ULIP Plans c. Fixed Deposit d. Post Office Deposit e. Realestate f. Share / Commodity Market g. Other Investment Options Q10. If you invest in mutual fund which mutual fund gives better returns? a. Franklin Templeton b. Reliance c. ICICI Prudential d. SBI f. Others Q11. Which option gives more returns? a. Mutual Funds b. ULIP Plans c. Fixed Deposit d. Post Office Deposit e. Realestate f. Share / Commodity Market g. Other Investment Options Q12. Reason for not investing mutual funds? a. Risk b. Returns c. Other Reasons Q13. Why you have not invested in Share / Commodity Market ? a. Risk b. Lack of Knowledge c. Return Factor

    Q14. If you invest in Share Market you do proper analysis before investing? a. Yes b. No Q15. Your experience of investing in share / commodity market? a. Face Losses b. Earned Profit c. No Profit No Loss

    Q16. Reason for investing in Fixed Deposit / Post Office Deposit Schemes? a. Returns b. No Risk Investment

    For Old Investor1) What kind of investments you have made so far? a. Saving account b. Fixed deposit c. Mutual fund d. Gold e. Stock/equity market f. Real estate g. PPF h. Insurance 2) How much is your total investment annually? a. Less than 15000 b. 15000 40000 c. 40000 60000 d. More than 60000 3) What is the purpose of investment? a.To meet the cost of Inflation b.To earn return on idle resources c.To generate a specified sum of money for a specific goal in life d.To make a provision for an uncertain future 4) What percentage of your investment is invested in equity market? a. Less than 25% b. 25-50% c. 51-75% d. More than 75% 5) Which type of transaction mostly done? a. Intraday b. Delivery 6) From how long you are investing in equity market? a. Less than 1 year b. 1 to 2 years c. 2 to 3 years d. More than 3 years 7) Why do you invest in equity market? a. For quick short term gain b. For high long term gain

    8) What attracts you towards equity market? a. High return b. Company reputation c. Speculation d. Dividend e. Liquidity of invested fund 9) In which sector you invest most? a. IT b. Pharmacy c. Telecom d. Banking e. Petroleum f. Automobile g. Entertainment e. Oil & Gas f. Engineering g. Metals & Mining 10) What will be the future of equity market in India as per you? a. Growing b. Decline c. Cant say 11) What type of mutual fund scheme you invest? a. SIP b. MIP c. Equity d. Debt

    PROFESSIONAL POINT OF VIEW1)Which is the best for investing in mutual fund? a.Equity Fund b.debt fund c.Hybrid fund 2)The mutual fund ensure any minimum fixed rate on return on any investment? a.Yes b.No 3) Which the investment in Mutual fund is better capital companies? a. Small cap b. Mid cap c. Large cap

    4)How does work the diversification of funds in investment option helps to minimize the risk? 5)How does the risk and returns of mutual fund is as compared to other investment? 6) How rupee-dollar rates are determined 7) What is The Reasons Increase & Decrease The Rupee Value Against doller value ? 8) Fall a rupee value impact on mutual fund ?

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