gender age Investment_Avenues Mutual_Funds Equity_Market

Female 34 Yes 1 2
Female 23 Yes 4 3
Male 30 Yes 3 6
Male 22 Yes 2 1
Female 24 No 2 1
Female 24 No 7 5
Female 27 Yes 3 6
Male 21 Yes 2 3
Male 35 Yes 2 4
Male 31 Yes 1 3
Female 35 Yes 2 4
Male 29 Yes 2 5
Female 21 No 1 2
Female 28 Yes 2 3
Female 25 Yes 2 3
Male 27 Yes 2 3
Female 28 Yes 3 2
Male 27 Yes 3 2
Male 29 Yes 3 2
Male 26 Yes 3 4
Male 29 Yes 2 4
Female 24 Yes 2 4
Male 27 Yes 3 4
Male 25 Yes 2 4
Female 26 Yes 2 3
Female 32 Yes 3 4
Male 26 Yes 3 4
Male 31 Yes 2 3
Male 29 Yes 2 3
Female 34 Yes 5 4
Male 27 Yes 4 5
Female 31 Yes 2 4
Male 27 Yes 2 4
Male 26 Yes 2 3
Male 27 Yes 2 3
Male 30 Yes 1 4
Male 30 Yes 2 4
Male 25 Yes 5 4
Male 31 Yes 2 4
Male 29 Yes 4 3

25
15
Debentures Government_Bonds Fixed_Deposits PPF Gold
5 3 7 6 4
2 1 5 6 7
4 2 5 1 7
3 7 6 4 5
3 6 4 5 7
4 6 3 1 2
4 2 5 1 7
7 4 6 1 5
7 5 3 1 6
7 4 5 2 6
7 5 3 1 6
7 6 3 1 4
3 4 5 6 7
7 4 5 1 6
7 5 4 1 6
7 5 4 1 6
7 5 4 1 6
7 4 5 1 6
7 4 5 1 6
6 5 1 2 7
7 5 3 1 6
5 6 3 1 7
6 5 2 1 7
6 5 3 1 7
7 5 4 1 6
7 5 1 2 6
6 5 1 2 7
7 6 4 1 5
6 5 1 4 7
3 2 7 1 6
1 2 7 3 6
7 6 3 1 5
7 5 1 3 6
6 4 1 5 7
6 5 4 1 7
6 5 3 2 7
7 5 1 3 6
7 6 1 2 3
7 5 3 1 6
5 7 2 1 6
Stock_Marktet Factor Objective Purpose
Yes Returns Capital Appreciation Wealth Creation
No Locking Period Capital Appreciation Wealth Creation
Yes Returns Capital Appreciation Wealth Creation
Yes Returns Income Wealth Creation
No Returns Income Wealth Creation
No Risk Capital Appreciation Wealth Creation
Yes Returns Capital Appreciation Wealth Creation
Yes Risk Capital Appreciation Wealth Creation
Yes Returns Growth Savings for Future
Yes Returns Capital Appreciation Wealth Creation
Yes Risk Growth Savings for Future
Yes Risk Capital Appreciation Wealth Creation
No Returns Capital Appreciation Savings for Future
Yes Returns Capital Appreciation Wealth Creation
Yes Returns Capital Appreciation Wealth Creation
Yes Returns Capital Appreciation Wealth Creation
Yes Risk Growth Wealth Creation
Yes Returns Capital Appreciation Wealth Creation
Yes Risk Capital Appreciation Wealth Creation
Yes Risk Capital Appreciation Wealth Creation
Yes Returns Growth Wealth Creation
Yes Risk Capital Appreciation Wealth Creation
Yes Returns Capital Appreciation Wealth Creation
Yes Risk Growth Savings for Future
Yes Returns Capital Appreciation Wealth Creation
Yes Risk Growth Wealth Creation
Yes Returns Capital Appreciation Wealth Creation
Yes Risk Growth Savings for Future
Yes Returns Capital Appreciation Wealth Creation
Yes Returns Income Returns
No Returns Growth Wealth Creation
Yes Returns Capital Appreciation Wealth Creation
Yes Returns Capital Appreciation Wealth Creation
Yes Returns Capital Appreciation Returns
Yes Returns Capital Appreciation Wealth Creation
Yes Risk Growth Wealth Creation
Yes Returns Capital Appreciation Wealth Creation
Yes Risk Growth Savings for Future
Yes Risk Growth Wealth Creation
Yes Returns Capital Appreciation Wealth Creation
Duration Invest_Monitor Expect Avenue
1-3 years Monthly 20%-30% Mutual Fund
More than 5 years Weekly 20%-30% Mutual Fund
3-5 years Daily 20%-30% Equity
Less than 1 year Daily 10%-20% Equity
Less than 1 year Daily 20%-30% Equity
1-3 years Daily 30%-40% Mutual Fund
3-5 years Monthly 20%-30% Equity
3-5 years Monthly 20%-30% Mutual Fund
1-3 years Weekly 20%-30% Equity
3-5 years Monthly 30%-40% Fixed Deposits
3-5 years Monthly 20%-30% Mutual Fund
1-3 years Monthly 20%-30% Mutual Fund
1-3 years Weekly 20%-30% Mutual Fund
1-3 years Monthly 20%-30% Mutual Fund
1-3 years Monthly 20%-30% Fixed Deposits
1-3 years Monthly 20%-30% Mutual Fund
1-3 years Monthly 20%-30% Fixed Deposits
1-3 years Monthly 20%-30% Mutual Fund
1-3 years Monthly 20%-30% Mutual Fund
3-5 years Monthly 20%-30% Fixed Deposits
3-5 years Weekly 20%-30% Mutual Fund
3-5 years Monthly 20%-30% Equity
3-5 years Monthly 20%-30% Mutual Fund
3-5 years Weekly 20%-30% Public Provident Fund
3-5 years Monthly 30%-40% Public Provident Fund
3-5 years Monthly 20%-30% Mutual Fund
3-5 years Monthly 20%-30% Mutual Fund
1-3 years Monthly 20%-30% Fixed Deposits
1-3 years Monthly 20%-30% Equity
3-5 years Monthly 10%-20% Mutual Fund
1-3 years Monthly 10%-20% Mutual Fund
3-5 years Monthly 20%-30% Fixed Deposits
3-5 years Monthly 30%-40% Equity
1-3 years Monthly 20%-30% Fixed Deposits
1-3 years Weekly 20%-30% Mutual Fund
3-5 years Monthly 20%-30% Fixed Deposits
1-3 years Monthly 20%-30% Equity
3-5 years Monthly 30%-40% Public Provident Fund
1-3 years Weekly 20%-30% Equity
3-5 years Monthly 20%-30% Fixed Deposits
What are your savings objectives? Reason_Equity Reason_Mutual
Retirement Plan Capital Appreciation Better Returns
Health Care Dividend Better Returns
Retirement Plan Capital Appreciation Tax Benefits
Retirement Plan Dividend Fund Diversification
Retirement Plan Capital Appreciation Better Returns
Retirement Plan Liquidity Fund Diversification
Retirement Plan Capital Appreciation Better Returns
Retirement Plan Capital Appreciation Better Returns
Retirement Plan Capital Appreciation Fund Diversification
Retirement Plan Capital Appreciation Fund Diversification
Retirement Plan Capital Appreciation Better Returns
Retirement Plan Capital Appreciation Fund Diversification
Education Dividend Better Returns
Retirement Plan Capital Appreciation Fund Diversification
Health Care Dividend Better Returns
Health Care Capital Appreciation Fund Diversification
Health Care Capital Appreciation Fund Diversification
Retirement Plan Capital Appreciation Better Returns
Retirement Plan Capital Appreciation Better Returns
Health Care Capital Appreciation Fund Diversification
Retirement Plan Capital Appreciation Better Returns
Health Care Capital Appreciation Better Returns
Retirement Plan Capital Appreciation Better Returns
Health Care Liquidity Better Returns
Retirement Plan Capital Appreciation Better Returns
Retirement Plan Capital Appreciation Better Returns
Retirement Plan Dividend Fund Diversification
Health Care Capital Appreciation Fund Diversification
Retirement Plan Capital Appreciation Better Returns
Retirement Plan Capital Appreciation Tax Benefits
Education Capital Appreciation Tax Benefits
Retirement Plan Capital Appreciation Better Returns
Health Care Capital Appreciation Fund Diversification
Education Dividend Better Returns
Health Care Capital Appreciation Better Returns
Health Care Capital Appreciation Better Returns
Retirement Plan Capital Appreciation Better Returns
Health Care Capital Appreciation Better Returns
Health Care Dividend Fund Diversification
Retirement Plan Dividend Better Returns
Reason_Bonds Reason_FD Source
Safe Investment Fixed Returns Newspapers and Magazines
Safe Investment High Interest Rates Financial Consultants
Assured Returns Fixed Returns Television
Tax Incentives High Interest Rates Internet
Safe Investment Risk Free Internet
Safe Investment Risk Free Internet
Assured Returns High Interest Rates Financial Consultants
Assured Returns Risk Free Newspapers and Magazines
Safe Investment Fixed Returns Television
Assured Returns Fixed Returns Newspapers and Magazines
Assured Returns Risk Free Financial Consultants
Assured Returns Fixed Returns Financial Consultants
Safe Investment Risk Free Internet
Assured Returns Risk Free Newspapers and Magazines
Assured Returns Risk Free Financial Consultants
Assured Returns Risk Free Newspapers and Magazines
Assured Returns Risk Free Television
Assured Returns Risk Free Financial Consultants
Assured Returns Risk Free Newspapers and Magazines
Assured Returns Risk Free Newspapers and Magazines
Assured Returns Fixed Returns Financial Consultants
Assured Returns Risk Free Newspapers and Magazines
Assured Returns Risk Free Financial Consultants
Assured Returns Risk Free Financial Consultants
Assured Returns Risk Free Newspapers and Magazines
Assured Returns Fixed Returns Financial Consultants
Assured Returns Fixed Returns Financial Consultants
Safe Investment Fixed Returns Television
Assured Returns Risk Free Television
Safe Investment Fixed Returns Newspapers and Magazines
Safe Investment Fixed Returns Television
Assured Returns Fixed Returns Financial Consultants
Assured Returns Fixed Returns Newspapers and Magazines
Safe Investment Risk Free Newspapers and Magazines
Safe Investment Fixed Returns Financial Consultants
Assured Returns Fixed Returns Financial Consultants
Assured Returns Risk Free Newspapers and Magazines
Safe Investment Fixed Returns Financial Consultants
Assured Returns Fixed Returns Newspapers and Magazines
Safe Investment Fixed Returns Financial Consultants
Gender
Distributi
on
Analysis
in Excel
gender Count of gender This shape represents a slicer.
Female 15 Slicers are supported in Excel
Male 25 2010 or later.
(empty)
Total Result 40 If the shape was modified in an
earlier version of Excel, or if the
workbook was saved in Excel
2003 or earlier, the slicer cannot
Gender Distribution be used.

Female
Male
(empty)
Total Result
 e represents a slicer.
e supported in Excel
ater.

pe was modified in an
rsion of Excel, or if the
k was saved in Excel
arlier, the slicer cannot
Task 2: Investment Preferences Analysis in Excel

1:- The distribution of participants

across different investment avenues.
Avenue Count of gender
Equity 10 Investment Prefrence
Fixed Deposits 9
45
Mutual Fund 18
40
Public Provident Fund 3
35
(empty)
30
Total Result 40
25
20
15
10
5
0
Equity Fixed Mutual Public (empty) To
Deposits Fund Provident Re
Fund

2:- The reasons for

investment choices within each avenue.

Count of gender Purpose

Avenue Returns Savings for Future Wealth Creation
Equity 1 9
Fixed Deposits 1 1 7
Mutual Fund 1 2 15
Public Provident Fund 2 1
(empty)
Total Result 2 6 32

Reason for Investing

45
40
35
 Reason for Investing
45
40
35
30
25
(empty)
20
15 Wealth Creation
10 Savings for Future
5 Purpose Returns
0
ity si
ts nd nd y) lt
u u pt su
Eq
o
lF Fu e
ep a t
(e
m lR
D u en ta
d ut id o
ixe M ov
T
F Pr
b lic
Pu
in Excel

vestment Prefrence This shape represents a slicer.

Slicers are supported in Excel
2010 or later.

If the shape was modified in an

earlier version of Excel, or if
the workbook was saved in
Count of gender Excel 2003 or earlier, the slicer
cannot be used.

This shape represents a slicer.

Slicers are supported in Excel
ual Public (empty) Total 2010 or later.
nd Provident Result
Fund If the shape was modified in an
earlier version of Excel, or if the
workbook was saved in Excel
2003 or earlier, the slicer cannot
be used.

(empty) Total Result

10
9
18
3

40
 (empty)
Wealth Creation
Savings for Future
Purpose Returns
Task 3: Objective and Source Analysis in Excel

1:- The distribution of savings

objectives among participants.

Objective Count of gender

Capital Appreciation 26
Saving Objectives
Growth 11
Income 3
Total Result 40 Capital Apprec
Growth
Income
Total Result

2:- common
information sources

Source Count of gender

Financial Consultants 16 Information Source
Internet 4
Newspapers and Maga 14
Television 6 Total Result
Total Result 40

Television

Coun
Newspapers and Magazines

Internet

Financial Consultants
Newspapers and Magazines

Internet

Financial Consultants

0 10 20 30 40 50
is in Excel

Objectives

Capital Appreciation
Growth
Income
Total Result

rmation Source

Count of gender
s

s
s

0 10 20 30 40 50
Task 4: Duration and Expectations Analysis in Exc

1:-investment durations
Duration Frequency
1-3 years 18
3-5 years 19
Less than 1 ye 2
More than 5 ye 1

This chart isn't available in your version of Excel.

Editing this shape or saving this workbook into a different file format will
permanently break the chart.

2:- Return Expectation

This shape represents a slicer.
Expect Count of gender Slicers are supported in Excel
2010 or later.
10%-20% 3
20%-30% 32 If the shape was modified in an
30%-40% 5 earlier version of Excel, or if
Total Result 40 the workbook was saved in
Excel 2003 or earlier, the slicer
cannot be used.

Return Expectation
10%-20%
40

20
 Return Expectation
10%-20%
40

20

Count of gender

Total Result 0 20%-30%

30%-40%
alysis in Excel
Average Age
Average of age
27.8

Total number of peoples

Total number of peoples
40

Gender wise Slicer

This shape represents a slicer.

Slicers are supported in Excel
2010 or later.

If the shape was modified in an

earlier version of Excel, or if the
workbook was saved in Excel
2003 or earlier, the slicer cannot
be used.

Stock Market Filter

This shape represents a slicer.

Slicers are supported in Excel
2010 or later.

If the shape was modified in an

earlier version of Excel, or if the
workbook was saved in Excel
2003 or earlier, the slicer cannot
be used.

Investment Monitoring

This shape represents a slicer.

Slicers are supported in Excel
2010 or later.

If the shape was modified in an

earlier version of Excel, or if the
workbook was saved in Excel
2003 or earlier, the slicer cannot
be used.

Filter by Avenue
This shape represents a slicer.
Slicers are supported in Excel
2010 or later.

If the shape was modified in an

earlier version of Excel, or if the
workbook was saved in Excel
2003 or earlier, the slicer cannot
be used.
 Investment Analysis Repo
This shape represents a slicer.
Slicers are supported in Excel Savi
2010 or later.
Gander Distribution
If the shape was modified in an 19%
earlier version of Excel, or if the
workbook was saved in Excel Female
2003shape
This or earlier, the slicer
represents cannot
a slicer. Male
be used.
Slicers are supported in Excel (empty)
2010 or later. 50% Total Result
50%
If the shape was modified in an
earlier version of Excel, or if the 31%
workbook was saved in Excel
2003 or earlier, the slicer cannot
be used.

This shape represents a slicer. This chart isn't available in your version of Excel.
Slicers are supported in Excel
2010 or later. Editing this shape or saving this workbook into a different file format will perm

If the shape was modified in an

earlier version of Excel, or if the
workbook was saved in Excel
2003 or earlier, the slicer cannot
be used.
This shape represents a slicer.
Slicers are supported in Excel
2010 or later.

If the shape was modified in an

earlier version of Excel, or if the
workbook was saved in Excel
2003 or earlier, the slicer cannot
be used.
 Report Total People :- 40

Saving Objectives Investment Prefrence

40
Capital Ap-
preciation Count o

18
33%
Growth

10
50%

3
Income
14%
4% Total Result

erent file format will permanently break the chart.

Return10%-20%
Expectation
40

20

Total Result 0 20%

30%-40%
 Average Age :-
ple :- 40
27.8
Prefrence Reason for Investing
40

(empty)
32 Wealth Creation
Count of gender
Savings for Future
Purpose Returns
15
9 7 6
1 2 1
2 2
1 1 1

Expectation Information Source

%-20%
40
Total Result 40

20
Television 6

Count of gender
0 20%-30% Newspapers and Magazines 14

Internet 4

Financial Consultants 16

%-40%
0 5 10 15 20 25 30 35 40 45
of gender