Questionnaire on Investment Pattern of Investors

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 ³STUDY 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««««««««« No««««««««««««««« «««««« Age group a) 20-30

b) 31- 40

Gender  a) Male

b) Female

Education qualification a) Postgraduate

c) 41-50

b) Graduate

d) 50 and above

c) Non graduate

d) Others

Occupation a) Salaried

b) Self Employed professional

c) Self employed non professional Monthly income: a) up to Rs. 20,000 c) Rs. 40,001 ± 60,000

d) Retired

b) Rs. 20,001 ± 40,000 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

f) Mutual

g) Government securities

d) Equities

e) Real Estate

h) Gold

i) others_________ 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

d) Savings & investment plans

c) Health plan

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 d) Bank

b) Magazines & newspapers e) Family & friends

c) Chartered accountants

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««