Study on Factors Influence in Investment Decision Making To Investors

Name :
Age :

Gender :
Male
Female

Occupation :
Job Business
student Others

Contact no :

1. Do you plan your financial requirement?

Yes
No

2. What is most appropriate option for you to invest and its proportion?
Saving Account _______
Fixed deposit _______
Mutual fund _______
Commodity _______
Stock/Equity market _______
Real estate _______
PPF _______
Insurance _______

3. What is the way of investment?

Monthly
Quarterly
Yearly

4. What is your total annual investment?

Less then 15000
15000 – 40000
40000 – 60000
More than 60000
 5. What is the purpose behind the financial investment?
Tax benefit
Safety
Liquidity
Higher return
All of above

6. Since how long are investing in different investment?

Less than 1 year
1 to 2 year
2 to 3 year
More than 3 years

7. Which factor more attract towards investment?

High return
Low risk
Prestige
Market trend
Liquidity of invested plan

8. In which sector you prefer to invest most?

Equity
Debt
Hybrid

If Equity,

9. In which trend would you like to invest?

Bullish
Beavish

If hybrid,

10. Which of the following would you select?

Mutual funds
Insurance
If mutual funds,

11. Which AMC or Financial Institution prefer for investment?

Marwadi
Religare
Angel broking
Reliance
Share khan
Others

12. How do you select your investment proposal?

By advisor
By relatives
By own opinion
All of above

13. What is your expected return?

3% - 10%
11% - 20%
21% - 40%
Above 40%

14. Give your recommendation for selecting investment plans

a) -
___________________________________________________
b) _______________________________________________
____
c) _______________________________________________
____