Scribd Logo
Upload

Welcome to Scribd!

  • Sample Questionaire

    Uploaded by

    Vineet Garg
    605 views4 pages
    The document appears to be a questionnaire for investors that asks for demographic information like name, age, income level, as well as questions about investment habits, objectives, experience, and factors considered in decision making. Specifically, it requests information on distribution of investments, sources of investment capital, goals, frequency of monitoring, self-assessed ability and optimism levels, and importance of various analytical and psychological factors. Respondents are also asked to attribute past losses and profits to potential responsible factors.

    Original Description:

    questionaire

    Copyright

    © Attribution Non-Commercial (BY-NC)

    Available Formats

    DOCX, PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    Report this Document
    The document appears to be a questionnaire for investors that asks for demographic information like name, age, income level, as well as questions about investment habits, objectives, experience, and factors considered in decision making. Specifically, it requests information on distribution of investments, sources of investment capital, goals, frequency of monitoring, self-assessed ability and optimism levels, and importance of various analytical and psychological factors. Respondents are also asked to attribute past losses and profits to potential responsible factors.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    605 views4 pages

    Sample Questionaire

    Uploaded by

    Vineet Garg
    The document appears to be a questionnaire for investors that asks for demographic information like name, age, income level, as well as questions about investment habits, objectives, experience, and factors considered in decision making. Specifically, it requests information on distribution of investments, sources of investment capital, goals, frequency of monitoring, self-assessed ability and optimism levels, and importance of various analytical and psychological factors. Respondents are also asked to attribute past losses and profits to potential responsible factors.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 4

    QUESTIONAIRE

    1. Name: ________________________________________________________ 2. Sex: Male Female <30 Married 30-50 Divorced 50+ Widowed

    3. What is your age? (In years) : 4. Marital Status? 5. Do you have children? Single Yes

    No If yes, please specify: No. of Children > 20 years ____ No. of children < 20 years: ____ Student Salaried Retired Self-employed Un-employed

    6. What is your occupation?

    Salaried Individual (specify job title/designation) __________________________________ 7. What is your level of education? _______________________________________ 8. What is your average gross annual income? (In Lakhs) < 0.5L 0.5L-1L 1L-3L >3L

    9. What is the distribution of investment across different financial Instrument? (In %) Equity and Stock _______ Insurance _______ Debt Market _______ Real Estate _______ Mutual Funds _______ Commodities _______

    Bank Fixed Deposits _______ Post office MIS _______ 10. What is the source of investment? (In case of more than one source describe their relative proportions/percentages) Savings _______ Inherited amount _______ Margin Financing _______ Money extracted from business _______ Personal Borrowing _______ 11. What are your investment objectives? (If more than one objective describe relative proportions/percentages of investment for each) Short term profit seeking _______ Long term profit seeking _______ Steady income (Dividends) _______ Others _______

    12. I was ________ years old when I started investing in Stock. 13. Total no. of accounts with Brokers: _______ 14. Investment experience in stock (In years): _______ 15. How many different types of stock do you own on the average? _______ 16. What is your total investment (In all types of financial Instrument)? _______ 17. How frequently do you monitor your investment? Daily Monthly Quarterly Semi-Annually Annually

    18. DETERMINANTS OF INVESTOR BEHAVIOR Please rate the following statement from 1(S.DA=strongly disagree) to 7(S.A=strongly Agree). 18. 1. Ability Of Investment Decisions: a. I am confident of my ability to select financial instruments for investment. b. I take full responsibility for the result of my investment decisions. c. I am confident to manage my investment. d. I have complete knowledge of available financial instruments. 18. 2. Investor Optimism: a. Presently I will hold my stock in the stock market. b. I plan to increase my investment in the stock market in next 12 months. c. The price of stock will increase in next 12 months. d. If the KES index drops by 3% tomorrow, I would suggest that it

    19. INVESTMENT DECISION PLEASE RATE THE FOLLOWING FACTORS IN TERMS OF HOW IMPORTANT THEY HAVE BEEN IN YOUR INVESTMENT SELECTION PROCESS FROM 1(LEAST IMPORTANT) TO 7(MOST IMPORTANT).

    19. 1. Technical Analysis: a. Use of past price movement to predict future price. b. Daily price fluctuations. c. Use of charts, Patterns, and trends. d. Active trading volume/turnover. 19. 2. Fundamental analysis: a. Use of companys annual reports. b. Price to earnings ratio. c. Companys dividend ratio. d. Debt equity ratio of the company. e. Return on Equity/Ret. On investment. f. Government Regulations/intervention.

    19. 3. Market Psychology: a. Rum our driven market. b. News stories in the media. c. Recommendation/advice of professional investors/broker. d. Recommendation/advice of some friend, family, peer. e. Major institution and corporations currently buying the stocks of the company. 20. If you have incurred losses, according to you, what is your perception for the loss, what is the responsible factor? (Please tick) a. Incorrect recommendations or advice from broker/analyst/banker b. The market has, in general, performed poorly c. Incorrect recommendations or advice from family/friends d. Committed errors e. Sheer Bad luck 21. If you have earned profits, to what you want attribute it to? (Please tick) a. Professional help. b. Friends advice and support c. bullish market d. own knowledge e. sheer Good luck

    You might also like