ICFAI BUSINESS SCHOOL

A SURVEY ON INVESTMENT PRACTICES AMONG PEOPLE

UNDER GUIDANCE OF MAHINDRA &MAHINDRA FINANCIAL SERVICES LIMITED

This research is being done for academic purpose only. All the information provided shall be kept
confidential.

NAME:………………………………………………………………………………………………………………………………………………………

AGE:………………. OCCUPATION:……………………………….. ANNUAL INCOME:………………………………………….

ADDRESS:…………………………………………………………………………………………………………………………………………………..

CONTACT NUMBER:…………………………………………. E-mail:…………………………………………………………………….

1. How do you view present market for investment?

2. What percentage of your annual income do you invest?

BELOW 15% 15%-20% 10%-1 20%-25%

25%-30% 30%-35% 35%-40%

40%-45% 45%-50% 50% -55%

55%-60% 60%-65% 65% and above

3. Given below are the different sectors for investments. Please assign points based on your
assessments so that the total points add up to 100. The higher the number allotted to a particular sector
the higher its importance is to you and vice versa.

FIXED ASSETS
INSURANCE
PRIVATE SECURITIES
COMMODITY MARKET
BANK DEPOSITS
GOVERNMENT SECURITIES
OTHERS
TOTAL 100
 ICFAI BUSINESS SCHOOL
A SURVEY ON INVESTMENT PRACTICES AMONG PEOPLE
UNDER GUIDANCE OF MAHINDRA &MAHINDRA FINANCIAL SERVICES LIMITED

4. Given the option to invest in the security market which route would you follow?

DIRECT TRADING MUTUAL FUNDS

5. Please select one item each from the following pairs, the type of fund you would prefer to invest in.

a.Growth Fund b. Income Fund

a.Income Fund b. Balanced Fund
a.Balanced Fund b. Growth Fund

6. Given below is a list of parameters. Mark on the basis of the importance you give to these
parameters 1 being the most important 7 being the least.

1 2 3 4 5 6 7
Risk factor
Returns
Tax savings
Ratings by the rating agencies
Portfolio of the fund
Profile of fund manager
Brand value of AMC

7. Have you ever invested in mutual funds?

YES NO

8. Given below is a continuous scale from 0 to 100. You have to indicate the best that describes your
choice of investment. If your choice is only equities against debt than give equities 100%.

DEBT EQUITY

0 10 20 30 40 50 60 70 80 90 100

9. Please mark (√) the way you would invest in Mutual Funds.

Systematic Investment Plan Lump sum Both

 ICFAI BUSINESS SCHOOL
A SURVEY ON INVESTMENT PRACTICES AMONG PEOPLE
UNDER GUIDANCE OF MAHINDRA &MAHINDRA FINANCIAL SERVICES LIMITED

10. Mark (√) on the type of deposits you are availing in a bank.

Fixed deposits Recurring deposits Current accounts

Saving accounts Certificate of deposits

11. Given below is a list of top performers in banking industry. Rank them against the given parameters.

COMPANY NAME PRODUCT PRICE PLACE SERVICE

ICICI
STATE BANK OF INDIA
INDIAN BANK
PUNJAB NATIONAL BANK
HDFC
AXIS BANK

12. Rank the following banks that deal in mutual funds too.

SBI ICICI HDFC DEUTSCHE BANK

KOTAK
MAHINDRA HSBC UTI/AXIS ING VYAS