Questionnaire

Dear Sir/Madam
I am Pavan M Bommanhalli studying in M.com IV semester in KLE’s G H College Haveri,
affiliated to Karnatak University, Dharwad. I’m doing project on “Impact of tax on different types
of investment avenues for the investors of Haveri District”. The feedback provided by you will be
purely used for academic purpose. So I request you to kindly fill in this questionnaire and help
me to complete this assignment successfully.

*Please tick where space is provided.

1. Name: ……………………………………………………………………………………………………………………….

2. Age: ……………………………………………………………………………………………………………………………

3. Gender: Male  Female 

4. Age group:
a) Below 20  c) 40 – 60 
b) 20 – 40  d) Above 60 

5. Qualification
a) Under graduate  c) Post Graduate 
b) Graduate  d) Other 

6. Occupation
a) Salaried  e) Retired 
b) Business  f) Professional 
c) Homemaker  g) Other 
d) Student 

7. Organization
a) Government  b) Non-government 
8. Annual Income

a) Below 200000/-  c) 500000 – 1000000/- 

b) 200000 – 500000/-  d) Above 1000000/-

9. Are you aware of the following investment avenues?

A. Low risk avenues
a) Savings A/C  d) Post office SB 
b) Bank Fixed deposits  e) Government Securities 
c) Public Provident fund 
B. Moderate risk avenues
a) Mutual funds  c) Debentures 
b) Life insurance  d) Bonds 
C. High risk avenues
a) Equity Share market  b) Forex market 
D. Traditional investment avenues
a) Real Estate  c) Chit funds 
b) Gold, diamond and other
precious items 

10. What are the best avenues for your money?

(Choose from above, rank in preference)
a) ………………….. d) …………………….
b) ………………….. e) ………………………
c) ……………………

11. Reason for selecting those avenues?

Ans: ……………………………………………………………………………………………………………..

12. In which sector you want to invest your money?

a) Private  c) Government sector 
b) Public  d) Foreign sector 

13. What are your objectives for savings?

a) Children education  d) Children marriage 
b) Retirement  e) Healthcare 
c) Purchases ( land, building, gold f) Other 
etc. ) 
14. Purpose behind investment
a) Wealth creation  c) Return 
b) Tax Savings  d) Future expenses 

15. Do you have any target for savings/Investment in a year?

a) Yes  Amount:……………………
b) No 

16. Which factor you consider before investing?

a) Safety  d) Maturity period 
b) Low risk  e) Tax benefits 
c) High return 

17. What percentage (%)of your income do you invest?

a) 0 – 10%  c) 20 – 30% 
b) 10 – 20%  d) 30 – 50% 
18. What time period you prefer for your investment?
a) Short term (0-1 year) 
b) Medium term (1-5 years) 
c) Long term (> 5 years) 

19. What is your source of Investment advice?

a) Newspaper  d) Internet or advertisements 
b) Family and friends  e) Others 
c) Advisors 

20. Are you assessed to Tax?

a) Yes 
b) No 