Gender

 Male
 Female

Income

 Below 5 Lac p.a

 Above 10 Lac – Below 20 lac p.a
 Above 20 Lac

Age

 22-35
 36-45
 46-55
 55 & above

1. How much part of your total income would you invest in your overall investment?
 Less than 10%
 Between 10% and 25%
 Between 25% and 35%
 Between 35% and 50%

2. What is your primary objective of investment?

 Tax benefit
 Appreciation of capital
 Retirement benefit
 Education plans
 Other- specify

3. In case of emergency, would you withdraw funds from your investment made?
 I would withdraw funds as I have no other alternative.
 I would partially withdraw funds.
 I have savings, in case of emergency.

4. If you have investment portfolio of Rs.100000. If due to market conditions, your portfolio fell to
Rs.95000 would you:
 Sell all the investment and do not intend to take risk.
 Sell a portion of your portfolio
 Hold the investment and sell nothing
  Invest more funds to decrease investment price.

5. If you have investment portfolio of Rs.100000, If due to market conditions, portfolio fell to Rs.
70000, would you:
 Sell all the investment and do not take risk.
 Sell a portion of your portfolio.
 Hold the investment and sell nothing.
 Invest more funds, to decrease investment price.

6. Assuming that higher risk gives higher returns, what are the chances of you investing in
particular company?
 100%
 80%
 60%
 40%
 20%

7. If the expected returns did not match the actual returns, how would you feel?
 Not at all concerned
 Less concerned
 Somewhat concerned
 Concerned
 Highly concerned

8. If you win a lottery worth 10 Lacs, what it the most probable thing you will do out of it ?
 Invest the whole amount i.e. 100% investment
 70% investment and save 30% of it.
 Invest and save the equal amount
 30% investment and save 70% of it
 Save the whole amount.

9. How long are you willing to invest your money?

 Less than 1 year
 1-3 years
 3-5 years
 5-10 years
  More than 10 years

10. How long are you willing to wait for your investment to meet your expected rate of return?
 Less than 1 year
 1-3 years
 3-5 years
 5-10 years
 More than 10 years

Other questions on time frame

1. Given the fluctuation of your investment portfolio, how long

would you be willing to wait for your investment to cover any lost
value?

a) Less than 3 months(Very Aggressive) 5

b) 3 – 6 months (Aggressive)4
c) 6 months to 1 year (Moderate)3
d) More than 1 year (Cautious)2
e) 1year – 5 years(Very cautious)1

2. Once you start utilising your invested money. How long would you
need it to last?
 a) Over a period of 1 year or less (Very Aggressive)5
b) 1 - 3 years (Aggressive)4
c) 3 - 5 years (Moderate)3
d) 5 - 10 years (Cautious)2
e) More than 10 years (Very Cautious)1

3. In how many years from now will you have saved up for all your
future financial needs?

a) Over a period of 1 year or less (Very Aggressive)5

b) 1 - 3 years (Aggressive)4
c) 3 - 5 years (Moderate)3
d) 5 - 10 years (Cautious)2
e) More than 10 years (Very Cautious)1