Questionnaire

Please go through the following questionnaire and identify the appropriate responses for each of them. There is no such thing as a correct answer, therefore feel free to respond unprohibitively Disclaimer: Your response via this questionnaire will be used strictly for academic purposes. There will not be any commercial solicitation or usage of the response in any kind / form whatsoever.

Personal Information
Name : Age : Gender : City : Occupation : Your Income Level ( per annum ) : 1. 2. 3. 4. 5. 6. Upto 5 lac 5 lac-15 lac 15 lac 25 lac 25 lac- 35 lac 35 lac and above Not earning presently

Given a sum of Rs 50,000 that you may have inherited from a rich uncle of yours , rank the various investments that you would invest this sum in : Rank these instruments in descending order of importance from the most preferred instrument to the least preferred choices : Stocks , RBI Bonds , Company Debenture , Mutual Funds , Insurance products

What is y

Your primary investment purpose ? 1. Retirement Planning 2. Building up corpus for charity donation 3. Supporting your childrens education/marriage 4. Others Usually do you consult your family / friends before making an investment choice ? 1. 2. 3. 4. 5. Every time Often Sometimes Rarely Never

How often you make investment decision and execute them too ? 1. 2. 3. 4. 5. Once in 15 days Once in a month Once in 3 months Once in 6 months Once in a year

On an average how long you stay invested for an investment in Mutual Funds ? 1. 2. 3. 4. 1 Year 1 Year -3 Year 3 Year -5 Year More Than 5 Years

You dont invest in Mutual Fund Because of (answer this question only if you havent invested in Mutual Funds Before ) 1. 2. 3. 4. 5. Bitter past experience Lack of knowledge Lack of confidence in services being provided Difficulty in selection of schemes In-efficient investment advisors

Which is the primary source of your knowledge about Mutual Funds as an investment option ? ( corresponding to your choice how would you rate their influence on your final Mutual Funds purchasing decision . please rank them on scale of 1-5 with 1 representing minimal influence and 5 representing strong influence )

Television ` Internet NEWSPAPER SCHOLARLY Journals / Articles FRIENDS

1 1 1 1 1

2 2 2 2 2

3 3 3 3 3

4 4 4 4 4

5 5 5 5 5

How important is price factor when considering investment in Mutual Funds ?

Being a Mutual Fund investor : Are you aware of all the schemes provided by Asset Management Company ( AMC). 1. Most 2. Some 3. Few How Would you rate Mutual funds as an investment option on the scale of 1-5 ( 5 being poor & 1 being Excellent ). o o o o o 1 2 3 4 5 Excellent Very Good Good Fair Poor