EXHIBIT – I – INDIVIDUAL INVESTOR HABITS

This is a questionnaire is to study the behavior of individual investor and your kind cooperation will
help us in understanding individual investor .

Q1. Your Gender

Male Female

Q2. Specify your age

Below 25 years 25 – 35 years 35 – 45 years

45- 55 years > 55 years

Q3. Specify your occupation:

Salaried Employee Business-man

Self Employed professional Any Other ( pls specify) __________

Q4. Specify your monthly income( Rs):

< 10000 10000- 20000 20000 – 40000

40000 - 60000 60000 – 100000 > 100000

Q5. If you save, please specify reasons for saving (Tick (√) as many as applicable )

Planning for retirement Purchase of Property

Marriage of Children To Claim IncomeTax Benefit

For Children’s education

Q6. If you save, your would prefer instruments which are

Low risk Moderate risk High risk

Q7. Which of the following instruments you usually prefer to invest?
( Rank in order of preference with 1 being the most preferred )

a. Bank Fixed Deposit

b. Public Providend Fund

c. Life Insurance Policy

d. Medical Insurance Policy

e. Mutual Funds

f. Shares of Listed Companies

g. Property / Real Estate

Q8. Your preference for an investment instrument is influenced by

( Tick √ the option that is most appropriate )

Parents Collegues Friends

As advised by my Tax Consultant

Q9. The following are certain opinion statements concerning investment behavior. There is no
right / wrong answers. Mark the extent of your agreement with each of these statements.
SA = strongly agree A = Agree N = Neutral DA = Disagree SDA = Strongly disagree

a. My earning is just enough for the family to survive . SA A N DA SDA

b. Saving is an important habit SA A N DA SDA

c. There is no use of saving as money always depreciates SA A N DA SDA

d. My saving is forced because of the Income Tax Benefits I get. SA A N DA SDA

e. My family urges me to save. SA A N DA SDA

f. I save because I do not want to depend on my children SA A N DA SDA

g. Saving has been taught to me by my parents SA A N DA SDA

h. Saving in the share market is risky for a person like me SA A N DA SDA

i. I do not save as I do not have much information on different schemes SA A N DA SDA