QUESTIONNAIRE

Dear sir/medam,
My study for research project is on investment
pattern of employees. I would very much appreciate your co-
operation in responding to the questions below. All answers in
this questionnaire are used for academic purpose only and will
be kept confidential. Kindly co-operate and help me to
complete the research successfully.

Name:___________________________________
Contact no:_______________________________

 GENERAL INFORMATION:
 Gender :
a) male b)female
 Age:
a)20-30 b)31-40 c)41-50 d)50 above
 Educational qualification:
a)undergraduate b)graduate c)postgraduate d)others
 Occupation:
a) student b) business c) service d)profession e)other
 Annual income :
a)below 1L b)2-3L c)3-4L d)5-10L e)10-above
 Total family member:
a)2-5 b)6-8 c)8 & more

 Do you invest in mutual funds?

a) Yes b) No
 Which rates do you want your investment to grow?
a) Steadily b) At an average rate c) At fast rate
 What is your level of awareness in various small saving
schemes?
Level of POMIS PORD KVP NSC PPF
awareness

Just I know
I know all it features.
I am having
thorough
understanding
I have expert
knowledge
Not aware

 So far have you invested in following small saving securities?

Types of securities Yes No

Post office monthly income scheme

Post office recurring deposit
National saving certificate
Public provident fund
Kisan vikas patra

 How many LIC policies do you have for your family?

a) On your name b) On your spouse c) for children

 From which source you come to know about various

investment option?
a) Self
b) Friends/relatives
c) service providers&consultants
d) Newspaper, magazines & advertisement
e) Agents f) Workshops & seminars
 Rate the satisfaction with the return generated by your
investment option?

Pariculars Highly Dissatisfied Neutral Satisfied Highly Summated

dissatisfied satisfied score
(1) (2) (3) (4) (5)
Saving
account
Bank fixed
deposit
Public
provident
fund
National
saving
certificates
Post office
savings
Govt.
securities
Mutual
funds

Life
insurance

Debentured
Bonds
Equity share
market

Commodity
share
market
FOREX
market
Real estate
Gold /silver
  For each statement given below, please indicate your answer
by a tick in appropriate box which best describes your feelings.

Motive of saving Very Strongly Agree Disagree Strongly

strongly agree disagree
agree
1.you desire to build
reserve for
unforeseen
contingencies
2.you desire to
provide for
anticipated future
needs like old age.
3.you desire to enjoy
an enlarged future
income like interest
and appreciation
4.you desire to enjoy
a sence of
independence and
power to do things
5.you desire to meet
gradually increasing
expenditure in order
to improve the
standard of living
6.you desire to spend
less
7.you desire to pass
the fortune to next
generation
8.you desire to carry
out speculation
business.
  Factor determining saving:
Strongly Disagree Neither Agree strongly
disagree disagree
nor agree
1.you save to
reduce tax
2.consistency of
return.
3.less risk
4.problem of
liquidity
5.procedure for
getting regular
return is simple
in postal
schemes
6.investment
information
available
7.i am
comfortable with
service provided
by invest agents.