1. What is your gender?

o Male
o Female

2. What is your age?

o Below 25
o 25-40
o 40-55
o Above 55

3. What is your occupation?

o Salaried
o Home maker
o Profession
o Business
o Retired
o Other

4. Your Annual income is about?

o Up to 2.5 lac
o 2.5 – 5 lacs
o 5 – 10 lacs
o Above 10 lacs

5. What percent of your total income you generally invest?

o Under 10%
o 10 – 15%
o 15 – 20%
o Above 20%

6. Are you aware about Investment Options in the Market?

o Yes
o No

7. How many years of investment experience do you have?

o 2 years or less
o 2 - 5 years
o 6 - 10 years
o 11 - 15 years
o 15 years or more
8. Which of the following source you often prefer to look for investment information?

o Newspapers and magazines

o Television program
o Internet media
o Friend
o Family or Relatives
o Financial Advisor
o From other investors

9. Have you ever invested in stock markets?

o Yes
o No

10. Have you made any profit from Investing in stock market?
o Yes
o No

11. State the level of important factors of the following that have motivated you to invest in
stock market.

Level of importance

S.
Investment Objectives
No.
Very Very
High High Low low

a Dividends

b Capital Appreciation

c Quick Gain

d Safety
 e Liquidity

f Tax Benefits

g Regular income

h High return

i Hedge against Inflation

12. In which sector do you invest more?

o Banking
o Pharmacy
o Telecom/IT
o Energy /service/ infrastructure
o others

13. State the level of risk and return associated with the following investments in stock
market.
Level of risk Level of Return

Very High Low Very Investments Very High Low Very

High High
Low Low

Equity share/ preference share

stock Bonds
 Exchange traded funds

Insurance Policies

Real Estate

Gold / Silver

Other securities

14. Up to what period of time do you hold your share?

o Less than 1 year
o 1 – 2 years
o 2 – 5 years
o Above 5 years

15. State the level of influence of the following elements in stock market investment for the
evaluation and decision-making purpose.
Level of importance
S. No. Investment elements Very Very
High Low
high Low
a. Stock Exchange information
b Risk factors
d Credit rating
e Brokers advice
F Company history
g Media effect

h Company policies
I Size of present issue
j Cost per share
 k Product strength
L Future prospects
m Financial information

n Dividend policy

16. After making a decision, you consult with some other experts, they say opposite; so, you?

o Change your decision

o Don’t change your decision
o Don’t consult anyone in the first place

17. Do you think your invested income has met your expectations?
o Yes
o No

18. When the results are not as expected does it effect on your next investment decisions?
o Yes
o No

19. If yes than, what impact it gives on the next investment decision?

o Not taking the Risk again

o Move to other Investment
o Investing in more secure investment
o Investment for short term Profit
o Easy liquidated Investment
o Other_____________