Tracing the investments patterns
This questionnaire is designed to collect data and identify the investment patterns of different age groups in India.This survey is just for academic purpose and will be used in a research analysis based on investment pattern. Hence, you are under no obligation to accept the suggestions provided by the questionnaire.
Prefer not to say
Less than 25
25 to 40
40 to 60
More than 60
What is your occupation?
Private Sector Employee
Public Sector Employee
Which of the following best describes your knowledge on investments ?
I don't know anything on investments and related products.
I know little on investments and related products, but I could use some help to identify what is suitable for me
I am fully aware of investments and related products and if helped by a professional I could make my own investment decisions
I am fully aware of investments and related products and I am sufficiently informed to make my own investment decisions
How do you make your investment decision?
Alone, with no outside help or advice
With the help of family members
With some outside help like friends, relatives etc.
I rely on professional advice only
What proportion of your income do you invest?
Less than 10%
10% to 25%
25% to 50%
50% to 80%
More than 80%
Rate your investment plan based on Risk factor (5=Very High Risk, 4=High Risk, 3=Moderate Risk, 2=Low Risk, 1=No Risk)
Very High Risk
Rate your investment plan based on Return factor (5=Very High Return, 4=High Return, 3=Moderate Return, 2=Low Return, 1=No Return)
Very High Return
What is your investment horizon?
Less than 1 year
1 to 5 years
5 to 20 years
More than 20 years
Where do you prefer to invest in?
Post office savings scheme
Loans to public
Which type of organisation you prefer to invest in?
Semi-Government or Public organisation
What is your expected return from the investments?
Up to 5%
5% to 7.5%
7.5% to 15%
More than 15%
What is your primary investment scope?
Capital protection from inflation.
A combination of capital protection and income generation
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