Questionnaire for Investment Trends

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Questionnaire for Consumer Perception in Investment in ULIP and Mutual Fund

Name-
Age-
Martial Status-
No of Dependents-

1. Do you save?

Yes

No

2. What do you do with your savings?

….........................................................................................................................................

3. Current Value of your investment?

…..........................................................................................................................................

4. Current investment portfolio? (rank 1-5)

MF

Equity Trading

Fixed Deposit, Post Office Savings

Insurance(ULIP)

Bank savings

5. Objective of your investment?

...........................................................................................................................................

6. Time Horizon in which you have to achieve your financial goal?/ how long do you plan to invest your money?

a. Under 2 yrs
b. 2-5 yrs
c. 6-10 yrs
d. 11-15 yrs
e. Over 15 yrs

7. What factors would you consider most important before choosing an investment?

a. How quickly i will be able to increase my wealth.
b. The opportunity for steady growth.
c. The amount of monthly income the investment will generate. d. The safety of my investment principal.

8. Most preferred form of investment?

ULIP

Bank savings

9. And Why?

MF Equity Trading F.D, P.O

…..........................................................................................................................................

…..........................................................................................................................................

Investment Profile in Mutual Funds

1. Name of Mutual Fund:-……………………………………………………………………

2. Amount Invested:-…………………………………………………………………………

3. Name of Scheme:-................................................................................................................

4. Type of scheme( rank from 1-4) 1- most preferred, 4- least preferred

Debt Fund

Equity Fund

Balanced Fund

ELSS

5. Objective of Investment( Rank 1-3)

Appreciation

Tax Benefit

Liquidity

6. Do you view following factor/sources of information important while investing in MF?

a) Safety

b) Liquidity

c) Return earned

d) Tax savings

e) Performance of past
schemes
f) Rating of MF by
Agencies
g) Advertisements

h) Recommendations
of friends and
relatives.

Extremely
Important

Important

NeutralUnimportant Highly
important

Investment Profile in ULIPs

1. How long do you plan to stay invested in ULIP?

3-5 yrs5-7 yrs 7-10 yrs

2. Why have you invested in ULIP?

InsuranceInvestment

10-20 yrs

3. What financial goals do you plan to achieve through the money you will get from ulip?

Marriage

Any other................................

Child education Retirement
Tax savings

4. Do you view following factor/sources of information important while investing in ULIP?

i) Safety

j) Liquidity

k) Return earned

l) Tax savings

m) Performance of
past schemes
n) Rating of ULIP by
Agencies
o) Advertisements

p) Recommendations
of friends and
relatives.

Extremely
Important

Important

NeutralUnimportant Highly
important
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