Questionnaire of Behavioral Finance

Name :-
Contact No:-
Disclaimer: - The survey is conducted solely for the research work under the programme of IBS Kolkata as a part of my project and as such the responses generated will be used strictly for academic purpose. SexCollect the business Cards of the respondents and attach it with the filled questionnaire form _____________________________________________________________________________
1. What is the objective of your investment?
In case of selecting more than one option as your answer, please indicate your preferences by numbering them in order of your priority Maximum priority -1, least priority -5
a) Stability of principle 4 b) Income generation 5
c) capital appreciation 1 d) growth in income 2
e) Tax shelter 3
2. What is your most preferable tool of investment?
In case of selecting more than one option as your answer, please indicate your preferences by numbering them in order of your priority Maximum priority -1, least priority -5
a) Bank deposits such as savings a/c & FD 1 b) Post office schemes such as MIS, KVP etc 2 c) Government bonds & gilt edged securities 3
g) Insurance h) Real estate4 i) Gold & bullion
d) Corporate bonds , debentures & preference shares j) Art & paintings & antiques e) Equity share f) Mutual fund 5
k) Derivative instruments
3. Generally, what proportion of your income would you prefer to invest? a) 0 10% b) 11 15% c) 16 20%
d) 21 25% e) 26 30% f) 31 40%
g) If none of the above, then mention the limit___________
4. What is your time horizon for investment?
a) Intra-day b) Within a month c) Within a quarter d) Within a year e) More than 1year but less than 5 years
f)
More than 5 years
5. From investment, what amount of return do you expect?

a) 5 10% b) 11 15%
c) 16-25% d) 26-30%
e) 31-40% f) more than 40%
6. If you have Rs. 100 to invest in stock market, what is the amount of loss you can
bear up if the price falls?
a) 0 b) 1 5 c) 6 10
d) 11 20 e) 21 30 f) more than 30
7. If you have Rs 1 lac and 5 possible investment alternatives as below how much will
you invest in them?( you can allocate full amount in one particular alternative also)
a) Bank deposits___50000______ b) Investing in blue chip stocks___20000_____
c) Investing in a venture capital fund ___________

d) Investment in insurance ---------20000------e) Investment in mutual fund-------10000---
8. What is your income per annum? a) Less than 1.5 lacs b) 1.5 3 lacs. c) >3 5 lacs d) >5 7 lacs e) >7 -10 lacs f) >10 lacs
9. What is your current age?
a) Less than 25years b) 25-30 c) 31-40 d) 41-50 e) 51-60 f) Greater than 60 years
10. What is the number of dependent members in your family?
a) 0 b) 1 c) 2 d) 3 e) 4 f) 5 g) More than 5
11. What is your current occupation?
a) Service b) Business c) Independent profession d) Vocation (where specific skills are required) e) Retired
12. What is your main source of information about the investment market?
a) Print media (including newspapers like business standard, ET) b) Television (including CNBC, NDTV etc) c) Websites from the internet d) Reference groups e) From the broker/fund manager
13. What will be the first preference as a broking firm? a) ICICI direct.com(ICICI bank) b) HDFC securities c) Motilal Oswal
e) India Info Line f) Religare g) others( if others please mention)
d) Share khan
14. In case of selection of broking firm, what attributes do you think most important? a) Proximity of the firm with residence/office b) Lower brokerage c) Supporting research & development department d) Service of the firm
e) Any others( Please mention)
15. If you prefer to invest in stock markets, which sector will you opt for preferably? In case of selecting more than one option as your answer, please indicate your preferences by numbering them in order of your priority
Maximum priority -1, least priority -5
a) IT sector b) Telecom
f) FMCG 1 g) Pharmacy h) Cement 2 i) Oil & gas3 j) Auto ancillary
k)Iron & steel 4 l) Power 5
c) Entertainment d) Real estate e) Banking
16. If you are interested in Mutual Fund, which would you prefer most?
a) Equity fund b) Debt fund c) Hybrid fund d) Liquid fund e) Index fund f) Gold exchange traded fund
17. In case of Mutual fund, you will go for-
a) Open ended fund b) Close ended fund c) Systematic investment plan d) Fixed maturity plan(FMP) e) Monthly Income plan f) Guilt exchange traded fund
18. If you are investing in mutual fund, which of the asset management company
fascinate you most? a) Franklin Templeton

b) DSP Merrill Lynch
c) HDFC Mutual Fund d) ICICI mutual fund e) SBI Mutual fund f) Reliance Mutual fund
g) Others ( please mention)
19. If you are investing in insurance, where will you go for?
a) LIC b) ICICI prudential c) Tata AIG d) Birla Sun Life e) Met Life f) Reliance Life g) Others ( Please mention)
20. What will be your preferred area for insurance investment?
a) Endowment fund b) Sum assured c) Money Back plan d) Pension policy e) Unit Link Insurance Product f) Annuity Scheme
21. If you prefer to invest in FD, what is your time horizon for investment? a) 1 yr
b) 2 yr
c) 3 yr
d) 4 yr
e) 5 yr
22. If you go for FD, you will selecta) PSU banks b) Private banks
c) Foreign banks
23. When you are investing in share market, corporate social responsibility becomes a
key determinant of stock selectiona) Strongly agree Somehow agree
b) Indifferent c) Disagree d) Strongly disagree

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What are the main objectives and time horizons of investment according to the survey?

What are the main objectives and time horizons of investment according to the survey?

What are some of the most preferred investment tools and sectors mentioned in the survey?

What are some of the most preferred investment tools and sectors mentioned in the survey?

Name :-

c) capital appreciation 1 d) growth in income 2

2. What is your most preferable tool of investment?

g) Insurance h) Real estate4 i) Gold & bullion

d) 21 25% e) 26 30% f) 31 40%

g) If none of the above, then mention the limit___________

4. What is your time horizon for investment?

More than 5 years

5. From investment, what amount of return do you expect?

e) 31-40% f) more than 40%

bear up if the price falls?

c) Investing in a venture capital fund ___________

9. What is your current age?

10. What is the number of dependent members in your family?

11. What is your current occupation?

e) India Info Line f) Religare g) others( if others please mention)

Maximum priority -1, least priority -5

f) FMCG 1 g) Pharmacy h) Cement 2 i) Oil & gas3 j) Auto ancillary

k)Iron & steel 4 l) Power 5

c) Entertainment d) Real estate e) Banking

17. In case of Mutual fund, you will go for-

fascinate you most? a) Franklin Templeton

19. If you are investing in insurance, where will you go for?

20. What will be your preferred area for insurance investment?

key determinant of stock selectiona) Strongly agree Somehow agree

b) Indifferent c) Disagree d) Strongly disagree

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