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Investment Risk and Return Analysis Survey

The document contains a questionnaire to analyze risk and return on various investments. It collects personal details and asks questions about investment history, preferences, objectives, risk tolerance, expectations and strategies. The questions gauge experience with different asset classes, factors influencing decisions, satisfaction levels and risk management approaches.

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ripz
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86 views3 pages

Investment Risk and Return Analysis Survey

The document contains a questionnaire to analyze risk and return on various investments. It collects personal details and asks questions about investment history, preferences, objectives, risk tolerance, expectations and strategies. The questions gauge experience with different asset classes, factors influencing decisions, satisfaction levels and risk management approaches.

Uploaded by

ripz
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

TO ANALYSE RISK AND RETURN ON VARIOUS INVESTMENTS

PERSONAL DETAILS
NAME

CONTACT DETAILS GENDER


MALE FEMALE

AGE GROUP
18-25 25-35 35-45 45 ABOVE

EDUCATIONAL QUALIFICATIONS
GRADUATE POST GRADUATE PROFESSIONAL OTHERS

OCCUPATION
SALARIED SELF EMPLOYED PROFESSIONAL RETIRED

QUESTIONAIRE:
Q1: HAVE YOU EVER INVESTED?
YES NO

Q 2: HOW FREQUENTLY YOU DO INVESTMENTS?


WEEKLY HALF YEARLY MONTHLY YEARLY QUATERLY

Q 3: WHERE YOU LIKE TO INVEST MORE?


BANK FIXED DEPOSITS STOCK MARKET MUTUAL FUNDS NATIONAL SAVING CERTIFICATE COMMODITIES PUBLIC PROVIDENT FUNDS INSURANCE POLICIES REAL ESTATE Other:

Q 4: DID YOU GET ADEQUATE RETURNS FROM YOUR INVESTMENTS?


YES NO

Q 5: YOUR DECISION TO INVEST DEPENDS UPON?


PAST PERFORMANCE ADVICE ECONOMIC SCENARIO Other: INDUSTRY ANALYSIS

Q 6: ARE YOU CURRENTLY SATISFIED WITH YOUR INVESTMENTS?


YES NO

Q 7: RANK THE INVESTMENTS ON THE BASIS OF YOUR PRIORITIES?


1 BANK FIXED DEPOSITS NATIONAL SAVING CERTIFICATE INSURANCE POLICIES STOCK MARKET COMMODITIES REAL ESTATE MUTUAL FUNDS PUBLIC PROVIDENT FUNDS 2 3 4 5

Q 8: RATE HOW THE FOLLOWING INFLUENCE YOUR INVESTMENT DECISION?


1(LEAST) RESERACH REPORT FAMILY/FRIENDS OPINION NEWSPAPERS/NEWS-CHANNELS BROKER RECOMMENDATION FOR THE STOCK CO-WORKER OPINION 2 3 4 5(HIGHEST)

Q 9: WHAT IS YOUR OBJECTIVE OF INVESTMENT?


RETURN TAX SAVING SAVINGS

Q 10: WHAT TYPE OF INVESTMENT YOU OPT FOR?


LESS RISKY MODERATELY RISKY HIGHLY RISKY

Q 11: AVERAGE RATE OF RETURN YOU EXPECT?


UPTO 10% MORE THAN 15% UPTO 20% MORE THAN 10% UPTO 15% MORE THAN 20%

Q 12: WHICH INVESTMENT HAS GENERATED YOU THE MOST REVENUE?


BANK FIXED DEPOSITS STOCK MARKET MUTUAL FUNDS NATIONAL SAVING CERTIFICATE COMMODITIES PUBLIC PROVIDENT FUNDS INSURANCE POLICIES REAL ESTATE Other:

Q 13: ACCORDING TO YOU WHICH INVESTMENT IS MOST RISKY? *


BANK FIXED DEPOSITS STOCK MARKET MUTUAL FUNDS NATIONAL SAVING CERTIFICATE COMMODITIES PUBLIC PROVIDENT FUNDS INSURANCE POLICIES REAL ESTATE Other:

Q 14: WHAT IS YOUR INVESTMENT HORIZON?


SHORT TERM ( 0-3 yrs) LONG TERM ( more than 3yrs )

Q 15: HOW DO YOU OVERCOME THE RISK EXISTING IN FINANCIAL MARKET?


FINANCIAL EXPERT FRIENDS/CO-WORKERS NEWSPAPER Other:

Q 16: WHAT IS YOUR PREDICTIONS ON FUTURE MARKET SCENARIO IN INDIA?

________________ SIGNATURE

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