ANNEXURE

1. Name *

2. Age *

3. Gender *

Female
Male
Other:

4. Contact(email or phone no)

5. Your annual
Income
0 - 2.5 lakh
2.5 - 5 lakh
5 - 10 lakh
more than10 lakh

6. What percentage your income you save for investment

0-5%
5-10%
10-20%
>20%

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7. Are you aware of the term
Investment
Yes
No

8. Where You generally

Invest?
Fixed deposite
real estate
gold
securities (bonds, debenture, shares and mutual funds)
Other:

9. what are your investment objective

income and capital preservation
growth and income
long term growth
short term growth

10. Which factor do you consider before

Investing ?
safety of principal
low risk
high return
maturity period

11. You prefer to invest for which time period

long term period
short term period
Other:

12. Are you aware about shares and Mutual

funds
yes
No

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13. Do you invest in Shares / Mutual
funds
Yes After the last question in this section, skip to question 18.
No After the last question in this section, stop filling out this form.

14. Do you have a DMAT

account
Yes
No

15. Reason for Investing in Other factor than Mutual fund/

shares ?
Less risk
high return
lack of knowledge about shares/ mutual funds

other

16. What is your source of investment

advice?
newspaper
news channels
books
internet
friends and family
financial advisor
Other:

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if no

17. Reason for not Investing in Mutual funds/ shares

.
lack of knowledge
Higher risk
Other:

If yes

18.If you invest in Mutual funds/ shares you do proper analysis before
investing?
Yes
No

19.From How long you invest in Mutual funds /

shares
0-1 years
1-5 years
5-10 years
more than 10 years

20. Imagine that stock market drops after you invest in it then what will
you do *
withdraw your money
wait to increase
invest more in it