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Investment Attitude and Savings Survey

The document is a 13 question multiple choice questionnaire about financial investments. It asks respondents for their contact information and demographic details. It then asks questions to assess the respondent's current investment habits, attitudes towards the stock market, ability and willingness to invest, and openness to changing their investment patterns. The final questions aim to address any doubts or concerns the respondent has about mutual funds and gauge their interest if an intern was able to provide assistance overcoming those issues.

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Shubham Gupta SG
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4 views3 pages

Investment Attitude and Savings Survey

The document is a 13 question multiple choice questionnaire about financial investments. It asks respondents for their contact information and demographic details. It then asks questions to assess the respondent's current investment habits, attitudes towards the stock market, ability and willingness to invest, and openness to changing their investment patterns. The final questions aim to address any doubts or concerns the respondent has about mutual funds and gauge their interest if an intern was able to provide assistance overcoming those issues.

Uploaded by

Shubham Gupta SG
Copyright
© All Rights Reserved
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

Questionnaire

Name: _________________________________
Contact no.: _______________________
Age: ______
for multiple choices

Tick for choice and Encircle

Q1. Do you invest in Share Market?


A.

Yes

B. No

Q2. What is your attitude towards Financial market?


A. Positive
B. Negative
C. Indifferent
D. Dont Know What Financial Market Actually Is

Q3. If you want to invest, which investment option will provide you best return?
A. Savings Account
C. Bonds

B. Mutual Funds
D. Fixed Deposit

Q4. How much % of your income you invest in Mutual Funds or any other
option mentioned above?
A. Less Than 5%

B. 5%-10%

C. 10%-15%

D. 15%-20%

Q5. After 10 years, how much money you are able to save?
A.5lakhs

B.10Lakh

C.15Lakh

D.22lakh

Q6. The current inflation rate is around 7%-8%. Are you able to save enough
to beat this rate of
inflation?
A. Yes

B. No

Q7. What do you do to earn living (Occupation)?


________________________________________

Q8. Can you save a small amount 500 monthly from your savings or income?
A. Yea Sure

B. Not Really

C. I will try if given great offer

D. No sorry I cant

Q9. Do You Know About Sharekhan or Any Other Share Broking House?
A. Yes

B. No

Q10. You are getting 4% of rate of return per year on amount deposited in saving
account,
If 8% and above compounded rate of return per Year is
guaranteed to you, would you like
to change your investment pattern?
A. Yes, Why Not

B. No, Go with the old pattern

Q11. What do you think of doing SIPs of 500 per month with flexibility to
withdraw anytime?
A.

Lack of Time

B.

Can Think About It

C. No funds Stability
D. No, Cant Save

Q12. Till now what doubts are there in your mind related to Mutual Funds?
A. Uncertainty
B. Lack of Time to Manage Accounts

C. Huge Loss
D. Lack of Information or Assistance

Q13. What if I say I will overcome all your Fear and problems?
A. I can think about it

B. No, I wont change

For any other information or any query contact:


SHUBHAM
(INTERN AT SHAREKHAN)

+91 8505885744

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