gender age Investment_Avenues Mutual_Funds Equity_Market

Female 34 Yes 1 2
Female 23 Yes 4 3
Male 30 Yes 3 6
Male 22 Yes 2 1
Female 24 No 2 1
Female 24 No 7 5
Female 27 Yes 3 6
Male 21 Yes 2 3
Male 35 Yes 2 4
Male 31 Yes 1 3
Female 35 Yes 2 4
Male 29 Yes 2 5
Female 21 No 1 2
Female 28 Yes 2 3
Female 25 Yes 2 3
Male 27 Yes 2 3
Female 28 Yes 3 2
Male 27 Yes 3 2
Male 29 Yes 3 2
Male 26 Yes 3 4
Male 29 Yes 2 4
Female 24 Yes 2 4
Male 27 Yes 3 4
Male 25 Yes 2 4
Female 26 Yes 2 3
Female 32 Yes 3 4
Male 26 Yes 3 4
Male 31 Yes 2 3
Male 29 Yes 2 3
Female 34 Yes 5 4
Male 27 Yes 4 5
Female 31 Yes 2 4
Male 27 Yes 2 4
Male 26 Yes 2 3
Male 27 Yes 2 3
Male 30 Yes 1 4
Male 30 Yes 2 4
Male 25 Yes 5 4
Male 31 Yes 2 4
Male 29 Yes 4 3
Debentures Government_Bonds Fixed_Deposits PPF Gold
5 3 7 6 4
2 1 5 6 7
4 2 5 1 7
3 7 6 4 5
3 6 4 5 7
4 6 3 1 2
4 2 5 1 7
7 4 6 1 5
7 5 3 1 6
7 4 5 2 6
7 5 3 1 6
7 6 3 1 4
3 4 5 6 7
7 4 5 1 6
7 5 4 1 6
7 5 4 1 6
7 5 4 1 6
7 4 5 1 6
7 4 5 1 6
6 5 1 2 7
7 5 3 1 6
5 6 3 1 7
6 5 2 1 7
6 5 3 1 7
7 5 4 1 6
7 5 1 2 6
6 5 1 2 7
7 6 4 1 5
6 5 1 4 7
3 2 7 1 6
1 2 7 3 6
7 6 3 1 5
7 5 1 3 6
6 4 1 5 7
6 5 4 1 7
6 5 3 2 7
7 5 1 3 6
7 6 1 2 3
7 5 3 1 6
5 7 2 1 6
Stock_Marktet Factor Objective Purpose
Yes Returns Capital Appreciation Wealth Creation
No Locking Period Capital Appreciation Wealth Creation
Yes Returns Capital Appreciation Wealth Creation
Yes Returns Income Wealth Creation
No Returns Income Wealth Creation
No Risk Capital Appreciation Wealth Creation
Yes Returns Capital Appreciation Wealth Creation
Yes Risk Capital Appreciation Wealth Creation
Yes Returns Growth Savings for Future
Yes Returns Capital Appreciation Wealth Creation
Yes Risk Growth Savings for Future
Yes Risk Capital Appreciation Wealth Creation
No Returns Capital Appreciation Savings for Future
Yes Returns Capital Appreciation Wealth Creation
Yes Returns Capital Appreciation Wealth Creation
Yes Returns Capital Appreciation Wealth Creation
Yes Risk Growth Wealth Creation
Yes Returns Capital Appreciation Wealth Creation
Yes Risk Capital Appreciation Wealth Creation
Yes Risk Capital Appreciation Wealth Creation
Yes Returns Growth Wealth Creation
Yes Risk Capital Appreciation Wealth Creation
Yes Returns Capital Appreciation Wealth Creation
Yes Risk Growth Savings for Future
Yes Returns Capital Appreciation Wealth Creation
Yes Risk Growth Wealth Creation
Yes Returns Capital Appreciation Wealth Creation
Yes Risk Growth Savings for Future
Yes Returns Capital Appreciation Wealth Creation
Yes Returns Income Returns
No Returns Growth Wealth Creation
Yes Returns Capital Appreciation Wealth Creation
Yes Returns Capital Appreciation Wealth Creation
Yes Returns Capital Appreciation Returns
Yes Returns Capital Appreciation Wealth Creation
Yes Risk Growth Wealth Creation
Yes Returns Capital Appreciation Wealth Creation
Yes Risk Growth Savings for Future
Yes Risk Growth Wealth Creation
Yes Returns Capital Appreciation Wealth Creation
Duration Invest_Monitor Expect Avenue
1-3 years Monthly 20%-30% Mutual Fund
More than 5 years Weekly 20%-30% Mutual Fund
3-5 years Daily 20%-30% Equity
Less than 1 year Daily 10%-20% Equity
Less than 1 year Daily 20%-30% Equity
1-3 years Daily 30%-40% Mutual Fund
3-5 years Monthly 20%-30% Equity
3-5 years Monthly 20%-30% Mutual Fund
1-3 years Weekly 20%-30% Equity
3-5 years Monthly 30%-40% Fixed Deposits
3-5 years Monthly 20%-30% Mutual Fund
1-3 years Monthly 20%-30% Mutual Fund
1-3 years Weekly 20%-30% Mutual Fund
1-3 years Monthly 20%-30% Mutual Fund
1-3 years Monthly 20%-30% Fixed Deposits
1-3 years Monthly 20%-30% Mutual Fund
1-3 years Monthly 20%-30% Fixed Deposits
1-3 years Monthly 20%-30% Mutual Fund
1-3 years Monthly 20%-30% Mutual Fund
3-5 years Monthly 20%-30% Fixed Deposits
3-5 years Weekly 20%-30% Mutual Fund
3-5 years Monthly 20%-30% Equity
3-5 years Monthly 20%-30% Mutual Fund
3-5 years Weekly 20%-30% Public Provident Fun
3-5 years Monthly 30%-40% Public Provident Fun
3-5 years Monthly 20%-30% Mutual Fund
3-5 years Monthly 20%-30% Mutual Fund
1-3 years Monthly 20%-30% Fixed Deposits
1-3 years Monthly 20%-30% Equity
3-5 years Monthly 10%-20% Mutual Fund
1-3 years Monthly 10%-20% Mutual Fund
3-5 years Monthly 20%-30% Fixed Deposits
3-5 years Monthly 30%-40% Equity
1-3 years Monthly 20%-30% Fixed Deposits
1-3 years Weekly 20%-30% Mutual Fund
3-5 years Monthly 20%-30% Fixed Deposits
1-3 years Monthly 20%-30% Equity
3-5 years Monthly 30%-40% Public Provident Fun
1-3 years Weekly 20%-30% Equity
3-5 years Monthly 20%-30% Fixed Deposits
What are your savings objectives? Reason_Equity Reason_Mutual
Retirement Plan Capital Appreciation Better Returns
Health Care Dividend Better Returns
Retirement Plan Capital Appreciation Tax Benefits
Retirement Plan Dividend Fund Diversification
Retirement Plan Capital Appreciation Better Returns
Retirement Plan Liquidity Fund Diversification
Retirement Plan Capital Appreciation Better Returns
Retirement Plan Capital Appreciation Better Returns
Retirement Plan Capital Appreciation Fund Diversification
Retirement Plan Capital Appreciation Fund Diversification
Retirement Plan Capital Appreciation Better Returns
Retirement Plan Capital Appreciation Fund Diversification
Education Dividend Better Returns
Retirement Plan Capital Appreciation Fund Diversification
Health Care Dividend Better Returns
Health Care Capital Appreciation Fund Diversification
Health Care Capital Appreciation Fund Diversification
Retirement Plan Capital Appreciation Better Returns
Retirement Plan Capital Appreciation Better Returns
Health Care Capital Appreciation Fund Diversification
Retirement Plan Capital Appreciation Better Returns
Health Care Capital Appreciation Better Returns
Retirement Plan Capital Appreciation Better Returns
Health Care Liquidity Better Returns
Retirement Plan Capital Appreciation Better Returns
Retirement Plan Capital Appreciation Better Returns
Retirement Plan Dividend Fund Diversification
Health Care Capital Appreciation Fund Diversification
Retirement Plan Capital Appreciation Better Returns
Retirement Plan Capital Appreciation Tax Benefits
Education Capital Appreciation Tax Benefits
Retirement Plan Capital Appreciation Better Returns
Health Care Capital Appreciation Fund Diversification
Education Dividend Better Returns
Health Care Capital Appreciation Better Returns
Health Care Capital Appreciation Better Returns
Retirement Plan Capital Appreciation Better Returns
Health Care Capital Appreciation Better Returns
Health Care Dividend Fund Diversification
Retirement Plan Dividend Better Returns
Reason_Bonds Reason_FD Source
Safe Investment Fixed Returns Newspapers and Magazines
Safe Investment High Interest Rates Financial Consultants
Assured Returns Fixed Returns Television
Tax Incentives High Interest Rates Internet
Safe Investment Risk Free Internet
Safe Investment Risk Free Internet
Assured Returns High Interest Rates Financial Consultants
Assured Returns Risk Free Newspapers and Magazines
Safe Investment Fixed Returns Television
Assured Returns Fixed Returns Newspapers and Magazines
Assured Returns Risk Free Financial Consultants
Assured Returns Fixed Returns Financial Consultants
Safe Investment Risk Free Internet
Assured Returns Risk Free Newspapers and Magazines
Assured Returns Risk Free Financial Consultants
Assured Returns Risk Free Newspapers and Magazines
Assured Returns Risk Free Television
Assured Returns Risk Free Financial Consultants
Assured Returns Risk Free Newspapers and Magazines
Assured Returns Risk Free Newspapers and Magazines
Assured Returns Fixed Returns Financial Consultants
Assured Returns Risk Free Newspapers and Magazines
Assured Returns Risk Free Financial Consultants
Assured Returns Risk Free Financial Consultants
Assured Returns Risk Free Newspapers and Magazines
Assured Returns Fixed Returns Financial Consultants
Assured Returns Fixed Returns Financial Consultants
Safe Investment Fixed Returns Television
Assured Returns Risk Free Television
Safe Investment Fixed Returns Newspapers and Magazines
Safe Investment Fixed Returns Television
Assured Returns Fixed Returns Financial Consultants
Assured Returns Fixed Returns Newspapers and Magazines
Safe Investment Risk Free Newspapers and Magazines
Safe Investment Fixed Returns Financial Consultants
Assured Returns Fixed Returns Financial Consultants
Assured Returns Risk Free Newspapers and Magazines
Safe Investment Fixed Returns Financial Consultants
Assured Returns Fixed Returns Newspapers and Magazines
Safe Investment Fixed Returns Financial Consultants
Level 1: Beginner Task 1: Gender Distribution Analysis in Excel
GENDER TOTAL PERCENTAGE
Female 15 0.365853659
Male 25 0.609756098
GRAND TOTAL 40 0.975609756
GENDER DISTRIBUTION

15; 19% Female

Male
GRAND TO
40; 50%

25; 31%
sis in Excel

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GRAND TOTAL

%
Level 1: BegiTask 2: Investment Preferences Analysis in Excel
Row Labels Count of Avenue PERCENTAGE
Equity 10 25.00%
Fixed Deposits 9 22.50%
Mutual Fund 18 45.00% 45
Public Provident Fund 3 7.50% 40
Grand Total 40 100.00% 35
30
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Row Labels Returns Savings for Future Wealth Creation Grand Total 30
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Fixed Deposits 1 1 7 9 20
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Public Provident Fund 2 1 3 5
Grand Total 2 6 32 40 0
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Level 2: Int Task 3: Objective and Source Analysis in Excel
Row Labels Count of Objective
Capital Appreciation 26
Growth 11 Total
Income 3
Grand Total 40

26; 33% Capital Appreciation

Growth
Income
40; 50% Grand Total

11; 14%
3; 4%

Row Labels Count of Source

Financial Consultants 16
Internet 4
Newspapers and Maga 14 Total
Television 6
Grand Total 40 Grand Total

Television
Count of Source
Newspapers and Magazines

Internet

Financial Consultants

0 5 10 15 20 25 30 35 40 45
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0 35 40 45
Level 2: Intermedi Task 4: Duration and Expectations Analysis in Excel
Row Labels Count of Duration
1-3 years 18
3-5 years 19
Less than 1 year 2
More than 5 yea 1
Grand Total 40

Row Labels Count of Expect

10%-20% 3
20%-30% 32
30%-40% 5
Grand Total 40
Total
10%-20%
40

20
Count of Expect
Grand Total 0 20%-30%

30%-40%
Analysis in Excel

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Count of Expect
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 INVESTMENT AN
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MENT ANALYSIS REPORT
5
0
5 Total
0
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0
5 Wealth Creation
0 Television
5 Savings for Future Count of Source
0 Column Labels Returns Newspapers and Magazines
ty s it
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Grand Total 0 20%-30%
Grand Total

11; 14%
3; 4%
30%-40%
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