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Questionnaire

The document outlines a survey structured into six sections aimed at gathering demographic information, risk perception, portfolio management practices, investment decisions, factors influencing investment, and risk-based portfolio strategy. Each section includes multiple-choice questions and scales to assess respondents' attitudes and behaviors regarding investments. The survey seeks to understand the relationship between demographic factors and investment strategies.

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lokeshsinghsisodiya063
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7 views2 pages

Questionnaire

The document outlines a survey structured into six sections aimed at gathering demographic information, risk perception, portfolio management practices, investment decisions, factors influencing investment, and risk-based portfolio strategy. Each section includes multiple-choice questions and scales to assess respondents' attitudes and behaviors regarding investments. The survey seeks to understand the relationship between demographic factors and investment strategies.

Uploaded by

lokeshsinghsisodiya063
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Section A: Demographic Profile

(Objective 1)

1. Gender
☐ Male ☐ Female ☐ Other
2. Age Group
☐ Below 25 ☐ 25–35 ☐ 36–45 ☐ 46–55 ☐ Above 55
3. Marital Status
☐ Single ☐ Married ☐ Others
4. Educational Qualification
☐ Below 12th ☐ Graduate ☐ Post Graduate ☐ Professional
5. Occupation
☐ Student ☐ Salaried ☐ Business ☐ Professional ☐ Retired
6. Monthly Income
☐ Below ₹25,000 ☐ ₹25,001–₹50,000 ☐ ₹50,001–₹1,00,000 ☐ Above
₹1,00,000
7. Years of Investment Experience
☐ Below 1 year ☐ 1–3 years ☐ 3–5 years ☐ More than 5 years

Section B: Risk Perception

(Objective 2)
Scale: 5 = Strongly Agree | 4 = Agree | 3 = Neutral | 2 = Disagree | 1 = Strongly
Disagree

8. I am comfortable taking high risk for higher returns.


9. I feel confident in handling stock market volatility.
10. I prefer safe investments even if returns are low.
11. I get anxious when stock prices fluctuate sharply.
12. I am willing to invest in volatile stocks.
13. I can tolerate short-term losses for long-term gains.

Section C: Portfolio Management Practices

(Objective 3)

14. How frequently do you review your portfolio?


☐ Monthly ☐ Quarterly ☐ Half-yearly ☐ Yearly
15. Do you diversify your investments across sectors?
☐ Yes ☐ No
16. Do you take professional advice for investment?
☐ Yes ☐ No
17. What is your investment horizon?
☐ Short-term ☐ Long-term ☐ Both

Section D: Investment Decisions

(Objective 4)
Scale: 5 = Strongly Agree to 1 = Strongly Disagree

18. My risk perception affects my stock selection.


19. I change my portfolio when market risk increases.
20. I avoid risky stocks during uncertain market conditions.

Section E: Factors Influencing Investment

(Objective 5)

21. Main source of investment information


☐ Financial advisor ☐ Friends/Family ☐ Internet ☐ News Channels
22. Major factor influencing investment
☐ Return ☐ Risk ☐ Liquidity ☐ Tax benefits
23. Market news affects my investment decisions.
(5–Strongly Agree to 1–Strongly Disagree)

Section F: Risk-based Portfolio Strategy

(Objective 6)

24. What type of investor are you?


☐ Conservative ☐ Moderate ☐ Aggressive
25. Preferred strategy
☐ High return–High risk
☐ Moderate return–Moderate risk
☐ Low risk–Low return
26. I am satisfied with my current portfolio performance.
(5–Strongly Agree to 1–Strongly Disagree)

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