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A STUDY ON INVESTORS PERSPECTIVE

TOWARDS CAPITAL MARKET.

QUESTIONNAIRE:
OBJ 1) DEMOGRAPHIC PROFILE:

1) Name:
2) Gender:
a) Male

b) Female

a) Less than 25yrs


d) 45-55 yrs.

b) 25 35 yrs
c) 35-45yrs
e) more than 55yrs

3) Age:

4) Marital status:
a) Married

b) Unmarried

5) Nature of family:
a) Nuclear

b) Joint family

6) Educational level:
a) School level

b) college level

a) Business

b) private employee

c) govt. Employee

d) retired

c) professional

7) Occupation:

e) house wife

8) No of members in the family:


a) 2 members

b) 2-3 members

c) 3 to 4 members

b) 2 members

c) 3 members

d) more than 4 members.

9) No of earning members in the family:


a)1 member

d) more than 3 members.

10) Monthly family income:


a) less than Rs. 50,000
c) Rs.1, 00,000 Rs. 2, 00,000

b) Rs.50, 000

Rs.1, 00,000

d) Rs 2, 00,000 - Rs 5, 00,000

e) More than Rs. 5, 00,000


11) Monthly family savings
a) Rs. 10,000- 15,000

b) Rs15, 000- Rs. 50,000

d) Rs.1, 00,000 -RS2, 00,000

c) Rs. 50,000-Rs 1, 00,000

e) above Rs.2, 00,000

12) Source of information about investment:


a) Self

b) family and friends

c) business news channels

d) Newspapers/ magazines

e) professional advisers

f) stock brokers

13) State the source of investment:


a) Savings

b) borrowings

c) income from business

d) Inherit amount
14) Which type of investor are you?
a) Hereditary investor

b) new generation investor

15) Total amount of investment?


a) Less than Rs 25,000

b) Rs 25,000- Rs 35,000

c)Rs 35,000- Rs 45,000

d) Above Rs45, 000


16) Amount of investment in capital market.
a) Less than Rs15,000

b)Rs 15,000-Rs30,000

d) Rs 45,000-Rs 55,000

c)Rs 30,000-Rs45,000

e) Above Rs 55,000.

17) Frequency of your investments:


a) Weekly

b) monthly

c) quarterly

d) half-yearly

18) Which is your preferred investment horizon?


a) Short term

b) long term,

c) both

19) Type of markets operated:


a) Primary market

b) secondary market

c) both.

20) Type of exchange operated.


a) NSE

b) BSE

c) MCX

e) annually

21) Your experience in stock market.


a) Less than 2 yrs.

b) 2-5yrs

c) 5-10yrs

d) Above 10yrs.

22) I prefer to do the investment transaction:


a) Through stock brokers

b) through financial advisors

c) On my own.
23) Your investments in capital markets are:
a) All in DEMAT form

b) mostly in DEMAT form

c) All in physical form

d) mostly in physical form

24) Which is your preferred investment sector?


a) Banking sector
d) IT sector

b) Pharma sector

c) Automobile sector

e) FMCG sector

f) Service sector

25) Your experience in stock market.


a) Less than 2 yrs

b) 2 5 yrs

c) 5-10 years

d) above 10 yrs.

26) Before investing in shares do you analyze the companies report?


a) Yes

b) No

27) Are you a member of any investor forum?

a) Yes

b) No

28) If yes, how long you have been associated with it.
a) Less than 2 yrs

b) 2-4 yrs.

c) 4-6yrs

d) 6& above

29) What kind of risk appetite do you prefer?


a) High

b) medium

30) AWARENESS ON RISK AND RETURN

c) low

d) no risk / safe investment

i) State the level of awareness of risk associated with the following investments
Investments

Very high High

Moderate

Low

Very low

Ipos
Equity shares
Equity futures
Equity options
Commodity market
Mutual funds

ii) State the level of awareness of returns associated with the following investments.
Investments

Very high High

Moderate

Low

Very low

Ipos
Equity shares
Equity futures
Equity options
Commodity market
Mutual funds

31) FACTORS INFLUENCE INVESTMENT DECISION OF THE INVESTORS.

State the level of influence on the following factors while taking investment decisions

Level of importance
S. No

Investment Factors

1)
A
B
C
D
E

General information
Stock exchange information
Risk factors
Company image
Credit rating
Brokers advice/ Analysts
forecast/Advertisement impact

Advice of friends and relatives


2) Company management

Very High
high

Moderate

A
B
C
D
E

Company history
Promoters background and contribution
Past performance of the company
Companys present policies
Companies under the same management and
their policies
3) Financial parameters
A EPS/PE Ratio
B Dividend payment trend
C Book value, Market value per share & Price
trends
D Market volume traded
E Bonus/ Rights issues & Stock splits
F Performance of related companies
4) project details
A Cost of the project and mean of financing
B Location/process/ infrastructure
C Existing and future demands
D Future prospects and profitability
32) INVESTMENT AVENUES AND MOTIVES.
i) STATE THE LEVEL OF PREFERED INVESTMENT AVENUES:

Low

Very
Low

VERY HIGH HIGH


Equity market
Equity share
IPOS
Equity future
Equity option
Commodity market
GOLD
SILVER
PLATINUM
ALUMINIUM
COPPER
IRON
LEAD
NICKEL
CRUDE OIL
GASOLINE
HEATING OIL
CARDAMOM
CORIANDER
COTTON
SOYA BEAN
CHANA
RUBBER
MUTUAL FUNDS

NEUTRAL

LOW

VERY
LOW

ii) RANK THE OBJECTIVES OF YOUR INVESTMENTS


OBJECTIVES

Rank

1)To make a earnings as apart of regular income


2)Long term wealth creation
3)To have a flow of income for future
4)To provide for anticipated future needs
5)Children career / marriage
6)Purchase of asset
7)Tax savings
8)Reinvestments
9)To enjoy economic freedom and recognition in
society

33) PERCEPTION ABOUT CAPITAL MARKET


State your perception about capital market
Sl.No
1

Items
Price fluctuation in Indian Stock
Market is high.

Strongly
agree

Agree

NEUTRAL Disagree Strongly


disagree

Indian stock markets are well


regulated.

Corporate mismanagement and


Frauds are biggest worries in Indian
stock market.

The brokers services are good

The demat system is convenient and


cheap.

Adequate and reliable portfolio


management services are available
for individual investors.

Equities as an investment option are


favourable

Mutual funds as an investment option


are favourable.

Government bonds as an
investment option is favorable

10

Indian company managements are


not honest and sincere

11

Shareholders cannot rely on


company auditors in preventing
financial irregularities by
Company managements.

12

Capital market in India is a safe


heaven for investors
Retail shareholders interests are
not protected

13