Dear Respondent,

This survey of investors is conducted by JIMJ solely for academic purpose. All
information given by respondents will be kept confidential.

 GENDER : a) male b) female

 Age: …………. Work Experience:………………….

 Occupation (Industry/ Company Name)………………………………………………….

 Please tick the following preference(s)

 No. of dependents:

a) 0 b) 1 c) 2 d)3 e)4 f) More than 4

 Income:

a) Less than 2 lakh b) 2-3 lakh c) 3-4 lakh

d) 4-5 lakh e) above 5 lakh

 Saving as a percentage of total income

a) No saving b)1-10% c) 10-20%

d) 20-30 % e) 30-40% f)40 % and above

 Investment options ( Break up of total portfolio)

1. Bank

a) Fixed……. B ) Recurring…… c) Savings…….

2. Post office

a) NSC………….. b) KVP- IVP……… c) RD………….

3. Life Insurance

a) ULIP………..

i) Equity Linked………. ii) Debt linked……… iii) Balanced…

b) Non ULIP………

c) Plans
 i) Pension Plans…………. ii) Child………… iii) Endowment… iv) Money back…….

 4. Security Market

a) Daily………. b) Short term c) Long Term

a) Equity Market……. b) F & O….. c) Debt Market………. d) Commodity

Market

 5. Mutual Funds

a) SIP…….. b) Lump-Sum…….

a) Tax saving… b) Non tax savings….

a) Equity linked funds b) debt linked fund…… c) Balanced funds

a) Open ended fund b) closed ended fund…..

a) Dividend paying fund b) non dividend paying fund

a) sector specific b) Commodity fund c) others (please specific)

 How many different schemes of mutual funds do you have?

Please specify their name.

1………………. 2…………………

3……………….. 4………………….

 If do not invest in mutual funds, reasons thereof:

a) ignorant about mutual funds b) risky product c) return below

expectations d) poor past experience e) any other (specify)

 Future expectations from growth of economy:

a) high growth b) stable growth c) No growth d) fall in growth

 Investment option for future:

a) bank b) post office c) life insurance d) mutual funds e) securities

market

f) any others………………..

 Any liabilities (loans):……………………………

 Name: (optional)……………………….
 Mobile no. :(optional)……………………