QUESTIONNAIRE

Dear Sir/ Madam

I am Dheeraj Sharma student of CMRIMS, doing my final year MBA as part of the curriculum;
I am conducting a survey on “STUDY ON INVESTMENT PATTERN OF INVESTORS AT
HDFC LIFE”. I request you to kindly give me your valuable time to fill this questionnaire. I
assure you that the data provided by you will be kept confidential.

Name……………………………………………

Contact No………………………………………

Age group
a) 20-30 b) 31- 40 c) 41-50 d) 50 and above

Gender
a) Male b) Female

Education qualification
a) Postgraduate b) Graduate c) Non graduate d) Others

Occupation

a) Salaried b) Self Employed professional

c) Self employed non professional d) Retired

Monthly income:
a) up to Rs. 20,000 b) Rs. 20,001 – 40,000
c) Rs. 40,001 – 60,000 d) Above Rs. 60,000

1. What percentage of your income do you save?

a) 0-10% b) 10-20% c) 20-30% d) 30-40%

2. Have you invested your savings so far?

a) Yes b) No

3. Which of the following avenues have you opted for?

a) Insurance b) Banks c) Post office d) Equities e) Real Estate

f) Mutual g) Government securities h) Gold i) others_________

4. Are you aware of all the insurance plans provided by HDFC Life?

a) Yes b) No

5. In which of the following HDFC life insurance products have you invested?

a) Protection plans b) Children plan c) Health plan

d) Savings & investment plans e) Retirement plans f)None

6. What is your level of satisfaction with HDFC Life products?

a) Highly satisfied b) Satisfied c) Moderate d) Low

7. How do you time your investments?

a) Monthly b) Quarterly c) Half-Yearly d) Yearly

8. Whose advice do you seek on your investment decisions?

a) Local brokers b) Magazines & newspapers c) Chartered accountants

d) Bank e) Family & friends f) any other______________

9. What is your investment horizon?

a) <1 year b) 1-2 years c) 2-5 years d) >5 years

10. What is your short term goal of investment?

a) Return b) Liquidity c) Risk

11. What is your long term goal of investment?

a) Retirement corpus b) Children’s future c) Dream House

d) others (please specify) ________________

12. Your decision to invest depends upon?

a) Past performance b) Economic scenario c) Industry analysis

d) Company analysis e) Credit rating f) others___________

13. What factors influences your investment decision?

Rank in order of priority (1 to 4)

a) Liquidity b) Returns c) Safety d) Tax Savings

14. What level of risk are you ready to undertake for your investment avenue?

a) Less risk b) Moderate risk c) High risk

15. Do you find difficulties in differentiating various investment avenues?

a) If yes
Specify______________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________

b) NO

16. Suggestions if any

____________________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________

(Signature)

Thank you Sir / Madam…. for sparing your valuable time in filling up the Questionnaire……