Name: ___________________Gender: ___________________Age: _____________________Qualification: ______________Occupation: _______________Monthly Income: ___________

What is the common tenure you make investments for? Long term Short term Both Long and Short termAre you ever invested in Savings account and why? Yes, I invested. Safety Liquidity Low risk Fixed interest No, I never invested. Low returns I want to invest for long term I am not aware of this.Are you ever invested in Fixed deposits and why? Yes, I invested. Safety Low risk Fixed interest Good Returns No, I never invested. Low Liquidity I want to invest for short term I am not aware of this.Are you ever invested in Post office saving and why? Yes, I invested. Safety Low risk Fixed interest No, I never invested. Low Liquidity I want to invest for short term I am not aware of this.Are you ever invested in Recurring deposits and why? Yes, I invested. Safety Comfort (able to invest in small amounts) Good Returns I want to invest for long term. No, I never invested. Low Liquidity I want to invest for short term I am not aware of this.

Are you ever invested in Government Securities and why? Yes, I invested. Safety I want to invest lump-sum of amount once Good Returns I want to invest for long term. No, I never invested. Low Liquidity I want to invest for short term I am not aware of thisAre you ever invested in Mutual Funds and why? Yes, I invested. Comfort (able to invest in small amounts) Good Returns Moderate Risk More number of options No, I never invested. Moderate Risk I dont when I need my amount back I am not aware of thisAre you ever invested in Life-Insurance and why? Yes, I invested. Safety Comfort (able to invest in small amounts) Good Returns I want to invest for long term. No, I never invested. Low Liquidity I never felt it is an investment I want to invest for short term I am not aware of thisAre you ever invested in Debentures and why? Yes, I invested. Safety Good Returns I want to invest for long term. No, I never invested. Low Liquidity Moderate risk I want to invest for short term I am not aware of this.

Are you ever invested in Bonds and why? Yes, I invested. Safety Good Returns I want to invest for long term. No, I never invested. Low Liquidity I want to invest for short term I am not aware of this.Are you ever invested in Equity Share Market and why? Yes, I invested. Comfort (able to invest in small amounts) Moderate Risk Large number of options available Easy to invest liquidity No, I never invested. Need more Financial education Moderate Risk I am not aware of thisAre you ever invested in Commodity Market and why? Yes, I invested. Comfort (able to invest in small amounts) High Returns High Liquidity Easy to invest No, I never invested. High Risk Need more Financial Education I am not aware of thisAre you ever invested in Gold / Silver and why? Yes, I invested. Moderate Risk Comfort (able to invest in small amounts) Good Returns I want to invest for long term. Liquidity No, I never invested. Risk Usage causes depreciation I am not aware of this.Are you ever invested in Real Estate and why? Yes, I invested. High Returns I want to invest for long term No, I never invested. Low Liquidity High Risk I dont know when I need my investment back I am not aware of this.

Are you ever invested in Chit-Funds and why? Yes, I invested. Comfort (able to invest in small amounts) Good Returns I want to invest for long term. Liquidity No, I never invested. Risk I want to invest for short term I am not aware of this.Are you ever invested in Hedge Funds and why? Yes, I invested. Safety Good Returns I want to invest Lump-Sum Amount once I want to invest for long term No, I never invested. Moderate Risk Huge Amount Required Needs Financial Education I am not aware of thisAre you ever invested in Private Equity Investments and why? Yes, I invested. High Returns I want to invest Lump-Sum Amount once I want to invest for long term No, I never invested. Moderate Risk Huge Amount Required Needs More research Not easy to invest I am not aware of thisAre you ever invested in Gold ETF and why? Yes, I invested. Good Returns I can invest in small amounts I want to invest for long term No, I never invested. Moderate Risk Low Liquidity I am not aware of thisAre you ever invested in Art & Passion and why? Yes, I invested. Huge Returns I want to invest Lump-Sum Amount once I want to invest for long term No, I never invested. High Risk Low Liquidity Huge Amount Required I am not aware of this.How much amount do you invested in last year? Less than 25000/- Rs.25000/- to Rs.50000/- Rs.50000/- to Rs.100000/- Above 1 lack.What are the reasons for investing money? To arrange for the inflation in the future Tax saving To make provision for future Dream home Children education Capital appreciation Safety of capitalWhat is best source available for you, when you are making a financial decision? Use own knowledge Spouse Parents Relatives Friends Investment advisors Financial experts Wealth managersWhich factor do you consider before making investment? Safety of risk Low risk High returns Liquidity Maturity periodHow often do you monitor your investments? Daily Weekly Monthly Once in a couple of months OccasionallyWhat percent of income do you invest? 0-15% 16-30% 31-50% Above 50%

Are you aware of the following traditional investment opportunities available in India? Savings account Bank fixed deposits Post office savings Recurring deposits Government securities Mutual funds Life insurance Debentures Bonds Equity share market Real estate Gold / silver Chit fundsAre you aware of the following Modern investment opportunities available in India? Hedge funds Private equity investments Gold ETF Art & passion none of the above