Investment Objective Questionnaire
Purpose of this questionnaire is to understand what people think before investing. Also it will help in understanding at particular stage in their life cycle, what is their risk appetite, what is their return expectation and how much they are investing. It will basically tell us why one particular does the investment rather than keeping all the cast at home.
Q.1)What percentage of your total saving you invest?
A. Less than 15%
B. Between 15% and 40%
C. Between 40% and 60%
D. More than 60%
Q.2) which of the following investments you prefer the most?
A. bank fixed deposits (FD)
B. national saving certificate (NSC)
C. public provident fund (PPF)
D. stock market
E. mutual funds
F. ELSS
G. ULIP
H post office savings
I RBI bonds
J. gold
K. others
Q.3) what uis the time horizon you have to achieve your financial goal?
A. 0-5 years
B. 6-10 years
C. 11-14 years
D. 15 years or longer
Q.4) how often do you invest?
A. monthly
B. quarterly
C. yearly
D. randomly
Q.5) What are your objectives while making investment? (Select Any One Option for each)
| |Extremely |Important |Indifferent |Less Important |Not At All |
| |Important | | | |Important |
|A. Growth |1 |2 |3 |4 |5 |
|B. Income |1 |2 |3 |4 |5 |
|C. Tax Saving |1 |2 |3 |4 |5 |
Q.6) As an investor, where would you place yourself on the risk scale below? (Circle one)
Low Risk 1 2 3 4 5 High Risk
Q.7) As an investor, how important is the liquidity factor? (Circle one)
Important 1 2 3 4 5 Unimportant
Q.8) . How do you...