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Investment Management

 Study Of Investment Management.

Objectives of the study
-Analyze the awareness among the people on various Investments tools available in the markets. 
-To Analyze the knowledge levels among various age groups and genders with different educational qualification.
  

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Name

Age Please enter your Age group Under 20 21 – 25 26 - 30 31 - 45 46-50 51-55 56-60 61-65 66-70 Above 70

Gender Male Female

Education Please enter your educational Qualification

• Up to 12th
• Graduate
• Post Graduate
• Other:

Your Occupation Your occupation- Profession or service

• Government Service
• Self Employed
• Private Sector
• Professional
• Student
• Other:

Your Income slab Less than Rs 1 Lakh 1 Lakh to 3 Lakh 3 Lakh to 5 lakh 5 Lakh to 10 Lakh Above 10 Lakh

What part of income do you invest? 0 % 1 - 10 % 11 - 20 % 21 - 30 % Above 30 %

Have you made an investment objective ? Please specify whether you have made any objective for your investments based on your requirements in the near or distant future.

• Yes
• No
• Other:

Does your investment achieve that objective? Yes No Not Sure

How the investments made by you are achieving that objective ?

While investing you are mainly concerned about:

• Tax saving
• Getting returns
• Both
• Other:

What type of investments do you currently have?

• Mutual Funds
• Property (Real Estate)
• Bonds (GOI, Infra Bonds, etc)
• Foreign exchange
• Equity (Shares)
• Fixed deposits
• ULIPS (Unit Linked Life Insurance)
• Personal Pension Plan
• Other:

Have you prepared your own portfolio according to your objective and needs?

• Yes
• No
• Through a Financial Advisor
• Other:

How often do you change your portfolio?

• Within 1 year
• 1 to 3 years
• 3 to 5 years
• above 5 years
• When the financial advisor suggests me to do.
• Other:

What percentage of your investments goes into Equity ? 10 20 30 40 50 60 70 80 90 100 0

What percentage of your investments goes into Debt ? 10 20 30 40 50 60 70 80 90 100 0

What percentage of your investments goes into Insurance Products ? 10 20 30 40 50 60 70 80 90 100 0

What percentage of your investments goes into Mutual Funds ? 10 20 30 40 50 60 70 80 90 100 0

Where do you primarily invest in Mutual Funds ?

• EQUITY FUNDS
• DEBT FUNDS (Income Funds)
• Balanced Funds
• GILT FUNDS (Govt. Securities)
• MONEY MARKET FUNDS / SCHEMES
• SECTOR SPECIFIC FUNDS
• INDEX FUNDS
• Tax savers Plans
• Other:

What types of insurance cover you have ?

• Health Care Insurance
• Life Insurance
• Home Insurance
• Travel Insurance
• Auto Insurance
• Other:

A fund with higher NAV is always a good investment

	1	2	3	4	5	6	7	8	9	10
Strongly Disagree											Strongly Agree

Rate the following factors, according to importance they hold, while analyzing a fund.(on 1-10 scale)

	1	2	3	4	5	6	7	8	9	10
NAV

Rate the following factors, according to importance they hold, while analyzing a fund.(on 1-10 scale)

	1	2	3	4	5	6	7	8	9	10
Compounded Annual Returns for 1 year

Rate the following factors, according to importance they hold, while analyzing a fund.(on 1-10 scale)

	1	2	3	4	5	6	7	8	9	10
Compounded Annual Returns for 3 years

Rate the following factors, according to importance they hold, while analyzing a fund.(on 1-10 scale)

	1	2	3	4	5	6	7	8	9	10
Compounded Annual Returns for 5 years

Rate the following factors, according to importance they hold, while analyzing a fund.(on 1-10 scale)

	1	2	3	4	5	6	7	8	9	10
Expense ratio

Size of units held by company

	1	2	3	4	5	6	7	8	9	10

Rank them On the basis of Returns: Mutual funds Insurance ULIPS Stocks Fixed Deposits KVP/NSC/IVP Provident Fund Savings account

Rank them On the basis of Tax benefits: Mutual funds Insurance ULIPS Stocks Fixed Deposits KVP/NSC/IVP Provident Fund Savings account

Rank them On the basis of transparency in portfolio disclosure: Mutual funds Insurance ULIPS Stocks Fixed Deposits KVP/NSC/IVP Provident Fund Savings account

Did you face any problem in your investing phase? If yes, please specify.

Hello!

Please fill out the survey on Investment awareness & knowledge analysis. --

http://spreadsheets.google.com/viewform?key=pb_z4f1_zGMhaGMOzo4IsPw&email=true

Check out this neat website I came across. You can find it here:

http://investorline.co.in/blogs/news/?p=850

Thanks for reading!
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Investor's Knowledge Analysis