QUESTIONNAIRE

Dear Respondent,
I am Shubham Bhatewara student of MBA III semester from Pioneer Institute of Professional Studies Indore; I
am carrying out the Major research project my topic is A Comparative Study on Risk Tolerance Level of
Business class and Service Class Investors With Reference to Indore City. Your experience and opinion are
highly valuable and I would be very Grateful if you would spare a couple of minutes to take part in this survey by
completing the questionnaire below. I assured that your data is only use for academic purpose.

Name

Personal Details
: ..................

Occupation

: Salaried

Educational Qualification

: ...................

Annual Income

: Below Rs .2, 00,000

Business

Rs.4, 00,000- 6, 00,000

Rs.2, 00,000- 4, 00,000

above Rs .6, 00,000

Gender

: Male

Female

Age (in years)

: 18-30 yrs

31- 40 yrs

Contact No. (Optional)

: ..........................

41-50 yrs

50 & above

Please answer all the questions by circling one of the options. Choose the option that best indicates how you feel
about each question. If none of the options is exactly right for you, choose the option that is closest to you.
1. Are you aware of the following investment avenues?
1. Safe/Low Risk Investment Avenues
2. Moderate Risk Investment Avenues
3. High Risk Investment Avenues
4. Traditional Investment Avenues
5. Emerging Investment Avenues
2.

For how long have you been investing ?

1. Less than one year
2. 1-3 years
3. 3-5 years
4. 5-7 years
5. More than 7 years

3.

Compared to others, how do you rate your willingness to take financial risks ?
1. Very low risk taker.
2. Low risk taker.
3. Average risk taker.
4. High risk taker.
5. Very high risk taker.

4.

If you could increase the opportunity to improve your returns by investing in riskier assets, how much rise
would you be willing to take ?
1. Small amount of risk with some of your money.
2. Taking a moderate amount of risk with some/most of your money.
3. Substantial risk with most of your money.

5.

How would you `honestly' describe yourself as a risk-taker?

1. Reckless.
2. Willing to take evaluated risks.

3.
4.
5.

Careful.
Low risk taking capability.
Extremely averse to risk

6.

Which of these statements would best describes your attitudes about the next three years performance of
this investment?
1. I dont mind if I lose money.
2. I can tolerate a loss
3. I can tolerate a small loss
4. Id have a hard time tolerating any losses.
5. I need to see a at least a little return.

7.

If you had to choose between more job security with a small pay rise and less job security with a big pay
rise, which would you pick?
1. Definitely more job security with a small pay rise.
2. Probably more job security with a small pay rise.
3. Not sure.
4. Probably less job security with a big pay rise.
5. Definitely less job security with a big pay rise

8. What degree of risk have you taken with your financial decisions in the past?
1. Very small.
2. Small.
3. Medium
4. Large.
5. Very large.
9. What degree of risk are you currently prepared to take with your financial decisions?
1. Very small.
2. Small.
3. Medium
4. Large.
5. Very large.
10. What is your source of investment advice?
1. Newspapers
6. News Channels
2. Family or Friends
7.Books
3. Internet
8. Magazines
4. Advisors
5. Certified Market Professional/Financial Planners

Please read each statement carefully and rate each statement according to the scale below to indicate how
much you agree with them.
Statements
I have sufficient knowledge of Indian stock market.
I take full control and responsibility of my portfolio
performance.
Discussing my investment decisions with colleagues reduces my
pressure of being successful.
My past investment successes are attributed to my own skills
and understanding.
Investors have sufficient information regarding investment

Strongly
Agree

Agree

Neutral

Disagree

Strongly
Disagree

tools.
I plan to increase my investment in stock market in next
quarter.
I would increase my trading activity if the past trading volume
of stock market was higher than usual.
I prefer to sell stocks as soon as their price starts increasing.
I prefer to keep holding on to stocks even if their past
performance is not very encouraging.
Investors attach importance to innovations in banking and
financial services.
Increase in income level raises investor interest on financial
instruments.
The investment has low overall capital requirements.
Investors prefer long-term investments rather than short-term
investments.
Investors are influenced by expert (consumer or investment
representatives) and other investors decisions while taking
investment decisions.
The investment has high profit margin projections
The investment has high valuation projections.
The investment will provide a high internal rate of return
(IRR).
The investment will provide a high absolute return - (It is a
large investment with sufficient monetary returns).
The investment has significant potential for earnings growth.
The investment has a high level of liquidity.
The investment will require low monitoring and administration
costs.
Investors prefer traditional investment tools (real estate, gold
etc.)
Investors tend to reduce risk through portfolio diversification.
Investors tend to prefer low-risk investments as they get older
I get a feeling of belongingness by buying and/or selling the
same stocks as others do.
Before I buy or sell a stock, I often inform about this stock
amongst family and friends.
When I have little experience with a certain stock, I often ask
friends and acquaintances about it.