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    Questionnaire: Q1. State The Various Investments in Your Portfolio ?

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    Akash Patel
    This document is a questionnaire for analyzing the risk perception and portfolio management of equity investors. It asks for personal information like name, age, gender, occupation, income. It then asks questions about the respondent's investments - what types they hold, if they are for delivery or intraday trading, if in primary or secondary markets. It also asks about their experience in the market, number of companies invested in, expected returns, purpose of investment, factors considered when selecting a broker, how often investments are monitored, and risk appetite.

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    Questionnaire: Q1. State The Various Investments in Your Portfolio ?

    Uploaded by

    Akash Patel
    7 views2 pages
    This document is a questionnaire for analyzing the risk perception and portfolio management of equity investors. It asks for personal information like name, age, gender, occupation, income. It then asks questions about the respondent's investments - what types they hold, if they are for delivery or intraday trading, if in primary or secondary markets. It also asks about their experience in the market, number of companies invested in, expected returns, purpose of investment, factors considered when selecting a broker, how often investments are monitored, and risk appetite.

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    This document is a questionnaire for analyzing the risk perception and portfolio management of equity investors. It asks for personal information like name, age, gender, occupation, income. It then asks questions about the respondent's investments - what types they hold, if they are for delivery or intraday trading, if in primary or secondary markets. It also asks about their experience in the market, number of companies invested in, expected returns, purpose of investment, factors considered when selecting a broker, how often investments are monitored, and risk appetite.

    Copyright:

    © All Rights Reserved
    Flag for inappropriate content
    7 views2 pages

    Questionnaire: Q1. State The Various Investments in Your Portfolio ?

    Uploaded by

    Akash Patel
    This document is a questionnaire for analyzing the risk perception and portfolio management of equity investors. It asks for personal information like name, age, gender, occupation, income. It then asks questions about the respondent's investments - what types they hold, if they are for delivery or intraday trading, if in primary or secondary markets. It also asks about their experience in the market, number of companies invested in, expected returns, purpose of investment, factors considered when selecting a broker, how often investments are monitored, and risk appetite.

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    of 2

    QUESTIONNAIRE

    Dear Sir/Madam,
    We, Dhwani Patel and Dhara Patel, student of Management, from Oakbrook Business School, Gujarat
    Technological University, Ahmedabad, will be very much thankful if you can spare 5 minutes from your valu
    able time to answer the Questionnaire which would help in analysing the RISK PERCEPTION AND PORTFOL
    IO MANAGEMENT OF EQUITY INVESTOR Please answer all the questions honestly and without any forced
    influence.

    PERSONAL PROFILE:-

    1) Name: .
    2) Age: ( ) Below 35 Years ( ) Above 60 Years
    ( ) 20-40 ( ) 40-60
    3) Gender : ( ) Male ( ) Female
    4) Qualification: ( ) Below Graduation ( ) Post Graduation
    ( ) Profession ( ) Graduation
    5) Working Profession:
    ( ) Service ( ) Retired
    ( ) Businessman ( ) Housewife
    ( ) Self Employed ( ) Student
    6) Income: ( ) Less Than 300000 ( ) 300000 - 600000
    ( ) 600000-800000 ( ) More Than 800000

    Q1. State the various investments in your portfolio………?

    • shares( )

    • stock futures and options( )

    • mutual funds( )

    • others ( )

    Q2.Category of investment…?

    Delivery ( ) intraday ( ) both( )

    Q3.Type of market operated…?

    Primary market ( ) secondary market ( ) both ( )

    Q4.Experience in the market……?


     Less than 2 years ( )

     3-5 years ( )

     5 years & above ( )

    Q5. Number of companies in which investment is made……?

    Less than 10( ) 10-20 ( ) 20 & above ( )

    Q6. State the expected rate of return (ROR)….?

    Less than 12 % ( ) 12-24 % ( ) 24-36 % ( )

    36 % & above ( )

    Q7.Whats your purpose of investment….?

    Tax saving ( )

    Return ( )

    Only saving ( )

    Both taxes saving & return

    Q8.What factors you consider while selecting stock broker…?

    Track record ( ) brand name ( ) services ( )

    Research team ( )

    Q9.How often do you monitor your investment….?

    Daily ( )weekly ( ) monthly ( )

    occasionally ( )

    Q10.What is your risk appetite……?

    Low ( ) moderate ( ) high ( )

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