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Questionnaire1

Basic Investment Awareness Details

1. What are the main objectives of your savings? *This question is required.
2. If I were to choose a financial advisor, the following characteristics in my relationship with the advisor would be most important. (Rank in order of your preference; 1 being most important) *This question is required. Note: for the following table each column is restricted to a single answer across all rows.
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3. What do you think are the best options for investing your money (Rank in order of your preference; 1 being most important) ? *This question is required. Note: for the following table each column is restricted to a single answer across all rows.
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4. What is your investment objective? *This question is required.
5. When it comes to understanding your investment, how would you rate your knowledge? *This question is required.
6. Rank the factors influencing choice of investment options: (Rank in order of your preference; 1 being most important). *This question is required. Note: for the following table each column is restricted to a single answer across all rows.
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7. Do you take advice of financial consultant before making any investment decision? *This question is required.
8. Following questions ask for your opinion about financial advisor, whether or not you have ever consulted one. Mentioned below are some statements describing how people might feel about working with financial advisor. *This question is required.
Space Cell Strongly AgreeAgreeNeutralDis-AgreeStrongly Dis-Agree
Financial advisor provides the information people need to make informed decisions.
Financial advisor listen carefully to concerns and questions.
Financial advisor pressure people into making decision they are not ready to make.
Financial advisor tries to push high risk investment.
Financial advisor charge too much for his services.
Financial advisor make people feel comfortable about money matters.
It is difficult to find a good trustworthy financial advisor.
9. What is your perspective towards the following financial investment options? *This question is required.
Space Cell Significantly FavourableHighly FavourableFavourableNot so FavourableNot at all Favourable
Bank Deposit
Postal Saving Schemes
Pension and Provident Fund
Mutual Funds
Life Insurance
Gold or Precious Metal
Shares
Bond
Real Estate
10. Price Band is synonymous to *This question is required.
11. Intrinsic value refers to *This question is required.
12. Bull market refers to *This question is required.
13. Bear market refers to *This question is required.
14. EBIT means *This question is required.
15. NAV means *This question is required.
16. Bridge loan refers to *This question is required.
17. De-mat Trading means *This question is required.
18. CRR is *This question is required.
19. The decision to allocate your investment among various asset classes is known as *This question is required.
20. What do you understand by the term "arbitrage" *This question is required.
21. What do you understand by the term " Bond" *This question is required.
22. Maturity period of NSC is *This question is required.
23. The minimum amount which can be deposited in PPF is *This question is required.
24. The current rate of interest on saving account as fixed by RBI is *This question is required.
25. Minimum amount which can be deposited in NSC is *This question is required.
26. Present Rate of interest on post office saving account is *This question is required.
27. Fixed deposit have tax benefit *This question is required.
28. The current interest rate on PPF is *This question is required.
29. If you are on a game show, you could answer the following questions (tick all that you could answer) *This question is required.
30. Investment made on a house property is *This question is required.
31. The word "Portfolio" in finance refers to *This question is required.
32. Interest rate risk is a type of *This question is required.
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