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(Please tick the appropriate option) Dear Respondent, We are the students of East West University. This questionnaire has been done as a part of Investment Analysis course. We wish your cooperation to conduct the survey by rendering your unbiased opinion and thus helping us to serve our academic purpose. We ensure you that the data given by you will be held confidential and will not be used other than academic purpose.
If your answer is 'Yes ', please continue. If your answer is 'No', please return the questionnaire 2. In which sector do you preferto invest your money? Private Sector Government Sector Public Sector Foreign Sector
3. What are the important (actors guiding your investment decisions? (Return, safety ofprincipal, diversification,etc.)?
4. What are your-savings objectives? Children's Education Retirement Home Purchase Healthcare Others_________
5. What isyour investment objective? Income and Capital Preservation Growth and Income Long-term Growth 6. What is the purpose behind investment? Wealth Creation Tax Saving Short-term Growth Other______________________
Earn Returns
Other________________
Future Expenses 7. Have you set aside funds specifically (or the education and marriage of your children? If yes, please give amounts and how the funds are held) Education: Amount TK Marriage: Amount TK invested in invested in
9. Doyou have a savings and investment target amount you aim for each year? Yes No 10. At which rate do you want your investment to grow? Steadily At an average rate Fast If yes: Amount_______________
11. Which factor do you consider before investing? Safety of Principal Low Risk High Returns Maturity Period
12. Imagine that stock market drops after you invest in it, then what will you do? With draw your money Wait to increase Invest more in it
13. How often do you monitor your investment? Daily Monthly Occasionally
14. What percentage of your income do you invest? 0-15% 15-30% 30-50%
15. What is the time period you prefer to invest? Short-term(0-1 years) Medium-term (1-5yrs) Long-term (> 5 years)
16. Can you take the risk of losingyour principal investment amount? Yes No If yes: What percentage_______________
17. What is your source of investment advice? Newspapers News Channels Family or Friends Books Internet Magazines Advisors Personal Details Certified Market Professional/ Financial Planners
Personal Details
(Personal details are kept highly confidential; these details will not be revealed to any third party) Name: ______________________________ Designation__________________________ Organization__________________________ Age Group: Below20 Education Qualification: SSC HSC Under Graduate Graduate Post Graduate Other____________ Between 20-30 Between 30-40 Above 40
Occupation (what category do you come under): Salaried Business Housewife Annual Income Below TK< 2, 00,000 TK 2, 00,000- TK 4, 00,000 Do you have a financial advisor? Yes What best describes your investment experience? Beginning (no investment experience) Moderate (comfortable with fixed amounts) Knowledgeable (has brought or sold individual shares of stocks or bond) Experienced (frequency trade in stocks, commodities, options and futures)
-------------Thank you for your time and support--------------
Other____________
No