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Questionnaire

(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.

1. You invest in a financial market (DSE, CSE)? Yes No

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

8. Do you have a formal budget for family expenditure? Yes No

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--------------

Student Professional Retired

Other____________

TK 4, 00,000 - TK 6, 00,000 Above TK 6, 00,000

No

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