Questionnaire

1. Age group: a) below 30 e) above 60

Name:

Gender:

b) 31-40

c) 41-50

d) 51-60

2. Which vehicle do you own: a) Two wheeler 3. Educational Qualification: a) Under Graduate b) Post graduate c) Diploma b) Four wheeler

d) Any other specify. 4. Occupation: a) Student b) Employed c) Self employed

d) any other specify. 5. Annual income: a) Below 1 lakh d) Above 5 lakhs 6. What percentage of your salary do you usually save? a) Less than 15% d) more than 25% b) 15-20% c) 20-25% b) 1-3 lakhs c) 3-5 lakhs

7. What kind of investment do you prefer? a) Short term b) Long term c) Both

8. Your interest towards investments: a) Income generation b) capital preservation

c) Capital appreciation and income generation d) any other specify .. 9. Rank these various investment alternatives according to your Preferences: S.NO 1. 2. Share Market 3. Mutual fund 4. Public Provident Fund(PPF) 5. Post Office Savings 6. Insurance 7. Bank Deposits 8. Real Estate 9. Gold & silver 10. Any other specify. Investment Alternatives Bonds & Debentures Rank

10. State your expectation on investment alternatives by ticking -

according to your importance:

Expectations on investment Safety Capital appreciation Liquidity Return Tax benefit Company profile & Brand name

Highly important

Important

Neutral Least important

Not important

11. Do you think insurance is important ?

a) Yes

b) No

12. Do you feel whether private insurance companies are Beneficial?

a) Strongly Agree c) Disagree

b) Agree d) Strongly Disagree

13.How do you decide about investing in life insurance? a) On my own c) Employer decides b) Family Decision d) Financial Advisor

14. Do you have Life Insurance Policy?(if no pls go to Q.no 18)

a) Yes

b) No

15.If Yes which Insurance company policy do you have? a) LIC b) SBI life insurance e) HDFC life c)Bajaj Allianz f) ICICI Prudential

d) Reliance life insurance

g) any other specify 16.What scheme of insurance policy have you taken? a) Life protection plan d) Health plan b) Education plan c) Retirement plan

e) Money growth plan

f) any other specify..

17. What parameters do you look into before you take up a life

insurance policy? And tick the following parameter according to your importance: Parameters considered before taking up insurance policy Premium charges Policy term Rider Benefits Bonus & Interest Services(pre & post Sales) Accessibility Company Image Highly Important Important Neutral Least Not Important Important

18. Are you Aware of Joint venture between HDFC bank with Standard Life Plc of UK to form a private sector insurance company called HDFC STANDARD LIFE? a) Yes b) No

19. Would you like to invest in HDFC STANDARD LIFE INSURANCE? a) Yes b) No

20. If YES What will make you to invest in HDFC STANDARD LIFE INSURANCE? a) Brand image d) Transparency b) Diversity e) Utmost Good Faith c) Growth potential

f) any other specify. 21. Among the following Life Insurance Companies in which company you will be willing to take a life insurance?
a) Bajaj Allianz b) HDFC Standard life

i) Sahara j) ING vysya k) Aviva Dabur l) Kotak Mahindra m) LIC n) AXA- Bharati

c) Birla sun life

d) SBI Life

e) ICICI Prudential f) Reliance life insurance g) Met Life Insurance

h) Max New York