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IN 09
mayursant16@c
Default List-0 IN 09
IN
IN 16
IN 16
IN 16 PAMNKAJ ADHIYA 1
IN 16
IN 16 AKANKSHA THAKUR 2
IN 09 Pratik Darji 1
4 - Q3 5 - Q4 6 - Q5 7 - Q6 8 - Q7
Other Stocks Bonds Mutual Fund Fixed Deposit Real estate
2 1 2 2 1 1
1 1 1 1 1
3 1 2 1 1 1
9 - Q8 10 - Q9
Gold Provident Fun Public ProvideInsurance Other Children's EduGrow Your MoEarn Higher ReTax Saving Too
1 1 5 3 4
2 1 3 2 4
1 1 1 3 1 4 5
11 - Q10 12 - Q11
Save For Retirement Open Ended F Liquid Fund Growth Fund Long Cap Close Ended Mid Cap Regular IncomSector Fund
2 3 1
5 2
2 2 1 1
13 - Q12 14 - Q13 14 - Q13 14 - Q13
ICICI Securitie HDFC Mutual Reliance MutuSBI Mutual Fu UTI Birla Sun Life Other Specify Past Market T Degree Of RiskInvestment Ti
1 1 1 1 1 5 5
1 5 4 4
1 1 3 4 4
14 - Q13 14 - Q13 14 - Q13 15 - Q14 16 - Q15 16 - Q15
Investible Sur Investment NeExpected RetuPrint Media Television/RadInternet Family & FrienFinancial Advi 24 Hour Toll SMS Alert
3 4 4 1 1 1 5
3 4 5 1 4 4
4 5 4 1 3 4
16 - Q15 16 - Q15 16 - Q15 17 - Q16
Email Alert CorrespondenPersonal Assitance
5 5 5 5
3 3 4 4
4 2 3 4
Open Ended Text Data
Q1
Demographical Information
First Name
Gender
Male 2 66.67%
Female 1 33.33%
Total 3
Mean 1.33
Standard Dev. 0.58
Variance 0.33
Q3
Age Group
<p class="MsoNormal" style="margin-bottom: 0.0001pt; l 1 33.33%
<p class="MsoNormal" style="margin-bottom: 0.0001pt; l 1 33.33%
41 to 55 Years 1 33.33%
55 above 0 0.00%
Total 3
Mean 2.00
Standard Dev. 1.00
Variance 1.00
Q4
Occupation
<p class="MsoNormal" style="margin-bottom: 0.0001pt; l 3 100.00%
<p class="MsoNormal" style="margin-bottom: 0.0001pt; 0 0.00%
<span style="font-size: 10.5pt; line-height: 107%; fon 0 0.00%
<p class="MsoNormal" style="margin-bottom: 0.0001pt; l 0 0.00%
<p class="MsoNormal" style="margin-bottom: 0.0001pt; l 0 0.00%
<p class="MsoNormal" style="margin-bottom: 0.0001pt; l 0 0.00%
Other 0 0.00%
Total 3
Mean 1.00
Standard Dev. 0.00
Variance 0.00
Other Option [Other]
Q5
Mean 1.67
Standard Dev. 0.58
Variance 0.33
Q6
Mean 1.33
Standard Dev. 0.58
Variance 0.33
Q7
Which of theseinvestments options do you invest into? (You can choose more than 1)
<p class="MsoNormal" style="margin-bottom:0cm;margin-bottom:.0001pt;line-height:
2 28.57%
19.5pt;background:#F9F9F9;vertical-align:top"><span style="font-size: 10.5pt; font-family: Arial, sans-serif;">Stocks<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0cm;margin-bottom:.0001pt;line-height:
19.5pt;background:#F9F9F9;vertical-align:top"><span style="font-size: 10.5pt; font-family: Arial, sans-serif;">Bonds<o:p></o:p></span></p>
0 0.00%
<p class="MsoNormal" style="margin-bottom:0cm;margin-bottom:.0001pt;line-height:
19.5pt;background:#F9F9F9;vertical-align:top"><span style="font-size: 10.5pt; font-family: Arial, sans-serif;">Mutual
2 28.57%
Fund<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0cm;margin-bottom:.0001pt;line-height:
19.5pt;background:#F9F9F9;vertical-align:top"><span style="font-size: 10.5pt; font-family: Arial, sans-serif;">Fixed
1 14.29%
Deposit<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0cm;margin-bottom:.0001pt;line-height:
19.5pt;background:#F9F9F9;vertical-align:top"><span style="font-size: 10.5pt; font-family: Arial, sans-serif;">Real
0 estate<o:p></o:p></span></p>
0.00%
<p class="MsoNormal" style="margin-bottom:0cm;margin-bottom:.0001pt;line-height:
19.5pt;background:#F9F9F9;vertical-align:top"><span style="font-size: 10.5pt; font-family: Arial, sans-serif;">Gold<o:p></o:p></span></p>
1 14.29%
<p class="MsoNormal" style="margin-bottom:0cm;margin-bottom:.0001pt;line-height:
19.5pt;background:#F9F9F9;vertical-align:top"><span style="font-size: 10.5pt; font-family: Arial, sans-serif;">Provident
0 0.00%Fund<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0cm;margin-bottom:.0001pt;line-height:
19.5pt;background:#F9F9F9;vertical-align:top"><span style="font-size: 10.5pt; font-family: Arial, sans-serif;">Public
0 0.00%
Provident Fund<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0cm;margin-bottom:.0001pt;line-height:
19.5pt;background:#F9F9F9;vertical-align:top"><span style="font-size: 10.5pt; font-family: Arial, sans-serif;">Insurance<o:p></o:p></span></p>
1 14.29%
Other 0 0.00%
Total 7
Mean 3.86
Standard Dev. 2.85
Variance 8.14
Q8
Mean 1.33
Standard Dev. 0.58
Variance 0.33
Q9
Please rank (1-5) the following factors youconsider while investing? (1st is the most important and 5th is the least important)
1 2
Children's Education 2 66.67% 0 0.00%
Grow Your Money 1 33.33% 0 0.00%
Earn Higher Returns 0 0.00% 1 33.33%
Tax Saving Tool 0 0.00% 0 0.00%
Save For Retirement 0 0.00% 2 66.67%
Q10
Mean 2.33
Standard Dev. 0.58
Variance 0.33
Q11
Mean 2.00
Standard Dev. 1.00
Variance 1.00
Q12
In which Mutual Fund you have invested? (You can choose more than one)
ICICI Securities 1 14.29%
HDFC Mutual Fund 3 42.86%
Reliance Mutual Fund 1 14.29%
SBI Mutual Fund 1 14.29%
UTI 0 0.00%
Birla Sun Life MF 1 14.29%
Other Specify 0 0.00%
Total 7
Mean 2.86
Standard Dev. 1.68
Variance 2.81
Other Option [Other Specify]
Q13
What do you consider the most important parameters while investing? Rate the following factors.
Past Market Trends
Least Important 1 33.33%
Not Important 0 0.00%
Moderate 1 33.33%
Important 0 0.00%
Most Important 1 33.33%
Total 3
Mean 3.00
Standard Dev. 2.00
Variance 4.00
Degree Of Risk
Least Important 0 0.00%
Not Important 0 0.00%
Moderate 0 0.00%
Important 2 66.67%
Most Important 1 33.33%
Total 3
Mean 4.33
Standard Dev. 0.58
Variance 0.33
Mean 4.33
Standard Dev. 0.58
Variance 0.33
Investible Surplus
Least Important 0 0.00%
Not Important 0 0.00%
Moderate 2 66.67%
Important 1 33.33%
Most Important 0 0.00%
Total 3
Mean 3.33
Standard Dev. 0.58
Variance 0.33
Investment Needs
Least Important 0 0.00%
Not Important 0 0.00%
Moderate 0 0.00%
Important 2 66.67%
Most Important 1 33.33%
Total 3
Mean 4.33
Standard Dev. 0.58
Variance 0.33
Expected Returns
Least Important 0 0.00%
Not Important 0 0.00%
Moderate 0 0.00%
Important 2 66.67%
Most Important 1 33.33%
Total 3
Mean 4.33
Standard Dev. 0.58
Variance 0.33
Q14
Mean 4.25
Standard Dev. 0.96
Variance 0.92
Q15
Rate the following services which are provided after Investment?
24 Hour Toll Free Number
Highly Dissatisfied 1 33.33%
Dissatisfied 0 0.00%
Neutral 1 33.33%
Satisfied 1 33.33%
Highly Satisfied 0 0.00%
Total 3
Mean 2.67
Standard Dev. 1.53
Variance 2.33
SMS Alert
Highly Dissatisfied 0 0.00%
Dissatisfied 0 0.00%
Neutral 0 0.00%
Satisfied 2 66.67%
Highly Satisfied 1 33.33%
Total 3
Mean 4.33
Standard Dev. 0.58
Variance 0.33
Email Alert
Highly Dissatisfied 0 0.00%
Dissatisfied 0 0.00%
Neutral 1 33.33%
Satisfied 1 33.33%
Highly Satisfied 1 33.33%
Total 3
Mean 4.00
Standard Dev. 1.00
Variance 1.00
Correspondent
Highly Dissatisfied 0 0.00%
Dissatisfied 1 33.33%
Neutral 1 33.33%
Satisfied 0 0.00%
Highly Satisfied 1 33.33%
Total 3
Mean 3.33
Standard Dev. 1.53
Variance 2.33
Personal Assitance
Highly Dissatisfied 0 0.00%
Dissatisfied 0 0.00%
Neutral 1 33.33%
Satisfied 1 33.33%
Highly Satisfied 1 33.33%
Total 3
Mean 4.00
Standard Dev. 1.00
Variance 1.00
Q16
Overall how would you rate all the services of your financial service provider?
Extremely Bad 0 0.00%
Bad 0 0.00%
Neutral 0 0.00%
Good 2 66.67%
Extremely Good 1 33.33%
Total 3
Mean 4.33
Standard Dev. 0.58
Variance 0.33
Grouping / Filter Analysis
3 4 5
1 33.33% 0 0.00% 0 0.00%
1 33.33% 0 0.00% 1 33.33%
1 33.33% 1 33.33% 0 0.00%
0 0.00% 2 66.67% 1 33.33%
0 0.00% 0 0.00% 1 33.33%
Grouping / Filter Analysis
Grouping / Filter Analysis