Questionnaire on Insurance

Questionnaire Questionnai re 1.

Name: Srujan

Age group: a) below 30

 b) 31-40

c) 41-50

d) 51-60

e) above 60

2.

Which vehicle do you own: two wheeler  a) Two wheeler 

3.

b) Four wheeler

Educational Qualification: Post graduate a) Under Graduate

b) Post graduate

c) Diploma

d) Any other specify………………………. specify……………………….

4.

Occupation: Employed a) Student

b) Employed

c) Self employed

d) any other specify………………………. specify……………………….

5. Annual income: 1-3 lakhs a) Below 1 lakh

b) 1-3 lakhs

c) 3-5 lakhs

d) Above 5 lakhs

6. What percentage of your salary do you usually save? 15-20% a) Less than 15%

b) 15-20%

d) more than 25% 7. What kind of investment do you prefer?

c) 20-25%

a) Short term

b) Long term

c) Both c

8. Your Your interest towards towards investments: investments: Income generation 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.

Investment Alternatives

Rank   6

Bonds & Debentures 2.

8 Share Market

3.

7 Mutual fund

4.

2 Public Provident Fund(PPF)

5.

4 Post Office Savings

6.

3 Insurance

7.

1 Bank Deposits

8.

9 Real Estate

9. 10.

5 Gold & silver  Any other   specify…………………………….

10.State your expectation expectation on investment investment alternatives alternatives by ticking according to your importance:

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

Highly important 1 1 1 1 1

Important

Neutral Least important

 Not important

1

11.Do you think insurance is important ?  b) No

a) Yes

12. Do you feel whether private insurance companies are Beneficial? a) Strongly Agree

b) Agree

c) Disagree

d) StronglyDisagree

13.How do you decide about investing in life insurance?  b) Family Decision

a) On my own

c) Employer decides 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

d) Reliance life insurance

e) HDFC life

c)Bajaj Allianz f) ICICI Prudential

g) any other specify……………………………… 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…………………………………….. specify……………………………………..

17.What parameters do you look into before you take up a life insurance  policy? And tick the following following parameter according to your importance: Parameters considered before Highly Important Neutral Least  Not taking up insurance policy Important Important Important Premium charges Policy term Rider Benefits Bonus & Interest Services(pre & post Sales) Accessibility Company Image

18. Are you Aware Aware of Joint venture between HDFC HDFC bank with with Standard Life Plc of UK to form a private sector insurance company called HDFC STANDARD LIFE? a) Yes

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

b) Diversity

c) Growth potential

d) Transparency

e) Utmost Good Faith

f) any other specify………………………. specify……………………….

21. Among the following Life Insurance Companies in which company you will be willing to take a life insurance? a.

Bajaj Allianz

i) Sahara

 b.

HDFC Standard life

j) ING vysya

c.

Birla sun life

k) Aviva Dabur 

d.

SBI Life

l) Kotak Mahindra

e.

ICICI Prudential

m) LIC

f.

Reliance life insurance

n) AXA- Bharati

g.

Met Life Insurance

h.

Max New York