.

Financial Planning and Investment Decisions

Dear Sir or Madam, please take a few minutes of your time to complete the following questionnaire.

Secured
Survio
Create a survey
Survey on Financial Planning and Investment Decisions

This study aims to understand how individuals' financial planning habits, both short-term and long-term, influence their investment decisions. Your responses will help in analyzing the relationship between financial planning behavior and investment choices across different demographics.

All responses will remain confidential and will be used for academic research purposes only. There are no right or wrong answers—please answer honestly based on your personal financial habits and experiences.

Demographic Information

1

Email I'd

2

Gender

Select one answer
3

Age

Select one answer
4

Occupation

Select one answer
5

Monthly Income (INR)

Select one answer
6

Educational Qualification

Select one answer
7

Do you currently invest in financial instruments (Stocks, Mutual Funds, Bonds, etc.)?

Select one answer

Propensity to Plan Scale

(Please indicate your level of agreement with the following statements on a 5-point Likert Scale: 1 = Strongly Disagree, 5 = Strongly Agree)

8

Short-term Financial Planning

Select one answer in each row
9

Long-term Financial Planning

Select one answer in each row
10

Investment Decisions and Financial Behavior

(Indicate your agreement on a 5-point Likert Scale: 1 = Strongly Disagree, 5 = Strongly Agree)

Impact of Demographics on Investment Decisions

11

How frequently do you review and adjust your financial plans?

Select one answer
12

What percentage of your monthly income do you allocate to savings and investments?

Select one answer
13

Do you believe that financial planning is more important for younger individuals or older individuals?

Select one answer
14

According to you, how important are each of the following motivations for financial planning?

(Indicate your agreement on a 5-point Likert Scale: 1 = Least Important, 5 = Most Important)
Create a survey