This dashboard presents an Investment Behavior Analysis Survey conducted on 40 respondents, providing insights into investor demographics, preferences, and investment habits.

Key Findings

📊 Respondent Overview

Total Respondents: 40

Total Genders Recorded: 40

Total Male Investors: 25

Average Age: 27.8 years

Positive Responses: 37

Total Mutual Fund Investments: 102

👥 Gender Distribution

The survey consists of approximately 62.5% males (25) and 37.5% females (15).

Male participation is significantly higher than female participation in investment activities.

📈 Investment Participation

Most respondents indicated that they actively invest.

Both males and females show strong investment interest, with a higher number of male investors.

🎯 Investment Objectives

Capital Appreciation (65%) is the primary investment goal.

Growth (27.5%) is the second most common objective.

Only a small percentage (7.5%) invest mainly for income generation.

📅 Investment Monitoring Frequency

Monthly monitoring (29 respondents) is the most preferred approach.

Weekly monitoring is less common (7 respondents).

Only a few investors track investments daily (4 respondents).

📚 Sources of Investment Information Investors primarily rely on:

Financial Consultants (16 respondents) – most trusted source.

Newspapers & Magazines (14 respondents).

Television (8 respondents).

Internet (6 respondents).

👨‍👩‍👧 Age Group Analysis

The 26–35 age group contributes the largest share of investors.

Younger investors (18–25) participate less compared to the 26–35 segment.

Equity investment activity is also highest among the 26–35 age group.

Business Insights

✅ Young professionals aged 26–35 are the most active investment segment.

✅ Investors are primarily focused on wealth creation and capital growth rather than regular income.

✅ Most investors prefer periodic (monthly) monitoring, indicating a long-term investment mindset.

✅ Financial advisors and traditional media remain influential sources of investment information despite the availability of digital channels.

Conclusion

The analysis suggests that the surveyed investors are predominantly young adults who favor capital appreciation-oriented investments and actively monitor their portfolios on a monthly basis. The strong reliance on financial consultants highlights the importance of expert guidance in investment decisions, while the dominance of the 26–35 age group indicates a growing investment culture among young professionals. This information can help financial institutions better target their products, marketing strategies, and advisory services.