Article Details
  • Published Online:
    October  2024
  • Product Name:
    The IUP Journal of Accounting Research & Audit Practices
  • Product Type:
    Article
  • Product Code:
    IJARAP081024
  • Author Name:
    Neha Gupta, Matloob Ullah Khan and Md Sikandar Azam
  • Availability:
    YES
  • Subject/Domain:
    Finance
  • Download Format:
    PDF
  • Pages:
    151-189
Does Financial Literacy Influence Investment Decisions? Predicting Through Five-Factor Personality Model
Abstract

Given the complex nature of financial markets and the wide range of investment opportunities available, a comprehensive understanding of financial concepts and practices is crucial for making informed investment decisions (IDs). This paper focuses exclusively on the five-factor model-based personality traits (PTs), i.e., OCEAN, which mediates between financial literacy (FL) and ID. The study obtained 276 responses from Delhi NCR. Data from a five-point Likert scale were analyzed using Smart-PLS application. The findings indicate that conscientiousness, agreeableness, openness to experience, and extraversion are favorably affected by financial knowledge while making investment choices. On the other hand, neuroticism has a significant but unfavorable influence on investment choices. The study advances the understanding of investor behavior by examining the connections between self-FL, PTs and investment choices. The study advocates that financial institutions provide personalized investment advice based on the consumer profiles of prospective clients.

Introduction

Investment decisions are a fundamental aspect of personal and institutional financial management, involving a comprehensive process of evaluating all available options to select the most advantageous option (Jariwala, 2015; Goel and Rastogi, 2021; and Harini and Subramanian, 2023).