For every Stock Broking Company one has to compulsorily know how the people are taking their decision regarding the investments. Herewith, I have tried to compile the COMPARATIVE ANALYSIS OF INVESTMENT OPTIONS AVAILABLE IN THE MARKET AND CUSTOMER BUYING PREFERENCE. in Lucknow City. Therefore I have selected this topic in order to know the mindset of the people and how they decide with which company, they should deal with. Ieve tried to find out various aspect of the investor in Lucknow City. For that I have taken the help of graphs to represent the research data in a graphical manner. This project report also gives brief information of the other companies and all the four-departmental activities of Karvy Ltd.This project will also help to understand the investors facet before investing in any of the investment tools and thus to scrutinize the important aspects for the investors before investing that further helped in analyzing the relation between the features of the products and the investors‘ requirements.
Project on mutual funds as an investment avenueProjects Kart
This document provides a summary of mutual funds as an investment avenue in India. It discusses the history and evolution of mutual funds in India from 1964 to present. It describes the key structures that make up a mutual fund including sponsors, trustees, asset management companies, registrars, custodians and depositories. It also outlines the different types of mutual fund schemes based on structure and investment objectives such as open-ended, close-ended, interval schemes, equity funds, debt funds, gilt funds and more.
This document contains a questionnaire about investors' preferences for investing in mutual funds. It asks about the types of investments preferred, factors considered while investing, experience investing in mutual funds including scheme details, features that attract investors to mutual funds, preferred mutual fund companies and sectors, and personal details. The questionnaire contains both multiple choice and open-ended questions to understand investors' knowledge of and experience with mutual funds.
A project on derivatives market in indiaProjects Kart
A project on derivatives market in India report goes beyond that the local derivative in the emerging markets have witnessed widespread use of the derivative instrument for a variety of reasons. This continuous growth and development by the emerging market participants has resulted in capital inflows as well as helped the investors in risk protection through hedging. Visit: http://www.projectskart.com/p/contact-us.html for more information.
This document provides an introduction and overview of a research project on comparative analysis of mutual fund schemes. It includes sections on the certificate, declaration, acknowledgement, index, and beginning of the introduction. The introduction provides background on mutual funds in India, including the structure of the Indian financial system and history of the mutual fund industry. It discusses advantages of mutual fund investment, importance of mutual funds, types of mutual funds, and risks associated with mutual funds.
A study of investors perception towards the mutual fund investmenthingal satyadev
This document provides a project report on mutual funds submitted by Hingal Satyadev to the Shri Chimanbhai Patel Institute of Management and Research in partial fulfillment of an MBA degree. The report includes an introduction to mutual funds and ICICI Securities, a literature review on customer awareness of mutual funds, the research methodology used in the study, an analysis of findings, and conclusions and suggestions. The project aimed to examine customer awareness of mutual funds through a survey conducted with customers of ICICI Securities under the guidance of internal and external guides.
A study on various investment opportunities And investment pattern of salari...Sardaar Saab
This document is a project report submitted for a Master's degree in Business Administration. It examines various investment opportunities and the investment patterns of salaried individuals. The report was conducted under the supervision of Prof. Kiranjit Kaur and submitted by Navjeet Kaur. It includes sections on the introduction, objectives of the study, scope of the study, research methodology used, literature review, data analysis and interpretation of findings. The main investment avenues analyzed are shares, bonds, debentures, bank deposits, mutual funds, real estate, insurance and others.
This document provides an overview of mutual funds in India. It discusses the history of mutual funds in India, starting with the establishment of the Unit Trust of India in 1963. It then covers the entry of public sector funds in 1987 and private sector funds in 1993, and increased regulation by SEBI in the following decades. The document also lists some of the major mutual fund companies currently operating in India and provides their approximate market shares as of 2015.
This document provides an analysis of various balanced and liquid funds. It begins with an introduction to mutual funds and their structure. It then discusses company profiles, types of balanced and liquid funds, and analytical tools used to compare fund performance such as Sharp ratio, Treynor ratio, and standard deviation. Several chapters analyze specific mutual funds and present the results of a survey on the industry. The conclusion suggests that balanced and liquid funds are growing in popularity and performance is improving. The mutual fund industry is expanding rapidly in India.
Project on mutual funds as an investment avenueProjects Kart
This document provides a summary of mutual funds as an investment avenue in India. It discusses the history and evolution of mutual funds in India from 1964 to present. It describes the key structures that make up a mutual fund including sponsors, trustees, asset management companies, registrars, custodians and depositories. It also outlines the different types of mutual fund schemes based on structure and investment objectives such as open-ended, close-ended, interval schemes, equity funds, debt funds, gilt funds and more.
This document contains a questionnaire about investors' preferences for investing in mutual funds. It asks about the types of investments preferred, factors considered while investing, experience investing in mutual funds including scheme details, features that attract investors to mutual funds, preferred mutual fund companies and sectors, and personal details. The questionnaire contains both multiple choice and open-ended questions to understand investors' knowledge of and experience with mutual funds.
A project on derivatives market in indiaProjects Kart
A project on derivatives market in India report goes beyond that the local derivative in the emerging markets have witnessed widespread use of the derivative instrument for a variety of reasons. This continuous growth and development by the emerging market participants has resulted in capital inflows as well as helped the investors in risk protection through hedging. Visit: http://www.projectskart.com/p/contact-us.html for more information.
This document provides an introduction and overview of a research project on comparative analysis of mutual fund schemes. It includes sections on the certificate, declaration, acknowledgement, index, and beginning of the introduction. The introduction provides background on mutual funds in India, including the structure of the Indian financial system and history of the mutual fund industry. It discusses advantages of mutual fund investment, importance of mutual funds, types of mutual funds, and risks associated with mutual funds.
A study of investors perception towards the mutual fund investmenthingal satyadev
This document provides a project report on mutual funds submitted by Hingal Satyadev to the Shri Chimanbhai Patel Institute of Management and Research in partial fulfillment of an MBA degree. The report includes an introduction to mutual funds and ICICI Securities, a literature review on customer awareness of mutual funds, the research methodology used in the study, an analysis of findings, and conclusions and suggestions. The project aimed to examine customer awareness of mutual funds through a survey conducted with customers of ICICI Securities under the guidance of internal and external guides.
A study on various investment opportunities And investment pattern of salari...Sardaar Saab
This document is a project report submitted for a Master's degree in Business Administration. It examines various investment opportunities and the investment patterns of salaried individuals. The report was conducted under the supervision of Prof. Kiranjit Kaur and submitted by Navjeet Kaur. It includes sections on the introduction, objectives of the study, scope of the study, research methodology used, literature review, data analysis and interpretation of findings. The main investment avenues analyzed are shares, bonds, debentures, bank deposits, mutual funds, real estate, insurance and others.
This document provides an overview of mutual funds in India. It discusses the history of mutual funds in India, starting with the establishment of the Unit Trust of India in 1963. It then covers the entry of public sector funds in 1987 and private sector funds in 1993, and increased regulation by SEBI in the following decades. The document also lists some of the major mutual fund companies currently operating in India and provides their approximate market shares as of 2015.
This document provides an analysis of various balanced and liquid funds. It begins with an introduction to mutual funds and their structure. It then discusses company profiles, types of balanced and liquid funds, and analytical tools used to compare fund performance such as Sharp ratio, Treynor ratio, and standard deviation. Several chapters analyze specific mutual funds and present the results of a survey on the industry. The conclusion suggests that balanced and liquid funds are growing in popularity and performance is improving. The mutual fund industry is expanding rapidly in India.
A Study of Mutual Funds in India- ReportSyril Thomas
This document is a report submitted by Mundakathil Syril Thomas to IBS Hyderabad as part of an internship at Stock Holding Corporation of India Limited. The report studies the growth of mutual funds in India. It provides details about Stock Holding Corporation, including its products and services. It also discusses the history and classification of mutual funds in India. The report analyzes indicators of growth for mutual funds such as assets under management and shift from traditional investments to mutual funds. It describes the research methodology used for a survey on consumer preferences related to investing. The findings of the survey and conclusions on the future of mutual funds in India are also summarized.
Perception of derivatives @ smc investment project reportBabasab Patil
This document provides a summary of a study conducted on investors' perceptions of derivative products in Hubli City. Key findings from the study include:
1) Around 50% of people surveyed in Hubli were unaware of derivatives.
2) Risk, returns, and volatility were the main factors investors considered when investing in derivatives.
3) While derivatives were seen as potentially high returning, they were also viewed as volatile and risky investments.
The document concludes by suggesting ways for SMC Investment Solutions & Services to increase awareness of derivatives in Hubli in order to gain more investors, such as educational seminars and maintaining ongoing contact with customers.
project report on aditya birla mutual funds AMC topic marketing of mutual fun...robin7017
The document provides information about Aditya Birla Sun Life Mutual Fund, including its history, vision, values, personnel processes, welfare activities, products and services offered, and quality control measures. Some key points:
- Aditya Birla Sun Life Mutual Fund is a joint venture between Aditya Birla Group and Sun Life Financial Services of Canada established in 1994.
- It recruits through both internal and external sources and selects candidates through a selection process involving different levels of management.
- It offers employees training and development programs and engages in welfare activities focused on healthcare, education, and community development.
- The fund provides services like wealth management and offers various equity, debt,
This document is a project report submitted by Harshita Bansal to fulfill the requirements of a Bachelor of Business Administration degree. The report analyzes online trading and stock markets with reference to Sharekhan. It includes an introduction to stock markets and online trading, the objectives of the research, the methodology used, and planned chapters on the company profile, data analysis and interpretation, and conclusions and recommendations. The document is certified by the project supervisors and includes an acknowledgment of their guidance.
A PERFORMANCE EVALUATION OF MUTUAL FUND Nirav Thanki
This document provides an overview of the mutual fund industry globally and in India. It discusses that mutual funds first originated in the United States in 1929 and have since grown to $12 trillion in assets globally by 2007, making them the largest financial investment vehicles. In India, the mutual fund industry was established in 1963 with the formation of Unit Trust of India. The industry has grown significantly since privatizing in 1993, and now has over 45 fund houses and approximately $20 billion in assets. The document outlines the key benefits of mutual funds for investors and discusses the continued growth potential of the industry in India.
This document provides an overview of a project report on mutual funds. It begins with an acknowledgement section thanking those who assisted with the project. It then outlines the need for the study as understanding mutual funds and their schemes. The objectives are listed as providing information on mutual fund benefits, types of schemes, market trends, specific fund schemes, distribution channels, and marketing strategies. The document also notes some limitations of the study and provides an executive summary of key findings. It concludes with an index of topics that will be covered in the full report.
A Study on Investment Pattern of Investors on Different ProductsProjects Kart
A study on investment pattern of investors on different products in India using the questionnaires to understand how salaried employees investment pattern and preferences towards different products. Read more on www.projectskart.com for information. An investment refers to the commitment of funds at present, in anticipation of some positive rate of return in future. Today the spectrum of investment is indeed wide. An investment is confronted with array of investment avenues. Among all investment, investment in equity is in best high proportion. This is because the history of stock market is booming and bursts overnight millionaires, an instant pauper.
Customer perception towards mutual fundsProjects Kart
The document provides an overview of Karvy, an Indian financial services company. It details Karvy's various services including stock broking, distribution of financial products like mutual funds, depository services, advisory services, and more. It outlines Karvy's history and growth over the past 20 years to become a premier integrated financial services provider in India.
This document provides an overview of Unicon Investments, which offers various financial services including equity trading, commodity trading, depository services, mutual funds, insurance, and fixed income products. The company aims to be a one-stop investment solutions provider. It has over 3500 employees across 100 branches. Key products and services described include equity and commodity trading on NSE and MCX/NCDEX exchanges, depository services, distribution of mutual funds and insurance products, and an online back office for viewing account details. Competitors mentioned include India Bulls Financial Services, India Infoline, and Karvy Securities.
Sharekhan is a leading retail broking firm in India with over 1005 centers across 410 cities. It is the retail broking arm of SSKI Group which has over 80 years of experience in stock broking. Sharekhan offers equity trading, investment advisory, mutual funds, and depository services to over 5.45 lakh clients. It aims to educate and empower individual investors through quality advice and superior services. Sharekhan has a majority stake held by CITI Group and also has HSBC, Intel, and Carlyle as other investors. It is among the top three branded retail brokers in India with an average daily trading volume of Rs. 856 crores.
The document appears to be a survey or questionnaire about factors that influence investors' decisions to invest in initial public offerings (IPOs). It asks respondents for their demographic information and seeks to understand what factors such as company reputation, management quality, and financial prospects they consider strongly, moderately, or not at all when evaluating IPOs. It also asks about their experience levels, preferred sources of information, investment amounts and goals, and any difficulties encountered in the IPO application process. The goal seems to be gathering data on individual investors and what drives their preferences and decision making regarding investing in new stock offerings.
A project report on demat account at unicon securities pvt. ltd.Projects Kart
This document outlines a summer training project report submitted for an MBA program. It provides information on the company Unicon Securities Pvt. Ltd., including their mission, vision, management team, and products/services. The bulk of the report appears to analyze the process of opening a demat account based on research conducted during the author's summer training at Unicon Securities.
analysis of Investment option available in market Kalakar Chokro
Optima Money Managers Pvt Ltd is an Indian financial services firm that provides wealth management, financial planning, tax, and business advisory services to individuals and small businesses. It aims to help clients achieve their financial goals and mitigate risks through customized solutions. The company is managed by experienced professionals like CAs, CFPs, and MBAs. It prides itself on providing high-quality advice and service. For individuals, the company assists with goals like retirement planning, tax planning, and estate planning. For small businesses, it offers consulting, internal auditing, and cost management services.
This document contains a questionnaire to study investors' preferences for investing in mutual funds. It asks respondents about their preferred investment types, factors considered while investing, experience with mutual funds, sources of information about mutual funds, preferred mutual fund schemes and fund features, preferred mutual fund companies, sectors invested in, and personal details. The questionnaire contains both multiple choice and open-ended questions to understand respondents' investment behaviors and preferences related to mutual funds.
A project report on comparative study of mutual funds in indiaProjects Kart
The document is a project report on a comparative study of mutual funds in India. It includes sections on the introduction of mutual funds, their history in India, advantages, and types of mutual funds. The report provides an overview of the mutual fund industry in India and aims to study some prominent mutual fund companies and their schemes.
I have found all primary data and secondary data for this project by my own efforts and the all data are 100% true according to my summer internship experience..Thanks
INVESTMENT PATTERN OF SALARIED INDIVIDUALSRanjana Singh
This document discusses the investment patterns of salaried individuals in India. It aims to understand the different investment avenues available, the level of awareness and risk tolerance among salaried individuals when investing their savings. The document contains chapters on the background and objectives of the study, a literature review of past studies, the research methodology, data collection and analysis, findings, and a conclusion with scope for future work. Tables of data collected from salaried individuals are presented on their awareness of various investment options from safe low-risk to high-risk avenues, as well as the factors considered when selecting investments.
Mutual fund Simplified- To study the Perception Towards Mutual Fund Services ...Shubham Tandan
cahpter 1: Executive Summary
chapter 2: Introduction to Mutual Fund
2.1 history
2.2 what is mutual fund
2.3 Characteristics of Mutual Funds
2.4 Benefits of Investing in a Mutual Fund
2.5 Disadvantages of Mutual Fund
2.6 ROLE OF MUTUAL FUNDS
2.6.1 Mutual Funds & Financial Market
2.6.2 Mutual Fund & Capital Market
2.7 KEY INVESTMENT CONSIDERATION BY THE INVESTORS
2.8 TYPES OF MUTUAL FUNDS
2.9 TAXATION BENEFITS INVESTING IN MUTUAL FUNDS
2.10 More about Mutual Fund
2.10.1 Net Asset Value (NAV)
2.10.2 Entry/ Exit Load
2.10.3 Sale or Repurchase/Redemption price
2.10.4 Risk involved in investing in Mutual Funds:
chapter 3: OBJECTIVES OF THE STUDY
chapter 4: PROFILE OF COMPANY
chapter 5:LITERATURE REVIEW
chapter 6: RESEARCH METHODOLOGY
chapter 7 : DATA ANALYSIS by SPSS
7.1 Factor Analysis
7.2 Chi-square
7.3 T-test
7.4 Annova
chapter 8: Findings
Chapter 9: CONCLUSION
chapter 10: SUGGESTIONS
chapter 11: ANNEXURE
chapter 12: BIBLIOGRAPHY
Investors attitude towards Mutual fund (Questionnaire)Naren Kumar
This document contains a survey asking for a person's name, age, occupation, investment plans and preferences, risk tolerance, investment goals, preferred fund houses, expected returns, preferred places to invest, important investment factors, intended use of investment income, and satisfaction with current investment options. It asks multiple choice and open-ended questions to evaluate a person's financial situation and preferences in order to make appropriate investment recommendations.
A project report on a study of investment decisions of individual investor wi...Babasab Patil
A study analyzed the investment decisions of individual investors regarding ULIPs at ICICI Prudential Life Insurance Co Ltd in Hubli, India. The study aimed to understand factors influencing investment choices and perceptions of ULIP performance and services. It examined decisions across age, education, income and found most consider ULIPs suitable due to the benefits of professional management and lower capital requirements compared to other options. The document provided context on the insurance industry and ULIP products.
Analysis and explanation of various investment options in Indiaumang22
To highlight key features of Investment avenue.
To examine knowledge and problem of available investment avenues.
To find the main bases of different investment avenues, an investor thinks before investing.
Summer Internship report on Comparative study of karvy with other brokers by ...Ayush0734
This document provides an overview of the services offered by Karvy, a leading financial services provider in India. It discusses Karvy's stock broking, demat, investment products distribution, investment advisory, corporate finance, insurance, mutual funds, income tax enabled services, and registrar and transfer agent services. The document also briefly outlines Karvy's history, evolution, vision, mission and success over several decades in becoming a top financial services company in India.
A Study of Mutual Funds in India- ReportSyril Thomas
This document is a report submitted by Mundakathil Syril Thomas to IBS Hyderabad as part of an internship at Stock Holding Corporation of India Limited. The report studies the growth of mutual funds in India. It provides details about Stock Holding Corporation, including its products and services. It also discusses the history and classification of mutual funds in India. The report analyzes indicators of growth for mutual funds such as assets under management and shift from traditional investments to mutual funds. It describes the research methodology used for a survey on consumer preferences related to investing. The findings of the survey and conclusions on the future of mutual funds in India are also summarized.
Perception of derivatives @ smc investment project reportBabasab Patil
This document provides a summary of a study conducted on investors' perceptions of derivative products in Hubli City. Key findings from the study include:
1) Around 50% of people surveyed in Hubli were unaware of derivatives.
2) Risk, returns, and volatility were the main factors investors considered when investing in derivatives.
3) While derivatives were seen as potentially high returning, they were also viewed as volatile and risky investments.
The document concludes by suggesting ways for SMC Investment Solutions & Services to increase awareness of derivatives in Hubli in order to gain more investors, such as educational seminars and maintaining ongoing contact with customers.
project report on aditya birla mutual funds AMC topic marketing of mutual fun...robin7017
The document provides information about Aditya Birla Sun Life Mutual Fund, including its history, vision, values, personnel processes, welfare activities, products and services offered, and quality control measures. Some key points:
- Aditya Birla Sun Life Mutual Fund is a joint venture between Aditya Birla Group and Sun Life Financial Services of Canada established in 1994.
- It recruits through both internal and external sources and selects candidates through a selection process involving different levels of management.
- It offers employees training and development programs and engages in welfare activities focused on healthcare, education, and community development.
- The fund provides services like wealth management and offers various equity, debt,
This document is a project report submitted by Harshita Bansal to fulfill the requirements of a Bachelor of Business Administration degree. The report analyzes online trading and stock markets with reference to Sharekhan. It includes an introduction to stock markets and online trading, the objectives of the research, the methodology used, and planned chapters on the company profile, data analysis and interpretation, and conclusions and recommendations. The document is certified by the project supervisors and includes an acknowledgment of their guidance.
A PERFORMANCE EVALUATION OF MUTUAL FUND Nirav Thanki
This document provides an overview of the mutual fund industry globally and in India. It discusses that mutual funds first originated in the United States in 1929 and have since grown to $12 trillion in assets globally by 2007, making them the largest financial investment vehicles. In India, the mutual fund industry was established in 1963 with the formation of Unit Trust of India. The industry has grown significantly since privatizing in 1993, and now has over 45 fund houses and approximately $20 billion in assets. The document outlines the key benefits of mutual funds for investors and discusses the continued growth potential of the industry in India.
This document provides an overview of a project report on mutual funds. It begins with an acknowledgement section thanking those who assisted with the project. It then outlines the need for the study as understanding mutual funds and their schemes. The objectives are listed as providing information on mutual fund benefits, types of schemes, market trends, specific fund schemes, distribution channels, and marketing strategies. The document also notes some limitations of the study and provides an executive summary of key findings. It concludes with an index of topics that will be covered in the full report.
A Study on Investment Pattern of Investors on Different ProductsProjects Kart
A study on investment pattern of investors on different products in India using the questionnaires to understand how salaried employees investment pattern and preferences towards different products. Read more on www.projectskart.com for information. An investment refers to the commitment of funds at present, in anticipation of some positive rate of return in future. Today the spectrum of investment is indeed wide. An investment is confronted with array of investment avenues. Among all investment, investment in equity is in best high proportion. This is because the history of stock market is booming and bursts overnight millionaires, an instant pauper.
Customer perception towards mutual fundsProjects Kart
The document provides an overview of Karvy, an Indian financial services company. It details Karvy's various services including stock broking, distribution of financial products like mutual funds, depository services, advisory services, and more. It outlines Karvy's history and growth over the past 20 years to become a premier integrated financial services provider in India.
This document provides an overview of Unicon Investments, which offers various financial services including equity trading, commodity trading, depository services, mutual funds, insurance, and fixed income products. The company aims to be a one-stop investment solutions provider. It has over 3500 employees across 100 branches. Key products and services described include equity and commodity trading on NSE and MCX/NCDEX exchanges, depository services, distribution of mutual funds and insurance products, and an online back office for viewing account details. Competitors mentioned include India Bulls Financial Services, India Infoline, and Karvy Securities.
Sharekhan is a leading retail broking firm in India with over 1005 centers across 410 cities. It is the retail broking arm of SSKI Group which has over 80 years of experience in stock broking. Sharekhan offers equity trading, investment advisory, mutual funds, and depository services to over 5.45 lakh clients. It aims to educate and empower individual investors through quality advice and superior services. Sharekhan has a majority stake held by CITI Group and also has HSBC, Intel, and Carlyle as other investors. It is among the top three branded retail brokers in India with an average daily trading volume of Rs. 856 crores.
The document appears to be a survey or questionnaire about factors that influence investors' decisions to invest in initial public offerings (IPOs). It asks respondents for their demographic information and seeks to understand what factors such as company reputation, management quality, and financial prospects they consider strongly, moderately, or not at all when evaluating IPOs. It also asks about their experience levels, preferred sources of information, investment amounts and goals, and any difficulties encountered in the IPO application process. The goal seems to be gathering data on individual investors and what drives their preferences and decision making regarding investing in new stock offerings.
A project report on demat account at unicon securities pvt. ltd.Projects Kart
This document outlines a summer training project report submitted for an MBA program. It provides information on the company Unicon Securities Pvt. Ltd., including their mission, vision, management team, and products/services. The bulk of the report appears to analyze the process of opening a demat account based on research conducted during the author's summer training at Unicon Securities.
analysis of Investment option available in market Kalakar Chokro
Optima Money Managers Pvt Ltd is an Indian financial services firm that provides wealth management, financial planning, tax, and business advisory services to individuals and small businesses. It aims to help clients achieve their financial goals and mitigate risks through customized solutions. The company is managed by experienced professionals like CAs, CFPs, and MBAs. It prides itself on providing high-quality advice and service. For individuals, the company assists with goals like retirement planning, tax planning, and estate planning. For small businesses, it offers consulting, internal auditing, and cost management services.
This document contains a questionnaire to study investors' preferences for investing in mutual funds. It asks respondents about their preferred investment types, factors considered while investing, experience with mutual funds, sources of information about mutual funds, preferred mutual fund schemes and fund features, preferred mutual fund companies, sectors invested in, and personal details. The questionnaire contains both multiple choice and open-ended questions to understand respondents' investment behaviors and preferences related to mutual funds.
A project report on comparative study of mutual funds in indiaProjects Kart
The document is a project report on a comparative study of mutual funds in India. It includes sections on the introduction of mutual funds, their history in India, advantages, and types of mutual funds. The report provides an overview of the mutual fund industry in India and aims to study some prominent mutual fund companies and their schemes.
I have found all primary data and secondary data for this project by my own efforts and the all data are 100% true according to my summer internship experience..Thanks
INVESTMENT PATTERN OF SALARIED INDIVIDUALSRanjana Singh
This document discusses the investment patterns of salaried individuals in India. It aims to understand the different investment avenues available, the level of awareness and risk tolerance among salaried individuals when investing their savings. The document contains chapters on the background and objectives of the study, a literature review of past studies, the research methodology, data collection and analysis, findings, and a conclusion with scope for future work. Tables of data collected from salaried individuals are presented on their awareness of various investment options from safe low-risk to high-risk avenues, as well as the factors considered when selecting investments.
Mutual fund Simplified- To study the Perception Towards Mutual Fund Services ...Shubham Tandan
cahpter 1: Executive Summary
chapter 2: Introduction to Mutual Fund
2.1 history
2.2 what is mutual fund
2.3 Characteristics of Mutual Funds
2.4 Benefits of Investing in a Mutual Fund
2.5 Disadvantages of Mutual Fund
2.6 ROLE OF MUTUAL FUNDS
2.6.1 Mutual Funds & Financial Market
2.6.2 Mutual Fund & Capital Market
2.7 KEY INVESTMENT CONSIDERATION BY THE INVESTORS
2.8 TYPES OF MUTUAL FUNDS
2.9 TAXATION BENEFITS INVESTING IN MUTUAL FUNDS
2.10 More about Mutual Fund
2.10.1 Net Asset Value (NAV)
2.10.2 Entry/ Exit Load
2.10.3 Sale or Repurchase/Redemption price
2.10.4 Risk involved in investing in Mutual Funds:
chapter 3: OBJECTIVES OF THE STUDY
chapter 4: PROFILE OF COMPANY
chapter 5:LITERATURE REVIEW
chapter 6: RESEARCH METHODOLOGY
chapter 7 : DATA ANALYSIS by SPSS
7.1 Factor Analysis
7.2 Chi-square
7.3 T-test
7.4 Annova
chapter 8: Findings
Chapter 9: CONCLUSION
chapter 10: SUGGESTIONS
chapter 11: ANNEXURE
chapter 12: BIBLIOGRAPHY
Investors attitude towards Mutual fund (Questionnaire)Naren Kumar
This document contains a survey asking for a person's name, age, occupation, investment plans and preferences, risk tolerance, investment goals, preferred fund houses, expected returns, preferred places to invest, important investment factors, intended use of investment income, and satisfaction with current investment options. It asks multiple choice and open-ended questions to evaluate a person's financial situation and preferences in order to make appropriate investment recommendations.
A project report on a study of investment decisions of individual investor wi...Babasab Patil
A study analyzed the investment decisions of individual investors regarding ULIPs at ICICI Prudential Life Insurance Co Ltd in Hubli, India. The study aimed to understand factors influencing investment choices and perceptions of ULIP performance and services. It examined decisions across age, education, income and found most consider ULIPs suitable due to the benefits of professional management and lower capital requirements compared to other options. The document provided context on the insurance industry and ULIP products.
Analysis and explanation of various investment options in Indiaumang22
To highlight key features of Investment avenue.
To examine knowledge and problem of available investment avenues.
To find the main bases of different investment avenues, an investor thinks before investing.
Summer Internship report on Comparative study of karvy with other brokers by ...Ayush0734
This document provides an overview of the services offered by Karvy, a leading financial services provider in India. It discusses Karvy's stock broking, demat, investment products distribution, investment advisory, corporate finance, insurance, mutual funds, income tax enabled services, and registrar and transfer agent services. The document also briefly outlines Karvy's history, evolution, vision, mission and success over several decades in becoming a top financial services company in India.
A project report on strategic approach of karvy stock broking ltd and its com...Projects Kart
This document provides an overview of a project report submitted by a student to the K.R. Mangalam Institute of Management. The report examines the strategic approaches of Karvy Stock Broking Ltd. and its competitors regarding demat accounts and share trading. It includes sections on the objectives of the study, scope of the study, an introduction to the stock broking industry and Karvy company, SWOT analysis, Karvy's products and competitors, literature review, research methodology, data analysis, findings, and conclusions.
This document summarizes a study conducted at Karvy Stock Broking Ltd in Bijapur, India. The study aimed to analyze investment patterns in mutual funds among Karvy investors and increase mutual fund awareness. It was found that most respondents neglect mutual funds and prefer long-term investments. The study suggested that Karvy communicate the opportunities and benefits of mutual funds to investors and start an investor club to create awareness.
This document analyzes an investment portfolio over 14 weeks from January 30, 2009 to May 1, 2009. The portfolio was managed with the goal of preserving capital given the economic recession. Key points:
- The portfolio was diversified across stocks, mutual funds, bonds, bills and held some cash. Individual securities like GE, McDonald's and Family Dollar were chosen for their lower beta and defensive nature.
- The portfolio beta was approximately 0.3, much lower than the market beta of 1, indicating it would be less volatile.
- The portfolio largely preserved capital, declining only 3.07% while the market rose 7.18%. The low beta strategy helped meet the goal of capital preservation in the volatile
FINAL MMS PROJECT - INVESTOR'S BEHAVIOR TOWARDS INVESTMENT AVENUES ( MANGESH...Mangesh Sonawane
This document is a student project report on investor behavior towards different investment avenues in India. It includes an executive summary that gives an overview of various investment options available in India and factors that influence investor decisions. The objective of the project is to understand and analyze individual investors' preferences, risk tolerance levels, sources of information, investment horizons and objectives. It aims to study how demographic factors like age impact risk tolerance and provide suitable investment recommendations. The report contains chapters on industry profile, literature review, research methodology, data analysis and findings.
This document provides an introduction and overview of a study on individual investor behavior in India. It discusses the importance of savings and investment. The objectives of the study are to understand investors' preferences, perceptions, and profiles. It will analyze different investment avenues and factors considered by investors. Both primary data collected through surveys and secondary sources will be used. The study aims to provide value to investors by increasing awareness of options and helping financial institutions design better products. However, it faces limitations due to the large number of financial instruments and potential bias or lack of knowledge from respondents.
Questionnaire on Investment PreferencesMonika Kadam
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Summer Internship Project Report on Comparative Analysis of Investment Options available in the Market on the basis of Customer Buying Preference
1. Summer Training Project Report
on
COMPARATIVE ANALYSIS OF
INVESTMENT OPTIONS AVAILABLE IN
THE MARKET AND CUSTOMER BUYING
PREFERENCE
Project Report submitted by:
PRAKHAR SRIVASTAVA
2011MB34
2. PROJECT CONCLUDED
AT:
HAZRAT GANJ BRANCH, LUCKNOW
Submitted in partial fulfillment for the Award of degree of
Master of Business Administration
SUBMITTED BY: - SUBMITTED TO:-
PRAKHAR SRIVASTAVA
DR. PEEUSH RANJAN AGRAWAL
2011MB34
(HEAD OF DEPARTMENT)
MBA 3RD SEM
Academic Year
2012-2013
3. OBJECTIVES OF THE PROJECT
• To understand all about different investment avenues available in India.
• To find out how the investors get information about the various financial instrument
• To find out how the investor wants to invest i.e. on his own or through a broker.
• To find out the saving habits of the different customers and the amount they invest in various
financial instruments.
• In which type of financial instrument they like to invest.
• How long they prefer to keep their money invested.
• What is the return that they expect from the investment?
• What are the various factors that they consider before investing?
• To find out the risk profile of the investor.
• To give a recommendation to the investors that where they should invest.
• To give a suggestion to the company where its funds lack in the market & how it should be
rectified.
• After all as a management trainee I will try to get some valuable knowledge from my seniors in
the organization as well as from my faculty guide which will help me in the future.
• To evaluate the consumer attitude towards saving and decision making regarding investments.
4. LIMITATIONS OF THE STUDY
• Total number of financial instrument in the market is so large that it needs a lot
of resources to analyze them all. There are various companies providing these
financial instruments to the public. Handling and analyzing such a varied and
diversified data needs a lot of time and resources.
• As the project is based on secondary data, possibility of unauthorized
information cannot be avoided.
• Reluctance of the people to provide complete information about them can
affect the validity of responses.
• Due to time and cost constraint study will be conducted in only selected area of
Lucknow.
• The lack of knowledge in customers about the financial instruments can be a
major limitation.
• The information can be biased due to use of questionnaires.
6. • The Stock Exchange, Mumbai, popularly known as "BSE"
was established in 1875 as "The Native Share and Stock
Brokers Association".
• It is the oldest one in Asia, even older than the Tokyo Stock
Exchange, which was established in 1878
• It is the first Stock Exchange in the Country to have
obtained permanent recognition in 1956 from the Govt. of
India under the Securities Contracts (Regulation) Act, 1956.
7. NSE (NATIONAL STOCK EXCHANGE)
• NSE was incorporated in 1992 and was given recognition as
a stock exchange in April 1993. It started operations in June
1994, with trading on the Wholesale Debt Market Segment.
• It has been playing a leading role as a change agent in
transforming the Indian Capital Markets to its present form.
• The Indian Capital Markets are a far cry from what they
used to be a decade ago in terms of market practices,
infrastructure, technology, risk management, clearing and
settlement and investor service.
9. • KARVY, is a premier integrated financial services provider,
and ranked among the top five in the country in all its
business segments, services over 16 million individual
investors in various capacities, and provides investor
services to over 300 corporate, comprising the who is who
of Corporate India.
• The birth of Karvy was on a modest scale in 1981. It began
with the vision and enterprise of a small group of practicing
Chartered Accountants who founded the flagship company.
• KARVY----- with the help of highly qualified manpower,
cutting-edge technology, comprehensive infrastructure and
total customer-focus has secured for the position of an
emerging financial services giant enjoying the confidence
and support of an enviable clientele across diverse fields in
the financial world.
11. ACHIEVEMENTS
• Among the top 5 stock brokers in India (4% of NSE volumes)
• India's No. 1 Registrar & Securities Transfer Agents
• Among the top 3 Depository Participants
• Largest Network of Branches & Business Associates
• ISO 9002 certified operations by DNV
• Among top 10 Investment bankers
• Largest Distributor of Financial Products
• Adjudged as one of the top 50 IT uses in India by MIS Asia
• Fully Fledged IT driven operations
12. MAJOR AREAS OF OPERATIONS
• Karvy Consultants Limited
• Karvy Stock Broking Limited
• Karvy Investors Services Limited
• Karvy Computershare Pvt. Limited
• Karvy Global Services Limited
• Karvy Comtrade Limited
• Karvy Insurance Broking Private Limited
16. RESEARCH OBJECTIVE
• To analyze the COMPARATIVE ANALYSIS OF
INVESTMENT OPTIONS AVAILABLE IN THE MARKET
IN ACCORDANCE WITH THE CUSTOMER BUYING
PREFERENCE and their potential market among the
people of Lucknow City.
17. SAMPLING DESIGN
• Sampling Area : Lucknow city
• Sample Population : above 15,000
• Sample Size : 100
METHODS
• The method used in the research (survey) is of probability type
as we are unaware about the results. It can be either of the
side. It is area of Lucknow city under which we have to conduct
the research.
• The research is based on Convenience Method s. and the take
the sample from to various stock broking company.
18. RESEARCH DESIGN
• Research : Descriptive & Objective
• Data Source : Primary data
• Research Method : Survey Method
• Research Technique : Questionnaire
• Type of Questionnaire : Structured
• Type of Questions : Closed & Open ended
Questions
• No of Questions : 15
20. Ques 1. Do you know about the following Financial
Instrument?
92
100
Response Rate
76 76
80
60 54 54 62
40 56
20
0
Series1
Mutual Bonds/IPO' Fixed Govt. Commoditi
Insurance Real Estate
Funds s Deposits Securities es
Series1 92 76 76 54 54 62 56
21. Ques 2. How do you get information regarding these
Financial Instruments?
Response Rate
60
40
20
0
Advertisement Series1
Company Sales
Friends /
force
Relatives Magazines
/Newspaper
Company Sales Magazines
Advertisement Friends / Relatives
force /Newspaper
Series1 52 44 36 50
22. Ques 3. Ratings of Investment options as per the customer's
preference
Scale of preference
3
2
1
0
Series1
Mutual Govt. Real Commodi
Bonds Insurance FD IPO
Funds Securities Estate ties
Series1 3 2 2 3 2 1 2 1
23. Ques 4. Do you invest in Financial Instruments?
100
Response Rate
80
60
40
20
0
Series1
Yes
No
Yes No
Series1 87 13
24. Ques 5. Where do you invest your savings?
Response Rate
80
60
40
20
0
Series1
Fixed Mutual Post Commodi Derivativ
Equity Insurance Others
Deposits Funds Office ties es
Series1 74 26 36 40 46 48 16 26
25. Ques 6. What are the factors which you consider while
investing in any Financial Instrument?
Response Rate
80
60
40
20
0
Series1
Return
Regular
(capital Tax saving Liquidity Safety Risk
income flow
appreciation)
Series1 70 52 28 16 44 26
26. Ques 7. On what basis you will invest in any particular
Financial Instrument?
Response Rate
50
40
30
20
10
0
Series1
Past Fundamental/Te Market
Portfolio Fund Manager
Performance chnical Analysis Sentiment
Series1 38 50 10 40 44
27. Ques 8. How will you invest your money in any Financial
Instrument?
60
Response Rate
50
40
30
20
10
0
Series1
Yourself
Sub broker / Agents
Through banks
Yourself Sub broker / Agents Through banks
Series1 56 60 30
28. Ques 9. How long you prefer to keep your money in any
Financial Instrument?
Response Rate
60
40
20
0
Less than 6 Series1
months 6 months to 1
year 1 year to 3 year
More than 3
years
Less than 6 months 6 months to 1 year 1 year to 3 year More than 3 years
Series1 12 46 32 10
29. Ques 10. If you select a broker or agent then which broker company would you
select?
60
Response Rate
50
40
30
20
10
0
Series1
Kotak HDFC
Share ICICI Motilal Indiabull Angel Just
Karvy Securitie Marwadi Religare Securitie Others
Khan Direct Oswal s Broking Trade
s s
Series1 20 60 20 14 50 20 20 28 14 8 10 0
30.
31.
32.
33.
34.
35. FINDINGS
• This is probably the most important question of the
questionnaire; the result of this question is that most of the
people think of (RISK TAKING ABILITY) because it is the
most crucial constraint. Next comes is the facilities given to
them under the funds and also the ROI (return on
investment). There are other factors also like time duration
of their investment and Company reputation in the market.
36. RECOMMENDATIONS
• Mutual Funds can also be offered as they have high risk profile.
Company should take initiative to get demat account of these
customers.
• The age group of 41-50 years, investors are from the 15,000-
20,000 Rs disposable income group. Investor in this group are
invested in Insurance sector, the primary focus of these investors
are retirement and time horizon is likely to be 6-9 years. This is
also good potential group for the retirement plan in ULIPs. Fixed
deposits can be a good option for them.
• In the survey there were lot of people who were in the age group
of above 60. For this group of people the company can target
Fixed deposits which gives continues return like monthly
interests so that they can keep on getting returns.
37. SUGGESTIONS
• Return on Investment is must but the risk also should be
minimizing at the same time.
• No one loves to lose his hard earned money therefore it
should be invested in safer place.
• Services are must for them and therefore the company
must also concentrate on this aspect.
• Good advisory services, secrecy of the data given to the
company as well as every people must treated as they all
are equal i.e. no biasness.
• Charges of the services provided to them should be
reasonable and viable.
38. CONCLUSIONS
• Karvy has enough number of branches all over India and therefore it is a
great advantage for the company and the company also planning to
expand its network.
• Karvy also provides the facility of trading in almost all the exchanges
and therefore whatever the customer demands the company has in its
package.
• The company also has a very good research team at its Head Office and
this is meant for the better working as well as for the customer of Karvy
only.
• The company also has the advantage of the existing customers where
their level of faith and their view about the company to the outside
world will be a helping hand for the company to expand its business.
39. REFERENCES
• (n.d.). Business Today. • www.karvy/about.asp. (n.d.).
• (n.d.). The Economic Times. • www.bseindia/about.asp (n.d.).
• (n.d.). The Mint. • www.nseindia.com (n.d.).
• (n.d.). Karvy Finapolis. • www.mcx.com (n.d.).
• Aswathapa, K. (n.d.). 3rd edition • www.ncdex.com (n.d.).
"Human Resource and Personnel • www.karvy.com (n.d.).
Management". New Delhi: Tata • www.icicidirect.com (n.d.).
McGraw-Hill Publishing Company Ltd.
• www.mutualfundsindia.com (n.d.).
• Cooper. (n.d.). 8th Edition "Business
Research Methods". New Delhi: Tata • www.nseindia.com (n.d.).
McGraw-Hill Publishing Company Ltd. • www.bseindia.com (n.d.).
• Kotler, P. (n.d.). The Millenium Edition • www.scribd.com (n.d.).
"Marketing Management". New Delhi: • www.mcx.com (n.d.).
Prentice Hall of India Pvt. Ltd. • www.equitymaster.com (n.d.).