1. Awareness of Mutual Fund In Thanjavur Submitted By, Balakarthikeyan.P Naveen.B
2. Company Profile• Reliance Mutual Fund was incorporated in 1995(17 years of managing investments).• The sponsor of the fund is Reliance Capital Limited, the financial services arm of ADAG.• It has 70+ lakh investors.• Reliance Capital Asset Management Limited, a wholly owned subsidiary of Reliance Capital Limited, acts as the AMC to the fund.• Directors of the company include Amitabh Jhunjhunwala, a senior executive of ADAG. Amitabh Chaturvedi is the managing director of the AMC.
3. Company Profile• Reliance Mutual Fund, a part of the Reliance Group, is one of the fastest growing mutual funds in India.• RMF offers investors a well-rounded portfolio of products to meet varying investor requirements and has presence in 400 cities across the country.• Reliance Mutual Fund to launch innovative products and customer service initiatives to increase value to investors.• Reliance Capital Asset Management Limited (‘RCAM’) is the asset manager of Reliance Mutual Fund.
4. Company Profile• RCAM a subsidiary of Reliance Capital Limited, which holds 92.93% of the paid-up capital of RCAM, the balance paid up capital being held by minority shareholders.• Reliance Capital Ltd. is one of India’s leading and fastest growing private sector financial services companies.• It ranks among the top 3 private sector financial services and banking companies, in terms of net worth.
5. Company Profile• Reliance Capital Ltd has interests in asset management, life and general insurance, private equity and proprietary investments, stock broking and other financial services• Reliance Mutual Fund is one of India’s leading Mutual Funds, with Average Assets Under Management (AAUM) of Rs. 80,694 Crores and an investor count of over 63.17 and 69.37 Lakh folios. (AAUM and investor count as of Apr - June 12)
6. Company Vision And MissionVision Statement• To be a globally respected wealth creator with an emphasis on customer care and a culture of good corporate governance.Mission Statement• To create and nurture a world-class, high performance environment aimed at delighting our customers.
7. Reliance mutual fund schemes• Equity• Debt• Gold
8. Equity• Diversified Large Cap• Diversified Theme Based• Diversified Multi Cap• Sector• Diversified Mid Cap & Small Cap• Tax Saver• Index• Arbitrage• Banking• Balanced
9. Debt• Ultra Short Term• Money Market Funds (Liquid Funds)• Short Term Funds• Long Term Funds• Monthly Income Plans
10. Gold• Gold Exchange Traded Fund• Gold Savings Fund
11. Day to day operations• Daily Transaction Report(DTR) tracking• Attend queries and complaints• Scrutinize application• Login application• Signoff time stamping• DTR generation• CRM generating• Monitor branch wise MIS• Statement Of Account(SOA) generation• Resolved all queries and grievances