# Sector Information # Company Information # Product portfolio # Research Analysis

1. “Mutual fund simplified”- an investor awareness
initiative through ICICI direct
Presented By:
Suvadeep Chatterjee
DM17MF26

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Company listed on NSE & BSE
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Mutual Fund Assets Under Management
(US $ Billion (CAGR 15.51 %)
Financial sector comprises of commercial banks,
insurance companies, NBFC, co-operatives,
pension funds, mutual funds, Debt, Equity and
other smaller financial entities.
Sector
Information
9
32
67
16
11
3
3 5
1
7
Sector Wise weightage (%)
Automobile fianacial services
Cigarettes Pharma
Information Technology Energy
Consumer Good Telecom
Construction Industrial Manufacturing
0ther

3. A technology-based
firm offering a wide
range of financial
services.
Plays a role of
'Creating Informed
Access to the Wealth
of the Nation‘ for its
diversified set of
clients.
Founded in 1994,
Headquartered in
Mumbai, and operates
out of 75 cities in India. Owned indirect
subsidiaries in
Singapore and
New YorkShilpa Naval Kumar -
Chairperson
Empowers 4.4 million*
Indians to seamlessly
access the capital market
with ICICIdirect.com, an
award winning online
broking platform
Company
Information

4. Product
Portfolio
Equity
Debt
Mutual fund
Loans & NPS
Insurance
Fixed Deposit
Exchange Traded Fund
3 in 1
account
Mobile
app
ICICI
Direct.
com
GTC
Orders ICICI
Direct
SIP
Step up
&
Pause
Distinguishing Features
Competitor Analysis
7.23
7.11
6.99
6.04
5.8
5.46
3.25
2.8
2.35
52.4
Compititor
HDFC BANK Infy HDFC
ITC ICICI Bank Reliance
Axis Bank SBIN Kotak Bank
others

5. Working
Process Calling
Fixing
the
meeting
Meet and
show video
Discuss
and Solve
queries
Collect the
feedback
Mutual Fund simplified: An
Investor Awareness
through ICICI DIRECT
about online platform and
value added feature
Title :
May15th, 2018 to
July14th, 2018
Target: 35 Client meeting
and their feedback
Period :
Objective: To know the investment
pattern of different set of clients.
Sample size: 60 clients
Time period: 1 month
Research methodology: Through
Questionnaire & meeting
Research:

6. Regular
Investor
35%
Invest through
Online Platform
65%
Investor of SIP
/ Monthly
43%
Lum-Sum
Investor
24%
Lum-Sum +
SIP Investor
3%3
Ready to Invest
Through ICICI
60%
Research :
Investment pattern
of different set of
customer

7. 57%28%
15%
Investment Goal of the client
BOTH LONG TERM SHORT TERM
60%
28%
3% 9%
Sources for investment
information
Fund manager Self Newspepar Other
20%
23%
27%
17%
13%
Sector prefers for investment
Banking sector
IT, Pharma, Infra
etc.
As per Market
Mutualfund , debt,
equity
not invest
18%
18%
31%
33%
Minimum expected return
8-10% 11-13% 14-16% 17-20%
Research
Analysis

8. Learnings
Convincing
Skill
Patience
Commu
nication
Skill
Investment
pattern of
the
customer
Feature
of ICICI
for SIP
and
Mutual
fund
Online
platform
&
Mobile
app of
ICICI
Direct
Financial
sector &
Financial
Products
1.
5.
4.
3.
2.
6.
7.
Complete
the target
in 1 month
(35 client
meet)
Collect
80%
positive
feedback
about
ICICI.
Did proper
research
about
investment
pattern
Achievements

9. Observations
/Findings
Invest in
instruments
of
familiarity. Very few
middle class
people are
aware about
the mutual
funds
Investors
prefer in
being
higher
security
Youth have
willingness
to take risk
Because of
brokerage
charges 60%
customer
prefer other
firm for
investment
80%
customer
like the
online
platform
Suggestions
Provide information about all
charges to clients.
Brokerage charges is so high.
So give the exact reason to
client.
Provide tutorial class or
training session about online
platform
Customer care should be
active all time.