This document summarizes a comparative study between mutual funds and ULIPs presented by Rohit Sanghi at Stallion Capital Management. The objectives of the study were to analyze and compare mutual funds and ULIPs with respect to reasons for investment, influencing factors for purchase, and criteria for selecting an investment company. The study found that while ULIPs are preferred for their perceived security, mutual funds are generally a better option due to their liquidity. Mutual funds are seen as an investment tool for both short and long-term goals, whereas ULIPs are mainly used for long-term investments seeking security.

1. “COMPARATIVE STUDY OF
MUTUAL FUNDS AND ULIP”
Summer Internship Programme
Presented By :-
ROHIT SANGHI
17BSPDD01C093

2. STALLION CAPITAL MANAGEMENT
 Is a private Asset Management & Investment Advisory Company,
incorporated in Bangalore. The company was established with the objective
of providing comprehensive and Independent investment advisory services
 The company undertakes trainings like Wealth Management, Portfolio
construction, Skill building workshops, Product Knowledge and Soft skills
Trainings. We also provide consultancy services for hiring issues in
Companies and help them as a Placement Agency for their recruitment of
staff members at various positions
 We are also the leading financial services distribution company in India

3. Services Offered At SCM
Tax Planning
Property Advisory
Mutual Fund
Wealth Management
Retirement
Investment & Portfolio
Insurance Advisory

4. OBJECTIVES OF INTERNSHIP
 To know awareness of people about ULIP and Mutual fund
 To analyze Mutual Fund and ULIP with respect to reason of
Invest Money
 To analyze the factors influence while purchasing ULIP and
Mutual Fund
 To analyze the major factors influence while selecting company
for investment

5. Mutual Fund v/s ULIP

6. FINDINGS
 To know awareness of people about ULIP and Mutual fund
 To analyze Mutual Fund and ULIP’s with respect to reason of
Invest Money
 To analyze the actors influence while purchasing ULIP and
Mutual Fund
 To analyze the major factors influence while selecting company
for investment

7. CONCLUSION
 ULIP and Mutual Fund both are investment tool, but mostly
people select ULIP for security purpose where as an investor
Mutual fund is preferred because of its liquidity feature
 ULIP is creating image of insurance security at place of wealth
accumulation product so people should be aware about this
where as Mutual Fund is an investment tool which is more
attractive to people for invest their money for wealth
accumulation
 Mutual fund is preferred as both short & long term investment
where as ULIP is preferred for only long term investment as
security

8. THANK YOU