Internship report in the profile of Sales of mutual funds in IDFC AMC ltd. with the project in the analysis of investment options.

1. Presented By:
Ankit Parashar
2013036

2.  It is provider of financial, advisory and management services in the
infrastructure space.
 The Company also has interests in Asset Management, Investment
Banking and Brokerage.
 Incorporated on January 30, 1997 in Chennai on the
recommendations of the 'Expert Group on Commercialization of
Infrastructure Projects' under the Chairmanship of Dr. Rakesh Mohan.
 In 2009, it became a part of Nifty 50

3.  Established in 2000.
 IDFC AMC is among the few fund houses to get an ISO 9001:2000
certification for its entire range of customer service activities.
 IDFC and Natixis Global Asset Management (NGAM) have entered
into a strategic partnership in IDFC AMC.
 This partnership will give IDFC AMC the ability to offer domestic
investors access to international investment opportunities through
investment products managed by NGAM

5.  Stocks
Investment in shares of companies that
invest in equities.
1. Dividends. Periodic payments on the
profits of the company are termed as
dividends.
2. Growth: The share price
values proportional to the growth
shown by the company resulting from
capital appreciation.

6.  Bonds  It’s a debt instrument which is used to raise
capital and is issued for a period more than a
year.
 A bond is basically a promise to repay the
principal amount with a fixed interest rate on a
specified date, known as the expiration date.
 Other fixed income instruments include bank
deposits, bonds, preferred stock, etc.

7.  Mutual Funds
 It’s a substitute for those who can’t
invest in equity, etc due to the lack of
knowledge in these fields.
 It has the benefits of diversification and
professional money management.
 Based on net asset value, which is
calculated at the end of each trading
session, the shares in a portfolio are
traded

8.  Real Estate and Gold
For most investors across India
the most important asset in
your portfolio is real estate.
Valuables, precious items are
items that are generally small
but valuable in monetary terms.
Some important objects are
precious as gold, silver,
precious stones, as well as the
unique work of art.

9.  Life Insurance
Life insurance is protection
of your income in the event
of death.
The person you designate as
beneficiary will receive the
proceeds of an insurance
company for the loss of
income due to death.

10. INVESTMENT
OPTIONS
Safety ROI
Stocks Market Related Risks Average of 15-18% over
a 8-10 Yr Platform
Bonds Investment Guarantee 8-10% Compounding
Mutual Funds Market Related Risks Portfolio specific varies
from 8-30%
Gold Investment Guarantee
+ Appreciation
Average of 15-20%
over a 8-10 Yr
Platform
Real Estate Investment Guarantee
+ Appreciation
Average of 10-12%
Insurance Investment Guarantee 4-6% Annually

11.  Equity, debt, real estate and gold are among the many investment
options to choose and decide where to invest.
 Each asset class has its own peculiarities.
 In pursuit of the extraordinary investment, most investors are trying
to find the same property.
 Others buy real estate or gold, is looking for the next big company.
 Most debt funds, public Provident Fund (PPF) and post office
deposits, deposit their savings.
 Only a few in all asset classes to buy or diversity within the asset
class.
 But if you have to invest and looking into both the risk and returns , I
think that Mutual Funds are a good option.

13.  A mutual fund is set up as a trust, which has sponsor, trustees, Asset
Management Company (AMC) and custodian.
 Managers of investment funds retain their property for the benefit
of Shareholders.
 Asset Management Company (AMC) which is a firm approved by
SEBI and it manages investment in various securities.
 Custodian, holds the securities in its custody which are mentioned in
various schemes.

14. Equity Funds
Debt Funds
Hybrid Funds

17.  Visited the FAs(Financial Advisors) and FPs(Financial Planners) of
YES Bank.
 Market reviews of consumers in the Central Delhi.
 Cold Calling to retail investors.