WIP PRESENTATION FINAL
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Bajaj Capital offers financial advisory and investment services to help clients grow their wealth. They use a 360 degree financial assessment tool to understand client needs and risk profiles to select the best investment schemes. The internship involved collecting client account information, analyzing statements, conducting surveys, and acquiring new clients through financial planning and distributing information about investment funds and SIP plans. Mutual fund assets under management have grown significantly in India. Bajaj Capital's services also include financial assessment, portfolio management, and providing information on fund types like ELSS and Ulip funds. The internship provided learning about SIP, mutual funds, and convincing clients to invest.
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This study analyzed perspectives of investors on mutual fund investments through a survey of 87 investors who use Angel Broking services. Key findings include: most investors prefer low risk and high return investments and lack knowledge about mutual funds. Many earn profits but some lose money in mutual funds. Investments in mutual funds are perceived to be decreasing as returns are not seen as better than other options. Recommendations focus on increasing awareness through education and publicity of past performance to build confidence and incentivize agents.
Venture capital financing
This document provides an overview of venture capital financing in India. It defines venture capital as money provided by outside investors to finance new, growing, or troubled businesses in exchange for equity. It then discusses the various stages of venture capital funding including early stage, expansion, and acquisition/buyout financing. The rest of the document outlines the venture capital investment process, including deal origination, screening, evaluation, deal structuring, post-investment activities, and exit planning. It also provides examples of venture capital funding deals in India and lists the top 5 early stage venture capital firms in the country.
Internship project
The document discusses mutual funds and ICICI Securities. It provides an overview of mutual funds, including their advantages like professional management, diversification, and convenience. It also discusses types of mutual funds such as close-ended, open-ended, and tax saving schemes. The document then provides details about ICICI Securities, including its mission to create informed access to wealth for clients through services like investment banking, broking, and financial product distribution. ICICI Securities operates out of 66 cities in India and has global offices in Singapore and New York.
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A STUDY ON INVESTOR PERCEPTION OF THE FINANCIAL ADVISORY SERVICES OF PRUDENT CAS LTD. FOR MUTUAL FUNDS, A STUDY ON INVESTOR PERCEPTION OF THE FINANCIAL ADVISORY SERVICES FOR MUTUAL FUNDS..
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A STUDY ON INVESTOR PERCEPTION OF THE FINANCIAL ADVISORY SERVICES OF PRUDENT CAS LTD. FOR MUTUAL FUNDS
Similar to WIP PRESENTATION FINAL (20)
Comparitive analsis on mutual fund and ulips in kotak final
Comparitive analsis on mutual fund and ulips in kotak final
WIP PRESENTATION FINAL
- 1. WIP PRESENTATION: IMPORTANCE OF FINANCIAL ADVISORY IN INDIA PRESENTED BY: SATTWIK GHOSH PFDM:CORE FINANCE ROLL:P15FC098
- 2. INTRODUCTION TO BAJAJ CAPITAL • Bajaj capital is India’s premier investment services company with nearly 50 years of experience in helping people protect & grow their wealth. Another duty of the company is to advice people regarding different investment plans. The company has also been granted the certificate of registration by SEBI to carry on the business of Merchant Bankers.
- 3. SERVICES OFFERED BY BAJAJ CAPITAL • 360 Degree Financial Assessment Tool: This tool is a unique scientific method that takes an all-round view of investments using 2 steps: • Need Analysis: The main business is to know the client’s needs. The company believes they need to know their client's risk profile, basic financial situation, to help them the right selection of the products/schemes. • Scheme Selection: The company use their best judgment and ability to present clients with the best of the investment schemes.
- 4. PROJECT METHODOLOGY • The main duty that was assigned to me during my Internship was to call different mutual fund companies & to get their folio number & to provide those folio numbers to our external mentor. I also made an In-depth analysis of their accounts statements. • This research paper attempts to identify the factors affecting the financial planning of customers towards their life. • To achieve the social objectives a questionnaire containing 26 questions are used. • The study s based on the primary as well as secondary data.
- 5. Action Plan • A set of 26 questions are prepared for the survey. • Got response from at least 50 respondents for analysis. • Learning how to analyze financial planning of clients. • Interacting with new clients with financial planning form. • Targeted to acquire some new clients for the company. I also distributed leaflets containing the details of different mutual funds & SIP plans to various persons who according to us are suitable for investment in the company.
- 6. GROWTH OF MUTUAL FUND AUM’S
- 7. FINANCIAL ASSESSMENT • Financial Assessment is an unique proprietary assessment tool that takes a holistic view of all our future financial needs in life. so that one can funds for things like our child education, buying a home are available when the need arises. Examples: • Owning a new car • Buying a dream house. • Providing children with the best education.
- 8. PORTFOLIO MANAGEMENT • Portfolio management is all about strengths, weaknesses, opportunities and threats in the choice of debt vs. equity, domestic vs. international, growth vs. safety, and many other tradeoffs encountered in the attempt to maximize return at a given appetite for risk.
- 9. FUNDS • Funds are a form of collective investment scheme that allow you to invest indirectly in equities and other investments. They are classified below: • ELSS FUND: ELSS is a type of diversified equity mutual fund which is qualified for tax exemption under section 80C of the Income Tax Act, and offers the twin-advantage of capital appreciation and tax benefits. • ULIP FUND: ULIP is a life insurance product, which provides risk cover for the policy holder along with investment options to invest in any number of qualified investments such as stocks, bonds or mutual funds.
- 10. OBSERVATIONS & FINDINGS • Through my entire Winter Internship Project at Bajaj capital I learned the concepts regarding Systematic Investment Plan & other related Mutual Fund concepts. • I also learned how to convince people to invest in mutual funds by knowing their risk profile, their financial situation etc. • Also got an idea about the different mutual fund schemes & the strategy of investing in those schemes since there are long term & short term schemes.