EXECUTIVE SUMMARY
Right from its existence, Banks, whether nationalize or corporate, always dominated others, in case of public investments or retail investments. But in past few years due to various reasons like continuously falling of interest rates, various scams etc. investors will have to look for various other investments avenues that will give them better returns with minimization of risks. Here Mutual Funds Industry has very important role to play in providing alternate investment avenue to entire gamut of investors in scientific and professional manner.
Indian Mutual Fund Industry has been definitely maturing over the period. In four decades of its existence in India Mutual Funds have gone through various structural changes and gained prominent position in Financial Industry. Because of easy of investments, professional management and diversification more and more investors are gaining confidence in Mutual Funds. Even government policies like abolishment of long term capital benefit taxes added advantage to growth of Mutual Funds. This is all the way is leading to pool of more and more money from retail investors into the Mutual Funds.
So I carried out project in Mutual Funds and its Portfolio Management for the period of two months starting from 1st June 2007 to 31st July 2007 to understand Mutual Funds, Mutual Fund Industry, analyze the trend in Mutual Funds, what has been the performance so far and mapping various methods of Client prospecting and servicing, what are the factors that attracts the investors to invest in Mutual Funds over other investment avenues.
The project study focused on increasing brand awareness at retail level clients and various activities that results in brand awareness among the same. This project also consists of generating and getting clients, generating database and after sales services to retain client and make them happy investor.
While analyzing trend, I tried to map how Asset Under Management (AUM) varied over the period with BSE-Sensex to facilitate feature projections. It has been done separately for Equity Schemes, Income Schemes, Balanced Schemes and Liquid Schemes.
Download Full Project Report
Right from its existence, Banks, whether nationalize or corporate, always dominated others, in case of public investments or retail investments. But in past few years due to various reasons like continuously falling of interest rates, various scams etc. investors will have to look for various other investments avenues that will give them better returns with minimization of risks. Here Mutual Funds Industry has very important role to play in providing alternate investment avenue to entire gamut of investors in scientific and professional manner.
Indian Mutual Fund Industry has been definitely maturing over the period. In four decades of its existence in India Mutual Funds have gone through various structural changes and gained prominent position in Financial Industry. Because of easy of investments, professional management and diversification more and more investors are gaining confidence in Mutual Funds. Even government policies like abolishment of long term capital benefit taxes added advantage to growth of Mutual Funds. This is all the way is leading to pool of more and more money from retail investors into the Mutual Funds.
So I carried out project in Mutual Funds and its Portfolio Management for the period of two months starting from 1st June 2007 to 31st July 2007 to understand Mutual Funds, Mutual Fund Industry, analyze the trend in Mutual Funds, what has been the performance so far and mapping various methods of Client prospecting and servicing, what are the factors that attracts the investors to invest in Mutual Funds over other investment avenues.
The project study focused on increasing brand awareness at retail level clients and various activities that results in brand awareness among the same. This project also consists of generating and getting clients, generating database and after sales services to retain client and make them happy investor.
While analyzing trend, I tried to map how Asset Under Management (AUM) varied over the period with BSE-Sensex to facilitate feature projections. It has been done separately for Equity Schemes, Income Schemes, Balanced Schemes and Liquid Schemes.
Download Full Project Report
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