Deepika Interimm Ppt

8/14/2019 Deepika Interimm Ppt

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AN INTERIM REPORT

ONA DETAIL STUDY ABOUT COMMON

INVESTORS AWARENESSREGARDING THE DIFFERENTCONCEPTS & TERMINOLOGY OFMUTUAL FUNDS WITH SPECIAL

REFERENCE TO RELIGARE.

PREPARED BY

DEEPIKA LAMBA


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ACKNOWLEDGEMENT

I want to acknowledge the opportunity givenby Sir Mr. M.L. Sabharwal, principal of INC; Ialso want to thank Mrs. Sonia Gambhir forher constant guidance.

I am very much indebted to Branch Managerof Religare, Dehradun who associated mewith complete information.

Lastly, I want to thank God, my parents andfriends for their constant support.


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OBJECTIVE

SPECIFIC OBJECTIVE:

To study about common investors awareness regardingthe different concepts and terminology of mutual funds.

GENERAL OBJECTIVES:

To study the terms and concepts used in mutual funds. To see effect of financial literacy on the profitability to

the customers.

To know the effect of financial literacy on profitability andmarket share of the company.

To know the effect of financial literacy on the profitabilityof the brokers.


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METHODOLOGY

Primary Data:-

Questionnaire

Secondary Data

SAMPLING

SAMPLING TECHNIQUE: Random sampling

SAMPLE SIZE: Sample size will be fifty.


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INTRODUCTION

COMPANY PROFILE

A diversified financial services group

Operates from seven domestic regional

offices, 43 sub-regional offices, and has apresence in 498* cities and towns

Launched India's first wealth managementjoint venture under the brand name 'Religare

Macquarie Private Wealth'


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RESEARCH PLANNED FOR

To know literacy levels throughquestionnaire.

To go through the secondary data.

Combine analysis of primary andsecondary data.


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PROGRESS OF THE REPORT

Secondary Data Analysis:

Awareness about concept andterminology plays a great role in growth

of returns.

Primary Data Analysis:

30 investors out 50 are interviewed

through questionnaire method.

18 invested with knowledge

12 invested without any knowledge


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PROGRESS..

18 investors got higher returns than 12investors.

Reasons:

Having more knowledge about the funds andtheir terminology.

More awareness about the exit and entryloads on the funds.

Having more experience in investment.

Having knowledge of stock market.


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LIMITATIONS

Time constraint

Data sources

Confined to Religare mutual Fund

Sampling error


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CONCLUSION

Till date the secondary data andprimary data shows that awareness

about the terms and concepts ofmutual funds has given benefit to theinvestor in terms of higher returns.There is a statistically significant,

positive relationship betweenfinancial literacy and the likelihood ofinvesting .


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Knowledge is key to the power.

Deepika Interimm Ppt

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