internship project reportnew

8/8/2019 Internship Project Reportnew

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Submitted by:Name: Joga SinghSection: Q1808

Roll No.: RQ1808A05


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PERCEPTION OF ADVISORS TOWARDS

MUTUAL FUNDS


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About Company:-y K ARVY , is a premier integrated financial services provider , and ranked

among the top five in the country in all its business segments , servicesover 16 million individual investors in various capacities , and provides

investor services to over 300 corporate , comprising the who is who of Corporate India.y K ARVY covers the entire spectrum of financial services such as Stock

broking , Depository Participants , Distribution of financial products -mutual funds , bonds , fixed deposit , equities , Insurance Broking ,

Commodities Broking,Personal Finance Advisory Services

,MerchantBanking & Corporate Finance , placement of equity , IPO s, among

others.y Karvy has a professional management team and ranks among the best

in technology , operations and research of various industrial segments.


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KARVY servicesy Stock brokingy Demat servicesy Investment product distributiony Investment advisory servicesy Corporate finance & Merchant bankingy Insurancey Mutual fund servicesy

IT enabled servicesy Registrars & Transfer agentsy Loans.


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ACHIEVEMENTSy Among the top 5 stock brokers in India (4% of NSE volumes)y India's No. 1 Registrar & Securities Transfer Agentsy Among the top 3 Depository Participantsy Largest Network of Branches & Business Associatesy ISO 9002 certified operations by DNVy Among top 10 Investment bankersy Largest Distributor of Financial Productsy Adjudged as one of the top 50 IT uses in India by MIS Asiay Full Fledged IT driven operations


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MUTU AL FUNDSy A mutual fund is just the connecting bridge or a financial

intermediary that allows a group of investors to pool theirmoney together with a predetermined investmentobjective.

y Mutual funds are considered as one of the best availableinvestments as compare to others they are very costefficient and also easy to invest in , thus by pooling money together in a mutual fund , investors can purchase stocks orbonds with much lower trading costs than if they tried todo it on their own.

y But the biggest advantage to mutual funds isdiversification , by minimizing risk & maximizing returns.


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Types of Mutual Fundsy There are three broad categories of MUTUAL FUNDS

which gives a wide range to choose from:

1. Open-ended scheme.2. Close-ended scheme.3. Interval scheme.


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OBJE CTIV E S FOR CHOO SING THIS TOP ICy To understand and have a tunnel view of the mutual fund industry.y To understand what type of mutual funds are suggested by the advisors in

market.y To understand the best mutual fund that is to be suggested by the advisors

the clients.y To understand what type of picture is created in the minds of advisors tow

different types of mutual funds.y To know what are the requirements for an individual to invest in the mutuy To know what are the various ways by which the investor(s) can invest in

mutual funds.


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THANK YOU

internship project reportnew

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