SIP REPORT ON PROJECT TITLE

Study on Consumer Preference for Investment Instrument in Ahmadabad

Submitted to: Prof. Swati Shome Submitted by: Sharmil Mehta (M00123)

SCOPE OF PROJECT 1) Analysis of investment product. 2) Study on what reaction of consumer when market unsustainable. 3) The study also tries to unravel the influence of demographic factors like age on risk tolerance level of the investor. 4) Study on income and risk factors play a significant role while selecting particular product for Investment. 5) Frequency of investment pattern, factors, income level play more significant role in deciding pattern of investment. 6) The duration for which they would prefer to keep their money invested. 7) What are the factors that they consider before investing? 8) To know the risk tolerance level of the individual investor and suggest a suitable portfolio. 9) To identify the objective of savings of an investor. 10) Know consumer awareness of investment product. 11) Know objective of saving. 12) Know source of investment advisers use by consumer 13) The common problem area faced by the investors can be understood. 14) This study helps getting a better understanding of what a look for in an investment opinion. 15) It can use by the financial sector in designing better finical instrument customized to suit the needs of the investor. 16) It will also help the agents and brokers (BMA) in marketing the existing financial instruments. 17) It will provide knowledge to the investors about the various financial services provide by the (BMA) company to their inventors. 18) It will also help the company to understand what is the requirement and expectation of different categories of investors.

Characterization scheme for the report

Introduction Objectives Research Methodology Concepts of savings and Investment Characteristics of Investment

Need and Types of Investment Industry Profile Data and Interpretation Summary and Conclusions

Limitations

Bibliography

Questionnaire attached

Briefly weekly plan for the SIP project First week plan Kwon about industry and factors affecting investment. Prepare questioner for knowing consumer preference.

Second week plan Design research Decide objective of research Collecting secondary data

Third week plan Decide sample for this research Do quota sampling

Four, fifth and six week plan Fill up all questioner Approach BMA consumers

Seven week plan Apply all statics method and hypothesis Input all data in excel

Eight week plan Interpretation on data Analysis of data Give suggestions on analyses of data

Experience of first weeks

1) Introduction of company Know about financial company are organised Kwon about what broker firm do Know about how to transactions are done in securities market 2) Meeting with organization employee Learn about BMA organizational culture Learn about coordination value in organization 3) Introduction about investment product Know about which are methods available in market thought investor are invest his money. 4) Understand the problem face when open new branch and business and learn out of this experience importance of schedule planning. 5) Sales task Increased my toleration power when customer are refused Increased my motivation level when customer not wants to listen us. Understand the importance of sales for a company Learn about how to handle salesman and utilised the salesman skills by gives right direction. 6) Training by lecture Know briefly reliance capital Understand the type of insurance its help me when I invest in insurance 7) Life schedule Reach bus stand on time kwon about bus timing and also know new routs of bus After one week without any one help I get up early morning

Expectation by company
Create awareness of BMA in Ahmadabad Generate more revenue out of us Full fill sales target Increased more reference Understand consumer want to us Open new d-mat account Increased youth in organization and understand view point of youth what think about investment.