Awareness about mutual fund among Financial Advisors

Prepared by : Padia Paresh

Topics
Company Profile Executive Summary Research Methodology About Mutual Fund Benefits and significance of Mutual fund Types of Mutual fund Scheme The Association of Mutual Funds in India (AMFI) exam Marketing of mutual funds Findings Conclusion Reccomedations

Company Profile
There are three company division
Corporate HNI/MNI N. J. Fund Partner

Step in toward successful investment making

Process Product rack Research Desk E-services Achievements Commitment

Research Methodology
Objective of study. Preparation of the research design. Source of data. Technique of research. Analysis and interpretation of data. Developing logical conclusion.

Objective of study
To aware the people about mutual fund To aware about the orientation of the people regarding financial product. To do the advertisement To find out the current market scenario To find out how many are doing business of mfs

 Preparation of the research design  Source of data.

Primary source information
Questionnaire Telephonic Awareness Camp

Secondary source information

Internal External

 Research Technique
Questionnaire Collection of information Aware about mutual funds

Sample design
Target populations Sample size Sampling method

Limitation of the study

Personal approach Busy schedule Time consuming Refused to give answers

About Mutual Fund

What is mutual fund?
Mutual fund is an investment account in which hundreds or thousands of investors pool their money. The account or portfolio is run by one or several professional manages who choose which stocks or bonds to buy or sell according to performance of the portfolio.

How mutual fund work

People savings-trust-investments AMC-investments-units-unit holders

Main concern parties

Registrar Trust Custodian AMC

 Operation of mutual Funds

Securities (Generates) Return (Passed back to

Fund Manager (Investing)

Investor (Pool their money with)

History Indian Mutual Fund

First Phase__1964 87 Second Phase__1987 93 Third Phase--__1993 03 Fourth Phase - since February 2003

BENEFITS OF MUTUAL FUND

Professional Management Diversification Convenient Administration Return Potential Low Costs Liquidity Transparency Flexibility Affordability Choice of Schemes Well Regulated

Significance of Mutual Funds

Work as a financial intermediaries Professional management Diversification leads to steady earning Low risk Industrial benefits Foreign capital earnings Highly liquidity Government control Good earnings

TYPES OF MUTUAL FUND SCHEMES

Functional
Open-Ended Event Close-Ended Scheme Interval Scheme

Portfolio
Income Fund Growth Fund Balanced Money market

 Geographical
Domestic Off-Shore

Other
Sectoral specific Tax Saving ELSS Special Gilt Funds Load funds Index ETFS P/E Ratio Fund

THE ASSOCIATION OF MUTUAL FUNDS IN INDIA (AMFI) EXAM

AMFI Registered Mutual Fund Advisors (ARMFA) Advantages of AMFI

Salient Features Evolution of Standards