OBJECTIVES OF THE PROJECT:
The purpose of the study was to determine the saving behavior and investment preferences of customers. Customer perception will provide a way to accurately measure how the customers think aboutthe products and services provided by the company. Today’s trying economic conditions have forceddifficult decisions for companies. Most are making conservative decisions that reflect a survival mode inthe business operations. During these difficult times, understanding what customers on an ongoing basisis critical for survival. Executives need a 3
party understanding on where customer loyalties stand. Morethan ever management needs ongoing feedback from the customers, partners and employees in order tocontinue to innovate and grow. The main objective of the project is to find out the needs of current andfuture customers. For this report ,customer perception and awareness level will be measured in manyimportant areas like:To understand all about different investment avenues available in India.To find out how the investors get information about the various financial instrumentTo find out how the investor wants to invest i.e. on his own or through a broker.To find out the saving habits of the different customers and the amount they invest in various financialinstruments.In which type of financial instrument they like to invest.How long they prefer to keep their money invested.What is the return that they expect from the investment.What are the various factors that they consider before investing.To find out the risk profile of the investor.To give a recommendation to the investors that where they should invest.To give a suggestion to my company where our fund lacks in the market & how it should be rectified.After all as a management trainee I will try to get some valuable knowledge from my seniors in theorganization as well as from my faculty guide which will help me in the future.To evaluate the consumer attitude towards saving and decision making regarding investments.
VALUE ADDITION TO THE COMPANY
This report will help the company to strengthen customer intimacy. The report on various investmentavenues available In India will help the company in many areas like.It will help the company to understand the expectations the customer have about their company from the perspective of financial performance and corporate social responsibility.