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Table Of Contents

financial advisors for mutual fund investors´ has been prepared by me under
Executive summary
1.1 Introduction:
1.2 Company overview:
1.3 Evolution of KARVY:
1.4 Success sutras of Karvy:
Vision of Karvy:
Mission statement:
1.5 The success ladder:
1.6 Organization structure of karvy:
1.7 Achievements:
1.8 Quality Policy:
Quality Objectives
1.9 Development & present status of the industry
2.1 INDUSTRIAL BACKGROUND
INTRODUCTION
2.2 ORIGIN:
2.3 Growth, Development & Present status of the industry:
Stage 1 Beginning:
Stage 2 Significance
Stage 3: Considerations
Stage 4: Effects
Stage 5: Features
2.4 Leading competitors in the industry:
3.1 McKinsey 7-S framework:
3.2 Super-ordinate goals:
3.3 Strategy:
3.4 Organization structure:
3.5 FUNCTIONS OF DEPARTMENTS:
1. DEPOSITORY PARTICIPANT SERVISES
BACK OFFICE:
MARKETING:
2. RIS This is emerging department of KSBL
ADVISORY SERVICES
3. MUTUAL FUNDS
REGISTER SERVICES:
4 INSURANCE
5. ACCOUNTS
6. HR & ADMINISTRATION
3.6 Systems:
3.7 Style:
3.8 Staff:
3.9 Skills:
4.1 PRODUCT PROFILE
Introduction
4.2 KARVY SERVICES
1. Stock Broking:
2. Demat Services:
3. Investment Products Distribution:
(A) Fixed Deposit:
(B) Bonds:
(C) IPO:
4. Investment Advisory Services:
5. Corporate finance & Merchant banking:
6. Insurance:
1. Mutual Fund Services:
8. Income Tax enabled services:
9. Registrars & Transfer agents:
10. Loan:
Presentation Skills:
Research:
7.1 Methodology of research
Research design
Research methods
y Exploratory research
y Descriptive research
Descriptive research
7.2 Need of the study:
7.3 Objective of the study:
7.4 Scope of the study:
7.5 Operational definitions and concepts:
It¶s all about mutual funds
NAV = Total value of the fund««««««
No. of shares currently issued and outstanding
1. Advantages of mutual funds
2. Disadvantages of mutual funds
3. History of the Indian mutual fund industry:
First Phase ± 1964-87
Second Phase ± 1987-1993 (Entry of Public Sector Funds)
Third Phase ± 1993-2003 (Entry of Private Sector Funds)
Fourth Phase ± since February 2003
4. Types of mutual funds
Categories of mutual funds:
Mutual funds can be classified as follows:
Based on their structure:
Based on their investment objective:
5. Investment strategies:
6. Risk v/s. return:
8. Regulatory Authorities:
Documents required (PAN mandatory):
Offer document:
Key Information Memorandum:
Distribution channels:
9. How do investors choose between funds?
1. Rupee cost averaging:
2. Rebalancing:
10. Why has it become one of the largest financial instruments?
Co
Bank
Life
Real
Mutual
y Mutual funds combine the advantage of each of the investment
y Dispense the shortcomings of the other options: every other
y Returns get adjusted for the market movements: as the mutual funds
y Flexibility of invested amount: Other then the above mentioned
7.6 Performance Measures of Mutual Funds:
1. The Treynor Measure
3. Jenson Model:
4. Fama Model:
7.7 Limitation of research:
8.1 Methodology of data collection:
8.2 Sources of Data:
8.3 Sampling plan:
Area of study:
Sampling procedure:
Sample size:
Sample design:
8.4 Instrumentation Technique:
Tools and Techniques of data collection
Research tool:
9.1 Analysis and Interpretation of Data
Gender Number of Respondents Percentage %
Age group Number of Respondents Percentage %
Occupation Number of
Education Number of
Income (yr) Number of Respondents Percentage %
CA CANNHBA NC
METHOD OF PURCHASE OF MUTUAL FUNDS
Particulars Number of
DIAGRAM SHOWS INVESTOR AWARENESS
Particulars Number of respondents Percentage %
NEED OF PERSONAL FINANCIAL ADVISORS
MAJOR REASON FOR USING FINANCIAL ADVISORS
MAJOR REASON FOR NOT USING FINANCIAL ADVISOR
10.1 Research findings:
1. Survy of investors:
2. Investors knowledge about various mutual funds schemes:
3. Method of purchase of mutual funds:
4. Factors that influence investors go for mutual funds:
5. Most preferred time of investors to invest in mutual fund:
6. Availing the services of financial advisors:
7. The major reason for availing the service of financial advisors:
8. The major reason investors are not availing the service of financial
advisors:
10.2 Suggestions:
1. Preferences to young investors:
2. Value added benefits:
3. Reduce cost of service charges:
Conclusion:
11.1 BIBLIOGRAPHY
Business Line Newspaper
Economic Times Newspaper
Journals & other references:
Karvy the Finapolis
Karvy business associates manual
The Economic Times
Business India
KARVY BAZAAR BAATEINA (Weekly Investment Newsletter from
10.0 APPENDIX / ANNEXURE
10.1 QUESTIONNAIRE
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Project Report on Need for Financial Advisers for Mutual Fund Investers

Project Report on Need for Financial Advisers for Mutual Fund Investers

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Published by lachi267

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Published by: lachi267 on Jan 05, 2011
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07/19/2013

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