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Summer Internship Progress Report II (1)

Summer Internship Progress Report II (1)

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Published by Jyotendra Mahida

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Published by: Jyotendra Mahida on Jun 27, 2012
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06/27/2012

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Summer Internship Progress Report – II
 Name: Vibhor DubeyRoll No. 111356Organisation: Kotak Securities Ltd.- Broking DivisionProject Title:
Understanding investment pattern of investors across all asset classes-Major focus on capital market.
It includes understanding the psychology of clients while making decision about investing in particular asset class and their view about capital market. Survey in all major locations of thecity and nearby areas.Under the project we have met several industrialists in soybean sector. The people we met areinvolved in either production of soybean oil or trading or packaging & distribution. Thequestionnaire (appended below) was filled up by the above people which mainly ask themabout their present allocation of funds in various assets like equities, gold, real estate etc. Thesurvey also tries to solicit response regarding their affiliation to any brokerage firm and kind of service they want from their brokerage firm and we also try to pitch in for kotak securitiesThe further analysis of responses will lead to some conclusion regarding their pattern of assetallocation and the psychology behind it.The next set of people we are going to meet are the real estate developers, Indore being thecommercial capital of state has seen real estate boom for past 5 years or so and many projectsand townships are coming up in and around Indore developed by local and national real estatedevelopers who have amassed huge wealth due to constant demand of properties in Indore.Survey of these people in real estate sector will give us another view of investment and psychology behind it.The survey is appended below.
 
 
Questionnaire on UnderstandingInvestment Pattern
1)Name:2)Age: 3)Profession: 
4)
What are your asset allocation strategies? Please specifyrespective allocation.
a)
Equity (Options, Future options, Mutual Funds) -- ( %)
b)
Fixed investment (Bonds, Debt etc.) -- ( %)c)Real estate ( %)d)Art -- ( %)e)Commodity -- ( % )f)Any Other (Pls specify it)5)What is /are the preferred mode/s of investing in equities?a)Direct equitiesb)Mutual Funds
 
c)Portfolio Management Services (PMS)d)Insurance linked Plans6)What are the reasons for your inactiveness in financialmarket?a)Inadequate services from brokerage firmb)Returns from investment were below expectationsc)Any other (Pls Specify)7)What type of facilities you expect from your brokerage firm?a)Good services (Execution, Back Office support)b)Good Advisoryc)Leveraged)Reasonable transaction chargese)Any other (Pls Specify it)8)If you shifted to other firm then please specify the firm:a)Sharekhanb)Reliance moneyc)Angel Brokingd)ICICI directe)KARVf)Any Other (Pls Specify)

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