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Summertrainingreport BSNL
Summertrainingreport BSNL
on
COMPARATIVE ANALYSIS OF
INVESTMENT OPTIONS
AVAILABLE IN THE MARKET
AND CUSTOMER BUYING
PREFERENCE
Project Report submitted by:
PRAKHAR SRIVASTAVA
2011MB34
PROJECT CONCLUDED
AT:
SUBMITTED BY: -
SUBMITTED TO:-
PRAKHAR SRIVASTAVA
2011MB34
MBA 3RD SEM
Academic Year
2012-2013
LIMITATIONS OF THE
STUDY
INTRODUCTION
TO THE
INDUSTRY
INTRODUCTION TO
MILESTONES
ACHIEVEMENTS
Karvy
Karvy
Karvy
Karvy
Karvy
Karvy
Karvy
Consultants Limited
Stock Broking Limited
Investors Services Limited
Computershare Pvt. Limited
Global Services Limited
Comtrade Limited
Insurance Broking Private Limited
INTRODUCTION
TO THE TOPIC
Mutual Funds
Bond/IPOs
Insurance
Fixed Deposits
Govt. Securities
Real Estate
Commodities
RESEARCH
METHODOLOGY
RESEARCH OBJECTIVE
COMPARATIVE
ANALYSIS
OF
INVESTMENT
OPTIONS AVAILABLE IN THE
MARKET IN ACCORDANCE WITH
THE
CUSTOMER
BUYING
PREFERENCE and their potential
To
analyze
the
SAMPLING DESIGN
Sampling Area
Sample Population
Sample Size
:
Lucknow city
: above 15,000
100
METHODS
RESEARCH DESIGN
Research
: Descriptive & Objective
Data Source
: Primary data
Research Method
: Survey Method
Research Technique : Questionnaire
Type of Questionnaire : Structured
Type of Questions
: Closed & Open ended
Questions
No of Questions
: 15
DATA
ANALYSIS
Response Rate
100 92
90
80
70
60
50
40
30
20
10
0
76
76
54
54
62
56
10
0
1
Scale of preference
0
90
80
70
60
50
Response Rate
40
30
20
10
0
Yes
No
20
10
0
Ques 6. What are the factors which you consider while investing in any Financial Instrument?
70
60
50
40
Response Rate
30
20
10
0
Return (capital appreciation)
Regular income flow
Ques 7. On what basis you will invest in any particular Financial Instrument?
Response Rate
50
45
40
35
30
25
20
15
10
5
0
Ques 8. How will you invest your money in any Financial Instrument?
60
50
40
30
20
Response Rate
10
0
Ques 9. How long you prefer to keep your money in any Financial Instrument?
50
45
40
35
30
Response Rate
25
20
15
10
5
0
Less than 6 months
1 year to 3 year
Ques 10. If you select a broker or agent then which broker company would you select?
60
50
40
30
Response Rate
20
10
0
Response Rate
90
80
70
60
50
40
30
20
10
0
30
20
10
0
Equity
Derivatives
Commodities
Ques 13. Which are the constraints that you might consider while investing?
70
60
50
40
30
20
10
0
Response Rate
Ques 14. How much return you expect from any Financial Instrument?
Response Rate
50
45
40
35
30
25
20
15
10
5
0
Ques 15. Will you invest your money for saving the Tax in any Financial Instrument?
80
70
60
50
Response Rate
40
30
20
10
0
Yes
No
FINDINGS
This is probably the most important question of
the questionnaire; the result of this question is
that most of the people think of (RISK TAKING
ABILITY) because it is the most crucial constraint.
Next comes is the facilities given to them under
the funds and also the ROI (return on
investment). There are other factors also like time
duration of their investment and Company
reputation in the market.
RECOMMENDATIONS
Mutual Funds can also be offered as they have high
risk profile. Company should take initiative to get
demat account of these customers.
The age group of 41-50 years, investors are from the
15,000-20,000 Rs disposable income group. Investor
in this group are invested in Insurance sector, the
primary focus of these investors are retirement and
time horizon is likely to be 6-9 years. This is also good
potential group for the retirement plan in ULIPs. Fixed
deposits can be a good option for them.
In the survey there were lot of people who were in the
age group of above 60. For this group of people the
company can target Fixed deposits which gives
continues return like monthly interests so that they
can keep on getting returns.
SUGGESTIONS
Return on Investment is must but the risk also
should be minimizing at the same time.
No one loves to lose his hard earned money
therefore it should be invested in safer place.
Services are must for them and therefore the
company must also concentrate on this aspect.
Good advisory services, secrecy of the data given
to the company as well as every people must
treated as they all are equal i.e. no biasness.
Charges of the services provided to them should
be reasonable and viable.
CONCLUSIONS
REFERENCES
THANK
YOU!