Submitted by: Name: Joga Singh Section: Q1808 Roll No.

: RQ1808A05

PERCEPTION OF ADVISORS TOWARDS MUTUAL FUNDS

About Company:y KARVY, is a premier integrated financial services provider, and ranked

among the top five in the country in all its business segments, services over 16 million individual investors in various capacities, and provides investor services to over 300 corporate, comprising the who is who of Corporate India. y KARVY covers the entire spectrum of financial services such as Stock broking, Depository Participants, Distribution of financial products mutual funds, bonds, fixed deposit, equities, Insurance Broking, Commodities Broking, Personal Finance Advisory Services, Merchant Banking & Corporate Finance, placement of equity, IPO s, among others. y Karvy has a professional management team and ranks among the best in technology, operations and research of various industrial segments.

KARVY services
y y y y y y y y y y

Stock broking Demat services Investment product distribution Investment advisory services Corporate finance & Merchant banking Insurance Mutual fund services IT enabled services Registrars & Transfer agents Loans.

ACHIEVEMENTS
y Among the top 5 stock brokers in India (4% of NSE volumes) y India's No. 1 Registrar & Securities Transfer Agents y Among the top 3 Depository Participants y Largest Network of Branches & Business Associates y ISO 9002 certified operations by DNV y Among top 10 Investment bankers y Largest Distributor of Financial Products y Adjudged as one of the top 50 IT uses in India by MIS Asia y Full Fledged IT driven operations

MUTUAL FUNDS
y A mutual fund is just the connecting bridge or a financial intermediary that allows a group of investors to pool their money together with a predetermined investment objective. y Mutual funds are considered as one of the best available investments as compare to others they are very cost efficient and also easy to invest in, thus by pooling money together in a mutual fund, investors can purchase stocks or bonds with much lower trading costs than if they tried to do it on their own. y But the biggest advantage to mutual funds is diversification, by minimizing risk & maximizing returns.

Types of Mutual Funds
y There are three broad categories of MUTUAL FUNDS

which gives a wide range to choose from: 1. Open-ended scheme. 2. Close-ended scheme. 3. Interval scheme.

OBJECTIVES FOR CHOOSING THIS TOPIC
y To understand and have a tunnel view of the mutual fund industry. y To understand what type of mutual funds are suggested by the advisors in the market. y To understand the best mutual fund that is to be suggested by the advisors to the clients. y To understand what type of picture is created in the minds of advisors towards different types of mutual funds. y To know what are the requirements for an individual to invest in the mutual fund. y To know what are the various ways by which the investor(s) can invest in the mutual funds.

THANK YOU

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