BY

Ankit Das
PGDM-08
Enrolment No. 030108024
Faculty Mentor – Dr. Subir Sen
Company Guide – Sweta Tiwari
 Karvy is a financial services company headquartered in
Hyderabad,it offers a range of financial services including
stock broking, distribution of financial products, depository
participant, commodities broking, wealth management, and
more.

 Founded: 1983
• OPEN 3 DEMAT ACCOUNTS
• OPEN 1 INVESTMENT IN MUTUAL FUNDS
• In general terms investment means the use of money to gain
higher rate of returns against savings or the investments.The
purchase made by a producer of a physical goods, such as
durable equipment or inventory, in the hope of generating a
back up for future business or maintaining a balance position
for future business is termed as Investment.
Short term investment option
Saving bank
Liquid fund
Fixed deposit with bank

Long term investmnet option

Post office saving
Mutual fund
Public provident fund
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. But the biggest advantage to mutual funds is
diversification, by minimizing risk & maximizing returns.
 Aditya Birla SL FrontlineEquity Fund(G) -210.82
 Baroda Pioneer Large Cap Fund(G) -13.54
 HDFC Top 200 Fund(G) - 430.86Mirae Asset
Large Cap Fund. Small Cap Funds. 17.43%
17.99% Invest.

 Axis Blue-chip Fund. Mid Cap Funds. 14.47%

12.48% Invest.

 ICICI Prudential Blue-chip Fund. Mid Cap Funds.

13.36% 12.08% Invest.
 Inflation

 Short, Mid & long term Goal

 Tax Saving

 Save for retirement