Professional Documents
Culture Documents
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FINANCIAL ADVISORS
A person or organization employed by an individual or mutual fund to manage assets or provide investment advic e. They are traditionally employed to manage investors assets and try and maximize their net worth.
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INTRODUCTION TO KRCHOKSEY
Incorporated in the year 1979 Serving to more than 70,000 investors from over 150 locations across the country Employs over 200 people , more than 400 trading terminals and spread over 150 branches. Customer centric approach and capital growth through structured counseling and focus. CNBC has rated KRChoksey as one of the top 10 broking houses in Asia. Tolani Institute of Management Studies,Adipur
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CORE STRENGTHS
Customers interest ahead of own. Successfully leveraging products with advisory services by use of
technology platforms.
Enhanced competiveness due to distinguished productized
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RESEARCH METHODOLOGY
RESEARCH TYPE:
My initial research start with Exploratory research design and after clear with our research objectives I adopted Descriptive Research.
METHOD OF SAMPLING:
60 respondents.
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PRIMARY DATA: Through respondents by questionnaire and personal interaction. Observation SECONDARY DATA: Internal data provided by company External websites AMFI magazines and fund fact sheets DATA INTERPRETATION: y Data Representative Tools: Table and Graphs
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2. RETURN ON CAPITAL
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Out of those who were satisfied with their financial advisors mentioned that their advisors explained to them about the various mutual funds by comparing it with that of other AMCs mutual fund products. Maximum of the investors surveyed were in the age group of 21-30 years in Mumbai city.
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SUGGESTIONS/RECOMMENDATIONS:
Investors should be made aware of the benefits. The advisors should target for more and more young investors. The advisors may try to highlight some of the value added benefits of MFs AMCs should focus on growing the financial advisors channel.
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The advisors should try to charge a nominal fee at the beginning. They should also maintain their decency and follow the code of ethics so that the investors could trust upon them.
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