A STUDY ON

INVESTMENT ANALYSIS
AT BHANDARE FINSERVE PVT LTD

Kummari Kavya
120422672006
 INTRODUCTION TO THE STUDY

In the realm of finance, investment analysis serves as the cornerstone for

informed decision-making, guiding investors through the maze of
opportunities and risks inherent in financial markets. As globalization,
technological advancements, and shifting geopolitical landscapes
continually redefine the investment landscape, the need for rigorous analysis
has never been more pronounced. This study embarks on a journey to delve
into the depths of investment analysis, aiming to provide a comprehensive
understanding of its methodologies, intricacies, and implications in
contemporary financial environments.
 NEED AND IMPORTANCE OF THE STUDY

Investment analysis holds significant importance in both individual and

institutional financial decision-making. Firstly, it serves as a cornerstone for
maximizing returns on investments while concurrently managing risks
effectively. By providing a systematic framework for evaluating potential
investment opportunities, investors can make informed decisions that
optimize profitability. Additionally, investment analysis aids in risk
management by enabling investors to assess and mitigate various risks
associated with different asset classes and market conditions.
 OBJECTIVES OF THE STUDY

• To determine the profitability and potential risks associated with various

investment options.
• To evaluate the performance of investment portfolios.
• To assess the impact of economic factors on investment returns.
• To provide recommendations for individuals or organizations seeking to
allocate their funds effectively.
 RESEARCH METHODOLOGY

• Primary data : Primary data refers to information that is collected first hand by
the researcher or organization directly from the source. This data is original and
specific to the research or study being conducted and has not been previously
published or analyzed. Primary data can be collected through various methods
such as surveys, interviews, observations, experiments etc.
• Secondary data : Secondary data refers to data that has been collected by
someone else for a purpose other than the one at hand. Secondary data can
come from a wide variety of sources, including published literature,
government agencies, research organizations, articles, and newspapers etc.
 SCOPE OF THE STUDY

The scope of the study in investment analysis encompasses a comprehensive

exploration of various investment avenues, including stocks, bonds, real
estate, and commodities, with the aim of evaluating their potential for
generating returns and the associated risks. This involves examining factors
such as market trends, economic indicators, company financials, and
regulatory environments to make informed decisions about asset allocation
and portfolio management strategies. Additionally, the scope extends to
assessing the suitability of different investment options for investors based
on their financial objectives, risk tolerance, and time horizon.
 REVIEW OF LITERATURE

Survey 1
Title: A study on investor attitude towards Investment options
Author : Laxman Prasad
Year : 2022
Abstract: The objective of their study was to understand investor attitude towards
investment option selection and to identify what all factors affect the investor attitude
towards investment option selection with special reference to sip. Before investing investors
should do proper research about the risk involved in the investment or it is better to take
suggestions from the asset management company before investment.
Survey 2
Title: A study on motivating factors of Investment
Author : Uddin. A
Year:2021
Abstract: This paper is based on the study to find out the motivating factor to
invest in a systematic investment plan and the problem in this scheme. The
sample size is 100 respondents who are a SIP account holder and have been
taken for the purpose of the study. Data have been collected from primary
sources using the questionnaire method. Collected data were analyzed using
various statistical tools. Results of the study found that for higher returns with
low risk the investor motivates to invest in a systematic investment plan on
the other hand knowledge and the operational platform is one of the main
barriers that investor is facing of the scheme.
Survey 3
Title : A study on relevance of Demographic factors in Investment decisions
Author : Geetha and Ramesh
Year : (2019)
Abstract : They have found in their study, ‘A Study on Relevance of
Demographic Factors in Investment Decisions’ that demographic factors
such as gender, age, sex, education, occupation, income, savings and family
size influence the period of investment, frequency of investment, reach of
information of source and analytical abilities. The authors revealed that
demographic factors have a significant influence over some investment
decisions. It also discloses a general view of investor perception over various
investment avenues.
Survey 4
Title : A study on the factors influence Investment Behaviour
Author : Gaurav Kabra
Year : (2018)
Abstract : In this study they want to know the factors influence investment
behavior and the impact of these factors on risk tolerance and mindset of
men and women while taking investment decisions and is age can be a
reason. For analysis, they used hedging and regression analysis. They
concluded that now investors are more matured and have adequate
knowledge but still an individual investor prefers to invest according to
their risk tolerance capacity.
 COMPANY PROFILE

Bhandare Finserve Private Limited is a Private company incorporated on 22

February 2021. It is classified as Non- govt company and is registered at
Registrar of Companies, Hyderabad. A Financial Services Firm which came
into being in the year 2020 with the name of Bhandare Financial Services
and was later revamped into Bhandare Finserve in the year 2021.
They are of the belief that financial empowerment is the key to a brighter future. As a leading
financial services firm, they specialize in providing Loans, Insurance, Business Registrations,
and Filing services that cater to the unique needs of their clients.
They understand that navigating the financial world can be overwhelming and time-
consuming. That's why they are dedicated to providing their clients with a hassle-free process
that ensures quick documentation and affordable rates. With their extensive network of banks
and financial institutions, they are able to offer their clients the best possible solutions that fit
their financial needs.
Directors of Bhandare Finserve Private Limited are Ranjeet Bhandare and Raj
Kumar Bhandare.
Ranjeet Bhandare – Cofounder and MD
Raj Kumar Bhandare – Cofounder and CEO
 SERVICES OF BHANDARE FINSERVE PVT LTD

• Insurance – Life Insurance, Health Insurance, Vehicle Insurance.

• Loans – Home Loan, Personal Loan, Business Loan, Car Loan, Education
Loan.
• Business Registrations – Labour License, Trade license, GST
Registrations, Food License, Trademark, MSME.
• Filings – Income Tax, Accounting, GST Filing.
THANK YOU!!