Analysis of the Risk Return Profiles of Premier Clients and a Strategic Comparative Analysis of the Mutual Fund Industry Along with Optimum Portfolio Development

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Analysis of the Risk Return Profiles of Premier Clients and a Strategic Comparative Analysis of the Mutual Fund Industry Along With Optimum Portfolio Development

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A

Report On

Analysis of the Risk Return Profile of the Premier Clients and a Strategic Comparative Analysis of The Mutual fund Industry Along With Optimum Portfolio Development

By:

Aditi Khanna

(07BS0272)

Hongkong and Shanghai Banking Corporation

Somajiguda, Hyderabad

Distribution List:

Company Guide Faculty Guide

Mr. Arun Mohan Prof. Bhaskkar Sinha

No report is solely the effort of one person. This report is certainly no exception, especially since it grew out of the collective work of HSBC LTD. and the experiences of people.

First of all I would like to thank Prof. Bhaskkar Sinha for having such a system in place, where students are given opportunities to learn about their areas of interest, as part of training and internship programs. I am also highly grateful to him for his valuable inputs, kind support and encouragement throughout this time.

I would also like to thank Mr. Arun Mohan, my company guide and mentor at HSBC Ltd. for taking time out of his busy schedule and helping me, in every possible way, to proceed with my work. He has been a constant source of inspiration throughout the project and an impartial boss.

I would like to extend my gratitude to Mr. Rahul Varma (Cluster Head), Mr. Shailesh Balachandran , Mr. Paras, Mr. Mathan, and Ms. Deepti, at HSBC Ltd. for providing me with necessary information regarding my project.

Last but not the least I would like to express my gratitude to all those who have in one way or the other interacted with me and have worked towards making my three month tenure at HSBC Ltd. as comfortable and exciting as possible.

Acknowledgements 3.

List of Illustrations 6.

Abstract 8.

Executive Summary 10.

1. Introduction 12.

1.1 Indian Banking Sector an Overview 12.

1.2 Report Organization 14.

1.3 Products and Services 15.

1.4 Purpose of the Study 18.

1.5 Limitations of the Study 18.

1.6 Importance 19.

1.7 Methodology 21.

2. Main Text 25.

2.1 Client Profiling 28.

3. Cluster Analysis for Profiling 32.

3.1 Determinants of Customer’s Investment Decision...
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