Awareness of Mutual Funds and Its Scope

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A PROJECT REPORT ON
AWARNESS OF MUTUAL FUND AND ITS SCOPE AT KARVY STOCK BROAKING LTD.

BY

MR.DATTATRAYA .K. MANE
MBA-I COLLEGE OF MANAGEMENT RESERARCH & ENGINEERING WARJE MALWADI PUNE-411058.  2005-2007

ACKNOWLEDGEMENT
I take immense pleasure in completing this project and submitting this final project report. The whole summer internship period with KARVY STOCK BROKING LTD has been full of learning and sense of contribution towards the organization. I would like to thank KARVY STOCK BROKING LTD for giving us an opportunity of learning and contributing through this project. I also take this opportunity to thank all those people that made this experience a memorable one. A successful project can never be prepared by the single efforts of the person to whom project is assigned, but it also demand the help and guardianship of some conversant person who helped the undersigned actively or passively in the completion of successful project.

In this context as a student of COLLEGE OF MANAGEMENT RESEARCH & ENGINEERING (CMRE) WARJE, Pune I would first of all like to express my gratitude to Mr.J. D. AMBRE for assigning me such a worthwhile topic AWARNESS OF MUTUAL FUND AND ITS SCOPE to work upon in KARVY STOCK BROKING LTD. The project couldn‟t have been complete without timely and vital help of other office staff. Special thank to Mr. Ninad Raghatate, Mr. Vikrant Joshi, Ms. Sonal Chopra for their invaluable guidance, keen interest, cooperation, inspiration and of course moral support through out my project session.

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CERTIFICATE

This is to certify that Mr. DATTATRAYA. K. MANE from the College of Management Research & Engineering (CMRE), Pune have successfully complicated their term internship with Karvy Stock Broaking Ltd. From 2nd May 2006 to5th of July 2006 in partial fulfillment of MBA curriculum as prescribed by CMRE.

______________

Mr. Ravi Gaikwad (Senior Relationship Manager)

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DATTATRAYA MANE.

INDEX

NO. 1. 2. 3. 4. 5.

PARTICULARS. ACKNOWLEDGEMENT CERTIFICATE EXECUTIVE SUMMARY COMPANY PROFILE INTRODUCTION TO MUTUAL FUND INVESTMENT & YOU MUTUAL FUND & YOU HISTORY OF MUTUAL FUNDS TYPES OF MUTUAL FUNDS ADVANTAGES & DRAWBACKS OF M. F. AMFI & MUTUAL FUNDS ANALYSIS OF PROJECT DATA COLLECTION DATA INTERPRETATION PROJECT FINDINGS & RECMMENDATIONS BIBILOGRAPHY QUESTIONNARIE

PAGE.NO. 2. 3. 5. 7. 16.

6.

34.

7. 8. 9.

49. 51. 52.

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EXECUTIVE SUMMARY:The project titled “AWARNESS OF MUTUAL FUND AND ITS SCOPE” being carried out for KARVY STOCK BROKING LTD. Karvy operates in various financial products and services like Consultancy, Stock Broking, Mutual Funds, Insurance, Registrar and Transfer Agent, Research, Mapin etc. The evaluation of financing planning has been increased through decades, which is best seen in customer rise. Now a day‟s investment of saving has assumed great importance. According to the study of the Market, it is being observed that markets are doing well in investments like, Mutual funds, Shares etc. In near future a proper financial planning is required to invest money in all type of financial product because there is good potential in market to invest. The main objective of this project is to know the current scenario of investment and the people‟s awareness of various instruments available for Tax planning and Personal Financial Advising facility provided by the KARVY STOCK BROKING LTD. IT and Retail sector have been given more emphasis for the study of the project because it is the only sector where all types of age group, Income class and different level of people are represented.

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COMPANY PROFILE

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OVERVIEW:
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. KARVY covers the entire...
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