Need of Financial Advisors for Mutual Fund in-Vestors (with Special Reference to Karvy

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SUMMER TRAINING REPORT
On
NEED OF FINANCIAL ADVISORS FOR MUTUAL FUND IN-VESTORS
(WITH SPECIAL REFERENCE TO KARVY)
AT
KARVY STOCK BROKING LIMITED

SUBMITTED IN THE PARTIAL FULFILLMENT OF THE
REQUIREMENT FOR AWARD OF THE DEGREE OF

MASTER OF BUSINESS ADMINISTRATION (MBA)
TO
MAHARSHI DAYANAND UNIVERSITY, ROHTAK

Submitted to:- Submitted by:
Ms. Vasudha DhingraParul Ghai
Faculty, Roll No: - 2829 AMITY BUSINESS SCHOOL MBA (3rd Semester) MANESAR

DECLARATION

AMITY BUSINESS SCHOOL, MANESAR
(2008-10)
DECLARATION

I, Parul Ghai, Roll No. 2829 Class MBA(3rd Semester) of the AMITY BUSINESS SCHOOL, MANESAR, here by declare that Summer Training Report entitled 'Need of Financial Advisors For Mutual Fund Investors - (With Special Reference to KARVY) ´ is an original work and the same has not been submitted to any other institute for the award of any other degree. A seminar presentation of the Training Report was made on……………… ……………….. and the suggestions by the faculty were duly incorporated.

Ms. Vasudha Dhingra Signature of the Candidate Faculty
(Presentation In charge)

Countersigned
Director of the Institute
[Dr. (Prof.) R.C.Sharma]

ACKNOWLEDGEMENT

Sometimes words fall short to show gratitude, the same happened with me during this project. The immense help and support received from KARVY stock broking limited overwhelmed me during the project. My sincere gratitude to Mr.Ashutosh Chaturvedi (Branch Head , NCR Region, KARVY) and Dr. (Prof.)R.C.Sharma (Director, ABSM), for providing me with an opportunity to work with KARVY STOCK BROKING LIMITED. I am highly indebted to Mr. Rajat Khare., Product Head ( MF), Sector 14, KARVY, Gur-gaon Branch and Company Project Guide, who has provided me with the necessary infor-mation and his valuable suggestion and comments on bringing out this report in the best pos-sible way.

I also thank Ms. Vasudha Dhingra, (Faculty Guide), ABSM, who has sincerely supported me with the valuable insights into the completion of this project. I cannot forget the contribution of the staff of KARVY. As I troubled them through my que-ries at every stage of their work and I really appreciate the patience with which they resolved my doubts amidst their busy schedule, I express my sincere thanks to all of them. Last but not the least; my heartfelt love for my parents, whose constant support and blessings helped me throughout this project.

CONTENTS
Serial NoTopicPage No
CHAPTER 1
1.Introduction
2.Significance Of The Study
3.Conceptualization
4.Focus of the study
5.Objectives
6.Limitations
CHAPTER 2
1.Industry Profile
2.Company Profile
CHAPTER 3
1.Review of Existing Literature
2.Research Methodology
CHAPTER 4
1.Analysis and Interpretation
CHAPTER 5
1.Findings
2.Recommendations
3.Conclusion
Bibliography
Appendix

INTRODUCTION
INTRODUCTION TO MUTUALFUND
Mutual funds are financial intermediaries which pool the savings of numerous individuals and invest the money thus raised in a diversified portfolio of securities, including equity, bonds, debentures and other instruments, thus spreading and reducing risk. The object is to maximize the return to the investor who participates in equity indirectly through mutual funds. Actually, it is a pool of money collected from investors and is invested according to stated investment objectives. Mutual Fund investors are like shareholders and they own the fund. They are not lenders or deposit holders in a mutual fund. Everybody else associated with a mutual fund is a service provider, who earns a fee. The money in the mutual fund belongs to the investors and nobody else. Mutual funds invest in marketable securities...
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