SUMMER TRAINING / PROJECT WORK
JM Financial Pvt. Ltd.
INDUKAKA IPCOWALAINSTITUTE OF MANAGEMENT
(CHAROTAR UNIVSRSITY OF SCINCE AND TECHNOLOGY)
09 MBA 02
UNDER THE GUIDANCE OF
I, Lokesh Bhatiya, student of MBA programme at Indukaka Ipcowala Institute of Management (IIIM), Charusat University of Science and Technology, Changa, hereby declare that the report of summer training and project work entitled “A Study on Risk and Investment Behavior of Investors, Baroda City and awareness of Mutual fund” is the result of my own work. I also acknowledge the other works/publicationscited in the report.
Date: 15 JULY 2010Signature
Sometimes words fall short to show gratitude, the same happened with me during this project. The immense help and support received from J.M.Financial management Pvt. Ltd. overwhelmed me during the project.
My sincere gratitude to Mr. Ghanshyam Vyas (Branch head JM Financial Pvt. Ltd., Baroda) whose co-operation and guidance proved immensely helpful to me during the course of summer training. I am also very thankful to Mr. Jignesh Mochi, Mr. Mulik for their guidance & support during the summer training & summer project. I am very grateful to the G. Krishnamurthi (Principal) for allowing us to take my training from such a reputed organisation. I am thankful to Mrs. Vaishali Shah for helping me in every related aspect of training & project. I also very thankful to Mr. Govind Dave for providing their valuable reference in arranging the summer training in such a reputed organization. I also wish to acknowledge my sincere thanks to the entire concern faculty for their valuable advice and suggestions.
Last but not the least; my heartfelt love for my parents, whose constant support and blessings helped me throughout this project.
TABLE OF CONTENTS
PART 1 –ORGANISATIONAL PROFILE
b.•Mission & Vision
a.•Market & Marketing
d.•Finance & Account
a.•Strategic decision area & Decision making process
b.•Tactical and Operational decision area & Decision making process c.•Formal & Informal power relations
a. •Profitability of the firm of last 4 years b.•Asset built up in the last 4 years
c.•Key financial ratio & interpretation d. •Financial health & future of the organization 6.My learning from the study of organization
PART 2-Project Study
7.Overview of the Project
a.•Background of the study
•Objective of Study
9.Data analysis, Finding & Interpretation
JM Financial group
JM Financial is an integrated financial services group offering wide range of capital market service to its corporate and individual clients. The Group has business interest in investment banking, institutional equity sale & broking, private & corporate wealth management, research, equity broking, portfolio management, asset management, commodity broking etc.
JM Financial service private limited
JM Financial service private limited is a private sector organization. The Register & Corporate office of this organization is in Mumbai and the branch office of JM Financial is 22 cities in India.
JM Financial private limited (JM Financial Services) is a full service wealth management and equity broking firm with a focus on capital markets.
JM Financial services offers research-based instrument advisory and equity trading services to high net worth individuals and...