A Report on Investment Pattern
state HNISPROJECT REPORT
Analysis of investment pattern of High Networth Real Estate developers in Kolkata
Submitted to: Birla Sunlife AMC
1
ACKNOWLEDGEMENT
The project in its present form and state would not have been possible had it not been for the able guidance and support of Mr. Gautam Deo whom I always looked up to, when faced with any difficulty and have disturbed him at all times and hours.
I would also like to thank our trainer Mr. Himanshu Redhu who provided me with all the skills and training required to do our project. I am also thankful to Mr.Ayan Banerjee, who provided me with references required for collection of data.
No research would be successful, without the active involvement of the respondents and we take this opportunity to thank our various respondents for having patiently filled our response sheet.
2
EXECUTIVE SUMMARY
The Mutual Funds started in India in 1963 with the formation of Unit Trust of India, at initiative of the Government of India and Reserve Bank of India. Since then it has grown into a size of more than 7 lakhs Crore. From a tax saving option to its classification with a wealth creation opportunity, the Mutual Fund industry has come a long way to being a .The study focuses on the factors that motivate a High Net Worth individual to invest in a Mutual Fund. The groups are covered in the premium segment namely: Real Estate High Net worth Individuals. Data was collected through in-depth interviews, and survey methodology apart from spreadsheet analysis, Factor Analysis, Conjoint was also done to reach at the results.
The Qualitative Analysis revealed that High Net worth individuals are very conscious and careful buyers. For them the most important features are the Returns and are very particular about its Performance of the fund as well. They view it as a strong growth opportunity and an additional source of income that can add to their core business. Also, people these days lay a lot of stress on the
Analysis of investment pattern of High Networth Real Estate developers in Kolkata
Submitted to: Birla Sunlife AMC
1
ACKNOWLEDGEMENT
The project in its present form and state would not have been possible had it not been for the able guidance and support of Mr. Gautam Deo whom I always looked up to, when faced with any difficulty and have disturbed him at all times and hours.
I would also like to thank our trainer Mr. Himanshu Redhu who provided me with all the skills and training required to do our project. I am also thankful to Mr.Ayan Banerjee, who provided me with references required for collection of data.
No research would be successful, without the active involvement of the respondents and we take this opportunity to thank our various respondents for having patiently filled our response sheet.
2
EXECUTIVE SUMMARY
The Mutual Funds started in India in 1963 with the formation of Unit Trust of India, at initiative of the Government of India and Reserve Bank of India. Since then it has grown into a size of more than 7 lakhs Crore. From a tax saving option to its classification with a wealth creation opportunity, the Mutual Fund industry has come a long way to being a .The study focuses on the factors that motivate a High Net Worth individual to invest in a Mutual Fund. The groups are covered in the premium segment namely: Real Estate High Net worth Individuals. Data was collected through in-depth interviews, and survey methodology apart from spreadsheet analysis, Factor Analysis, Conjoint was also done to reach at the results.
The Qualitative Analysis revealed that High Net worth individuals are very conscious and careful buyers. For them the most important features are the Returns and are very particular about its Performance of the fund as well. They view it as a strong growth opportunity and an additional source of income that can add to their core business. Also, people these days lay a lot of stress on the
References: 1. http://new.valueresearchonline.com/funds/ 2. http://financedad.com/lesson-10-mutual-funds/ 37