market scoping and analysis of financial investments

8/9/2019 market scoping and analysis of financial investments

1/15

Market Scoping andAnalysis of Financialinvestments andloans Products

Presented by:

Umesh.R. adav


2/15

!ntroduction tocompany

!!F" #!ndia !nfoline Finance "td.$ %as founded in &''( byMr. )irmal *ain#+hairman and Managing ,irector$ as anindependent business research and information provider.

!t gradually evolved into a -nancial services solution

provider. !!F" has a net%ork of /// business locationsspread over more than (// cities and to%ns across !ndia.!!F" is listed on the 0ombay Stock 12change#0S1$ and the

)ational3Stock312change 3of3!ndia #)S1$ for securities trading4 %ithM+56 )+,15 and ,7+5 for commodities trading4 and %ith +,S"and )S," as depository participants.!!F" is registered as a

+ategory !n merchant banker and is a S10! registered portfoliomanager.

!ndia !nfoline #!!F"$ group6 is a brokerage -rm dealing in retailbrokerage6 institutional brokerage6 consumer lending6 institutionallending6 realty and %ealth management.


3/15

IIFL have a presencein:• 18uities

• ,erivatives

• +ommodities

• !nsurance

• Fi2ed deposits

• Mutual fund

• Asset Management

• 9ealth management

• "oans


4/15

Products !n 7old "oan 0ranch

• 7old "oan

• ousing Finance

• Mutual Fund

• Fi2ed ,eposits

• !nsurance


5/15

;bing the a%areness levelof customers regarding di?erent -nancialinvestments and loan products.

• =o measure satisfaction level of customersregarding di?erent products.

• =he main ob


6/15

Pro


7/15

Research ,esign

=ype of design: 12ploratory research design.

Sources of data: Primary data C

Secondary data.

Research 18uipment: Duestionnaire.

Sampling techni8ue: )on probability

techni8ueBconvenience

sampling method.

Sample si>e: &//


8/15

Are you a%are about concept of gold

loanE es B G

)o B


9/15

o% many times in year you have emergencyre8uirement of moneyEa) 0 05%

b) 1 &(G

c) 2 (G

d) 3 H(G

e) 4 &HG

f) 5 (G

g) 6 G


10/15

o% do you manage %hen you re8uire moneyE Relatives (

Friends &/

"oan / Savings I


11/15

9hat according to you is the safest instrument of!nvestment C SavingE

a)Banks Saving !" 31%

b)Ins#rance IG

c)$ea &s'a'e &JG

d)S'(cks Shares 'G

e)Fi*ed +ep(si' &'G

f),(s' -.ce &G


12/15

7old market shares

Muthoot -nance H&.&/G

!ndian overseas bank &.J/G !ndian bank &&G Mannapuram I./G South indian bank G Muthoot -ncorp (.'/G

!ndia !nfoline Finance "td .I(G


13/15

Findings

• Among all the respondents J/G are a%are aboutdi?erent Financial services provided by !!F" andremaining H/G are not a%are about the same.

• According to the survey most of the customers of

!ndia !nfoline ltd says that the rate of interestcharged by !!F" satisfactory.

• Many people kno% the concept of gold loan inspite of that they donKt take 7old loan.

•

People %ant to invest their money in insurance6Fi2ed deposits and mutual fund.

• !!F" targets there gold loan customer forinvestments.


14/15

Suggestions

• +reate a%areness using mass media.

• Provide the facility of free demonstrations for all.

• Some promotional activities are re8uired for thea%areness of the customer.

• !mprovement in schemes is re8uired.

• People at young age should be encouraged toinvest in Mutual fund as %ell as !nsurance.


15/15

market scoping and analysis of financial investments

Documents