summer placement presentation final 1

8/7/2019 Summer Placement Presentation Final 1

1/16

1

Summer PlacementSummer PlacementPresentationPresentation

ononNJ India Invest, JodhpurNJ India Invest, Jodhpur

Faculty GuideFaculty Guide

Mr. Vishwas Kumar GuptaMr. Vishwas Kumar Gupta

Presented ByPresented By

Deepanshu LakhyaniDeepanshu Lakhyani

PGP-IIPGP-II

Company GuideCompany Guide

Mr. Prince ThomasMr. Prince Thomas

(Sr. Excutive)(Sr. Excutive)

Aravali Institute of Management,Aravali Institute of Management,

JodhpurJodhpur


2/16

2

NJ India Invest Pvt. Ltd. is one of the leading

advisors and distributors of financial products

and services in India

NJ India Invest Pvt. Ltd. established in year1994

NJ headquartered in Surat

NJ have more than INR 7,500 Crores of mutual

fund assets under advice

Company Profile

Sources:-www.njfundz.com


3/16

3

Cont.

NJ fundz presence at over 110 locations in20 states in India

The numbers are reflections of the trust,

commitment and value that NJ shares with11 Lacs customer base with over 14000

advisors

Source:-www.njfundz.com


4/16

4

NJ Fundz

Mutual

fund

InsuranceFixed

DepositPMS

Source:-www.njfundz.com


5/16

5

Project Title

A study of investor's preference towards mutualfund in Jodhpur

Objective

To find out the preferences of the investors for AMC

(Asset Management Company)

To know the preferences for the portfolios

To find out what should do to boost the Mutual Fund

industry


6/16

6

Mutual FundMutual Fund


7/16

7

Mutual FundMutual Fund

A Mutual Fund is a trust that pools the savings of anumber of investors who share a common financialgoal

Mutual Funds are a large pool of resources which areinvested by professionals (AMCs) in a portfolio, tooptimize the returns for a given level of risk

Source: AMFI Module


8/16

8

Why Mutual FundWhy Mutual Fund

Professional ManagementProfessional Management

DiversificationDiversification

Reduce RiskReduce Risk

TransparencyTransparency

FlexibilityFlexibility

Choice of SchemesChoice of Schemes Tax AdvantageTax Advantage


9/16

9

Types of Mutual FundsTypes of Mutual Funds

Based their on structure

Open-ended

fund

Close-ended

fund

Based on investment Objective

Equity

fund

Balance

fund

Debt

fund

Index Fund Dividend

yield Fund

Equity

Diversified

Fund

Thematic

Fund

Sector Fund

ELSS

Debt-

Oriented

Fund

Equity-

Oriented

Fund

Liquid FundGilt Fund

Income

FundArbitrage

fund

EMPs

MIPs


10/16

10

Risk v/s Return

Risk

Retu

rn

Liquid Fund

Debt Fund

Balance Fund

Index Fund

Equity Fund

Sectoral Fund


11/16

11

Investing into Mutual FundsInvesting into Mutual Funds Lump sum investmentsLump sum investments

Systematic Investment PlanSystematic Investment Plan

at regular

intervals+

Month Amount Invested (Rs .) Purchase Pr ice (Rs .) No. of Units Purchased

1 1,000 10 100

2 1,000 9 111.11

3 1,000 10 100

4 1,000 11 90.9

Total Investment = Rs. 4,000

No. of units purchased = 402.01

Average cost per unit = Rs. 9.95 < 10

Rupee Cost AveragingRupee Cost Averaging

+


12/16

12

Research Methodology Research Design

Descriptive Research

Research Type Qualitative Quantitative

Sample Technique Convenience Sampling

Data universe Investors Data Collection

I have collected data as follows: Primary data

Survey sheet given by company

Structured Questionnaire Secondary data

Websites Newspaper Fact sheets of AMC
http://questionnair.doc/http://questionnair.doc/


13/16

13

Data AnalysisData Analysis
http://data%20analysis.doc/http://data%20analysis.doc/http://data%20analysis.doc/http://data%20analysis.doc/


14/16

14

FindingsFindings
http://findings.doc/http://findings.doc/http://findings.doc/


15/16

15

RecommendationsRecommendations

Mostly people are not aware about mutual fund soThey only see it as just another investment option. So

the advisors should try to change their mindsets

Mutual Fund company needs to give the training of the

individual financial advisors about the fund/schemeand its objective, because they are the main source to

influence the investors

Younger people aged under 35 will be a key new

customer group into the future, so making greaterefforts with younger customers who show some

interest in investing should pay off


16/16

16

Thank YouThank You

summer placement presentation final 1

Documents