Академический Документы
Профессиональный Документы
Культура Документы
&
Distribution
of
Birla Sun Life Mutual Fund
Prepared by-
Saurabh Jain
What is a Mutual Fund ?
Generate Invest
Working of Mutual Fund
How does a Mutual Fund
AMC
Saving
s
Trus Investmen
t ts
Unit
Unit s Return
holders s
Registrar
Trust
SEBI
Custodian AMC
History of Mutual Fund
Fourth phase
(since 2003)
UTI & UTI
mutual fund.
Types of Mutual Fund
Investment in Mutual Fund
Advantage Disadvantage
• Professional • No guarantees.
Management. • Fees and
• Diversification. commissions.
• Return potential. • Management Risk.
• Low costs.
• Liquidity.
• Choice of schemes.
• Transparency.
About Company
Building strong brands
Structure of BSLAMC
Distribution network
v IFA (Individual Fund Advisor): Acquisition
of individual fund advisor with the company
to sale the product of Birla Sun Life.
• Distribution Companies
• Post Offices
• Direct Marketing
Challenges involved in
•
distribution
Market condition
channels
• Convincing the investors
• Lack of schemes’ knowledge
• Giving ideal advice
• Not having a proper office
• Extensive availability of the central govt.
assured return
• Delay (in Liquidity)
• Tardy inter-city payment system
• Transaction cost of establishing contact
What are the expenses
incurred by a mutual fund?
•Personally meet client and carry out the procedure for empanelling him with
the company
• Free of cost
Our tasks
•To make them invest in our liquid fund
NUMERICAL
Q . If
a broker finds an investor who invests in an
approved Liquid Fund on Jan. 1, 2009 for Rs.
10,00,000/-. He got his money back on Jan 10,
2009. Calculate the brokerage money broker will
receive.
OCCUPATION
AWARENESS ABOUT
INTEREST IN BECOMING
AWARENESS ABOUT
BRAND IMAGE OF BIRLA
INDEPENDENT VARIABLES-
• Reputation of company (RC)
• Schemes (S)
• Relationship with distributors (RD)
• Advertisement(AD)
DEPENDENT VARIABLE-
•Overall reputation
OR is a function of RC, S, RD & AD.