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at
Prudent CAS Ltd.
Name:- Amit Mehta
Enrollment No:- 09756052022
Company Detail
• Started on the year 2000 and still
running successfully
• Company believes in understanding
the customer needs and offering
the product that can match their
requirement.
• Company’s main slogan is “Money
through Wisdom”
• Company offering Financial Planning,
money Management & Investment
advisory services.
Cont….
Company’s Achievements
• It has acquired about 25 to 29% share of
total Mutual Fund business of Gujarat.
• Assets under Management (AUM) more
than 1700 corers
• Won consequently for four years in a
row the most prestigious Prudential
ICICI Chairman Gold Award in FY 2002,
2003 , 2004 and 2005
• Rated 9th best independent Financial
Advisor in all India by Franklin
Templeton for the year 2002
Service Provided by the
Company
• Weekly report send by e-mail
• Any information related with Indian
Investment world
•
•
Products Provided by the
company
• Mutual Funds
• Equity & Debt broking
• Life Insurance
• Real Estate Sector
•
Financial Planning
• Include a mix of short and long term
goals
• Convert your goals into rupee amount
and set a deadline to achieve them
• Diversify your investments according to
your risk profile
• Look for ways to minimize tax
• Don’t forget insurance
• Start retirement planning
• Get professional advise in required
• Don’t wait, implement your plan today
•
Research Methodology
1. Definition:- According to Clifford Woody, “Research
Methodology comprises of defining & redefining
problems, collecting, organizing &evaluating data, making
deductions &researching to conclusions.”
2. Types of Research:-
• Exploratory Research :-search of secondary data
& Survey of Market
• Conclusive Research :-Descriptive Research (Survey
Method, Telephone Administrative, and Questionnaire
Method) and Experimentation Research.
•
•
q Data Collection Method:-
• (A) Interview Methods
• Personal Interview
• Telephone Interview
• Mail Interview
• (B)Collection of Information:
• The respondents were personally
approached to explain the objective of survey.
During the meeting the questionnaire was fulfilled
by the respondents.
• (C) Questionnaire:
• Questionnaire was structured to get it filled by
investors as well as insurance agents.
•
q
q Sampling method
• The agents and investors had been selected on the basis of random
sampling. The study is sample survey consisting of small sized sample of
agents & investors who had not much awareness of Mutual funds.
•
Ø Sample Size:
• The sample size taken for the study is 150 respondents
Randomly.
•
• Professional management
• Diversified portfolio
• Liquidity
• Tax relief
• Safe and convenient administration
• Low Costs
• Transparency
• Affordability
• Well Regulated
• WEAKNESS
•
• No assured returns
• No protection of capital
• Everything is dependent on Fund Manager.
•
• OPPURTUNITY
•
• THREAT
•
100
79
80
No.of investor 60
33
40 26
20 10
2
0
30,001-50,000 >50,000
QA.Monthly Saving of Investor in
Ahmedabad
Monthly Savings of Investor
113
150
100
No. of
27
Investor 8
50 2
80 63 68
52
60
No. of Investor 37
40 28 26
10 14
20
43%
57%
Yes No
Response Yes No
No. of Respondents 65 85
QA. In which kind of mutual fund
investor invest
No. of investor
34%
66%
Public Private
No. of investor 22 43
QA. Why investor not invested in
mutual fund
No. of Respondents
20%
55%
25%
35%
65%
No. of Investor 52 98
QA.Investor expected rate of return
Above 20% 36
15% to 20% 67
Rate of return
10% to 15% 39
7% to 10% 8
0 20 40 60 80
103
120
100
80
No.of
41
60
Investor 29
40
10
20