Investor Profiling & Investment Planning
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Investor profiling & investment planning
Reliance money Company profile: Reliance Money, a Reliance Capital company, is part of the Reliance Anil Dhirubhai Ambani Group. It is a comprehensive financial services and solution provider providing customers with access to Equity, Equity and Commodity Derivatives, Portfolio Management Services, Mutual Funds, IPOs, Life and General Insurance and Gold Coins. Customers can also avail Loans, Credit
• The largest broking house in India with over 2.5 million customers • a wide network of over 10,000 outlets • 20,000 touch points in 5,000+ locations. Reliance Money endeavours to change the way investors transact in financial markets and avails financial services. • The average daily volume on the stock exchanges is Rs. 2,000 crores, representing approximately 3% of
objectives • Primary objective: the primary objective of the research is to provide evidence as to the relationship between risk tolerance and general demographic. • Secondary objectives: 4. to measure the satisfactory level of investors with their current investment. 5. to find out the investment knowledge level of the investors.
scope • Research study is used to help investors to identify new mutual fund schemes which are available . • Investment guidelines and advises can be given to the investors based on this study.
Research methodology • Sampling method: purposive sampling method is used for studying particular group (mutual fund investors) • Sampling frame: population of interest is the investors from coimbatore city. The sampling frame includes only those who have invested in mutual funds. data are collected through telephone interview and through e-
• Sample size: sample size is 150 clients. • Respondents: respondents are the clients of reliance money. • Limitation: the cost and time of collection of data are more. collection of data is done within coimbatore. respondents may not be willing to answer all the questions
Tools used for analysis . Cluster analysis • ANOVA • Percentage analysis.
Thank you
Reliance money Company profile: Reliance Money, a Reliance Capital company, is part of the Reliance Anil Dhirubhai Ambani Group. It is a comprehensive financial services and solution provider providing customers with access to Equity, Equity and Commodity Derivatives, Portfolio Management Services, Mutual Funds, IPOs, Life and General Insurance and Gold Coins. Customers can also avail Loans, Credit
• The largest broking house in India with over 2.5 million customers • a wide network of over 10,000 outlets • 20,000 touch points in 5,000+ locations. Reliance Money endeavours to change the way investors transact in financial markets and avails financial services. • The average daily volume on the stock exchanges is Rs. 2,000 crores, representing approximately 3% of
objectives • Primary objective: the primary objective of the research is to provide evidence as to the relationship between risk tolerance and general demographic. • Secondary objectives: 4. to measure the satisfactory level of investors with their current investment. 5. to find out the investment knowledge level of the investors.
scope • Research study is used to help investors to identify new mutual fund schemes which are available . • Investment guidelines and advises can be given to the investors based on this study.
Research methodology • Sampling method: purposive sampling method is used for studying particular group (mutual fund investors) • Sampling frame: population of interest is the investors from coimbatore city. The sampling frame includes only those who have invested in mutual funds. data are collected through telephone interview and through e-
• Sample size: sample size is 150 clients. • Respondents: respondents are the clients of reliance money. • Limitation: the cost and time of collection of data are more. collection of data is done within coimbatore. respondents may not be willing to answer all the questions
Tools used for analysis . Cluster analysis • ANOVA • Percentage analysis.
Thank you
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