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A Project Report On A PROJECT REPORT ON With Reference to SUBMITTED IN PARTIAL FULFILMENT OF REQUIREMENT OF PGPM PROGRAME (2008 – 2010) INSTITUTE OF BUSINESS MANAGEMENT AND RESEARCH AHMEDABAD SUMBMITTED TO SUBMITTEDBY PROF.PRIYANKA GOHIL RAMESH KUMAR (253) SATISH KATHIRIYA (269) 1 DECLARATION We, hereby, declare that the PGPM Project titled, “A PROJECT REPORT ON WEALTH MANAGEMENT WITH REFERNEC TO INDIAINFOLINE” plans is original to the best of our knowledge and have not been published elsewhere. This is for the purpose of partial fulfillment of the requirement for the degree of Post Graduate Programme in Management (PGPM). RAMESH KUMAR (D-253) SATISH KATHIRIYA (D-269) Sign – (1)........................... (2)…………………………. Place: - Ahmedabad Date: - 10 December 2009 2 ACKNOWLEDGEMENT Any purpose and its fulfillment require deep routed efforts for its completion. Many characters play a vital role. This is more when a project undertaken is directly to a cause. Our sincere thanks to Prof. Dr. R. K. Balyan, Director of IBMR Business School for gave this opportunity to us. Our sincere thanks to Prof. B.N.Mehta, Academic Director. He was introduced as one of the pillars of our Organization. It is from him that we learnt the nuance of the day-to-day affairs. He made us to learn more processes beyond our project. We would like to thank Prof.Priyanka Gohil , our Project guide, not only for giving us the opportunity to work on this project, but also for providing us with sound guidance and the necessary facilities to carry out the project. She constantly insisted and helped us in learning new things. She provided us a lot of learning opportunities. Finally we would like to thank all those who were directly and indirectly concerned in making my project successful. To put it in a nutshell a difficult and arduous journey was made simple and quiet enjoyable due to their support. RAMESH KUMAR (253) 3 SATISH KATHIRIYA (269) PREFACE MBA program is one of the most reputed professional courses in the field of Management. Training is an integral part of MBA (PGPM). As a complementary to that every trainee has to submit a report on the research work conducted in that institute. This report is thus prepared for the project work done at Indiainfoline Bapunagar branch. The topic of the project is, “wealth management with reference to IndiaInfoline”. Investment means putting your money to work to earn more money. If done wisely it can help to meet one's financial goals like buying a new house, paying for a college education, education, enjoying a comfortable retirement or whatever is important to an individual. One needs to make decisions about how much he/she wants to invest and where to invest. To choose he needs to know current good options available and their relative risk exposures. These help are given to a client in Indiainfoline as to in which portfolio they can invest and what risks are related to it. They manage all the respected returns of their clients and timely inform them for the switching to be done between funds in cases of expected downfall in returns of their Mutual Funds in future. 4 INDEX NO PARTICULAR PAGE NO 1 INTRODUCTION TO WEALTH MANAGEMENT 6 INTRODUCTION OF WEALTH MANAGEMENT 7 2 COMPANY PROFILE 14 INTRODUCTION TO INDIA INFOLINE 15 HISTORY OF INDAIINFOLINE 16 VISION 18 MISSION 18 COMPANY‟S PHILOSHOPY 18 COMMITTEE 19 COMPANY STRUCTURE 20 PRODUCT & SERVICE 21 MILESTONES ACHIVED 35 MARKET SHARE OF COMPANY 37 CHALLENGE FACED BY INDIAINFOLINE 39 MARKETING STRATGY OF INDIAINFOLINE 40 HUMAN RESOURCES 41 3 RESEARCH METHODOLOGY 42 OBJECTIVE OF STUDY 43 DATA COLLECTION 43 FUNDAMENTAL RESEARCH SERVICE 44 TECHNICAL RESEARCH SERVICE 45 SWOT ANALYSIS 47 PORTER‟S FIVE FORCE MODEL 48 4 DATA ANALYSIS 50 FINANCIAL PERFORMANCE 51 P & L ACCOUNT OF INDIAINFOLINE 54 BALANCE SHEET OF INDIAINFOLINE 56 COMPITITORS 57 COMPARATIVE ANALYSIS OF CHARGES & 60 FACILITIES PROVIDED BY DIFFERENT COMPANY PERFORMANCE HIGHLIGHT 2008-09 61 HIGHLIGHTS ,2008-09 INDUSTRY OPTIMISM 62 5 FINDING 64 6 RECOMMENDATION 65 7 CONCLUSION 66 5 8 BIBLIOGRPHY 67 6 INTRODUCTION Wealth management Service is provided by banks, professional trust companies, and brokerages. For those with sizeable assets, professional wealth management can help you plan your estate or invest your assets based on personal criteria and financial goals. Wealth Management system is an integrated platform designed to support high demand of customer relationship businesses and a complex portfolio management analysis. The solution provides technology that helps private wealth institutions utilize their customer‟s database more proficiently and more efficiently. With IndiaInfoline WMS sophisticated work system, firms will be able to enhance their services and sale capabilities throughout a comprehensive set of wealth management services such as investment strategy setting, marketing event or campaign management, a high level of portfolio management or a graphic design of a consolidated report. Wealth management System offers a one-stop solution to take the guess work out of mandatory rollovers so you can save time and money. Wealth management is an advanced investment advisory discipline that incorporates financial planning and specialist financial services. The key objectives are to provide high net worth individuals and families with tailored retail banking services, estate planning, legal resources, taxation advice and investment management, with the goal of sustaining and growing long-term wealth. Wealth management can be provided by independent financial advisers or large corporate entities whose services are designed to focus on high-net worth retail customers. Such customers would be considered mass affluent or upper retail clients because of their net worth, the number of potential products they own from financial institutions, their assets under management and other methods of segmentation. Large banks and brokerage houses create separate sales forces, services and other benefits to retain or attract these customers who are typically more profitable than other retail banking, brokerage, or insurance customers. 7 In most industrialized countries, a substantial part of financial wealth is not managed directly by savers, but through a financial intermediary, which implies the existence of an agency contract between the investor (the principal) and a broker or portfolio manager (the agent). Therefore, delegated brokerage management is arguably one of the most important agency relationships intervening in the economy, with a possible impact on financial market and economic developments at a macro level. As the per-capita-income of the city is on the higher side, so it is quite obvious that they want to invest their money in profitable ventures. On the other hand, a number of brokerage houses make sure the hassle free investment in stocks. Asset management firms allow investors to estimate both the expected risks and returns, as measured statistically. There are mainly two types of Portfolio management strategies. ● Passive Portfolio Strategy ● Active Portfolio Strategy 1. Passive Portfolio Strategy: A strategy that involves minimal expectation input, and instead relies on diversification to match the performance of some market index. A passive strategy assumes that the marketplace will reflect all available information in the price paid for securities 2. Active Portfolio Strategy: A strategy that uses available information and forecasting techniques to seek a better performance than a portfolio that is simply diversified broadly. The Basic Methods of Wealth management is…. 1) Mutual funds A Mutual Fund is a body corporate registered with SEBI (Securities Exchange Board of India) that pools money from individuals/corporate investors and invests the same in a variety of different financial instruments or securities such as equity shares, Government securities, Bonds, debentures etc. Mutual funds can thus be considered as financial intermediaries in the investment business that collect funds from the public and invest on behalf of the investors. Mutual funds issue units to the investors. The appreciation of the portfolio or securities in which the mutual fund has invested the money leads to an appreciation in the value of the 8 units held by investors. The investment objectives outlined by a Mutual Fund in its prospectus are binding on the Mutual Fund scheme. The investment objectives specify the class of securities a Mutual Fund can invest in. Mutual Funds invest in various asset classes like equity, bonds, debentures, commercial paper and government securities. The schemes offered by mutual funds vary from fund to fund. Some are pure equity schemes; others are a mix of equity and bonds. Investors are also given the option of getting dividends, which are declared periodically by the mutual fund, or to participate only in the capital appreciation of the scheme 2)Equities Equity trading is the buying and selling of company stock shares. Shares in large publicly-traded companies are bought and sold through one of the major stock exchanges, such as the Bombay Stock Exchange, National Stock Exchange, which serve as managed auctions for stock trades. Share or stock is a document issued by a company, which entitles its holder to be one of the owners of the company. A share is issued by a company or can be purchased from the stock market. Share market where dealing of securities is done is known as share market. There are two ways in which investors gets share from market: Primary market: markets in which new securities are issued are known as primary market. This is part of the financial market where enterprises issue their new shares and bonds. It is characterized by being the only moment when the enterprise received money in exchange for selling its financial assets. Secondary Market: Market in which existing securities are dealt is known as secondary market. The market where securities are traded after, they are initially offered in the primary market. Most trading is done in the secondary market. The Stock Market is an invisible market that trades in stocks of various companies belonging to both the public and private sectors.
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