BABASAHEB BHIMRAO
AMBEDKAR UNIVERSITY
MANAGING PERSONAL
FINANCE
TOPIC ~ Investor's Need and
Nature AND Avenues of
Investment
Submitted To : Submitted By:
Dees l Ua Nala arte! Anjali Singh
BBA 5th sem
Roll no. - 194171SENVESTORS
NEED AND NATURE
INTRODUCTION. +—
the dnvedlme nt’ Smdustry providy o a +
Seonwiag — including finonaal planni
ond dnvestrunt— te a wide ene 4 clients . a
anvestor: clvents. serie fom Those 4 modest meang to the Pa
» The snvestreril tna alko provides surviciz te mony
tuber a Anstitubional invesboy , such ax pension fund, endowment
Fundy, and dnsurane Cempanits . Because investors oe all unique,
uk important: te undinstand each ey Athair sbeufic civuumstanas
in ordan’ to best math” their financial needy. It is nol posible
to atk in a clients best” dntou sty those intel? wu nat”
undsistood and incorporated into the chosen univeitmert er:
,
Tnvestors are not’ a homogenous ek y beth
Undividuel and Jnstihubional Jnvestos have distind
Chanactenistics-
Tnpsvapual INvestoRs
Individual investor ox. afin differentiated,
based on atuiy Jusounes . Most will have
suloli modtdl amourt; to invest. Btwn mow adiiuerit”
Individuals will have lorneey amourts- jhe tom “rutail
Jnvestoy”” com be used $0 We do all indidual Jnwtora
bub J Gs common te use the dorm to Individual frwvedaiggaveslyne nl
nveslme nlad
ond