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Consumer Perception On Wealth Management Products of Standard Chartered Bank in Ludhiana
Consumer Perception On Wealth Management Products of Standard Chartered Bank in Ludhiana
WEALTH MANAGEMENT
PRODUCTS OF STANDARD
CHARTERED BANK IN LUDHIANA
Presented By:
ROHIT AGGARWAL
RS1903 B24
10904045
TABLE OF CONTENTS
Objective of the study
Introduction of the company
Research methodology
Recommendation
OBJECTIVE OF THE STUDY
To study the customer investment preferences in
Ludhiana.
To study the customer risk preferences in Investment.
INTRODUCTION OF STANDARD
CHARTERED BANK
Standard Chartered Bank is a British bank headquartered
in London with operations in more than seventy
countries.
1,700 branches and employs 73,000 people.
Mutual funds
ULIP
Insurance
SIP
INTRODUCTION OF WEALTH
MANAGEMENT
“Wealth Management is an all inclusive set of strategies
that aims to grow, manage, protect and distribute assets
in a much planned systematic and integrated manner."
RESEARCH METHODOLOGY
Sample Frame:
36%
40%
24%
ANALYSIS OF DATA
OCCUPATION WISE DISTRIBUTION OF
RESPONDENTS
Salaried Self Employed Retired
6%
24%
70%
ANALYSIS OF DATA
SEX WISE DISTRIBUTION OF RESPONDENTS
Male Female
46%
54%
ANALYSIS OF DATA
Do you Know about Standard Chartered Bank?
yes no
36%
64%
ANALYSIS OF DATA
Types of bank preferred
42%
58%
ANALYSIS OF DATA
Types of deposit bank account preferred
16%
14%
50%
20%
ANALYSIS OF DATA
MOST PREFERRED WEALTH MANAGEMENT
INSTRUMENT
25
20
15
No. of respondents
10
0
Bank Deposits Insurance Mutual Funds Equity Shares SIPs
ANALYSIS OF DATA
Reason for choosing the product / service
12%
38%
26%
24%
ANALYSIS OF DATA
Reason for investment
16%
14%
50%
20%
ANALYSIS OF DATA
Preference for equity- based fund
40
35
30
25
No. of Respondents
20
15
10
0
Yes No
FINDINGS