INTERNSHIP REPORT

ANAND RATHI
SHARE AND STOCK BROKERS LTD
 PDIT COLLEGE,HOSPET
Department of MBA
Internship study At Anand rathi share and stock brokers Ltd
hospet
Topic chosen:Perception towards mutual funds
Submitted By
Pratibha Dyamanagoudru

Under the guidance of

Mr.SIDDALINGESHWAR K
 CONTENTS
Industry Profile
Company Profile
Vision,mision and quality policy
Product/service profile
Competitors anaysis
Swot analysis
Objectives
Future growth & prospects
Limitations of the study
Findings
conclusion
 INDUSTRY PROFILE
*Commercial stocks are a market-prepared, both corporate or
collaborative market, where agency members meet to
exchange corporate shares or separate security.

*Sponsors can also act as advertisers for their clients, or as

principals for their personal accounts.

* Stockexchanges additionally allow for the targeting of

difficulties and the saving of security with a different financial
instrument that includes interest rate and shares.
 COMPANY PROFILE
ANAND RATHI GROUP
*The company has a large footprint throughout India and in
selecting international locations and the Daily, where it is located
in 1200 locations .

*The organization these days employs more than 2500

professionals.

*All our operations are supported with the help of effective

research teams and each unit is irresistible to meet the very diverse
economic needs of our clients.
 VISION, MISSION AND QUALITY POLICY:

VISION:
"Being a shining example as a new leader and the first choice of customers and
employees".

MISSION:
"Their goal is to become the most respected company in the field of financial
services."

QUALITY POLICY:
On the side of acquiring and maintaining management, Anand Rathi will set a
goal that aims to please the full clientele, by combining its own presence with
technical resources, to provide better financial contributions. Technically,
Anand Rathi will try to pass the client's opportunity.
 PRODUCT/ SERVICES PROFILE:
PRODUCTS:
❖ Equities(Retail and Institution)
❖ Commodities
❖ Currency
❖ Derivatives
❖ IPO
❖ Mutual Funds
❖ Insurance
❖ Corporate Fixed Deposits
❖ Structured Products
❖ NCD/Bonds
❖ NRI
❖ Portfolio Management
 COMPETITORS

• Kotak securities
• India bulls
• Share Khan Share Brokers
• Karvy Securities
• Motilal Oswal
• ICICI Direct.com
• Religare
SWOT ANALYSIS
 STRENGHTS:
1. India foremost broking home
2.Offline with online trade capacity
3. Products- Mutual fund, Equity, Insurance
WEAKNESS:
• Not having own unique product
• Same product all broking firm

OPPORTUNITIES:
• Financial sector boom
• Opening new branches
• Client satisfaction
THREATS:
• Many new brokers entered in this field
• Price war according competitors (Karvy, Share khan)
SCOPE OF THE STUDY
A large number of new players have entered the
market and are trying to gain market share in this
rapidly evolving market.

Research will help you get in touch with customer

preferences, in terms of portfolio, how to invest,
options, to get their preferred return.
 OBJECTIVES:

1. Finding investor preferences in company asset

management.
2. Knowing the likes of portfolios.
3. Knowing why someone has invested in SBI joint
ventures.
4. Finding the most prefernce channel.
5. To find investors they re-invested in the SBI
partnership fund.
6. Analyzing comparative research among other
leading joint ventures in the current market.
 FUTURE GROWTH AND
PROSPECTS:
The future prospects and productivity of the organization in different
fields is;

❖ Leasing and hire purchase: The matter of the organization has been
reliably developing and it plans to be tie up with the significant rent/enlist
buy organizations.

❖ Capital Market : The organization has made an application to over

the counter trade of India (OTCEL) for sponsorship which is still under
thought. The organization is additionally associated with auxiliary capital
markets by the method for portfolio administration
❖ Trade Finance: In perspective of the rare bank back there will be
more note worthy dependence on subsidizing from non-saving money
area to meet the working capital and task fund necessity. Bill marking
down will be increment by the implantation of extra rs.4 crore.

❖ Fully Fledged Money Changer (FFMC): The organization has

connected for permit for working completely fledged cash evolving
focuses. Because of changing monetary condition will prompt a
quickened stream of traveler and increment in business for the
association.
  
LIMITATIONS OF THE STUDY:

1.Time limitation.

2.error detection in data collection.

3.possible error in data analysis due to small sample size

 FINDINGS

*. According to a survey the highest number of investors falls in their 30s and 40s. Most of
the secondary investors were in the 40-year-old group and the youngest were in the under-
30 age group.

* According to the reserch the majority of investors had graduated or graduated and under
HSC there were very few numbers.

* Funds, only 60% of respondents have invested in a partnership fund.

* Most respondents prefer high returns while investing, the second most preferred risk and
then the alcohol and the most preferred prospect.

* Among the 100 respondents only 60% had invested in a mutual fund and 40% had not
invested in a mutual fund.

* The higher the number of investors who choose to grow in the option of a return, the
more selective second payment of the share and the return.
 
 
 
 
 CONCLUSION
 
*The project I have undertaken in my MUTUAL FUND has provided me
with a good investment experience such as joint venture, Insurance, fixed
income and related activities have been a great experience for me as it has
helped me improve my knowledge and provided a good field of presentation
that will be very useful during placement. The complete project helped me
gain knowledge and at the same time greatly benefited the company.

 
*The re-marketing of the market provided insight into real investors, how
they invested and their investment strategies that will also help the company
create the right strategies to attract more customers and give them what they
enjoy.
 
*In summary, I am very grateful to the company and to the work that gave
me the opportunity to learn new things, improve my knowledge, gain
industry exposure and at the same time, do something that can benefit the
company and investors.
 
THANK YOU