“A STUDY ON INVESTMENT PATTERN ON THE

BASIS OF RISK PROFILE OF INVESTORS

AT
MARWADI SHARES AND FINANCE LTD”

Prepared by
Jahanvi Y Vora
217340592037
MBA ( semester 3 )
September 2022

Guided by:
Dr. Rinky Trivedi
Assistant Professor, Faculty of Management
COMPANY OVERVIEW

 1992 - MSFL was integrated by original.

 1996 - Became a corporate individual from National Stock Exchange of India (NSE)

 1998 - Became an individual from Saurashtra Kutch Stock Exchange (SKSE)

 1999 - Launched Depository administration of Depository Participant under National Depository Security Ltd. (NSDL).

 2006 - MSFL changed over completely to Limited Co. (Marwadi Shares and Finance Limited)

 2008 - Adjudged the fifth Largest Broking House by Dun and Bradsheet.

 2017 - MSFL dispatches 'MSFL Connect' the most recent portable exchanging application

 In 2021 the 1 finances company was started in MSFL by the JEET MARWADI.
 SERVICES AND PRODUCT

 SERVICES  PRODUCT
1. Equity trading 1. Demat Account
2. Derivatives 2. Online trading
3. NPS
3. PAN
4. IPO
Strengths Weakness Opportunities Threats
• Good Less labor To be an large Organisational and
availability in potential in the their circumstances.
market market.
• Well planned Absence of To be an optimal A threat of losing a
culture and appropriate bank client.
discipline staff. correspondence
• Well settled in Complaints and To be an telecom Increasing
the market. inquries don’t seem specialist competition.
to be taken care of organization firm.
appropriately.
• Providing a
positive image in
the mind of the
clients.
INTRODUCTION OF THE TOPIC
INVESTMENT
Investment involves the utilization of funds on assets with the aim of earning
income or capital . It is the one to create provisions for future uncertainties and is
gets the satisfication of safety and surety in life.
In earlier days people investing in assets like bank FD, gold and silver etc they
think they gets the option but there was risk in investing and it may be chance to earn
more or less return as compared to bank FD.
Different people have different risk bearing capacity and they choose as per their
capacity. There will be a person who just started his career and may have an time to
recover the loss he can take high risk while old person 60+ he cannot bear the risk so
its depends upon the capacity of the person.
Gender, income and profession has impact on the chance appetite of a private. in
keeping with these factors there could be different risk bearing capacity between
male and feminine or there may well be different risk bearing capacity between
Individual of various professions.
 There are 2 investment like person thinks to invest :
1. Goal of investment
2. Investment time frame
 RISK
 Risk refers to the possibility of incurring loss in the financial transactions. Every investment
potion has some amount of risk. Every individual has different risk bearing capacity which can
be based on their demographic or psychographic details. 
 Types of Risk
1. Systematic Risk
2. Unsystematic Risk
 THERE ARE 5 TYPES OF RISK PROFILE AND INVESTMENT STYLES :-
1. Conservative risk profile
2. Cautious risk profile
3. Moderate risk profile
4. Moderately aggressive risk profile
5. Aggressive risk profile
 RESEARCH OBJECTIVES
 To know the tenure of investment.
 To evaluate the risk bearing capacity of investors.
 To know the problems faced by investors at the time of investment.
RESEARCH DESIGN

Research Design Descriptive Research

Sources Primary data
Sampling Method Convenience sampling
method
Sampling Population Rajkot city
Sample Size 121 sample
Data Collection Method Questionnaire, website
Data Collection Structured Questionnaire
Instrument
 LIMITATION OF THE PROJECT

 As research is based on convenience sampling therefore, the findings may not

reveal the factual information about the research problem.
 The data collection was collected from the Rajkot city.
 The sample size of only 121 was taken from the large population for the this
study.
 We cannot get the proper answer from the investors.
 Investors will not reveal their investment strategy.
 Some investor are avoiding to fill up the questionnaire for security purpose.
 DATA ANALYSIS AND
INTERPERTATION
Q. Do you consider past performance of
share before investing.
Q. What is your motive behind investment?
Q. When you think of the word risk what comes Q. How often your portfolio is evaluated and
first to your mind. necessary changes are made ?
Q. Which factors is influencing you to select the Q. What will be the reasons for selecting the
equity shares? equity share market?
 FINDING AND SUGGESTION

 First and foremost suggestion is that they should

provide more services to their customer so that they will
get more information and it is the full service brokerage
industry.
 Seeing the risk profile investors may make the best
decision so for that the company should give the
information about the market scenario.
 The traders should go to the market and collect the
information from the market to build new trade first,
and he should certainly choose stock to buy in new
equity shares and take decision before investing.
 CONCLUSION

 As the study is concerned it is concluded that investment is very complex activity and
the investors have different attitude towards investment.

 The investment behavior of the investor changes with respect to the risk profile.

 A large portion of investors have got moderate risk profile while very few people have
individual risk profile.
THANK YOU