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ORGANISATIONAL STUDY

By

BIBEK PANERU

(10SKCMA013)

EMPOWERING MINDSACHARYA INSTITUTE OF MANAGEMENT ANDSCIENCES 1ST CROSS 1ST STAGE PEENYA

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Company Profile Established in 2003.

With 4OOO Employees.

80 Branches in India

ISO 9001:2000 Registered Company

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Strategic Intent

VISIONTo provide integrated financial services building investor

wealth and confidence.

MISSION

To be a premier financial supermarket providing integratedinvestment services.

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Competitors

BMA WEALTH CREATORS COMPETITORSAREICICI DIRECT.COM,

INDIABULLS, SHARKHAN,ANAND RATHI5PAISE.COMINSIGHT SHARE BROKING,RELLIGARE,ANGEL BROKING

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Organization Structure

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Swot AnalysisStrengths

No annual maintenance charges.Loyal customersDiverse products and offers forcustomers.Distribution channel strategyIndia BMAWC is uniquely placed with

both online and offline presence tomaximize customer satisfaction

WEAKNESS

Lack of new product and services.Not innovativeCommodities are not traded online.High employees turn overLack of Advertisements.

Opportunities

New complimentary marketInnovation

Product and service expansionWiden the service among ruralareas.Penetration in developing cities

Threats

Being a private organization.No trust among public.

Strong competitors.Change in economic policy.Emerging new competitors.

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Findings & Suggestions

FINDINGS Long-term investments are always good as compared to short term.

More employees are skilled ,experienced and well trained.

Customers are not ready to take risk in volatile market.

The company is lacking behind in the promotional activities. The relationship with the existing customer is not good.

SUGGESTIONS Increase the number of branches in semi urban and rural areas.

Unsolved the problems of customer with the companys products

should be identified and it should be tackled without delay. The Broking firms or companies should promote Equity investment

aggressively for long term investment purpose.

The company should provide the more marketing schemes to itscustomers.

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Conclusion

The basic function of a financial system is tofacilitate the allocation and developments ofeconomic resources, both inter temporarily and

across time, in an uncertain environment, Riskis therefore an inherent feature of everyfinancial decision. In that context, stockproducts offer a means to transfer the riskinherent to financial decisions

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Special Task

A STUDY ON FACTORS INFLUENCING

INVESTORS FOR INVESTMENT IN

MUTUAL FUND

Objectives:

To know the various factors considered by customerwhile going for investment in mutual fund.

To study the general investment criteria of people To find out in which investment tool people invests most.

To find out the awareness of Mutual Funds and itsvarious schemes.

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DATA COLLECTION

Primary data: It is the first hand data collected with helpof questionnaires `filled by respondents. It is morereliable, fresh and accurate.

Secondary data: It is the data that is collected for apurpose other than the problems at hand. Secondarydata has been collected from magazines, periodicals andinternet. As compared to primary data it is less secureand reliable.

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Sample size : 120

Elements : Investors at brokinghouse

Sampling unit: Angel brokinghouse

Sample area : Bangalore

Research instrument Questionnaire

Sampling style : Random sampling

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Most of the investors were in age group 30-36years.Thesecond most Investors were in age group of 40-45yearsand the Least were in age group of below 30 years.

Most of the Investors were Graduates or post Graduatesand below HSC there were very few in numbers.

ICICI prudential has good brand position amongInvestors, SBIMF placed after ICICI Prudential according

to Respondent.

Of all the Respondent had a Saving A/C in Bank, 76%invested in fixed deposit, only 60% Respondentsinvested in mutual fund.

Findings, Conclusions andSuggestions

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