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summer Internship Project Report - 2009

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Reliance Money -An Investment Platform

Project Brief:- Learning Outcomes From Financial ProductCompany:- Reliance Money Ltd

 Address:- #3 Block, Jayanagar, BangaloreDepartment:- Marketing & SalesProject Supervisor:- Mr. Kunal SinghTenure:- 8 Weeks

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Company Profile

Reliance Money is promoted by Reliance Capital, Oneof the Indias leading and Fastest growing privatesector company. It ranking among the top three privatesector financial services and banking companies.

Reliance capital is a part of Anil Dhrubhai AmbaniGroup.

Reliance Money provides a comprehensive platform

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Advantages offered by Reliance

Money over other Company

y

Cost effectivey Convenience

y Security 

ySingle window for multiple product

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Product Offered by Reliance Money

y Trading Portal

1. Equity Broking

2. Commodity Broking3. Derivatives(Future & Option)

4. Offshore Investment

5. Demat Account

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y

Financial Product.1. Mutual Funds

2. Life Insurance

3. General Insurances4. IPOs

5. NFOs

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y

V alue- Added Services:-1. Retirement Planning

2. Financial Planning

3. Tax saving4. Child Future Planning

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What I Have Learn from Reliance

Money.y Demat Account

y Mutual Fundsy Insurance

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Demat Account

y Demat account is a type of banking account whichdematerialized paper based for physical stock shares.

y This account is used to avoid holding physical stock.

y This account open with a Broker which is registerunder Depository .

y Document required for Demat a/c

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Demat A/C with Reliance Money

¡

ANS AOF FEES U 

FRONT BROKERAGE VA¡ ¢

DITY TRADING¡

IMIT

A 750 500 1 YEAR 2¡

AKHS

B 750 1000 2 MONTHS 1CRORE

C 750 2500 6 MONTHS 6CRORE

D 750 5000 12 MONTHS 7CRORE

E 750 10000 12 MONTHS 20CRORE

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How Reliance Money¶s Demat a/c Score over other 

y Two way Authentication.

y Lowest Brokerage.

y User Friendly Software.y Forex and Offshore Investment..

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Mutual funds

 A mutual fund is a professionally managed type of collective investment scheme that pools money frommany investors and invests it in stocks, bonds, short-term money market instruments, and/or other

securities.

Type of Mutual Fund.

1. Open ended

2. Closed ended

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 Advantage of Mutual Fund1. Lowest Per unit investment

2. Investment managed by professional manager3. Your investment will be diversified

Disadvantage of mutual funds1. Mutual fund depending on market risk.2. Mutual fund are like many other investment without aguaranteed return so it is not necessary you will get profit

from mutual fund.

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Types of Mutual funds

 An Equity Fund

Ex:- Industry specific funds, Index fund etc.

 A Debt Fund

Ex:- Liquid and Money market funds

Balance Fund.

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Mckinsey- S Model

y

Reliance Money Structure:-

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Mckinsey- S Modely

Strategy:-1. Entry Strategy 

2. Pricing Strategy 

ySystem

y Staff 

y Skills

y Shared  V alues

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Key Learning..

y Understanding the Products offered by RelianceMoney 

y How to deal with customers

y Rules & regulation of the corporate worldy Patience

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thank you..

Dip Kumar Dey (Sec-B)