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Reliance mutual funds

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This is my presentation which i did my project in Reliance mutual funds.
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The progress of RELIANCE MUTUAL FUNDS financial stability in emerging market economy BY:- K.M.S.JEEVAN, S 1112, 1 ST .P.G.D.M, SAGAR GLOBAL BUSINESS SCHOOL, CHEVELLA-HYDERABAD 6/6/22 1 K.M.S.JEEVAN S.G.B.S
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Page 1: Reliance mutual funds

Apr 9, 2023 K.M.S.JEEVAN S.G.B.S 1

The progress of RELIANCE MUTUAL FUNDS financial stability in emerging market economy

BY:-K.M.S.JEEVAN,S 1112,1ST.P.G.D.M,SAGAR GLOBAL BUSINESS SCHOOL,CHEVELLA-HYDERABAD

Page 2: Reliance mutual funds

Apr 9, 2023 K.M.S.JEEVAN S.G.B.S 2

COMPANY PROFILE:-

•Reliance Industries Limited (RIL) is India’s largest private sector company on all major financial parameters.

•It has emerged as the only Indian company in the list of global companies that create most value for their shareholders.

•Reliance Infocomm is the outcome of late Dhirubhai Ambani’s dream of bringing about a digital revolution in India.

•He firmly believed the country could use information and communication technology to overcome its backwardness and underdevelopment

Page 3: Reliance mutual funds

Apr 9, 2023 K.M.S.JEEVAN S.G.B.S 3

CONT……….

•The Company expanded into textiles in 1975.

The Company's operations can be classified into four segments namely:Petroleum Refining and Marketing businessPetrochemicals businessOil and Gas Exploration & Production businessOthers

The Company is:Largest producer of Polyester Fiber and Yarn5th largest producer of Paraxylene (PX)5th largest producer of Polypropylene (PP)8th largest producer of Purified Terephthalic Acid (PTA) and Mono Ethylene Glycol (MEG)

Page 4: Reliance mutual funds

Apr 9, 2023 K.M.S.JEEVAN S.G.B.S 4

SOME OTHER OUTLETS:-

1. RELIANCE MART

2. RELIANCE FRESH

3. RELIANCE TRENDS

4. RELIANCE DIGITALS

5. RELIANCE FOOT PRINTS

6. RELIANCE AUTO

7. RELIANCE BIG CENIMAS

8. RELIANCE POWER

9. RELIANCE INFRASTRUCTER

Page 5: Reliance mutual funds

Apr 9, 2023 K.M.S.JEEVAN S.G.B.S 5

FINANCIAL INSTUTIONS:-

1. Reliance capital

2. Reliance mutual funds

3. Reliance equity

4. Reliance life insurance

5. Reliance consumer finance

6. Reliance home loan

7. Reliance car loan

Page 6: Reliance mutual funds

Apr 9, 2023 K.M.S.JEEVAN S.G.B.S 6

“The progress of R.M.F financial stability in emerging market economy”

WHAT IS A MUTUAL FUND?

•A mutual fund is a type of professionally-managed collective investment scheme that pools money from many investors to purchase securities

•Term is most commonly applied only to those collective investment schemes that are regulated, available to the general public and open-ended in nature.

Page 7: Reliance mutual funds

Apr 9, 2023 K.M.S.JEEVAN S.G.B.S 7

Objective of mutual funds:-

Most of the people have neither time nor interest to research to select stocks and bonds for

Their investment portfolios. That's where mutual funds came .Mutual funds are composed

Of stocks, bonds and other assets giving you diversification which mean decline in value in

Any bonds and stock wont hurt your overall return. A hand full of well chosen mutual funds

Can offer a diversified portfolio that allow investor to spend his or her time on other pursuits.

Page 8: Reliance mutual funds

Apr 9, 2023 K.M.S.JEEVAN S.G.B.S 8

Objective of my project:-

1. Selling the financial products through public sector banks.

2. Making awareness about these products to the staff and mangers and to customers

3. Getting the application from the interested customers and giving feed back of their fund progress.

4.Attending to the meetings at all the levels with the higher officials.

Page 9: Reliance mutual funds

Apr 9, 2023 K.M.S.JEEVAN S.G.B.S 9

Products to sell:-

RELIANCE GOLD SAVING FUND.

RELIANCE VISION FUND.

RELIANCE TOP 200 FUNDS

Page 10: Reliance mutual funds

Apr 9, 2023 K.M.S.JEEVAN S.G.B.S 10

It is a passively managed fund which would enable an investor to save

for gold in a convenient manner either through lump sum investment or

through systematic investment - the mutual fund way from a long term

perspective. It aims to give investors the opportunity to participate in

the bullion market in a relatively cost effective and convenient way as

you can directly purchase and sell the units through the AMC.

What is RELIANCE GOLD FUND:-

Page 11: Reliance mutual funds

Apr 9, 2023 K.M.S.JEEVAN S.G.B.S 11

Reliance Vision Fund aims to achieve long-term

growth of capital by investment in equity and

equity related securities through a research

based investment approach.

What is RELIANCE VISION FUND:-

Page 12: Reliance mutual funds

Apr 9, 2023 K.M.S.JEEVAN S.G.B.S 12

What is RELIANCE TOP 200 FUND:-

The primary investment objective of the scheme is to seek to

generate long term capital appreciation by investing in equity and

equity related instruments of companies whose market

capitalization is within the range of highest & lowest market

capitalization of BSE 200 Index. The secondary objective is to

generate consistent returns by investing in debt and money market

securities.

Page 13: Reliance mutual funds

Apr 9, 2023 K.M.S.JEEVAN S.G.B.S 13

Types of plans:-

1.Growth plan

2.Dividend plan

Page 14: Reliance mutual funds

Apr 9, 2023 K.M.S.JEEVAN S.G.B.S 14

K.Y.C:-

K.Y.C means KNOW YOUR CUSTOMER. It is one of the important document

Which every customer have to fill and submit it. If at all he had submit that

Document he not to fill it again. We can check withier the customer had submit

The K.Y.C from the following website www.cvlindia.org.in . This form contain details

Like PAN NO.D.O.B,ADDRESS ETC……..

Page 15: Reliance mutual funds

Apr 9, 2023 K.M.S.JEEVAN S.G.B.S 15

Work I was assigned:-

In the company I was playing the role HUMAN RELATIONSHIP MANAGER(H.R.M),Under my trainee MR.GOURI SHANKAR. I was allotted some branches of ANDHRA BANK’S where I have to interact with customers and make convince about the Products get application from them and take cheque and submit in the office. day 1 I had done some training program to the staffAbout the products and explained the benefits of the product and benefits to the staffAnd the branch if they sell the products to their customers. Mostly I had put my moreConcentration on the mangers and taken the leads from managers and make calls andExplain the funds.

Page 16: Reliance mutual funds

Apr 9, 2023 K.M.S.JEEVAN S.G.B.S 16

FINDINGS AND SUGGESTIONS

The most vital problem spotted is of ignorance. Investors should be made aware of the benefits. Nobody will invest until and unless he is fully convinced.

Young investors as well as the persons at the height of the career would like to go for advisors due to lack of expertise and time.

Now the most important reason for not availing the services of advisors was spotted was being expensive. The advisors should try to charge a nominal fee at the beginning. But if not possible then they could go offering for more services and benefits at the existing rate.

Page 17: Reliance mutual funds

Apr 9, 2023 K.M.S.JEEVAN S.G.B.S 17

Conclusion:-

1. The study on the project of reliance mutual fund is to give the overall process information that from the beginning to the end & with the latest plans and procedure

2. The reliance mutual fund with its various scopes of specialization attracts the investors in gaining there interest via offers/schemes ; and hence presently through gold savings fund the SIP for the first time in gold with amount of 1000 p.m

3. The transaction processing for this NFO is with open end scheme. Where the process flow again starts with the front office and back office .the operation department plays a vital role in processing the transactions with various options in it for any of the schemes .

Page 18: Reliance mutual funds

Apr 9, 2023 K.M.S.JEEVAN S.G.B.S 18

BIBILOGRAPHY

1. www.amfiindia.com2. www.principalindia.com3. www.investrsguide.com4. www.moneycntrol.com5. www.mutualfundindia.com6. www.karvy.com 7. www.karvycomputershare.com

Page 19: Reliance mutual funds

Apr 9, 2023 K.M.S.JEEVAN S.G.B.S 19

THANK YOU


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