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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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