Analysis on Financial Awareness Among It & Software Professionals Regarding Mutual Fund Investments

SYMBIOSIS SCHOOL OF BANKING & FINANCE

Constituent of Symbiosis International University

Re -Accredited by NAAC with ‘A’ Grade

Established under Section 3 of the UGC Act, 1956, vide notification No: F.9.12/2001-U-3of the Government of India.

ANALYSIS ON FINANCIAL AWARENESS AMONG IT & SOFTWARE PROFESSIONALS REGARDING MUTUAL FUND INVESTMENTS

Internship Report Submitted to SIU in Partial Completion of the Requirement of MBA Banking and Finance at Symbiosis School of Banking & Finance Pune - 412115.

NAME OF THE STUDENT:-SURAJ KUMAR

PRN: - 15020942011            

PROJECT MENTOR (SSBF):- MARK DEANE                        

PROJECT MENTOR/REPORTING OFFICER: - PRAVEER KUMAR        

APRIL 11th 2016 TO JUNE 11th 2016

Acknowledgement

I would like to thank both my internal mentor & external mentor for guiding me in these 60 days of internship. Also would like to thank employees of Edelweiss Broking Ltd. For giving me an opportunity to intern with them. The training at the company was held over a period of 60 days. During this period I was guided by the Manager of Edelweiss Mr. Praveer Kumar. The project report and the learning process would not have been possible without his inputs and guidance at critical points of the project. He imparted to me the knowledge of mutual funds and shared with me the practical marketing techniques. He also made sure that I was exposed to all the required training of all the operations being handled by the Edelweiss, the operational processes and also was exposed to the sale of demat account opening, advance brokerage plan, mutual fund, insurance. Under his guidance I was able to enhance my marketing and inter-personal skills. During the course I also came across other people who put in their time and effort towards acclimatizing me towards the working of their organization. I express my thanks to every one of them. These 60 days were very important to me as it helped me in going beyond the class room and get a practical feel of how things worked.

Table of contents

Introduction

Brief profile of the student

I am Suraj Kumar, currently pursuing my Masters in Business Administration in Banking and Finance at Symbiosis school of Banking & Finance. Completed my B.E in Mechanical Engineering from Pune University in 2011. The brand name of Symbiosis and robust banking system pulled me to do MBA course in SSBF. Having a little exposure to financial world and terms prior to this course. This internship at Edelweiss helped me a lot to understand about the Indian Financial system and exposure to the corporate sector helped me to bridge gap between the classroom studies and the corporate culture.