A Study of Mutual Fund and Wealth Management at Indoworth India Ltd.,Butibori, Nagpur

Abstract

Investments goals vary from person to person. While somebody wants security, others might give more weight age to return alone. Somebody also might want to plan for his child’s education while somebody might be saving for the proverbial rainy day even life after retirement. With objectives defying any range. It is obvious that the products required will vary as well. Indian Mutual Funds industry offers a plethora of schemes and serves broadly all types of investors. The range of products includes equity funds, debts, liquid, gilt and balanced funds. There are also funds meant exclusively for young and old, small and large investors. Moreover, that the investors are not cheated out of their hard earned money. All in all, benefits provided by them cut across the boundaries category and thus create for them, a universal appeal. Investors of all categories could choose to invest on their own in multiple options but opt for Mutual Funds for the sole reason that all benefits come in a package. The Mutual Fund industry is having its hands full to cater to various needs of the investors by coming by with new plan, schemes and option with respect to rate of returns, dividend frequency and liquidity. In view of the growing competition in the Mutual Funds industry, it was felt necessary to study the investor’s orientation towards Mutual Funds i.e. their pattern of risk apatite and preferences in various schemes, plan and option in order to provide a better service.