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SIP PRESENTATION-IN IDFC AMC LTD. Presented By: Ankit Parashar 2013036
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Sip presentation in idfc amc ltd

Dec 20, 2014

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Ankit Parashar

Internship report in the profile of Sales of mutual funds in IDFC AMC ltd. with the project in the analysis of investment options.
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Page 1: Sip presentation in idfc amc ltd

SIP PRESENTATION-IN IDFC AMC LTD.

Presented By:

Ankit Parashar

2013036

Page 2: Sip presentation in idfc amc ltd

ABOUT IDFC It is provider of financial, advisory and management services in the

infrastructure space.

The Company also has interests in Asset Management, Investment Banking and Brokerage.

Incorporated on January 30, 1997 in Chennai on the recommendations of the 'Expert Group on Commercialization of Infrastructure Projects' under the Chairmanship of Dr. Rakesh Mohan.

In 2009, it became a part of Nifty 50

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ABOUT IDFC AMC

Established in 2000.

IDFC AMC is among the few fund houses to get an ISO 9001:2000 certification for its entire range of customer service activities.

IDFC and Natixis Global Asset Management (NGAM) have entered into a strategic partnership in IDFC AMC. This partnership will give IDFC AMC the ability to offer

domestic investors access to international investment opportunities through investment products managed by NGAM

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PROJECT- ANALYSIS OF INVESTMENT OPTIONS

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TYPES OF INVESTMENT OPTIONS

Stocks Investment in shares of companies that invest in equities. 1. Dividends. Periodic payments on the profits of the company are termed as dividends. 2. Growth: The share price values proportional to the growth shown by the company resulting from capital appreciation.

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Bonds It’s a debt instrument which is used to raise capital and is issued for a period more than a year.

A bond is basically a promise to repay the principal amount with a fixed interest rate on a specified date, known as the expiration date.

Other fixed income instruments include bank deposits, bonds, preferred stock, etc.

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Mutual Funds

It’s a substitute for those who can’t invest in equity, etc due to the lack of knowledge in these fields.

It has the benefits of diversification and professional money management.

Based on net asset value, which is calculated at the end of each trading session, the shares in a portfolio are traded

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Real Estate and Gold

For most investors across India the most important asset in your portfolio is real estate.

Valuables, precious items are items that are generally small but valuable in monetary terms.

Some important objects are precious as gold, silver, precious stones, as well as the unique work of art.

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Life Insurance

Life insurance is protection of your income in the event of death.

The person you designate as beneficiary will receive the proceeds of an insurance company for the loss of income due to death.

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RESULTS AFTER ANALYSISINVESTMENT OPTIONS

Safety ROI

Stocks Market Related Risks Average of 15-18% over a 8-10 Yr Platform

Bonds Investment Guarantee

8-10% Compounding

Mutual Funds Market Related Risks Portfolio specific varies from 8-30%

Gold Investment Guarantee + Appreciation

Average of 15-20% over a 8-10 Yr Platform

Real Estate Investment Guarantee + Appreciation

Average of 10-12%

Insurance Investment Guarantee

4-6% Annually

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CONCLUSION Equity, debt, real estate and gold are among the many

investment options to choose and decide where to invest.

Each asset class has its own peculiarities.

In pursuit of the extraordinary investment, most investors are trying to find the same property.

Others buy real estate or gold, is looking for the next big company.

Most debt funds, public Provident Fund (PPF) and post office deposits, deposit their savings.

Only a few in all asset classes to buy or diversity within the asset class.

But if you have to invest and looking into both the risk and returns , I think that Mutual Funds are a good option.

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MY WORK THERE IN IDFC AMC DELHI

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ABOUT MUTUAL FUNDS

A mutual fund is set up as a trust, which has sponsor, trustees, Asset Management Company (AMC) and custodian.

Managers of investment funds retain their property for the benefit of Shareholders.

Asset Management Company (AMC) which is a firm approved by SEBI and it manages investment in various securities.

Custodian, holds the securities in its custody which are mentioned in various schemes.

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TYPES OF FUNDS

Equity Funds

Debt Funds

Hybrid Funds

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SIP(SYSTEMATIC INVESTMENT PLAN)

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MARKET TRENDS AND PROMOTION Visited the FAs(Financial Advisors) and FPs(Financial

Planners) of YES Bank.

Market reviews of consumers in the Central Delhi.

Cold Calling to retail investors.

Page 18: Sip presentation in idfc amc ltd