Project presentation
- 1. A PRESENTATION ON “INVESTMENT PREFERANCE IN KOLHAPUR CITY OF BUSINESS OWNERS” WITH SPECIAL REFERENCE TO “SP WEALTH ADVISOR PVT. LTD “ UNDER THE GUIDANCE OF Mrs. SEEMA R. BHOSALE (BCA, MBA, M.Phil) Name : NILESH PATIL Exam Seat No : 11200 THROUGH KOLHAPUR INSTITUTE OF TECHNOLOGY’S INSTITUTE OF MANAGEMENT EDUCATION AND RESEARCH KOLHAPUR -416234 2020-21
- 2. Keep it simple. Keep it straight. That is investment philosophy. Tops and bottoms are for the fools to catch, a top is a highest point of the stock, which is what a greedy investor often wait for and bottom is just opposite, where one should buy into a stock. A person who makes an investment is called an investor he may be an individual, a company, firm, etc, these investors provides funds to the business by purchasing their shares and debentures of companies.
- 3. To analyse investment preference of business owners in Kolhapur city. • To understand measures of customers. • To study investment avenues. • To study investment for income, growth and capital
- 4. To study is to understand the level of awareness about various investments method and awareness of investment preferences. The scope of the project is mainly concentrated to the study of pattern of people. • Geographical study: This study is conducted in Kolhapur city in SP wealth private Limited. • Topical study:This study is conducted to know effective employee engagement in organization. • Analytical study:This study covers the concepts and details of Investment preference in Kolhapur city.
- 5. Research is a process in which the researchers wish to find out the end result for a given Problem and thus the solution help in future course of actions. The research has been defined as " A careful investigation or enquiry especially through search for new facts in branch of knowledge". Data-collection: There are two types of collecting data: 1) Primary Data 2) Secondary Data
- 6. The primary data is data collected for the first time. It is not used or collected by anyone else. It is not processed data. It is collected through the observation, oral, investigation and Questionnaires. • Research instrument – Questionnaires A questionnaire is a research instrument consisting of a series of questions for the purpose of gathering information from respondants. Questionnaires can be thought of as a kind of written interview. • Sampling size - 100. Sample size measures the number of individual samples measured or observations used in a survey or experiment.
- 7. The data which have been collected by someone else and which have been already passed through the statistical processes is called Secondary data. Secondary records consist of published as well as unpublished Records. The Secondary data collection done as follows: 1. Data are collected from the company's website. 2. Books and journals pertaining to the topic. 3. Company magazines, & newspaper, journals.
- 8. The research is restricted only to Kolhapur city. • Time constraint: The time was a problem as the time allocated for the study was not enough to undergo a more comprehensive research on the topic. • Only 100 respondent data has been taken into consideration • The purpose behind the study of Share Market is to guide the young or new investors about the investment in the Shares, Securities, bonds etc. and making them aware about the certain basics of investments before making an investment. The investor should aware of the working of Share Market and its technological changes.
- 9. The Three Types of Investments: 1. Ownership Investments: Ownership investments are what comes to mind for most people when the word "investment" is batted around. Ownership investments are the most volatile and profitable class of investment. 2. Lending Investments: Lending investments allow you to be the bank. They tend to be lower risk than ownership investments and return less as a result. A bond issued by a company will pay a set amount over a certain period, while during the same period the stock of a company can double or triple in value, paying far more than a bond - or it can lose heavily and go bankrupt, in which case bond holders usually still get their money and the stockholder often gets nothing.
- 10. 3. Cash Equivalents: These are investments that are "as good as cash," which means they're easy to convert back into cash. Stock exchanges across the country are: • Bombay Stock Exchange:Bombay Stock Exchange Limited (the Exchange) is the oldest stock exchange in Asia with a rich heritage Popularly known as BSE it was established as "The Native Share & Stock Brokers Association" in 1875 It is the first stock exchange in the country to obtain permanent recognition in 1956 from the Government of India under the Securities Contracts (Regulation) Act, 1956
- 11. National Stock Exchange: The National Stock Exchange (NSE) is India's leading stock exchange covering various cities and towns across the country NSE was set up by leading institutions to provide a modem, fully automated screen-based trading system with national reach The Exchange has brought about unparalleled transparency, speed & efficiency, safety and market integrity. NSE has played a catalytic role in reforming the Indian securities market in terms of microstructure, market practices and trading volumes.
- 12. • Sheri Pasha Wealth Management & Portfolio Management Services Since 2008 Kolhapur • We are in Financial Planning Wealth Management, Treasury Management, PMS & Risk Management. • Focus on Client Node & Ambition ( Customer centric approach) not on Product (Product-centric) • Has 10 years Experience in Capital Market and investment Management. • Associate with Certified Financial Planner by FPSB India NISM • Currently serving more than 1500 C from SATARA, SANGLI, KOLHAPUR RATNAGIRI, PUNE, MUMBAI GOA
- 13. 1. It is found that for 20% of respondents are giving first preference to investment is share market. 2. 10% of respondents are think that shares are an investment opportunity to learn quick profit. 3. It is found that the investors seek for higher returns on their investments . 4. The investors find the tips given by the brokers to be satisfactory. 5. It is seen that businessman invest highly in all the segments & followed by the non-government employee. Investment in equity is more in all the occupations. 6. 20% of the respondents are highly satisfied & none of them are dissatisfied with service provided by the SP Wealth Finance
- 14. There is no assured route for achieving investment success or for that matter there any cut-and-dried, instantly applicable or sure-shot formula for making money in stock market. Below are some tips/suggestions for successful investment in the equities: 1. The investor does not invest their money in unlisted shares they invest in active shares 2. The investor's their investment diversifies but don't over diversify 3. Ensure liquidity of your investment 4. Don't invest in the new issues especially where you are not aware of the management.
- 15. There is no assured route for success. This is a fact which is universally applicable and so in case of investment. There is no short cut formula which could be applied instantly and make money out of it instantly is the stock market. Therefore a good investment takes time, patience, hard work and perseverance to achieve success All roads to investment success are equally valid and all of them have strong point in their favor and disfavor. The stock market is a place where every theory has its day and gained a spectacular success.