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KARVY

SYSTMATIC INVESTMENT PLAN

SUCCESS IS A JOURNEY, NOT A DESTINATION.

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INTRODUCTION

KARVY was established as Karvy and companyby five chartered accountants during the year1979-80, and then its work was confined to auditand taxation.

Later on it diversified into financial andaccounting services during the year 1981-82 with

a capital of rs. 15000, achieved its first milestoneafter its first investment in technology.

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MISSION

To achieve and sustain market leadership, karvyshall aim for complete customer satisfaction, bycombining its human and technological

resources, to provide world class quality services.

VISION

our mission is to be a leading and preferred

service provider to our customers, and we aim toachieve this leadership position by building aninnovative, enterprising, and technology drivenorganisation which will set the highest standards

of service and business ethics.

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RESEARCH METHODOLOGY

This research is solely based on primary researchdone by means of questionnaires targeted torespondents who primarily belong to the

business and service sector. The sample size is100.

a. Sampling Method: a sample is therepresentative of the populations which will

predict the behaviors of the whole universe.b. The sampling size put under 2 categories:

Probability Sampling and Non ProbabilitySampling.

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OBJECTIVE OF THE STUDY

To know the awareness of MUTUAL FUNDamong people.

To know the different Asset management

companies involve in MUTUAL FUND. To know the different aspects of MUTUAL FUND

according to different age, profession etc.

To know the future of MUTUAL FUNDS in India.

To see the interest of people in investing inMUTUAL FUNDS.

To study the diversification of mutual fund.

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ACHIEVEMENTS

Among the top 5 stock brokers in India.

Among the top 3 Depository participants.

Largest network of Branches and businessAssociates.

ISO 9002 certified operations by DNV.

Among top 10 Investment bankers. Largest Distributor of financial products.

Adjusted as one of the top 50 IT uses in India byMIS Asia.

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SWOT ANALYSIS: Strength

Good research team.

Dedicated employees.

Strong customer relationship.

Strong brand name.

Wide spread branches and brokers network.

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SWOT ANALYSIS: Opportunity

Technology need to be upgraded.

Not enough advertisement.

SWOT ANALYSIS: Weakness

Growing IPO issues.

Positive outlook of people towards financialproducts.

Growing consumer awareness about equityrelated product.

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Market uncertainty.

Galloping competition.

Broad economic factors like inflation.

SWOT ANALYSIS: Threat

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SUGGESTIONS AND RECOMMENDATIONS

Karvy offered IPOs but found it not quiteprofitable. Entry into the IPO allotmentprocedure could be quite helpful and profitable.

Competitors like share khan, Geojit, etc. areknown better than karvy. The company couldundertake promotional activities with thegeneral public as the target group. They could

make aware of the services they render to thepublic. This could attract new customers whichcan be transformed into a long lastingrelationship.

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Investment in India has become more of asecurity necessity than a business lifestyle. It

was a very fruitful experience working inkarvy as a management trainee. It offeredexposure to the wide range of investmentoptions available.

THANK YOU..

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BIBLOGRAPHY

Yadong Luo: Multinational enterprises inemerging markets, Copenhagen Business

School Press DK, 2007www.mutualfund.co.in

www.annualreports.com