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8/10/2019 ProjeSTUDY OF INVESTMENT CRITERIA OF GENERAL INVESTORS IN EQUITY INVESTMENTct 11
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PROJECT REPORT
ON
“STUDY OF INVESTMENT CRITERIA OF GENERAL
INVESTORS IN EQUITY INVESTMENTWITH REFERNCE TO RELIGARE SECURITIES LTD. @ GONDIA .”
PRESENTED BY:
AKASH AGRAWAL
8/10/2019 ProjeSTUDY OF INVESTMENT CRITERIA OF GENERAL INVESTORS IN EQUITY INVESTMENTct 11
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Objective Hypothesis Research Methodology Data Analysis & Interpretation Conclusion
Suggestion Limitation
INDEX
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OBJECTIVES:
• To study the awareness about the equity Share investmentand its importance among the people.
• To study the Impact of Equity share as an Investment policy on citizen of India.
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HYPOTHESIS:
H1 : The level of awareness regarding Equity Share investment
among the Gondia people is low.
H2 : Equity Share investment leads to good & satisfactoryreturns.
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RESEARCH METHODOLOGY:
Research design through Collection of primary & secondary data.
RESEARCH DESIGN:
My research design comprises of both the exploratory and descriptive design.
My research on equity share investment is limited to my town Gondi where I done Questionnaire I used secondary data from internet, books,
Journey & magazines.
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8/10/2019 ProjeSTUDY OF INVESTMENT CRITERIA OF GENERAL INVESTORS IN EQUITY INVESTMENTct 11
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2. Where do you invest in?
Interpreted output:
Bank FD – 100%
Post office scheme – 60% PPF – 30%
Mutual fund – 30%
Insurance – 100%
Equity Shares – 30%
Derivatives – 70%
Commodities – 50%
Gold – 100%
Silver – 75%
Property – 100%
Govt. Bonds – 15%
Private Bonds – 5%
Chit Funds – 10%
NPS (New Pension Scheme) – 1%
(Equity share investment YES to go Que. No.3. & equity share investment NO to go Que. No.9)
8/10/2019 ProjeSTUDY OF INVESTMENT CRITERIA OF GENERAL INVESTORS IN EQUITY INVESTMENTct 11
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3. How much do you invest in a year?
whose annual income 2-3 lakh generally want to invest 0-20 thousandRs as an investment in the market. Thus it shows that only approximate 10% of
their income they want to utilize their money in the market.Likewise, the person whose annual income is 3-5 lakh invest their
money in the market i.e. 20-50 thousand.The person whose annual income is 5-10lakh invest their money in the
market i.e. 50-1 lakh.
Apart from these, the person whose annual income is 10lakh & aboveinvest above 1lakh in the market i.e. approximately 15 to 20%.Therefore, after analyzing that every income group can invest their
money 10-12% in the market for their total income.
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4. How much percentage (%) do you invest in equities?
0-2% investment in the equity share market can be made by personhaving income group of 2-3 lac annually.
While, 2% -5% investment in equity share market can be made by people having 5-10 lac income group annually
And, 5%-12% investment in equity share market can be made by people having their annual income group 10 lac & above
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5. why do you invest in equity?
Dividend - 20% People
(Voting Rights)
Profit - 80% People
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6. what type of investor are you?
Short term - 50%
Mid term - 30%
Long term - 8%
SIP - 2%
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7. Since how many year have you been investing in equity?
Less than 1yr 70%
1 to 3yr 20%
Above 3yr 10%
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8. Have you made profit in equity?
60% - PROFIT
40% - LOSS
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10. What is your expectation from equity market before entering into it ?
Interpreted Output:
1) high risk-high return – 15% (people)
2) low risk-low return - 2% (people)
3) low risk-high return - 80% (people)
4) high risk-low return - 0% (people)
5) risk free-high return - 3% (people)
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• Mostly the investor are invested in “ Low Risk and more again ” but the factis “ Most Risk More Gain ”
• In the share market two option available for investor for trader. One istrading through the broker and second is the online trading option with owncomputer.
• Equity-investment will play even a greater role in the saving of People .
• From the project study, I conclude that 5% people are invested in equityshare in my town. Equity-investment play a significant role in the financial
planning done by the investors.
• I observe that the only problem is the lack of knowledge/awareness aboutequities investment among the people restricted them from investment in it.
CONCLUSIONS:
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• According to me, there is need of solid guideline from goodfinancial planner. About equity share investment to thecitizen of my town.
• There is need of continuous awareness through seminar,Meeting, Broad cast media like T.V. , Radio.
SUGGESTION:
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• Study of investment awareness on equity shares of people in Gondia, based onQuestionnaire. And collect secondary data for India people awareness.
•
Equity Shares Investment by Financial Manager Point of View as well asInvestors.
• Focus Only Two Main Indian Stock Exchanges BSE & NSE for shares valuesof companies. Because they play important/Huge role in all Indian stockmarkets and Maximum companies stocks listed in BSE & NSE.
Limitations of the Project:
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THANK YOU