2. Meaning and its types
A mutual fund is a trust that pools the savings of a number of investors
who share a common financial goal
3. Objective
Awareness of mutual fund in Udaipur among ICICI-
direct existing customers.
Demonstrate the benefit of Mutual fund.
To identify the mode of investment they prefer.
To identify the reason for not investing in Mutual
fund.
5. 23%
23%34%
20%
Reason of not investing in Mutual Funds:
Need assistance to invest in MF Need more knowledge on MF
Not interested/ other brokers Do not invest in MF
67%
0%
8%
0%
0%
0%
25%
Investment through ICICI-direct.com in last 12 month
Equity FO MF insurance FD Deb/Bonds None
6. Suggestions
Customer education
Confidence building
activities
Provide market
information regularly
Build Relationship
Better schemes for
broking charges.
7. Conclusion
Huge opportunities of mutual fund
exist in the Udaipur
competition is cut to throat
Mindsets of the investors
wrong perception