Mutual Fund Project

project-management-6

Project Report Format on Mutual Funds

For equity firm to prepare a comprehensive project report requires the consideration of the following guidelines:

  • Title of the report
  • About the Company – A brief description about the history of the company, its past growth and future initiatives
  • Mutual Funds
  • Concept
  • Operation Flowchart – describe relation between investors, fund managers, securities and returns
  • Organization – describe its unit holders, sponsors, trustees, transfer agents, custodians and market regulator (SEBI)
  • Advantages – Diversification, range of services, tax benefits, professional administration, cost feasibility and guidelines
  • Types of Mutual Fund Schemes
  • By composition such as open ended, close ended and interval plans
  • By endowment aims such as expansion, revenue, balance and money market schemes
  • By tax benefits
  • Exclusive schemes such as industry specific and index schemes
  • Schemes offered by the firm
  • A detailed history of mutual funds
  • Risk return chain of command – starting from liquid funds to debt funds to gilt funds to balanced funds to index funds to equity funds to industrial funds; in the sequence of their risk return ratio
  • Progress in the brand value of the firm – describe the sales promotional and distribution techniques and its market reach
  • Sales Promotion
  • Endorsement
  • Publicity
  • Personal promotion
  • Distribution network
  • Banks
  • Agency tie-up
  • Internet and other mass medium
  • Direct sales
  • Intermediaries
  • IFA
  • Corporate houses
  • References
  • Conclusions
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