INVEST

BAZAAR
 ABOUT COMPANY
• Investbazaar is a fintech start-up converting into a staunch invest bazaar fin edge
Pvt Ltd in July 2023 from proprietorship establishment in 2019.
• It is a member of BSE and applied for NSE membership
• Invest Bazaar is one of the simplest platforms for investing
• Let’s say you plan to invest in Mutual Funds where you can get help from our
investment experts with your investments
• As a result, at Invest Bazaar we ensure our clients have access to up-to-date
information and are part of an efficient investment process that can make a
considerable difference in the investment success they attain in the long run
COMPANY VALUES

Eagerness to Integrity
learn
WHAT INVEST BAZAAR
LOOK FOR IN
EMPLOYEES

Good Critical thinking

Communication Time Management & problem
skills solving
INTERVENTION PROCESS
• Induction
• Training
• Field work
• Content writing
• Seminar Event
 OBJECTIVE

• To know the different investment biases of investors

• To make people financially aware of different investment
avenues
• To make them understand the importance of saving and
investment
 LEARNINGS
• The report entitled “A Study on the Behavior of potential clients
towards mutual fund and other financial product gave me insights
into how many people invest in mutual funds and other financial
products.
ROLES AND RESPONSIBILITIES
 CHALLENGES
• The survey was a challenging task
 MUTUAL FUND
• History
• What are ETF( Exchange trade fund)
• Different types of mutual fund scheme based on your risk
• Ways to measure mutual fund risk
• Comparison between top small-cap funds based on different factors
SURVEY
SEMINAR
The above analysis shows that 30% of the respondent are in the age group of 35-44 , 25% of the
respondent are in the age group of 25-34, 18% of the respondent are in the age group of 18-
24,15% of the respondent are in the age group of 45 and above and 12% are in the age group of
55 and above
 Q2) What is your approx annual income range?

5%
12% 21%

15%

30%
18%

2 – 5 Lacs 5 – 10 Lacs 10 - 20 Lacs

20 – 35 Lacs 35 -50 Lacs 50 Lacs & above

The above analysis shows that 30% of respondent have 5-10 lakh annual income range,21% of
respondent have 2-5 lakh annual income range, 18% of respondent have 10-20 lakh annual income
range, 15% of respondent have 20-35 lakh annual income range,12% of respondent have 35-50 lakh
annual income range and 5% of respondent have 50 lakh and above
 Q3) What is the percentage of total income that
you save?
30%

25%

20%

15%

10%

5%

0%
0-5% 5-10% 10-20% 20-30% 30-50% Not sure

From the above analysis 15% of respondents save 0-5% of their total income,25% of respondents save 5-
10% of their total income, 23% of respondents save 10-20% of their total income, 21% of respondents
save 20-30% of their total income,12% of respondents save 30-50% of their total income,5% of
respondents are not sure about how much they save depending on the business or the surplus
 Q4) What Assets Class is best for investing from your point of view? *

Which asset class is best for investing from

your point of view?

20% 16%

8% 20%
15%
21%

Gold Realestate fd
Equity/Share Debt product Mutual fund

20% of respondents from their point of view think that investing in real estate is best
21% of respondents according to their point of view think that investing in fixed deposit is the best
15% of respondents according to their point of view think that investing in Equity/Share is the best
16% of respondents from their point of view think that investing in Gold is best
8% of respondents from their point of view think that investing in debt products is the best
20% of respondents from their point of view think that investing in mutual products is the best
 Q5)Did you take advantage of ELSS
investment of up to Rs 1.5 lakhs, under
income tax section 80 C

30%

70%

Yes No

From the above analysis 70% of the respondent have taken advantage of ELSS investment of up to Rs 1.5
lakhs, under income tax section 80 C and 30% have not taken advantage
From the above analysis 16% of the respondents get the information from youtube,15% from the
friends,13% from online,12% from some advisor,12% from relatives,12% from newspaper, 11% from tv,
9% from social media
 Q7) Do you understand “Inflation and how
inflation is hampering your saving, what is the
difference between saving & investment?

10%

90%

yes no

90% of the respondents understand inflation and how inflation is hampering your saving, what is the
difference between saving and investment and 10% of the respondents don’t understand
 Q8) Do you have retirement plan?

25%

75%

Yes No

75% of the respondents have retirement plan and 25% don’t have retirement plan.
 Q9) What are the purposes for which you are
investing?

19% 14%

16%
14%

17%
20%

Child High Education Return

Your Retirement Planning Emergency Need
Tax Benefits Wealth Creation

From the above analysis 20% of respondents purpose of their investment is emergency need,19% wealth
creation,17% for retirement plan,16% for return,14% for child high education, 14% for tax benefits.
 Q10) Which of the following insurance cover do you
have for you and your family protection?

19% 22%

12% 12%
15%
18%
11%

Life Insurance Term Insurance Health Insurance

Personal Accident Home Insurance No Insurance Cover So far
Other

22% of the respondents have life insurance,19% of the respondent have other insurance cover 18% of
the respondents have health insurance, 15% of the respondents have home insurance, 12% of the
respondents have no insurance so far, 12% of the respondents have term insurance, and 11% of the
respondents have personal accident insurance,
From the above analysis at the time of investing criteria return is considered to be 20%, tax benefit at
16%,future safety at 14%, liquidity at 14%, risk at 12%,transparency 11%, flexibility 9%, time horizon 7%
LIMITATION
CONCLUSION