1. Introduction Of Financial Market
 In 1960 the Indian financial sector has divided into
two broad segments – organized and unorganized.
 The organize segments includes commercial banks,
development finance institutions, insurance
companies, and other non-bank financial institutions
including mutual funds, unit trusts etc.
 Today, there are three different types of players
operating in the Mutual fund market: UTI, Public
sector mutual funds and Private sector mutual funds
including many foreign players.

2. Cont’
 The Indian mutual fund companies have developed
attractive marketing strategies with an objective to
increase the GDP and GNP of the country results in
to developed country.

3. Introduction of Marwadi Financial
Services
 Marwadi group is a decade old financial service
group offering stock broking& commodity broking
through NSE, BSE, and NCDEX & MCX.
 Marwadi is spread through out India with 33
branches ,400 plus sub-brokers& manpower
strength of over 300 employees.&10000 customer.
 A convincing index of its customer loyalty is that
nearly 75% of its customers have been with marwadi
for many years.

4. Cont’
 Milestones:
 In 1992 Marwadi Shares And Finance Pvt. Ltd. was
incorporated by first generation Entrepreneurs Shri
Ketan Marwadi, Shri Deven Marwadi and Shri
Sandeep Marwadi.
 In 2000 Commenced Derivative Trading after
obtaining registration as Clearing and Trading
Member in NSE.
 In 2005 Launched Portfolio Management Services.

5. Cont’
 2008…Adjudged the 5th Largest Broking House by
Dun & Bradstreet.
 2009… Moves in to 90000 Square Feet State of Art
Infrastructure.

6. Mission & Vision
 The company is 5th Leading retail broking
house.*(D&B “India’s Leading equity Broking
Houses 2008” Report).
 The company has 73 branches and over 750+
channel partners operating over 7000+ trading
terminals spread across 184 cities and servicing more
than 3000+ pin codes in India.
 The company has 1000+ employees strength is very
talented, young and dynamic to take on any
challenges in future."

7. Services
 Stock Broking (NSE, BSE, F&O)
 Demat Services
 Commodities Derivatives
 Mutual Funds (All Mainly Mutual Funds)
 Trading Services
 Net Services
 Cash Segment

8. Findings
 Majority of the investors prefer less risky scheme for
mutual funds
 Majority of the investors are invested money in Marwadi
mutual fund
 People are satisfied with the services provided by
Marwadi.
 The investors mostly prefer tax saving schemes and
growth schemes.

 Newspapers, friends and Agents are the knowledge
provider for most of the investments in Mutual Funds.

9. Cont’
 Selection of schemes is based on the returns from the scheme.
 It is clear that growth is the main reason for invest in mutual
funds.
 The overall satisfaction level of the investors is reasonably
satisfied.
 Most of the investors go through the past performance and
lock in period while making selection of mutual fund.
 People are financially strong and they are in search of various
investment alternatives in which mutual fund can become
one.
 Marwadi shares & finance has very good reputation among
other securities company.

10. Conclusion
This report is prepared to get the basic ideas of mutual
fund and various schemes of Marwadi. The general
concept of the market study will help the different
individuals to invest in different investment tools as
per their appetite. Through research study, it is very
much visualized the present market trend opted by the
selected number of people and their perception
regarding Mutual Fund.
Hence, from this report I conclude that people are
more keen to invest in Mutual Fund due to the stability
and getting more diversified options.

11. Bibliography
 Books
 Work book of AMFI mutual fund testing program,
 Kotler P. (2003). Marketing Management, New Delhi:
Tata Mc Grow Hill, 11th edition
 World Wide Web
 http://www.amfiindia.com,
 http://www.indiainfoline.com,
 http://www.marwadionline.com,
 http://www.mutualfunsindia.com
 http://www.money control.com,
 http://www.stock market.com