ANKITA Cia 2 Report

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A

PROJECT REPORT
SAVITRIBAI PHULE PUNE UNIVERISITY, PUNE
IN THE PARATIAL FULFILMENT OF THE
REQUIREMENTOF MASTER OF BUSINESS
ADMINISTRATION (MBA)
UNDER THE GUIDANCE OF
Dr. snehal hole
SUBMITTED BY
Miss. Avhad ankita anant
Submitted through

Sanjivani Institute of Management Studies,


Kopargaon
Batch
(2023-2025)
Declaration

I undersigned hereby declare that, the project titled “A

Project Report on Capital Market ” is executed as per

the course requirement of the two-year full-time MBA

program of Sanjivani Institute of Management Studies

affiliated to Savitribai Phule Pune University. This

report has not been submitted by me or any other person

to any other University or Institution for the award of

MBA program.

Place:

Date:

Ankita anant avhad

MBA-2023-25
ACKNOWLEDGEMENT

I take this opportunity to express my profound


gratitude & deep regards to my guide D.R
snehal hole for her exemplary guidance,
monitoring & constant encouragement
throughout the thesis. The blessing, help &
guidance given by her from time to time will
carry me a long way in the journey of life on
which I am about to embark.

I also take this opportunity to express deep sense


of gratitude to the Director, Dr. V.R. Malkar for
their cordial support & guidance which help me
in completing this task through the stages.

I am obligated by the staff members of the


industry who provided valuable information of
their respective fields. I am grateful for their
cooperation during the period of assignment.

Ankita anant avhad

MBA-2023-25
Certificate
This is to certify that Ms. Ankita anant avhad

has submitted an Internship Project Report on Capital

market for finpro wealth . to Savitribai Phule Pune

University, Pune for the partial fulfilment of Master of

Business Administration (M.B.A.).

We further certify that to the best of our knowledge and

belief, the matter presented in this project has not been

submitted to any other Degree or Diploma course.

Dr. snehal hole Dr. V. R. Malkar


Internal Guide Director, SIMS

(Name & Signature External Examiner)


INDEX
CHAPTERNO CONTENTS PAGE
NO
- Title Page -
- Declaration -
- Acknowledgment -
- Institute Certificate -
- Certificate by Company (Mentioning 2 months -
completion of Internship)
- Formal Feedback from Company Guide -
1 Executive Summary 1
2 Introduction 3
3 Industry Profile 10
4 Company Profile 15
5 Product Profile 18
6 Objective of Study 25
Chapter- I

Introduction
INTRODUCTION OF THE STUDY:

CAPITAL MARKET refers to the market for long-term funds for


investment purposes. The capital market is the source of funds for corporate,
governments and provides opportunities to savers to park their long-term savings.

The capital market comprises of two segments- the primary and the
secondary markets. Broad term describing any market place where buyers and sellers
participate in the trade of assets such as equities, bonds, currencies and derivatives.

Financial Markets are typically defined by having transparent pricing,


basic regulations on trading, costs and fees and market forces determining the prices of
securities that trade.

In economics, typically, the term market means the aggregate of


possible buyers and sellers of a certain good or service and the transactions between
them.

The term "market" is sometimes used for what are more strictly
exchanges, organizations that facilitate the trade in Financial sequrities .

functions of capital markets

1. Capital Formation: Capital markets mobilize savings from individuals and


institutions and direct them towards productive investments.

2. Price Discovery: Through the interactions of buyers and sellers, capital


markets facilitate the determination of security prices.

3. Liquidity: Capital markets provide liquidity by enabling investors to buy and


sell securities easily.

4. Risk Management: Through various financial instruments, such as derivatives,


capital markets offer mechanisms for managing and hedging risks.

Need and Importance of Capital Budgeting:

It mobilizes the savings of people and channelizes them into productive


purposes.

It helps industrial establishments to increase production by providing


necessary funds.

Capital maeketing decisions are vital to any organization as they


includethe decisions:

Capital marketing decisions are vital to any organization as they


encompass crucial choices related to funding and investment
strategies.

Role of capital market -

1. Regulation of the Capital Market

Every capital market in the world is monitored by financial regulators and their
respective governance organization. The purpose of such regulation is to protect
investors from fraud and deception.

2. The Capital Market's Influence on International Trade

Capital market investment is no longer confined to the boundaries of a single


nation. Today's corporations and individuals are able, under some regulation, to invest
in the capital market of any country in the world.

3.The Primary and Secondary Markets

The capital market is also dependent on two sub-markets the primary market and
the secondary market. The primary market deals with newly issued securities and is
responsible for generating new long-term capital.
Nature of Capital market

1. Its has two segments primary and secondary market.

2. It performs trade-off function.

3. It deals in long-term securities.

4. It helps in creating liquidity.

5. It creates dispersion in business ownership.

6. It helps in capital function


INDUSTRY
PROFILE
INDUSTRY PROFILE:

finPro Wealth is one of India’s new financial services and educational


conglomerate, offering a robust platform to a diversified client base
across domestic and global geographies to Learn & Earn from Stock ma
Key Products and Services:

Market Drivers:

1. Economic Indicators : Factors like GDP growth, employment rates,


inflation, and interest rates can significantly impact stock market
performance.

2. Corporate Earnings : The financial health and profitability of


companies listed on the stock market directly affect stock prices.

3. Geopolitical Events and News : Global events such as political


instability, trade tensions, wars, and natural disasters can create
uncertainty in the markets, leading to volatility.

*Economic Indicators

GDP growth, employment rates, inflation, and interest rates can


significantly impact stock market performance.

Key Players:

• stock Markets:

• Financial Institutions

• egulatory Bodies

Key Products and Services:

1. Stock market education and traning .

2. Investment advisory and portfolio mangegment

3. Trading platform and tool

4. Research and maeket analysis


Market Drivers:

• Economic indicators - GDP growth , employement data , inflation rate .

• Intrest rate – central bank policies and intrest rate change directly affect
borrowing costs for companies and counsumer .

• Corporate ernning – company performance reflected in earning reports is


major drivers .

*Corporate Earnings :

The financial health and profitability of companies listed on the stock


market directly affect stock prices.
Market Drivers:

▪ Market Sentiment: Investor confidence and perceptions of future economic


and corporate performance. Positive sentiment can drive stock prices higher.

▪ Earnings Reports: Quarterly and annual financial reports that provide insights
into a company's profitability, revenue, and future outlook.

▪ Global Events: Geopolitical developments, trade agreements, and international


conflicts can impact market stability and corporate earnings.

▪ Technological Advancements: Innovations and technological breakthroughs


can lead to new products and services, driving growth and profitability.

Key Players:

• Corporation

• Institutional investors

• Retail investors

• Market analysis

Industry Trends and Future Outlook:

1. Sustainability: Increasing emphasis on environmentally friendly materials


and sustainable construction practices.

2. Technology and Innovation : The integration of artificial


intelligence and automation technologies is transforming various
sectors, enhancing productivity, and driving growth.

3. Sustainability and ESG Investing - Environmental, Social,


and Governance (ESG) Factors: There is a growing focus on
sustainable and ethical business practices. Companies with
strong ESG profiles are increasingly attracting investors and are
expected to perform well as regulatory and consumer
preferences shift towards sustainability.
Challenges:

1. Regulatory and Compliance Issues - Companies often face


challenges in keeping up with rapidly changing regulations across
different regions, especially concerning data privacy,
environmental standards, and financial reporting..

2. Economic Uncertainty- : Economic downturns, geopolitical tensions,


and other macroeconomic factors can lead to market volatility, affecting
corporate earnings and stock prices. Companies need to navigate these
uncertainties carefully to maintain financial stability

3. Technological Disruptions : As companies increasingly rely on


digital technologies, they face heightened risks from cyberattacks.
Protecting against these threats requires significant investment in
cybersecurity measur
COMPANY
PROFILE
COMPANY PROFILE:

FinPro Wealth is one of India’s new financial services and educational


conglomerate, offering a robust platform to a diversified client base
across domestic and global geographies to Learn & Earn from Stock
market.
Our continuous and single-minded focus is on understanding customers’
needs and offering the right financial and educational solutions.
Company logo

Commercial partner

Sr. Partners Educational Experience Shareholding


No. Qualifications Pattern
1 Mr. Cs 10 years’ experience
harsh CFP in finance expert with
vira CWM ample of knowledge
CFA-IF and experience in the 50%
world of finance.

2 Mr. Teaching More than 1 years’


gaurav science to arts social media 50%
thakur &commerce entrepreneur
student

Location of the firm: -


• The company has taken a headquarters mumbai , Maharashtra.
Having company size 501-1000 employees .
• Industry – financial services
• Type – privetly held
• Phone -8433636429
• Specialties- fiannanc, stock broking ,insurance ,loans ,internship ,education
• Websites – http://finprowealth.com .
Product
profile
Product profile:

i. Investment Products: FinPro Wealth offers a diverse range of


investment products tailored to varying risk appetites and financial
goals. This includes stocks, mutual funds, ETFs (Exchange-Traded
Funds), and other structured products. They provide comprehensive
research and analysis to help clients make informed investment
decisions.

ii. Trading Platforms: The company provides robust trading platforms


equipped with advanced features for seamless execution of trades
across multiple stock exchanges. These platforms are designed to
cater to both novice investors and seasoned traders, offering real-
time market data, analytical tools, and personalized portfolio
management services.

iii. Customer Support and Education: FinPro Wealth emphasizes


customer support and education, aiming to empower investors with
knowledge about market trends, investment strategies, and risk
management. They offer educational resources such as webinars,
seminars, and one-on-one consultations to enhance clients'
understanding of financial markets and investment opportunities.

Technical Aspects:

Mr. harsh vira , one of the partners of the firm, himself is wellQualified. He
looks after the technical aspects of the production, along withnecessary
supporting qualified technical staff as given below.

Sr. Name Designation


No
1 Apurva annavi Business
development head

2 Shiksha Research &content


creation

3 Shrishti Research &content


creation

4 Navya Research &content


creation
5 rajvendra
Research &content
creation
OBJECTIVE
OF THE
STUDY
OBJECTIVE OF THE STUDY:

Primary Objective:

The primary objective of this study is to evaluate the capital market for finpro wealth to
ensure optimal allocation of resources for long-term investments. The specific goals are:

1. Market Analysis: Understanding current trends, opportunities, and challenges within the financial
services sector.

2. Customer Insights: Gaining a deeper understanding of customer preferences, behaviors, and


needs.

3. Competitor Analysis: Assessing strengths, weaknesses, and strategies of competitors in the


wealth management industry.

4. Product Development: Identifying opportunities for new financial products or improvements to


existing ones.

5. Risk Assessment: Evaluating potential risks and how to mitigate them effectively.

6. Regulatory Compliance: Ensuring adherence to financial regulations and identifying any


upcoming changes that could impact operations.

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