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This document provides an overview of Fundsroom Investment Services, a financial technology company located in Pune, India. It was founded in 2020 and offers mutual funds, stocks, real estate, banks, and digital gold. The company aims to build a simple financial services organization through its motto of "Sit back, invest and let your money work for you." It seeks to equip self-directed investors through applications and services. The document outlines the company's objectives, provides a literature review on fintech and digital payments, and summarizes key learnings from finance modules on demat account opening, portfolio analysis, and using Power BI for research and reporting.

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Khushank Joshi
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303 views7 pages

Sip Presentation

This document provides an overview of Fundsroom Investment Services, a financial technology company located in Pune, India. It was founded in 2020 and offers mutual funds, stocks, real estate, banks, and digital gold. The company aims to build a simple financial services organization through its motto of "Sit back, invest and let your money work for you." It seeks to equip self-directed investors through applications and services. The document outlines the company's objectives, provides a literature review on fintech and digital payments, and summarizes key learnings from finance modules on demat account opening, portfolio analysis, and using Power BI for research and reporting.

Uploaded by

Khushank Joshi
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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FinTech in COVID – 19

and Beyond
Company Profile
Name – Fundsroom Investment Services
Location – Pune
Office – Flat 105, Eisha Bella Vista,Near Crown Bakery,Ambedkar Nagar, Kondhawa Budruk, Pune
– 411048 MH, India.
Founded Year – 2020
Slogan – Sit back, invest and let your money work for you.
Vision – Building a simple financial services organization without any complexity.
Mission Statement – Our mission has always been to equip self – directed investors with all the
applications and services they need to make better investment decisions, and we have developed a
reputation for doing just that over time.
Sector offered – Mutual funds, stocks, Real estate, Banks, Digital gold.
Organization Chart
Cofounder – Adwait Bhalerao
Cofounder – Masroor Khan
HR Manager – Pooja Shedge
Logo –

Competitors –
1) Company Name - Ally
Founded – 1919
Location – Detroit
Valuation - $1.3B
2) Company Name - Fidelity Investments
Founded – 1946
Location – Boston
Objectives
1) To find out the preference of using fintech changes
according to various age groups.
2) To find out whether fintech is associated with risk or it
is trustworthy.
3) To find out how fintech is beneficial than traditional
financial services.
Literature Review
An overview of the literature review on the use of various digital payment methods,
financial technology, mobile finance, and mobile banking is provided in this part.
1) Digital Payment
Electronic payment Digital payments are several services that a smartphone provides to
complete transactions, such as peer-to-peer real-time transfers, virtual banks, and e-
wallets. One of the new business models for implementing payment solutions for
customised goods has been anticipated to be the digital payment model.

• https://www.researchgate.net/publication/354373104_Collaboration_of_digital_payme
nt_usage_decision_in_COVID-19_pandemic_situation_Evidence_from_Indonesia

2) Financial Technology
It is now simpler for the general public to access financial products for transactions thanks
to the technology-based financial technology sector, which provides financial services
outside of traditional financial institutions. By utilising technological advancements,
fintech makes financial transactions more convenient, affordable, and secure.
• https://doi.org/10.3390/joitmc6040153
Major Learnings –
Module 1
A) Demat account opening on Angel one ( in which I have learn how to approach potential
customers, Convince them to give their details like bank account details, pan
no. , Aadhar no., Signature etc. How it's help to buy and sell share conviently
B) portfolio Analysis In this I have learnt what is portfolio, risk analysis, financial goal and
Build a portfolio.
Module 2
A) Research analysis and Data collection to buy new shares
B) Basic parameters
C) what is power BI ? How to use it ? Why it is important ? How does it help to understand
the numerical data easily ?
D) Making report on Power BI etc
1. Streamlining the procurement process: Automating the procurement process with an ERP system
can help streamline the procurement process by eliminating manual tasks, reducing paperwork, and
improving data accuracy.
2. Improved efficiency and cost savings: Automating procurement processes can lead to improved
efficiency and cost savings due to improved accuracy and reduced manual processes.
3. Improved visibility into the procurement process: ERP systems can provide better visibility into
the procurement process by providing access to real-time data, allowing users to see what is
happening throughout the entire process.
4. Improved supplier relationships: ERP systems can also help improve supplier relationships by
providing better visibility into the supplier's performance and reducing manual processes.
5. Improved inventory and supply chain management: Automating the procurement process with an
ERP system can also help improve inventory and supply chain management by providing better
visibility into inventory levels and supplier performance.

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