Birla Sunlife Mutual Fund
A
PROJECT REPORT ON
DISTRIBUTOR EMPANELMENT AND
BANK ACTIVATION
Himanshu Saha
BIRLA SUN LIFE MUTUAL FUND
A REPORT ON
DISTRIBUTOR EMPANELMENT AND BANK ACTIVATION
By
Himanshu Saha (ICFAI BUSINESS SCHOOL – KOLKATA) Faculty Guide: - Dr. Kavita Shastri Company Guide: - Himanshu Redhu ACKNOWLEDGEMENT
It is indeed a great moment of pleasure to express our senses of per found gratitude and indebtedness to all the people who have been instrumental in making this project a rich experience. The project is an important part of our study and gives us a real practical exposure to the corporate world and it is almost impossible to do the same without the guidance of people in and around us.
It gives me immense pleasure to thank my company guide Mr. Himanshu Redhu who has given us constant guidance throughout the project and without his help the project would never have been able to reach the expected completion.
I would also like to thank my faculty guide Dr. Kavita Shastri who helped us to pen down our project in the appropriate manner and who was always there to help us whenever required.
I would like to thank my companions Mr. Manish Kumar Santhalia and Mr. Rudrangshu Ghatak with whom I had a great time during my SIP tenure.
Last but not the least I would like to thank my parents and my elder brother who was always there with me during the ups and down I had during the tenure of the project.
TABLE OF CONTENTS
TOPICS Pg.No
Abstract 6
Aditya Birla Group 7
Sun Life Financial 10
BirlaSunlife Asset Management Company 15
Mutual Funds 17
History of Mutual Funds in India 20
Computer Age Management Services (CAMS) 25
Association of Mutual Funds in India (AMFI) 38
Working pattern of a Mutual Fund company 43
Phase 1 :- Distributor Empanelment’s 44
Phase 2 :- Bank Activation 61
References 65
PROJECT REPORT ON
DISTRIBUTOR EMPANELMENT AND
BANK ACTIVATION
Himanshu Saha
BIRLA SUN LIFE MUTUAL FUND
A REPORT ON
DISTRIBUTOR EMPANELMENT AND BANK ACTIVATION
By
Himanshu Saha (ICFAI BUSINESS SCHOOL – KOLKATA) Faculty Guide: - Dr. Kavita Shastri Company Guide: - Himanshu Redhu ACKNOWLEDGEMENT
It is indeed a great moment of pleasure to express our senses of per found gratitude and indebtedness to all the people who have been instrumental in making this project a rich experience. The project is an important part of our study and gives us a real practical exposure to the corporate world and it is almost impossible to do the same without the guidance of people in and around us.
It gives me immense pleasure to thank my company guide Mr. Himanshu Redhu who has given us constant guidance throughout the project and without his help the project would never have been able to reach the expected completion.
I would also like to thank my faculty guide Dr. Kavita Shastri who helped us to pen down our project in the appropriate manner and who was always there to help us whenever required.
I would like to thank my companions Mr. Manish Kumar Santhalia and Mr. Rudrangshu Ghatak with whom I had a great time during my SIP tenure.
Last but not the least I would like to thank my parents and my elder brother who was always there with me during the ups and down I had during the tenure of the project.
TABLE OF CONTENTS
TOPICS Pg.No
Abstract 6
Aditya Birla Group 7
Sun Life Financial 10
BirlaSunlife Asset Management Company 15
Mutual Funds 17
History of Mutual Funds in India 20
Computer Age Management Services (CAMS) 25
Association of Mutual Funds in India (AMFI) 38
Working pattern of a Mutual Fund company 43
Phase 1 :- Distributor Empanelment’s 44
Phase 2 :- Bank Activation 61
References 65