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FUNDSROOM Geeta Final

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FUNDSROOM

Geeta Gorai
MBA 3RD SEM
MB303
Project on Internship report
INTRODUCTION
1

PRIMARY GOALS
1

agenda AREAS OF GROWTH


1

WHY FUNDSROOM?
2

CONCLUSION
1
introduction
Fundsroom is an online investment platform
which brings various investment asset
classes under one umbrella. The asset
classes include but not limited to Mutual
Funds, Digital Gold, Real Estate, Insurance
etc. We provide a simple and technologically
robust platform wherein the users can not
only invest but also explore different
investment sectors. We utilize data driven
analytics, advanced technical tools to ensure
a seamless investment journey for our users.
The beauty of our platform is that we provide
a wide range of investment asset classes
which facilitates the user to select the best
sector according to his demographics,
investment capital, knowledge, interest etc. A
platform where all classes of people ranging
from HNI to retail investors can come and
invest towards a valued tomorrow.In a
nutshell, Fundsroom is "Shop of investment"!
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MISSION
VISSION Our mission is to educate the population of the country into
financial literacy by bringing all stake holders in one platform,
thereby bringing about a unique mix of social , education and
business cause into one common theme in this platform,
Our vision is to help our making it win-win for all the stake holders who include:
clients and their families in
achieving Manufacturers

Financial Distributors and Distributors


Financial preparedness
Customers at large
Financial freedom
Government and regulatory bodies
Financial well-being
Educational Bodies
WHY FUNDSROOM?
• Allocating your money with the expectation of getting some benefit down the line.

• - There are various sectors wherein you can put your money into and can get returns on it in the future.

• - Investment sectors offered: Choose from low risk to high returns sectors and build yourself a diversified
portfolio

• - The benefit or profit generated via an investment is called a return which can be measured in ROI%.

• Happy coustemers-8569+

• Investors -11Lakhs

• Transections -2.8cr

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PROVIDE AND SERVICE AND SUPPORT
1.Mutual Fund-
3.Real estate-
• Investingin diversified
• Traditional investment
sector
• holding
• Cash flow
• Let the expert manage Increase your
funds • Tax breakes and
deduction
2. Stocks-
4. Bank
• Higher liquidity
5. Digital gold
• Versatility

• Higher returns in shorter periods of time

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EXPERIENCE DURING INTERNSHIP

1. How to put my knowledge and skills into practice


2. The benefits of networking
3. Understanding workplace culture
4. Keeping journal is great personal growth
5. How important good communication is

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thank you

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