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    FUNDSROOM Geeta Final

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    geetagorai121
    Fundsroom is an online investment platform that brings various asset classes like mutual funds, digital gold, real estate, and insurance under one umbrella. It aims to educate users and help them achieve financial preparedness, freedom, and well-being. Fundsroom utilizes data and tools to provide a simple and robust platform for users to explore investment sectors and build diversified portfolios. It currently has over 8569 happy customers and 11 lakh investors.

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    © All Rights Reserved
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    FUNDSROOM Geeta Final

    Uploaded by

    geetagorai121
    36 views8 pages
    Fundsroom is an online investment platform that brings various asset classes like mutual funds, digital gold, real estate, and insurance under one umbrella. It aims to educate users and help them achieve financial preparedness, freedom, and well-being. Fundsroom utilizes data and tools to provide a simple and robust platform for users to explore investment sectors and build diversified portfolios. It currently has over 8569 happy customers and 11 lakh investors.

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    Fundsroom is an online investment platform that brings various asset classes like mutual funds, digital gold, real estate, and insurance under one umbrella. It aims to educate users and help them achieve financial preparedness, freedom, and well-being. Fundsroom utilizes data and tools to provide a simple and robust platform for users to explore investment sectors and build diversified portfolios. It currently has over 8569 happy customers and 11 lakh investors.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    36 views8 pages

    FUNDSROOM Geeta Final

    Uploaded by

    geetagorai121
    Fundsroom is an online investment platform that brings various asset classes like mutual funds, digital gold, real estate, and insurance under one umbrella. It aims to educate users and help them achieve financial preparedness, freedom, and well-being. Fundsroom utilizes data and tools to provide a simple and robust platform for users to explore investment sectors and build diversified portfolios. It currently has over 8569 happy customers and 11 lakh investors.

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    © All Rights Reserved
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    You are on page 1of 8

    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"!

    20XX presentation title 3


    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, making it
    Our vision is to help our 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

    20XX presentation title 5


    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

    20XX presentation title 6


    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

    20XX presentation title 7


    thank you

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