JJEM: Special Edition 4 (May 2025)
JJEM: Special Edition 4 (May 2025)
2025-05-31
A career of Mutual Fund Advisor in Financial Service Industry: A Study
Usha S P, Dr. Sujith Kumar S H
In the present is India. It is necessary to spread the financial awareness and systematic financial investment habit among the traditional investors who are using bank deposits, post office savings accounts cheat funds, etc and influence them and convince them to consider the modern investment avenues which involves mutual funds and stock market. This work can be done by the mutual fund advisor Who act as a link between investors and asset management companies having a good knowledge of investment opportunities especially in mutual funds and can advise the investors about different investment opportunities available in mutual funds, according to their investment objectives and also guide them in completing documentation process. He's mutual fund adviser is indirectly enabling the investor to take informed and matured decisions about investing their hard-earned money. In this regard, the researcher wanted to understand (1) Factors which are influencing a person to choose a career as mutual fund Advisor. (2) Factors considered by a mutual fund adviser before completing the empanelment process with an AMCs and conducted study in Shivamogga District of Karnataka Judgemental sampling method and Simple Random sampling to collect data from the mutual fund advisors. And found the factors which are more influential for an individual to choose the career of mutual fund advisor in the financial service sector and also Factors considered by him while choosing Asset management companies for completion of Empanelment process.
Mutual fund advisor, Asset management company, Empanelment process, Career in financial service industry