A Study on Assessing the Influence of Financial Advisors on the Formation and Execution of Personalized Investment Strategies

Authors

  • Dr.Harshali Gomase, Dr.Shital Thakre, Dr. Dr.Yachna Gharde, Dr.Seema Choure and Dr.Rajni Vanjari Author

DOI:

https://doi.org/10.7492/whejxf15

Abstract

This study explores the various Investment instruments and Investment avenues prevailing in the market and risk associated with them. Main objective of the study is to check the awareness of Equity investment. Research aims to create awareness about long term equity Investment, debt investment and diversification of risk. The objective of checking the awareness is fulfilled by collecting Primary Data through Questionnaires and Personal Interview of sample size 50.The sample size includes Retired person , Age 20-30, Age 31-40, sole proprietors, Housewives, etc. This Study further explains the individual how an Individual can plan his investment around the year by studying the economic sectors. The aim of the research is to increase the number of investors in the market as it is beneficial for the country, businesses as well as individual investor.

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Published

1990-2024

Issue

Section

Articles

How to Cite

A Study on Assessing the Influence of Financial Advisors on the Formation and Execution of Personalized Investment Strategies. (2024). MSW Management Journal, 33(2), 223-238. https://doi.org/10.7492/whejxf15