Case Studies Insights / BFSI

The Financial service industry has witnessed a breakthrough with digitalisation in just a decade in India. Thereby saving and investing is fetching more demand in the market.

A mutual fund is one such financial instrument that is experiencing a rise in demand by investors. These funds serve as a good investment opportunity for people who wish to earn higher than the conventional fixed deposits, SIP, bonds and saving accounts over the medium to long term (over a minimum of a 5 year period).

The mutual fund industry is growing rapidly in the country and has witnessed some excellent improvements in terms of both quality and quantity involved.

Although only a handful of India’s population invests in Mutual Funds. The evident barriers are noted to be lack of awareness, the perception that it is risky, that there are no fixed or guaranteed returns and liquidity is low (as one may need to wait for a sufficiently long time to start making profits). Hence the mutual fund market in India is under-penetrated and it’s a volatile market.

Despite these challenges, the market opportunities have expanded in the past 2-3 years and growth in the number of investors. Therefore for any finance firm dealing with mutual funds, it’s important to research and analyse to understand before any implementation to target the much larger pool of non-investors as the key challenge is to make potential investors understand the benefits and workings of mutual funds and address their concerns.

It is imperative to understand the awareness, barriers and risk perceptions of Mutual Funds and current investment habits among this segment.

In this case study, we will learn about:

  • User attitude and understanding of the target audience.
  • Usage and perception of mutual fund investors.
  • Investment journey of investors.
  • Awareness, barriers and risk perceptions
  • Current investment habits

Download the case study to know more about the current market opportunities in the mutual fund space.


    Please fill the form to download






    For sales queries, reach us at sales@markelytics.com
    For any other queries, please reach out to response@markelytics.com

    Case Studies Insights / BFSI

    The Financial service industry has witnessed a breakthrough with digitalisation in just a decade in India. Thereby saving and investing is fetching more demand in the market.

    A mutual fund is one such financial instrument that is experiencing a rise in demand by investors. These funds serve as a good investment opportunity for people who wish to earn higher than the conventional fixed deposits, SIP, bonds and saving accounts over the medium to long term (over a minimum of a 5 year period).

    The mutual fund industry is growing rapidly in the country and has witnessed some excellent improvements in terms of both quality and quantity involved.

    Although only a handful of India’s population invests in Mutual Funds. The evident barriers are noted to be lack of awareness, the perception that it is risky, that there are no fixed or guaranteed returns and liquidity is low (as one may need to wait for a sufficiently long time to start making profits). Hence the mutual fund market in India is under-penetrated and it’s a volatile market.

    Despite these challenges, the market opportunities have expanded in the past 2-3 years and growth in the number of investors. Therefore for any finance firm dealing with mutual funds, it’s important to research and analyse to understand before any implementation to target the much larger pool of non-investors as the key challenge is to make potential investors understand the benefits and workings of mutual funds and address their concerns.

    It is imperative to understand the awareness, barriers and risk perceptions of Mutual Funds and current investment habits among this segment.

    In this case study, we will learn about:

    • User attitude and understanding of the target audience.
    • Usage and perception of mutual fund investors.
    • Investment journey of investors.
    • Awareness, barriers and risk perceptions
    • Current investment habits

    Download the case study to know more about the current market opportunities in the mutual fund space.


      Please fill the form to download






      REACH OUT

      For sales queries, reach us at sales@markelytics.com

      For any other queries, please reach out to response@markelytics.com

      Enquiries

      General Enquiries: response@markelytics.com

      Follow us

      INDIA   |   USA   |   UK   |   UAE   |   SINGAPORE  |  INDONESIA   |  SOUTH KOREA  |  KSA

      Follow us

      INDIA   |   USA   |   UK   |   UAE   |   SINGAPORE  |  INDONESIA   |  SOUTH KOREA  |  KSA