Icic Finance Case Study

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ICICI Prudential is the first life insurer in India to receive a National Insurer Financial Strength rating of AAA (Ind) from Fitch ratings. For three years in a row, ICICI Prudential has been voted as India's Most trust Private Life Insurer, by The Economic Times - AC Nielsen ORG Marg survey of 'Most Trusted Brands'. As we grow our distribution, product range and customer base, we continue to tirelessly support our commitment to deliver world-class financial solutions to customers all over India. Scheme: Prudential Growth Objective :- The scheme seeks to generate long-term capital appreciation by investing mainly in equities that is 95% in equities while the rest would be invested in debt and money market instruments. TABLE 3.3 Description…show more content…
HDFC Long Term Equity Fund, HDFC Mid-Cap Opportunities Fund, HDFC Infrastructure Fund, HDFC Fixed Maturity Plans, HDFC Fixed Maturity Plans - Series II, HDFC Fixed Maturity Plans - Series III, HDFC Fixed Maturity Plans - Series IV, HDFC Fixed Maturity Plans - Series V, HDFC Fixed Maturity Plans - Series VI, HFDC Fixed Maturity Plans - Series VII and HFDC Fixed Maturity Plans - Series VIII. The AMC is also providing portfolio management / advisory services and such activities are not in conflict with the activities of the Mutual Fund. The AMC has renewed its registration from SEBI vide Registration No. - PM / INP000000506 dated December 8, 2006 to act as a Portfolio Manager under the SEBI (Portfolio Managers) Regulations, 1993. The Certificate of Registration is valid from January 1, 2007 to December 31, 2009. Scheme : Equity…show more content…
Financial & Investment Consultancy Services Pvt. Ltd. and JM Financial Ltd., JM Financial Asset Management Pvt. Ltd. (formerly known as J.M. Capital Management Pvt. Ltd.) is registered under the Companies Act, 1956 and was integrated on June 9, 1994. JM Financial Trustee Company Pvt. Ltd. has entered into an Investment Management Agreement (IMA) on September 1, 1994 appointing JM Financial Asset Management Pvt. Ltd. as the AMC for the Fund. The AMC has to submit quarterly reports and/or such other reports at such intervals as may be arranged by the Trustee or SEBI on the functioning of the Fund to the Trustee. The AMC can be removed by the Trustee or by 75% of the Unit holders of the particular Fund, subject to the approval of SEBI. The AMC will manage the Scheme(s) of the Fund, in agreement with the provisions of Investment Management Agreement, the Trust Deed, the Regulations and the investment objectives of the Schemes. Scheme: Equity Growth Objective: The scheme seeks long-term capital growth and appreciation through investment primarily in

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