Role of Financial Advisor for Sip in India

Description:

Please refer to the Sample Project. Each project has unique content based on its topic. The above PDF sample is for the finance project.

Introduction

Systematic Investment Plans (SIPs) are increasingly becoming a preferred investment option in India, as they help individuals build wealth gradually while managing risk. With growing financial awareness, digital education, and strong promotion by fintech platforms, investors are shifting from traditional assets like gold and real estate to mutual fund investments. The steady growth of the Indian stock market has further increased investor confidence in SIPs for long-term wealth creation. However, proper guidance is essential to make informed decisions. The role of financial advisor for SIP in India is therefore highly important, as advisors, including those from Logi Fintech, help investors choose suitable SIPs based on their goals and risk profile.

Objectives of the Study 

1. To find out what factors influence people when they choose different SIPs for investment.

2. To understand how financial advisors help investors decide which type of SIP to select.

3. To study how financial knowledge and awareness affect investors’ decisions about SIP investments.

4. To see how digital financial advisory platforms like Logi Fintech shape investors’ choices and behavior while selecting SIPs.

5. To examine how personalized financial advice helps investors get better returns and manage risk effectively in SIP investments.

Research Methodology

This study is descriptive in nature, which means it explains and analyzes the different factors related to the topic. To make the study more accurate and meaningful, both primary and secondary data have been used.

1. Primary Data:
Primary data is collected directly from existing clients by studying their SIP investment patterns over the last year, especially after the elections. This helps in understanding real investor behavior and decision-making.

2. Secondary Data:
Secondary data is gathered from reliable sources such as journals, magazines, newspapers, websites, and other published materials, covering both regional and national information. This data supports and strengthens the study, and tools like ANOVA and Correlation are used to analyze it and draw meaningful conclusions.