Authors: Prof. Sonal Sharma, Sumit Dharmendra Hol, Yash Rajendra Jangam, Chetan Pramod Jawake
Abstract: The main objective of this research is to analyse customer satisfaction towards portfolio selection and management services in the financial market. With the increasing complexity of investment options such as equities, mutual funds, bonds, and derivatives, investors rely on professional portfolio management services for better decision-making. This study examines the factors influencing customer satisfaction, including returns, risk management, transparency, service quality, and communication.The research is based on primary data collected through structured questionnaires from 100 respondents in Pune. The findings reveal that most customers are satisfied with portfolio management services, especially in terms of professional advice and returns. However, issues like high service charges and lack of awareness still affect satisfaction levels. The study concludes that improving transparency, reducing costs, and enhancing communication can significantly improve customer satisfaction and trust in financial services.
DOI: https://doi.org/10.5281/zenodo.19941468
