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ZENODO
Article . 2026
License: CC BY
Data sources: ZENODO
ZENODO
Article . 2026
License: CC BY
Data sources: Datacite
ZENODO
Article . 2026
License: CC BY
Data sources: Datacite
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A Study on Customer Satisfaction towards Portfolio Selection and Management Services In the Financial Market

Authors: Prof. Sonal Sharma; Sumit Dharmendra Hol; Yash Rajendra Jangam; Chetan Pramod Jawake;

A Study on Customer Satisfaction towards Portfolio Selection and Management Services In the Financial Market

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.

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    popularity
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    influence
    This indicator reflects the overall/total impact of an article in the research community at large, based on the underlying citation network (diachronically).
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    impulse
    This indicator reflects the initial momentum of an article directly after its publication, based on the underlying citation network.
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selected citations
These citations are derived from selected sources.
This is an alternative to the "Influence" indicator, which also reflects the overall/total impact of an article in the research community at large, based on the underlying citation network (diachronically).
BIP!Citations provided by BIP!
popularity
This indicator reflects the "current" impact/attention (the "hype") of an article in the research community at large, based on the underlying citation network.
BIP!Popularity provided by BIP!
influence
This indicator reflects the overall/total impact of an article in the research community at large, based on the underlying citation network (diachronically).
BIP!Influence provided by BIP!
impulse
This indicator reflects the initial momentum of an article directly after its publication, based on the underlying citation network.
BIP!Impulse provided by BIP!
0
Average
Average
Average