INDRAJEET JADHAV 18BSPDD01C0079

IBS DEHRADUN

INTERIM REPORT
ON

SUMEER INTERNSHIP PROGRAMME

BY

INDRAJEET JADHAV
18BSPDD01C0079
INDRAJEET JADHAV 18BSPDD01C0079
IBS DEHRADUN

A report submitted in partial fulfilment

Of the requirements of MBA programme of IBS
DEHRADUN

Date
Acknowledgement

I would like to express my gratitude to all those who gave me the possibility to
completion of this Internship. I want to thank IBS Dehradun for giving me
permission to commence this Internship in the first instance, to do the necessary
research work and to use the available data. I am deeply indebted to my
supervisors Prof. Raghavendra Sharma (faculty-in-charge) and Mr.Nischay Joshi
(company guide) for their help, stimulating suggestions and encouragement in all
the time of internship.
Especially, I would like to give my special thanks to my parents and friends for
their patient love and help in internship.

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Table of contents
 ACKNOWLEDGEMENT
 ABSTRACT
 TASK ASSIGNED
 INTRODUCTION
 COMPANY PROFILE
 METHODOLOGY
 OBJECTIVE
 SCHEDULES
 LIMITATIONS
 DESCRIPTION
 PORTFOLIO MANAGEMENT
 STRATEGIES TO CONVENYING CLIENTS
 COMPANIES VISITED
 MID COURSE CORRECTION
 CONCLUSION

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Abstract
As a part of my MBA curriculum I have done my internship training at Finamigo
Consultant Pvt. Ltd., Noida. In this report I am going to share my experience in the
company for the period of 55 days. During this period my role was to Help the
Client to Invest Our Company.
I was supposed to understand the concept How to Attract the Client to Invest Our
Company. As a part of my internship I had identified some problems and provide
the recommendations to the company to market the show.

Task Assigned

Planning is a key factor for the successful of any project, what my company
guide Mr. Nischay Joshi told me at the first day in company. The importance of
Investment is:
 To facilitate goals achievement
 To facilitate Think About Future
 To reduce risks and loss
 To make good decisions
 To carry out job division

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 To determine opportunities and threats

 To find and think out of the box
 To understand How Investment- a cost effective solution
So, my company guide has planned my task which I have to execute during me
internship.
The tasks assigned are-
 They Assign Me Task Money Multiplier
 To Create Pay Slips
 Study About Different Financial Sector
 Understand the Strategies to Sell the Investment

Introduction

The main objective of internship is to get exposure to the real business world
during. This is an ideal way to learn about an industry and to build a relationship

with a prospective employer as well as giving one a chance to simply hone his
skills. In Finamigo Consultant Pvt. Ltd. my objective is to learn all about the
Marketing Strategy to Sell the Investment and to implement my knowledge in live
project. We are told to Sell the Investment to Much More Clients.

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Company Profile

In Finamigo Consultant Pvt. Ltd is a Financial Investment Company offering an

endless list of Investment Plans all aimed at engaging the customer on one single
touch point that the customer never fails to carry along With Us.
Finamigo Consultant Pvt. Ltd has absorbed the best Investment brains in the
country and bought them under one roof so that both financial Investment
Adviser could benefit from the latest Know Investment. It’s an effort of the
experts who have strived hard to Suggest Which Sector Have to Invest.
Their team possesses extensive intellectual technologies across the entire digital
services like Facebook, Instagram, link din And Give Suggestion Where to Invest
Money.

Methodology

For the analysis-

 Primary and secondary data collection of clients

 Door to Door client visit
 Personal Observation
 Presentations
 Meeting Manager

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Objective

Primary objective

 To understand the financial condition of market

 To enlist the client who want to invest
 To analyses the competitors

Secondary Objective

 To recommend suggestions to the company based on study made

 To conduct full process of selling (Pitching)
 To contact client and sell the investment

Schedule

To understand the Concepts of investment

 Make the presentations
 Meet the clients
 Pitch the client
 Sell the investment or product

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Limitations of the Study

As it is the finamigo, it is very difficult to client ready for Investment clients

 Lack of Resources
 Lack of Information
 Lack in interest of client
 Showing many excuses

Description

In the initial stage of our internship, we were given different projects and we have
to select the project which we want to do. The projects were-
 How to increase customer loyalty in Financing industry
 Update about latest market trends
 Get satisfied clients
 Portfolio Management
Out of these I selected “Portfolio Management”. Then I was told to understand
the what is actual portfolio management.

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Portfolio Management
Portfolio management is the art and science of making decisions about
investment mix and policy, matching investments to objectives, asset allocation
for individuals and institutions, and balancing risk against performance. Portfolio
management is all about determining strengths, weaknesses, opportunities and
threats in the choice of debt vs. equity, domestic vs. international, growth vs.
safety, and many other trade-offs encountered in the attempt to maximize return
at a given appetite for risk.
Strategies for Convincing Client

 Appointment - Taking appointment to meet client

 Visit the client address
 Know the client(name, health etc.)
 Expectations - what they want from investment
 Pitch Product - talk about flexibility of product, product
advantage, hoe it is beneficial for client , future profit etc.
 Product Name - Now describe product name
 Tell about product brand
 Tell them difference product and their competitors

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Mid-Course Correction

Motivating
Motivation is the inner drive that triggers people to achieve their goals.
Motivation helps in achieving the desired performance levels and in maintaining
them. Managers ought to motivate their personnel in order to attain desired level
of productivity in the organization.

Basic Amenities provided

Basic amenities like tele calling, company factsheet
these amenities are being provided to us for easy working.

Target as a motivational tool

Set the target for individual and fix the reward who complete their target and
stipend also distributed by organization based on only performance basis.

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Presentation

Prepare the presentation to perform in front of client and convince the client to
invest money in our product we have to perform door to door client address.

Conclusion

From this 55-day experience in a corporate, I got a good exposure about what
really the corporate life is about. It’s waking along with targets and mind stresses
every morning. The person who can manage these target and stress are shining in
those fields. I personally think that marketing is not everyone’s cup of tea but if
one set his target high and continuously strive towards that, nothing is
impossible. The only thing required in our field is the right attitude or a positive
attitude towards attaining one’s goal.

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