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    WPR 2

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    Gaurav Kashyap
    Gaurav Kashyap is a summer intern at an insurance company. This is his second weekly progress report. This past week, he participated in training sessions to learn about ULIP schemes and their role in portfolio management. He studied the structure, components and benefits of ULIP schemes. He also learned about the different types of funds available in ULIP schemes. For next week, he plans to apply this knowledge to evaluate insurance product suitability for customers and analyze case studies involving ULIP schemes and portfolio management strategies.

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    WPR 2

    Uploaded by

    Gaurav Kashyap
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    Gaurav Kashyap is a summer intern at an insurance company. This is his second weekly progress report. This past week, he participated in training sessions to learn about ULIP schemes and their role in portfolio management. He studied the structure, components and benefits of ULIP schemes. He also learned about the different types of funds available in ULIP schemes. For next week, he plans to apply this knowledge to evaluate insurance product suitability for customers and analyze case studies involving ULIP schemes and portfolio management strategies.

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    Gaurav Kashyap is a summer intern at an insurance company. This is his second weekly progress report. This past week, he participated in training sessions to learn about ULIP schemes and their role in portfolio management. He studied the structure, components and benefits of ULIP schemes. He also learned about the different types of funds available in ULIP schemes. For next week, he plans to apply this knowledge to evaluate insurance product suitability for customers and analyze case studies involving ULIP schemes and portfolio management strategies.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
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    Download as docx, pdf, or txt
    0 views2 pages

    WPR 2

    Uploaded by

    Gaurav Kashyap
    Gaurav Kashyap is a summer intern at an insurance company. This is his second weekly progress report. This past week, he participated in training sessions to learn about ULIP schemes and their role in portfolio management. He studied the structure, components and benefits of ULIP schemes. He also learned about the different types of funds available in ULIP schemes. For next week, he plans to apply this knowledge to evaluate insurance product suitability for customers and analyze case studies involving ULIP schemes and portfolio management strategies.

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    © All Rights Reserved
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    of 2

    AMITY BUSINESS

    SCHOOL
    Appendix C. Format for Weekly Progress Report and Project Diary

    SUMMER INTERNSHIP : WEEKLY PROGRESS REPORT


    For the Week Commencing 12th June 2023

    WPR 2 : 12/6/23 – 18/6/23

    Name: Gaurav Kashyap

    Programme: MBA (Fin)

    Enrolment No: A001110722117

    Project Title:
    Insurance Products and Portfolio Management

    Targets for the week:

    Make sale into the reference market.

    Achievements for the week:

    Participated in training sessions on ULIP schemes and their role in portfolio management.
    Understood the structure, components, and benefits of ULIP schemes, including the investment and insurance
    components.
    Studied the different types of funds available in ULIP schemes, such as equity funds, debt funds, and
    balanced funds.

    Future work plans:

    Apply the knowledge gained about insurance products and ULIP schemes to evaluate their suitability for
    different customer profiles and financial goals.
    Collaborate with team members to analyze case studies involving insurance products and ULIP schemes and
    discuss portfolio management strategies

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