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    Gaurav Kashyap
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    The document is a weekly progress report from a summer internship. It details the intern's targets and achievements for the week, which included participating in training sessions to understand unit-linked insurance plans (ULIP) and their role in portfolio management. The intern learned about ULIP scheme structures and components. Future work plans involve applying this new knowledge to evaluate insurance product suitability and analyze case studies involving ULIPs and portfolio strategies.

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    The document is a weekly progress report from a summer internship. It details the intern's targets and achievements for the week, which included participating in training sessions to understand unit-linked insurance plans (ULIP) and their role in portfolio management. The intern learned about ULIP scheme structures and components. Future work plans involve applying this new knowledge to evaluate insurance product suitability and analyze case studies involving ULIPs and portfolio strategies.

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    8 views2 pages

    WPR 2

    Uploaded by

    Gaurav Kashyap
    The document is a weekly progress report from a summer internship. It details the intern's targets and achievements for the week, which included participating in training sessions to understand unit-linked insurance plans (ULIP) and their role in portfolio management. The intern learned about ULIP scheme structures and components. Future work plans involve applying this new knowledge to evaluate insurance product suitability and analyze case studies involving ULIPs and portfolio strategies.

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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 fordifferent
    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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