Aman Sultania SIP Log Book - FINANCE - 2023

PUNE INSTITUTE OF BUSINESS MANAGEMENT
LAVASA ROAD, BHUKUM, PUNE – 411 042.
SUMMER INTERNSHIP
LOGBOOK
Name – Aman Sultania

Roll Number – 2022-1006-0001-0004
Company – Anand Rathi Wealth Ltd.
Starting Date - 29/05/2023 Ending Date – 29/07/2023
INTERNSHIP DETAILS
DETAILS OF THE INTERN
Name of the Student : Aman Sultania
Roll No : 2022-1006-0001-0004
Name of the Organization : Anand Rathi Wealth Ltd.
Industry : Wealth Management
Product(s) Offered :
EXTERNAL MENTOR DETAILS
Name of the External Mentor : Ashvin Narvanare
External Mentor Mobile : 9673313783
External Mentor Mail ID :ashvinnarnavare@rathi.com
INTERNAL MENTOR DETAILS
Name of the Internal Mentor : Suresh Kadam
Internal Mentor Mobile : 9167730873
Internal Mentor Mail ID :
DETAILS OF PROJECT:
Title of the Study : xxxxx
Location of the study : xxxx
Time Period : xxxx

SIP LOG BOOK
Contents
Hints & Tips for your Internship..............................................................................................................1
PROJECT OBJECTIVES..............................................................................................................................2
Week 1 Diary..........................................................................................................................................6
Week 2 Diary......................................................................................................................................100
Week 3 Diary......................................................................................................................................144
Week 4 Diary......................................................................................................................................188
Week 5 Diary......................................................................................................................................222
Week 6 Diary......................................................................................................................................266
Week 7 Diary......................................................................................................................................300
Week 8 Diary......................................................................................................................................344
Evaluation by External Mentor..........................................................................................................388

SIP LOG BOOK
Hints & Tips for your Internship

PREPARE FOR YOUR FIRST DAY
 Get there in plenty of time

 Dress smart
 Make sure that you take this Logbook with you
 Ask about your weekly roster
 Check what work you will be doing
 Make note of your supervisors contact details
HEALTH AND SAFETY
Here are a few common-sense rules which you should follow while you are on your Internship,
to ensure that you do not become involved in an accident at work, or that you are not the
cause of an accident.
OBEY ANY SAFETY RULES
Find out if there are any particular rules where you are working, such as wearing the correct
clothing, where the fire exits are, etc. Get to know the rules and obey them. Listen carefully to
the advice or instructions of your Supervisor and don’t be afraid to ask questions.
FIRST AID
If you injure yourself in any way, report it to your Supervisor immediately and obtain
treatment.
CLEANLINESS
Always keep your work area clean and tidy. Remember to wash your hands regularly.
HELP
What if the unexpected happens? For instance;

 You might have overslept,
 The buses aren’t running on time
Don’t panic… Phone your Supervisor as soon as you know that you are going to be late. It is
the polite, professional thing to do.
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PROJECT OBJECTIVES
Learning objective during summer internship of students from “Equity Research” profile:
 Understanding and getting hands-on using databases and financial softwares

 News reading, understanding & analysis (company, industry, economy, global business)
 Financial statement analysis with ratio analysis
 Company analysis / research
 Macro factors analysis (industry, economic, political, legal, global factors)
 Financial modelling
 Linking financial statements
 Assumptions and estimations (forecasting)
 Charts and data tables
 Equity Valuation
 Improve research report writing skills (company initiating report, industry report, result
update, analyst meet update, stock idea, etc.)
 Attend conference calls and analyst meets
 Meeting company management for getting more insights and answers to queries
 Meeting clients (buy side), discussing and presenting the idea
 Improving communication, MS Word, MS Excel and presentation skills
Learning objective during summer internship of students from “Corporate Finance” profile:
 Understanding accounting and various software used for recording the same
 Company business structure
 Industry analysis
 Analyzing product and services
 Understanding its clientele
 Studying its geographical presence
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 Understanding its subsidiary and investments

 Macro Factors linked with Company’s Performance
 Analysis of Financial Segments
 Understanding and analyzing company’s capital structure
 Competitor analysis
 Capital budgeting and its various sources and processes / procedures
 Working capital management
 Inventory management
 Receivables management
 Payables management
 Cost analysis
 Projections and forecasting for various segments / processes
Learning objective during summer internship of students from “Financial Advisory / Wealth
Management” profile:
 Understanding BFSI industry structure (Indian financial system)

 News reading, understanding and analysis
 Studying different types of securities market
 Understanding various financial assets / products
 Risk return profile of various financial assets / products
 Understanding various types of clients / customers and their risk appetite and risk
profiling of the individuals
 Advising Various Types of Clients and their Risk Appetite
 Understanding Various Industries (Market Assessment)
 Compliance Involved and KYC Process
 Portfolio Preparation & Analysis
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Learning objective during summer internship of students from “Retail Banking” profile:

 Macro factors analysis (industry, economic, political, legal, global)
 Understanding relationship between Banking & Macro Economy
 Understanding various financial assets and bank products
 Risk return profile of various financial assets and bank products
 Learning various banking terminologies and ratio analysis
 Understanding bank’s clientele and their risk appetite
 Understanding of KYC & AML guidelines
 Learning Retail Credit Appraisal process for Retail Finance
Learning objective during summer internship of students from “Corporate Banking” profile:

 Understanding various financial assets and bank products
 Risk return profile of various financial assets and bank products
 Understanding bank’s corporate clientele and their risk appetite
 Company analysis
 Learn to prepare CMA data and analysis
 Improve report writing skills
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 Understanding the Functions of Various departments
 Learning of Treasury Functions
Learning objective during summer internship of students from “Investment Banking” profile:
 Understanding and getting hands-on using databases and financial softwares

 News reading, understanding and analysis
 Understanding various types of business models
 Understanding the Industry (Market Assessment)
 Company analysis
 Merger and Acquisition between two companies (MnA )
 Different methods used for Merger and Acquisition
 IPO of the company. How is company valued
 Financial modelling
 Assumptions and estimations (forecasting)
 Charts and data tables
 Valuation
 Improve research report writing skills
 Regular meetings with company management, understanding their requirements and
being in touch
 Regular meetings with banks and NBFCs for presentations and fund raising activities
 Commercial and Operational Due Diligence
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Learning objective during summer internship of students from “Business Analyst” profile (in IT
Company):
 Understanding various softwares services provided

 Regularly meeting company management and functional heads
 Understanding various business processes and how efficiency can be improved with the
help of technology’
 Understanding the process of gathering requirements from the client
 Understanding the particularities of preparing Business Requirement Specification (BRS)
document
 Learning of test scenarios preparation and key test cases
 Understanding how to train the technical experts before developing the software
 Develop abilities to train end users or clients
 Continuous discussion with the software developing team to improve / create softwares
as per the company’s requirements
Learning objective during summer internship of students from “Credit Appraisal” profile:

 Understanding various financial assets and NBFC products
 Risk return profile of various financial assets and NBFC products
 Understanding NBFC’s clientele and their risk appetite
 Meeting and understanding the prospective clients
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 Learn to prepare CMA data and analysis
 Credit Appraisal Process and Documentation.
 Understanding industry structure for Banking and Non-Banking Financial Services
 Identification of various risks faced by lender in a proposal such as business risk, industry
risk, management risk , financial risk, event risk and project risk
 Evaluating working capital finance requirement of MSME, Mid and Large Corporate
borrowers, and credit risk assessment for same
 Evaluating Term Loan finance requirement of MSME, Mid and Large Corporate
borrowers, and credit risk assessment for same
 Credit assessment for retail offerings such Home loan, Personal loan, education loan and
vehicle loans
 Understanding various credit products offered by Banks and NBFCs to corporate and
Retail clients
 Understanding Bank’s and NBFC’s clientele and their risk appetite
 Risk return profile of various products offered by Banks and NBFC and evaluating credit
structuring to suit client requirement
 Understanding Credit rating process and models used by Credit rating agencies and
Banks
 Understanding Credit derivatives as a tool for credit risk management and structuring the
credit facilities.
 Meeting and understanding the prospective clients, evaluating the requirement and
offering the suitable product/services meeting their requirement post proper assessment
of risk
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Learning objective during summer internship of students from “Commercial Credit” profile:
 Understanding of Various Financial Products

 Understanding the Business
 Financial Statement Analysis
 Understanding of CMA Sheet
 Company Analysis
 Ratio Analysis
 Business Process Risk Analytics and Limits
 Compliance Involved and KYC Process
Learning objective during summer internship of students from “Financial Modelling” profile:
 Advanced Excel Skills

 Financial Statement Analysis
 Company Analysis
 Industry Analysis
 Estimations and Assumptions
 Valuation
Learning objective during summer internship of students from “Finance and Accounts” profile:
 Payables Management
 Receivables Management
 Inventory Management
 Working Capital Management
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Learning objective during summer internship of students from “Treasury” profile:
 Financial Markets
 Treasury Products
 RBI and Foreign Exchange Market
 Liquidity Planning and Managing Cash Assets
 Corporate Liquidity Risk Management
 Interest Rate Risk Management
 Financial Reporting and Disclosures
Learning objective during summer internship of students from “Hedge Fund Accounting”
profile:
 Understanding how hedge fund works

 Understanding of difference between hedge fund and other financial products
 Understanding of various types of hedge funds
 Understanding accounting and various softwares used for recording the same
 Understanding and analyzing company’s capital structure
 Capital budgeting and its various sources and processes / procedures
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 Cost analysis
Learning objective during summer internship of students from “Ind AS/IFRS” profile:
 Understanding of Accounting Standard, Ind As and IFRS

 Understanding of carve out between Accounting Standards, Ind As and IFRS
 Understanding accounting and various softwares used for recording the same
 Understanding of accounting process and accounting system
 Comparative analysis of Financial Statement of different companies
 Cost analysis
Improving communication, MS Word, MS Excel and presentation skills
Learning objective during summer internship of students from “FINTECH” profile:
 Understanding the business model of the company

 Understanding the problem the company is trying to solve
 Understanding of FinTech domain the company is working in.
 Understanding of technologies and the products the company is using
 Understanding how technology is used to provide financial products or services
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 Comparative analysis of Financial Statement of different companies

Learning objective during summer internship of students from “Insurance” profile:
 Understanding the types of Insurances

 Understanding the terminologies used in the Life as well as General Insurance
 Develop sales pitch to approach the clients
 Approaching the customers and developing leads
 Closing the leads
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Week 1 Diary
(Keep a record of the main tasks worked on each day)
LEARNINGS OBJECTIVES: (Organization Orientation)
1. To understand and evaluate the industry and the company in SCPS approach
2. To study the last 3 years annual reports to understand the financial performance of the
organization
3. To understand the product-mix of the company with respect to various regions
(Note: Please record all the above learnings on a daily basis in the respective columns below)
Time BUSINESS LEARNING RESEARCH

Slot
DAY 1: Date: 29/05/23 Day: Monday
 Reported to office at 10:00AM
 Had a meeting with external mentor.  Discussion
over
 Discussed about the internship
objective of
objective.
9.00 am to internship
 Outcomes we get from this internship.
1.00 pm
 Learnings
during
internships.
 Briefing about Profile

 2months journey introduction  Allocation of
 Introduction about mutual fund works.
1.30 pm to
7.00 pm  Basics
introduction
on mutual
funds.
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Time Slot BUSINESS LEARNING RESEARCH

DAY 2: Date:30/05/2023 Day: Tuesday
 Learned all the basic concepts of  Concepts of

mutual funds. mutual
funds.
9.00 am to  Different types of funds.
10.00 am  Classification of funds.  Concepts of
large cap,
mid cap,
small cap,
debt fund
 Prepared PPT on the concepts of and hybrid
mutual funds. fund.
1.30 pm to  Had a presentation session with the
7.00 pm external mentor.

DAY 3: Date:31/05/23 Day: Wednesday
 Factors
influencing
 Attended client meeting on zoom. future
9.00 am to 1.00  Had a discussion on Management of returns.
am funds.
 Research
 Allocation of funds on different sectors.
about
Securities
market.
 Analyzed historical data of Nifty on excel.

1.30 pm to  Products offered to clients.
7.00 pm  Portfolio creation based on client’s risk.
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DAY 4: Date: 01/06/2023 Day: Thursday
9.00 am to
10.00 am  Research on
10.00 am to  Reported to Office. top mutual
11.00 am  Discussion on work. funds on
11.00 am to  Research on data on mutual funds different
12.00 pm types of
12.00 pm to funds.
 Factors to be considered while selecting
1.00 pm mutual funds.
 1year 3year
1.00 pm to LUNCH BREAK
5-year CAGR
2.00 pm
and data on
2.00 pm to  Preparation of Excel Sheet on top mutual fund
3.00 pm funds manager
3.00 pm to  Preparation of Excel Sheet on top mutual managing
4.00 pm funds the fund.
4.00 pm to  Preparation of Excel Sheet on top mutual
5.00 pm funds
5.00 pm to  Preparation of Excel Sheet on top mutual
6.00 pm funds
6.00 pm to END OF THE DAY
7.00 pm

DAY 5: Date: 02/06/23 Day: FRIDAY
9.00 am to
10.00 am  Analysis on
10.00 am to  Reported to office data on best
11.00 am  Discussion over todays work mutual
11.00 am to Excel sheet analysis over mutual funds funds based
12.00 pm on different
12.00 pm to Excel sheet analysis over mutual funds classification
1.00 pm
2.00 pm
2.00 pm to Discussion with the mentor on selection of
3.00 pm funds.
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3.00 pm to Parameters to be considered while selecting

4.00 pm best mutual funds
4.00 pm to Discussion over different AUMs
5.00 pm
5.00 pm to Discussion on depositories in india
6.00 pm
7.00 pm

DAY 6: Date: 03/06/2023 Day: Saturday
9.00 am to
10.00 am  Learnings on
10.00 am to  Reported to office concepts of
11.00 am  Discussion over work to be assigned. MS Excel
11.00 am to Discussion over company analysis
12.00 pm  Calculations
12.00 pm to Ratio Analysis of NPV IRR
1.00 pm on MS Excel.
2.00 pm
2.00 pm to Basic concepts of excel
3.00 pm
3.00 pm to Calculation of IRR, NPV, Standard Deviation in
4.00 pm Excel
5.00 pm Excel
6.00 pm Excel
7.00 pm
LEARNINGS CHECKLIST: (Organization Orientation)
SL.N TOPIC TO LEARN 

o
1. To understand and evaluate the industry and the company in SCPS approach
2. To study the last 3 years annual reports to understand the financial
performance of the organization.
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3. To understand the product-mix of the company with respect to various

regions
Hours worked for this week :

Comments by External Mentor :
Signature by External Mentor :
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Week 2 Diary

DAY 1: Date: 05/06/2023 Day: Monday
9.00 am to
10.00 am  Learnings
10.00 am to  Reported to office on
11.00 am  Discussion over todays task different
11.00 am to  Discussion over Excel sheet prepared. ratios &
12.00 pm concepts
12.00 pm to used in
 Parameters on which the company
1.00 pm mutual
selects the funds.
funds.
1.00 pm to Lunch Break
2.00 pm
2.00 pm to  Discussion over calculation of Beta.  Interpreta
3.00 pm tion of
3.00 pm to  Discussion over Sharpe Ratio, Treynor these
4.00 pm ratio, jension ratio and standard ratios in
deviation. the
4.00 pm to  Allocation of 16 funds mutual
5.00 pm funds.
5.00 pm to  Allocation of 16 funds
6.00 pm
6.00 pm to End of the day
7.00 pm
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DAY 2: Date:06/06/2023 Day: Tuesday
9.00 am to
10.00 am  Gathered
10.00 am to  Reported to Office data of
11.00 am funds
11.00 am to  Preparation of excel sheet on 16 funds based on
12.00 pm allocated. parameter
12.00 pm to  Gathering of data from different s followed
1.00 pm websites by the
1.00 pm to LUNCH-BREAK company
2.00 pm i.e. the
2.00 pm to ratios,
 Gathering of data from money control
3.00 pm standard
and value research
deviation,
3.00 pm to  Gathering of data from money control fund size,
4.00 pm and value research fund
4.00 pm to  Gathering of data from money control manager,
5.00 pm and value research experienc
5.00 pm to  Discussion over data collected es.
6.00 pm
7.00 pm
DAY 3: Date: 07/06/2023 Day: Wednesday
9.00 am to
10.00 am  Allocated
10.00 am to  Reported to Office the
11.00 am gathered
11.00 am to  Preparation of excel sheet on 16 funds data on
12.00 pm given by the company. excel
12.00 pm to sheet and
 Allocation of data as per norms on
1.00 pm find the
excel sheet
largest
1.00 pm to LUNCH-BREAK
share
2.00 pm
holding on
2.00 pm to  Discussion over stock holdings of a different
3.00 pm particular fund sectors.
3.00 pm to  Preparation of excel sheet on stock
4.00 pm holding of 16 funds
7.00 pm
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DAY 4: Date:08/06/2023 Day: Thursday
9.00 am to
10.00 am  Sectoral
10.00 am to  Reported to office wise
11.00 am analysis on
11.00 am to  Presentation of Excel sheet to the investmen
12.00 pm external mentor. t of funds
12.00 pm to into
 Discussion over the different
1.00 pm different
parameters.
sectors.
1.00 pm to Lunch-Break
2.00 pm
 Analysis of
2.00 pm to  Analysis of Stock wise fund allocation in top
3.00 pm different funds. sectors in
3.00 pm to  Analysis of investment of funds in focus in
4.00 pm different stocks. which
4.00 pm to  Gathering of data on best stocks every fund
5.00 pm preferred by every mutual funds. house is
5.00 pm to  Gathering of data on best stocks investing.
6.00 pm preferred by every mutual funds.
7.00 pm
DAY 5: Date: 09/06/2023 Day: Friday
9.00 am to
10.00 am  Made a
10.00 am to  Reported to Office. pie chart
11.00 am focusing
11.00 am to  Discussion over todays work on major
12.00 pm sectors
12.00 pm to  Preparation of Excel sheet based on performin
1.00 pm sectoral analysis. g well.
 Top stocks
2.00 pm
holding
2.00 pm to  Graphical representation of data on the major
3.00 pm basis of sectoral classification share.
3.00 pm to  Graphical representation of data on the
4.00 pm basis of sectoral diversification
4.00 pm to  Preparation of Pie chart
5.00 pm
5.00 pm to  Presentation of today’s work.
6.00 pm
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7.00 pm

DAY 6: Date: 10/06/2023 Day: Saturday
9.00 am to
10.00 am  Calculatio
10.00 am to  Reported to office. n of taxes
11.00 am like short
11.00 am to  Discussion over taxes for fixed deposit term
12.00 pm and Equity market capital
12.00 pm to gain, long
 Calculation of taxes on investments
1.00 pm term
capital
gain,
2.00 pm
education
2.00 pm to  Discussion over investing when the cess and
3.00 pm market is at peak surcharge.
3.00 pm to  Factors to be discussed with clients
4.00 pm while investing
4.00 pm to  Analysis over investments
5.00 pm
5.00 pm to  Calculation of forecasted amount of
6.00 pm Nifty over 3 years.
7.00 pm
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Week 3 Diary

DAY 1: Date:12/06/2023 Day: Monday
9.00 am to
10.00 am  Allotted
10.00 am to Reported to office with 16
11.00 am funds and
11.00 am to Allocation of work we have
12.00 pm to analyze
12.00 pm to Task to calculate growth rate of 16 funds on the
1.00 pm excel growth
rate of
each
2.00 pm
funds.
2.00 pm to Discussion on how to proceed with the task
3.00 pm
3.00 pm to Discussion on how to proceed with the task
4.00 pm
4.00 pm to Collection of data on forward eps of individual
5.00 pm stocks of 16 funds
5.00 pm to Collection of data on forward eps of individual
6.00 pm stocks of 16 funds
6.00 pm to End of the Day
7.00 pm
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DAY 2: Date: 13/06/2023 Day: Tuesday
9.00 am to
10.00 am For finding the
10.00 am to Reported to Office growth rate of
11.00 am each funds we
11.00 am to Preparation of Excel sheet on data collected of need to find the
12.00 pm 1 fund growth rate of
12.00 pm to Preparation of Excel sheet on data collected of individual
1.00 pm 1 fund companies in
1.00 pm to Lunch-Break which the fund
2.00 pm has invested by
forward PE.
2.00 pm to Calculation of growth rate of individual stocks
3.00 pm
3.00 pm to Growth in the Fund Size
4.00 pm
4.00 pm to Calculation of NAV
5.00 pm
5.00 pm to Growth in NAV
6.00 pm
6.00 pm to End of the Day
7.00 pm
DAY 3: Date: 14/06/2023 Day: Wednesday
9.00 am to  Preparatio
10.00 am n of Excel
10.00 am to Reported to office sheet of
11.00 am the
11.00 am to Collection of data of individual stocks of growth
12.00 pm another fund rate of 16
12.00 pm to Collection of data of individual stocks of funds .
1.00 pm another fund
2.00 pm
2.00 pm to Preparation of Excel sheet on data collected of
4.00 pm to Calculation of growth fund size
5.00 pm
5.00 pm to Calculation of growth NAV
6.00 pm
7.00 pm
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DAY 4: Date: 15/06/2023 Day: Thursday
9.00 am to
10.00 am  Preparatio
10.00 am to Reported to office n of Excel
11.00 am sheet of
11.00 am to Collection of data of individual stocks of the
12.00 pm another fund growth
12.00 pm to Collection of data of individual stocks of rate of 16
1.00 pm another fund funds .
2.00 pm
5.00 pm
6.00 pm
7.00 pm
DAY 5: Date: 16/06/2023 Day: Friday
9.00 am to  Preparatio
10.00 am n of Excel
10.00 am to Reported to office sheet of
11.00 am the
11.00 am to Collection of data of individual stocks of growth
12.00 pm another fund rate of 16
12.00 pm to Collection of data of individual stocks of funds .
2.00 pm
5.00 pm
6.00 pm
7.00 pm
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DAY 6: Date:17/06/2023 Day: Saturday
9.00 am to
10.00 am  Preparatio
10.00 am to Reported to office n of Excel
11.00 am sheet of
11.00 am to Collection of data of individual stocks of the
12.00 pm another fund growth
12.00 pm to Collection of data of individual stocks of rate of 16
1.00 pm another fund funds .
2.00 pm
5.00 pm
6.00 pm
7.00 pm
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Week 4 Diary

DAY 1: Date: Day:
9.00 am to
10.00 am
10.00 am to
11.00 am
11.00 am to
12.00 pm
12.00 pm to
1.00 pm
1.00 pm to
2.00 pm
2.00 pm to
3.00 pm
3.00 pm to
4.00 pm
4.00 pm to
5.00 pm
5.00 pm to
6.00 pm
6.00 pm to
7.00 pm
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DAY 2: Date: Day:
9.00 am to
10.00 am
10.00 am to
11.00 am
11.00 am to
12.00 pm
12.00 pm to
1.00 pm
1.00 pm to
2.00 pm
2.00 pm to
3.00 pm
3.00 pm to
4.00 pm
4.00 pm to
5.00 pm
5.00 pm to
6.00 pm
6.00 pm to
7.00 pm
DAY 3: Date: Day:
9.00 am to
10.00 am
10.00 am to
11.00 am
11.00 am to
12.00 pm
12.00 pm to
1.00 pm
1.00 pm to
2.00 pm
2.00 pm to
3.00 pm
3.00 pm to
4.00 pm
4.00 pm to
5.00 pm
5.00 pm to
6.00 pm
6.00 pm to
7.00 pm
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DAY 4: Date: Day:
9.00 am to
10.00 am
10.00 am to
11.00 am
11.00 am to
12.00 pm
12.00 pm to
1.00 pm
1.00 pm to
2.00 pm
2.00 pm to
3.00 pm
3.00 pm to
4.00 pm
4.00 pm to
5.00 pm
5.00 pm to
6.00 pm
6.00 pm to
7.00 pm
DAY 5: Date: Day:
9.00 am to
10.00 am
10.00 am to
11.00 am
11.00 am to
12.00 pm
12.00 pm to
1.00 pm
1.00 pm to
2.00 pm
2.00 pm to
3.00 pm
3.00 pm to
4.00 pm
4.00 pm to
5.00 pm
5.00 pm to
6.00 pm
6.00 pm to
7.00 pm
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DAY 6: Date: Day:
9.00 am to
10.00 am
10.00 am to
11.00 am
11.00 am to
12.00 pm
12.00 pm to
1.00 pm
1.00 pm to
2.00 pm
2.00 pm to
3.00 pm
3.00 pm to
4.00 pm
4.00 pm to
5.00 pm
5.00 pm to
6.00 pm
6.00 pm to
7.00 pm
3
SIP LOG BOOK
Week 5 Diary

DAY 1: Date: Day:
9.00 am to
10.00 am
10.00 am to
11.00 am
11.00 am to
12.00 pm
12.00 pm to
1.00 pm
1.00 pm to
2.00 pm
2.00 pm to
3.00 pm
3.00 pm to
4.00 pm
4.00 pm to
5.00 pm
5.00 pm to
6.00 pm
6.00 pm to
7.00 pm
3
SIP LOG BOOK

DAY 2: Date: Day:
9.00 am to
10.00 am
10.00 am to
11.00 am
11.00 am to
12.00 pm
12.00 pm to
1.00 pm
1.00 pm to
2.00 pm
2.00 pm to
3.00 pm
3.00 pm to
4.00 pm
4.00 pm to
5.00 pm
5.00 pm to
6.00 pm
6.00 pm to
7.00 pm
DAY 3: Date: Day:
9.00 am to
10.00 am
10.00 am to
11.00 am
11.00 am to
12.00 pm
12.00 pm to
1.00 pm
1.00 pm to
2.00 pm
2.00 pm to
3.00 pm
3.00 pm to
4.00 pm
4.00 pm to
5.00 pm
5.00 pm to
6.00 pm
6.00 pm to
7.00 pm
3
SIP LOG BOOK

DAY 4: Date: Day:
9.00 am to
10.00 am
10.00 am to
11.00 am
11.00 am to
12.00 pm
12.00 pm to
1.00 pm
1.00 pm to
2.00 pm
2.00 pm to
3.00 pm
3.00 pm to
4.00 pm
4.00 pm to
5.00 pm
5.00 pm to
6.00 pm
6.00 pm to
7.00 pm
DAY 5: Date: Day:
9.00 am to
10.00 am
10.00 am to
11.00 am
11.00 am to
12.00 pm
12.00 pm to
1.00 pm
1.00 pm to
2.00 pm
2.00 pm to
3.00 pm
3.00 pm to
4.00 pm
4.00 pm to
5.00 pm
5.00 pm to
6.00 pm
6.00 pm to
7.00 pm
3
SIP LOG BOOK

DAY 6: Date: Day:
9.00 am to
10.00 am
10.00 am to
11.00 am
11.00 am to
12.00 pm
12.00 pm to
1.00 pm
1.00 pm to
2.00 pm
2.00 pm to
3.00 pm
3.00 pm to
4.00 pm
4.00 pm to
5.00 pm
5.00 pm to
6.00 pm
6.00 pm to
7.00 pm
3
SIP LOG BOOK
Week 6 Diary

DAY 1: Date: Day:
9.00 am to
10.00 am
10.00 am to
11.00 am
11.00 am to
12.00 pm
12.00 pm to
1.00 pm
1.00 pm to
2.00 pm
2.00 pm to
3.00 pm
3.00 pm to
4.00 pm
4.00 pm to
5.00 pm
5.00 pm to
6.00 pm
6.00 pm to
7.00 pm
3
SIP LOG BOOK

DAY 2: Date: Day:
9.00 am to
10.00 am
10.00 am to
11.00 am
11.00 am to
12.00 pm
12.00 pm to
1.00 pm
1.00 pm to
2.00 pm
2.00 pm to
3.00 pm
3.00 pm to
4.00 pm
4.00 pm to
5.00 pm
5.00 pm to
6.00 pm
6.00 pm to
7.00 pm
DAY 3: Date: Day:
9.00 am to
10.00 am
10.00 am to
11.00 am
11.00 am to
12.00 pm
12.00 pm to
1.00 pm
1.00 pm to
2.00 pm
2.00 pm to
3.00 pm
3.00 pm to
4.00 pm
4.00 pm to
5.00 pm
5.00 pm to
6.00 pm
6.00 pm to
7.00 pm
3
SIP LOG BOOK

DAY 4: Date: Day:
9.00 am to
10.00 am
10.00 am to
11.00 am
11.00 am to
12.00 pm
12.00 pm to
1.00 pm
1.00 pm to
2.00 pm
2.00 pm to
3.00 pm
3.00 pm to
4.00 pm
4.00 pm to
5.00 pm
5.00 pm to
6.00 pm
6.00 pm to
7.00 pm
DAY 5: Date: Day:
9.00 am to
10.00 am
10.00 am to
11.00 am
11.00 am to
12.00 pm
12.00 pm to
1.00 pm
1.00 pm to
2.00 pm
2.00 pm to
3.00 pm
3.00 pm to
4.00 pm
4.00 pm to
5.00 pm
5.00 pm to
6.00 pm
6.00 pm to
7.00 pm
3
SIP LOG BOOK

DAY 6: Date: Day:
9.00 am to
10.00 am
10.00 am to
11.00 am
11.00 am to
12.00 pm
12.00 pm to
1.00 pm
1.00 pm to
2.00 pm
2.00 pm to
3.00 pm
3.00 pm to
4.00 pm
4.00 pm to
5.00 pm
5.00 pm to
6.00 pm
6.00 pm to
7.00 pm
3
SIP LOG BOOK
Week 7 Diary

DAY 1: Date: Day:
9.00 am to
10.00 am
10.00 am to
11.00 am
11.00 am to
12.00 pm
12.00 pm to
1.00 pm
1.00 pm to
2.00 pm
2.00 pm to
3.00 pm
3.00 pm to
4.00 pm
4.00 pm to
5.00 pm
5.00 pm to
6.00 pm
6.00 pm to
7.00 pm
3
SIP LOG BOOK

DAY 2: Date: Day:
9.00 am to
10.00 am
10.00 am to
11.00 am
11.00 am to
12.00 pm
12.00 pm to
1.00 pm
1.00 pm to
2.00 pm
2.00 pm to
3.00 pm
3.00 pm to
4.00 pm
4.00 pm to
5.00 pm
5.00 pm to
6.00 pm
6.00 pm to
7.00 pm
DAY 3: Date: Day:
9.00 am to
10.00 am
10.00 am to
11.00 am
11.00 am to
12.00 pm
12.00 pm to
1.00 pm
1.00 pm to
2.00 pm
2.00 pm to
3.00 pm
3.00 pm to
4.00 pm
4.00 pm to
5.00 pm
5.00 pm to
6.00 pm
6.00 pm to
7.00 pm
3
SIP LOG BOOK

DAY 4: Date: Day:
9.00 am to
10.00 am
10.00 am to
11.00 am
11.00 am to
12.00 pm
12.00 pm to
1.00 pm
1.00 pm to
2.00 pm
2.00 pm to
3.00 pm
3.00 pm to
4.00 pm
4.00 pm to
5.00 pm
5.00 pm to
6.00 pm
6.00 pm to
7.00 pm
DAY 5: Date: Day:
9.00 am to
10.00 am
10.00 am to
11.00 am
11.00 am to
12.00 pm
12.00 pm to
1.00 pm
1.00 pm to
2.00 pm
2.00 pm to
3.00 pm
3.00 pm to
4.00 pm
4.00 pm to
5.00 pm
5.00 pm to
6.00 pm
6.00 pm to
7.00 pm
3
SIP LOG BOOK

DAY 6: Date: Day:
9.00 am to
10.00 am
10.00 am to
11.00 am
11.00 am to
12.00 pm
12.00 pm to
1.00 pm
1.00 pm to
2.00 pm
2.00 pm to
3.00 pm
3.00 pm to
4.00 pm
4.00 pm to
5.00 pm
5.00 pm to
6.00 pm
6.00 pm to
7.00 pm
3
SIP LOG BOOK
Week 8 Diary

DAY 1: Date: Day:
9.00 am to
10.00 am
10.00 am to
11.00 am
11.00 am to
12.00 pm
12.00 pm to
1.00 pm
1.00 pm to
2.00 pm
2.00 pm to
3.00 pm
3.00 pm to
4.00 pm
4.00 pm to
5.00 pm
5.00 pm to
6.00 pm
6.00 pm to
7.00 pm
3
SIP LOG BOOK

DAY 2: Date: Day:
9.00 am to
10.00 am
10.00 am to
11.00 am
11.00 am to
12.00 pm
12.00 pm to
1.00 pm
1.00 pm to
2.00 pm
2.00 pm to
3.00 pm
3.00 pm to
4.00 pm
4.00 pm to
5.00 pm
5.00 pm to
6.00 pm
6.00 pm to
7.00 pm
DAY 3: Date: Day:
9.00 am to
10.00 am
10.00 am to
11.00 am
11.00 am to
12.00 pm
12.00 pm to
1.00 pm
1.00 pm to
2.00 pm
2.00 pm to
3.00 pm
3.00 pm to
4.00 pm
4.00 pm to
5.00 pm
5.00 pm to
6.00 pm
6.00 pm to
7.00 pm
3
SIP LOG BOOK

DAY 4: Date: Day:
9.00 am to
10.00 am
10.00 am to
11.00 am
11.00 am to
12.00 pm
12.00 pm to
1.00 pm
1.00 pm to
2.00 pm
2.00 pm to
3.00 pm
3.00 pm to
4.00 pm
4.00 pm to
5.00 pm
5.00 pm to
6.00 pm
6.00 pm to
7.00 pm
DAY 5: Date: Day:
9.00 am to
10.00 am
10.00 am to
11.00 am
11.00 am to
12.00 pm
12.00 pm to
1.00 pm
1.00 pm to
2.00 pm
2.00 pm to
3.00 pm
3.00 pm to
4.00 pm
4.00 pm to
5.00 pm
5.00 pm to
6.00 pm
6.00 pm to
7.00 pm
3
SIP LOG BOOK

DAY 6: Date: Day:
9.00 am to
10.00 am
10.00 am to
11.00 am
11.00 am to
12.00 pm
12.00 pm to
1.00 pm
1.00 pm to
2.00 pm
2.00 pm to
3.00 pm
3.00 pm to
4.00 pm
4.00 pm to
5.00 pm
5.00 pm to
6.00 pm
6.00 pm to
7.00 pm
3
SIP LOG BOOK
Evaluation by External Mentor

Attendance o Good o Acceptable o Needs Attention
Punctuality o Good o Acceptable o Needs Attention
Suitability of Office Attire o Good o Acceptable o Needs Attention
Ability to Communicate o Good o Acceptable o Needs Attention
Behavior o Good o Acceptable o Needs Attention
Industry Skills o Good o Acceptable o Needs Attention
Working without supervision o Good o Acceptable o Needs Attention
Working as part of a Team o Good o Acceptable o Needs Attention
Working Safely o Good o Acceptable o Needs Attention
Flexibility o Good o Acceptable o Needs Attention
Interest shown o Good o Acceptable o Needs Attention
Organizing own work o Good o Acceptable o Needs Attention
Attitude to work o Good o Acceptable o Needs Attention
Relationship with Mentor o Good o Acceptable o Needs Attention
Additional comments
External Mentor’s Signature Date
3
SIP LOG BOOK
Host Company Reference

1. The Intern benefits from formal feedback of their strengths, weaknesses and achievements
during the Internship.
2. This information assists future Employees to better understand this Candidate for Employment.
3. The Supervisor or Manager may attach a separate letter into this Logbook, or alternatively write
it below:
External Mentor’s Signature Date
3
SIP LOG BOOK
Congratulations!
You have now finished the Internship
Please check that every page has been completed.
Now, submit this completed Logbook to

your internal mentor
Good Luck!

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Aman Sultania SIP Log Book - FINANCE - 2023

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PUNE INSTITUTE OF BUSINESS MANAGEMENT

LAVASA ROAD, BHUKUM, PUNE – 411 042.

Name – Aman Sultania

DETAILS OF THE INTERN

Name of the Student : Aman Sultania

Name of the Organization : Anand Rathi Wealth Ltd.

Industry : Wealth Management

EXTERNAL MENTOR DETAILS

Name of the External Mentor : Ashvin Narvanare

External Mentor Mobile : 9673313783

External Mentor Mail ID :ashvinnarnavare@rathi.com

INTERNAL MENTOR DETAILS

Name of the Internal Mentor : Suresh Kadam

Internal Mentor Mobile : 9167730873

Internal Mentor Mail ID :

Title of the Study : xxxxx

Location of the study : xxxx

Time Period : xxxx

Evaluation by External Mentor..........................................................................................................388

Hints & Tips for your Internship

 Get there in plenty of time

What if the unexpected happens? For instance;

 Understanding and getting hands-on using databases and financial softwares

 Understanding its subsidiary and investments

 Understanding BFSI industry structure (Indian financial system)

 Understanding BFSI industry structure (Indian financial system)

 Understanding BFSI industry structure (Indian financial system)

 Improving communication, MS Word, MS Excel and presentation skills

 Understanding and getting hands-on using databases and financial softwares

 Understanding various softwares services provided

 Understanding BFSI industry structure (Indian financial system)

 Understanding of KYC & AML guidelines

 Understanding of Various Financial Products

 Advanced Excel Skills

Learning objective during summer internship of students from “Treasury” profile:

 Understanding how hedge fund works

 Understanding of Accounting Standard, Ind As and IFRS

Learning objective during summer internship of students from “FINTECH” profile:

 Understanding the business model of the company

 Projections and forecasting for various segments / processes

Learning objective during summer internship of students from “Insurance” profile:

 Understanding the types of Insurances

LEARNINGS OBJECTIVES: (Organization Orientation)

Time BUSINESS LEARNING RESEARCH

 Briefing about Profile

Time Slot BUSINESS LEARNING RESEARCH

 Learned all the basic concepts of  Concepts of

Time Slot BUSINESS LEARNING RESEARCH

 Analyzed historical data of Nifty on excel.

Time Slot BUSINESS LEARNING RESEARCH

Time Slot BUSINESS LEARNING RESEARCH

3.00 pm to Parameters to be considered while selecting

Time Slot BUSINESS LEARNING RESEARCH

LEARNINGS CHECKLIST: (Organization Orientation)

SL.N TOPIC TO LEARN 

3. To understand the product-mix of the company with respect to various

Hours worked for this week :