INSTITUTE OF MANAGEMENT, NIRMA UNIVERSITY

SUMMER PROJECT JOINING REPORT

MBA, MBA(HRM), MBA Phase of Integrated B. Tech (CSE) MBA
2023-25 BATCH

1. Particulars of Student:
Name of Student ROHIN JAIN
20BCM069
Roll No.
20bcm069@nirmauni.ac.in
E-mail id
+91-9587368754
Phone/Mobile No.
02 - May - 2024
Date of Joining
Digital Transformations & Analytics (DnA)
Intended Minor (if any)

2. Title of the Project (If allocated)*:

Strategic Portfolio Construction: Maximizing Wealth with Mutual Funds at Bajaj Capital

3. Area of Work (If allocated)* :

Conduct in-depth market research to evaluate fund options and refine portfolio allocations for optimal
returns and explore wealth management strategies employed by mutual fund advisors to optimize
investor portfolios and achieve long-term financial goals. Analyze the role of asset allocation, risk
management, and financial planning in wealth creation through mutual funds.

4. Name & Address of the Organization*: (Location of Project Work should also be
specified)

Novus Tower, 1st Floor (East wing), Plot No. 18, Sector-18
Gurugram, Haryana , Pincode-122015
(Project Work Location - Hybrid)

5. Organizational Guide Details*:

Name : Nitin Ambardar

Designation : Sr. Associate Vice President | HR

Telephone : +91-9873180386

Email : nitina@bajajcapital.com

*If any information is not available atthe time of submitting this form, the student is required toshare
this information with the faculty guide as soon as possible.