SUMMER INTERNSHIP PROGRAM

AGILE CAPITAL SERVICES

PROJECT TITLE:
Marketing Strategies for Agile Capital Services

Submitted By: Nidhi Agarwal

URN: 2352258
Batch: MBA (2023-25)

Submitted to:
Internship Mentor: Dr. Pooja Gupta
 TABLE OF CONTENT

SR.NO TOPIC PAGE NO.

1 Acknowledgement 1
2 Orientation 2
3 About the company 3
4 Literature Rivew 4-5
5 Research Methodology 6
 ACKNOWLEDGEMENT

In the present world of competition there is a race of existence in which those

are having a will to come forward, succeed. Summer Internship Project is like a
bridge between theoretical and practical working. With this willingness, I have
had the privilege to do my Summer Internship at Agile Capital Services.
First of all I would like to thank IILM UNIVERSITY, GURUGRAM for giving me
this opportunity of doing my SIP at Agile Capital Services . With the proper
guidance of my mentor, Dr. Sapna Arora and my SIP mentor, Dr. Pooja Gupta, I
am able to complete my week 1 of the Summer Internship Program.
I would like to express my gratitude towards my industrial mentor , Mr.
Chinmay Tiwari, who treated us just as friends and supported us in every step.
Thank you
 ABOUT THE COMPANY

Agile Capital Service is the choice of many reputed Multinational

Organizations and businesses because of its commitment to deliver best
results. ACS pride itself with the reputation of being the trusted and reliable
talent acquisition partner as well as providing expert guidance towards
achieving financial independence to its clients. (Hnis & Uhnis, 2022)
We are having experts who are providing consultancy services regarding
financial and investment sector to individual so that they can secure
financial future of themselves and their family. Providing the professional
and expert advice in wealth maximization, career planning and bridging the
gap between the job seeker and talent seeker. Our experts provide financial
advice in the simplest way possible because we believe in managing wealth
in less complicated way
Agile Capital Services Is One of India's Emerging Consulting Firm. At Agile
Capital, We Provide Wealth Management Services to High and Ultra High-
Net-Worth Individuals (HNIs & UNHID).
 LITERATURE REVIEW
 Athma. P and Kumar. R (2007), in the research paper titled "an
explorative study of life insurance purchase decision making:
influence of product and non-product factors". The empirical based
study conducted on 200 sample size comprising of both rural and
urban market. The various product and non-product related factors
have been identified and their impact on life insurance purchase
decision-making has been analyzed.
 Girish Kumar and Eldhose (2008), published in insurance chronicle
icfai monthly magazine august 2008 in their paper titled "customer
perception on life insurance services: a comparative study of public
and private sectors", well explained the importance of quality
services and its significance in raising customer satisfaction level. A
comparative study of public and private sectors help in understanding
the customer perception, satisfaction and awareness on various life
insurance services.
 Usha Lakshmi &. Selvavinayagam (2019), Studies the investment
behaviour of College Teachers of Government and Private Colleges in
Dharmapuri District. Researchers found that being from salaried class
college teachers of both government & private college; they consider
safety as the most important factor while investing. This behaviour
was a result of lack of financial literacy and lack of awareness about
the grievance process available in case of issues. Most of them tend
to invest in gold, real estate, secured fixed or recurring deposits in
banks and insurance.
 Pandey & P. Kathavarayan (2017), Have conducted research on the
savings and investment behaviour of college faculty members in
Puducherry region. This study deals with investors' preference of
Shares, Debentures, Mutual fund, Bank deposits and Life insurance
etc. It was conducted through primary data with a sample of 113
respondents from Pondicherry region. The results of the study show
that age, gender, education, marital status and income shows highly
significant towards investment preferences and correlation inferences
awareness towards investment avenu es and education is significant,
Chi square finding the satisfaction level towards Bast Asian Journal of
Multidisciplinary Research (EAJMR) Vol. 1, No. 5, 2022: 777-788 779
investment has association between age, gender, monthly income,
marital status, education.
 Anju & Anuradha P S (2017), Researchers has conducted research to
understand the saving and investment behaviour of the IT
professionals in Bengaluru. The rationale behind choosing this topic
was that IT professionals have gained attention of economists but
there still remains untapped potential of their income. Primary data
was collected through questionnaire from 439 respondents.
 Sameer Manek (2017), Has conducted research on investment
behaviour of professional people of Rajkot City. Researcher states
that investors were expected to earn high return but with the safer
side. It was found that Mutual Funds were more attractive investment
for the majority of the people because it has high return and more
liquidity therefore it was found more expected and while the
conservative investors who expect more safety of their investment
were expected to go for fixed deposits too.
 RESEARCH METHODOLOGY

The present study is an exploratory and descriptive type of research study. The
study aims to find out the factors influencing customers life insurance
investment decision and their preferences at the time of policy buying decision.
SOURCES OF DATA & DATA COLLECTION
The data for the study has been collected from secondary sources from IRDA
annual reports, insurance journals, magazines and insurance website.