ABOUT THE COMPANY

Founded in 2013, UAS International is committed to

maximizing revenue through a unique and superior
network of top government banks to elite private banks.
Originally started as a talent development organization,
we have grown and thrived as a wealth management
company dedicated to providing Portfolio Management
Services (PMS) through a wide range of investment
products. UAS International also established a new
company, UAS International Holidays, in 2016 with the
aim of providing customized international and domestic
travel packages for group travel, business travel,
university travel, etc.
Every individual, family, and business we serve has needs
that impact their lifestyle. UAS International offers a wide
range of investment services that are tailored to each
client. UAS has built its reputation on understanding and
effectively and sensitively meeting the needs of individuals,
regardless of their living circumstances. Each client is
supported by ongoing research to make the final
investment decision. We also work with UAS's strong
research team to pay special attention to reducing risk
while driving quality improvements for our customers.
UAS International facilitates his world-class B-School and
various training and development programs in India
and abroad and to date, he has trained over 67,000
interns. We maintain affiliations with 26
Indian universities with a footprint of Over 450 locations.
We are looking for marketing and human resources
interns who are enthusiastic about a career in the banking
and financial sector. To this end, UAS International has
also developed the "International Live Project" to train
and develop candidates' knowledge and resource-based
skills to fill gaps in the business environment. In doing so,
we consider the most important needs of today's situation
and offer comprehensive solutions and a wide range of
services such as training and further education,
internships abroad and in Germany, and study trips.
service partner. Our mission is to establish high standards
of professional etiquette and provide each intern with a
complete and comprehensive continuous development
system through cutting edge training solutions in the BFSI
field. We understand the business community's diverse
needs for investment solutions and are focused on meeting
our clients' expectations. Our focused and dedicated
approach combined with active management differentiates
our portfolio management services from those of our
competitors. Using a unique, data-driven approach to
delivering long-term risk-adjusted returns, our managers
work with investors to understand the nuances of their
financial situation and risk tolerance to provide
meaningful investment. Decisions are made quickly. UAS
International's portfolio management strategy allows
investors to grow their investments while minimizing risk
and volatility.
 Learning and development
Based on your training needs analysis, design a set of training
programs covering different aspects of asset management.
This may include investment strategy, financial planning, risk
management, regulatory compliance, customer relationship
management and communication skills.
Onboarding and Orientation: Develop onboarding programs to
familiarize new hires with company culture, values, policies, and
processes.
Please provide an overview of the wealth management industry
and the specific services your company offers.
Technical training: We offer comprehensive technical training
programs to expand employee knowledge and expertise in areas
such as investment analysis, portfolio management, financial
instruments, tax planning, real estate planning and retirement
planning.
Soft skill development: Wealth management professionals need
strong interpersonal and communication skills to interact
effectively with clients.
Provides training in areas such as customer relationship
management, negotiation skills, presentation skills and active
listening.
Provide employees with opportunities to practice and develop
these skills through role-play exercises and real-world scenarios.
Encourage employees to attend industry conferences, seminars,
and workshops to stay abreast of the latest trends and
developments in wealth management.
Provide coaching sessions to help employees set goals, identify
opportunities for improvement, and develop action plans for
growth.
Performance management: Integrate training and development
efforts into your organization`s performance management system.
Evaluate employee progress regularly and provide feedback on
growth.
Compliance and ethics training: Wealth management professionals
must adhere to strict regulatory requirements and ethical
standards.
Rating and Feedback: Continuously evaluate the effectiveness of
your training program through feedback surveys, evaluations, and
performance reviews.

 Wealth management companies:

Wealth management companies are legal entities or
financial institutions that provide comprehensive
investment and financial advisory services to high-
net-worth individuals (HNWIs), high-net-
worth clients, and, in some cases, institutional
investors. A wealth management company's
primary goal is to help clients preserve and grow
their wealth over the long term through customized
financial advice and strategies.
• Investment management
• Financial planning
• crisis management
• Real estate planning and real estate transfer
 • Charity planning
• Family office service
• Alternative investments.

 Internship supervisor:
Effectively train interns and provide all necessary resources for
the position. Develop learning goals and objectives with students
(forms provided by students). We supervise the interns to ensure
that they perform their assigned duties and to ensure their
continued engagement. Assess the intern's progress and provide
regular feedback.
  Customers:
Her clients include corporations, government agencies,
endowments (including pension funds), entrepreneurs, and
families who run businesses, all of which have a significant
impact on our lives. Our investment banking clients provide
goods and services to us, such as clothing, internet access, and
transportation, and may employ people we know or associate
with.

Asset Allocation Analyst:

Allocation analysts monitor and control the number of
products available for purchase by customers. Your
responsibilities in this career include managing
inventory, gathering information on customer wants and
trends, and forecasting supply and demand.
• allocation.
• JDA.
• Product commercialization.
Trend analysis.
Goods are planning.
• Inventory control.
• Retail.
• Visual merchandising.

 Financial Planning Specialist:

 Create high-quality financial plans and work with
administrative staff to perform efficient data entry.
Coordinate with the customer to design the initial
database, interpret the current policy and facilitate
all related transactions.
Manage all current transactions and respond to all
customer service requests.
Develop effective implementation plans and
oversee the preparation of all local financial plans.
Work with financial planners to design effective
customer strategies, create financial plans, and
provide financial training.
 Investment Research Analyst:
An investment research analyst is a financial professional who
specializes in research and analysis of various investment
opportunities, such as stocks, bonds, mutual funds, and other
financial instruments. They work for brokerage firms, banks,
brokerage firms, or financial institutions and provide insights and
recommendations to portfolio managers, fund managers, or clients.
Strong analytical skills, financial acumen, and a deep understanding
of investment principles and methodologies are essential to being a
successful investment research analyst. Additionally, staying abreast
of industry trends, knowledge of financial modeling and valuation
techniques, and effective communication and presentation skills are
critical to success in this role.

Compliance Officer:
A compliance officer is someone who ensures that a
company complies with external regulations and legal
requirements, as well as internal policies and charters.
Compliance officers have a duty to employers to work with
management and employees to identify and manage
regulatory risks.
• Develop and implement effective regulatory compliance
programs.
• Establish strong internal controls and monitor compliance.
• Design and modify company policies.
• Proactive review of processes, practices and
documentation for identifying vulnerabilities.
• Evaluate business activities to assess compliance risk.
 Marketing and Business Development
Team:

Marketing and business development differ in terms of

the roles and responsibilities they fulfil. From a holistic
perspective, business development focuses on business
relationships and strategic partnerships. The focus of
marketing is on communication and addressing the
consumer.
The marketing department focuses on the current product
offerings of the company. His job is to sell customers
products and services that can be delivered to them
immediately. Business Development uses technology and
research to develop future products and alternative
solutions for our customers.

 Operations and Administration Team:

The operations manager is responsible for the day-to-day
operations of the organization and ensures that the department
runs smoothly and efficiently. They perform a variety of tasks,
from scheduling meetings and managing office supplies to
handling customer service requests and investigating
complaints. In addition to writing, filing, and planning, we also
undertake tasks such as record keeping, meeting and
conference coordination, direct mail coordination, and special
project work. We also handle non-routine correspondence and
handling of highly confidential information. Track inventory and
order consumables. Maintaining financial, employee and
customer records. Create and send customer communications
and newsletters. Organize events, schedule meetings, arrange
travel.
 Senior Management:
Leaders often set precise goals based on the
strategic planning process. They set the overall
direction of the team and execute that strategy
through strong communication, including a plan of
action, clear expectations and accountability.
To successfully perform their role, senior
managers gain a thorough understanding of their
organization's specific needs, goals and work
culture. Executives typically have several years of
leadership experience and may be able to make
good decisions regarding talent management.
Senior management, executive management,
senior management, or managers usually refer to
the highest level of management in an
organization, who have day-to-day responsibilities
for running an organization (sometimes a company
or legal entity).
ACHIEVEMENTS
 Conclusion
We originally started as a talent development organization but have grown

and evolved into a wealth management firm dedicated to providing

Portfolio Management Services (PMS) across a wide range of investment

products. UAS International offers a wide range of investment services

tailored to each client. To this end, UAS International has also developed

an "International Direct Project" that aims to train and develop knowledge

and resource-based skills of candidates to address gaps in the business

environment. Here we consider the most important needs of today's

situation and offer comprehensive solutions and versatile services, such as

training and continuing education, internships abroad and in Germany and

study tours. We understand the diverse needs of business life for

investment solutions and focus on meeting the expectations of our clients.

Using a unique, data-driven approach to long-term risk-adjusted returns,

our managers work with investors to understand the nuances of their

financial situation and risk tolerance to make meaningful investments.

UAS International's portfolio management strategy allows investors to

grow their investments while minimizing risk and volatility. As an intern, I

thought it was important to be enthusiastic about learning new skills, to

look for more work, to be curious and open to questions. Asset

management firms are legal entities or financial institutions that provide

comprehensive investment and financial advisory services to high-net-

worth individuals (HNWIs), high net worth clients and, in some cases,

institutional investors. The primary goal of a wealth management firm is to

help clients preserve and grow their wealth over the long term through

tailored financial advice and strategies. Our investment banking clients

provide us with goods and services such as clothing, internet access and

transportation, and may employ people we know or work with. Work with

financial planners to design effective client strategies, create financial

plans and provide financial education.

REFERENCES
 https://www.uasinternationalmis.com/google/
profile.php?
token=e9f7bca26cfcd4d251dc59425b34ff68
 https://www.uasinternational.in/home.html
 https://www.uasinternational.in/about-us.html
 https://www.uasinternational.in/life-
insurance.html
 https://www.indiafirstlife.com/individual-life-
insurance
 APPENDICES
 Sample Client portfolio
Customer A:
Year:45
Purpose of investment: Retirement savings, moderate risk tolerance
Portfolio breakdown:60% Stocks, 30% Bonds, 10% cash.
Investment: A diverse mix of large-cap stocks, index funds,
government bonds, and high-yield savings accounts

Customer B:
Year:32
Purpose of investment: Long-term growth, high-risk tolerance
Portfolio breakdown:80% equities, 15% alternative investments, 5%
cash.
Investment: Aggressive growth stocks, tech funds, real estate
investment trusts (REITs), and some cryptocurrency holdings

Customer C:
Year:55
Purpose of investment: Capital conservation, revenue generation
Portfolio breakdown:40% Stocks, 50% Bonds, 10% cash.
Investment: Quality dividend stocks, corporate bonds, Inflation-
protected Treasury bills (TIPS), and money market funds for liquidity
Customer D:
Year:28
Purpose of investment: You are saving for a down payment on a
home and have a low to moderate risk tolerance.
Portfolio breakdown:70% equities, 25% equities, 5% bonds
Investment: Index funds, growth stocks, high-yield savings accounts,
short-term retirement

 Research reports
A research report is a detailed document that presents the results,
analysis, and conclusions of a research study or investigation.
i. Summary: This section provides an overview of the report's
objectives, methodology, and key findings. It summarizes key
points for readers who want a quick overview without digging
deep into the entire report.
ii. Introduction: The introduction provides background to the
research and describes the purpose, scope, and background
information.
iii. Methodology: This section describes the research methods used,
including data collection methods, sample size, data sources,
and analytical techniques used.
iv. Literature review: Where appropriate, the report may include a
literature review summarizing existing research and theory on
this subject. This provides a broader background and helps
readers understand the significance of current research.
v. Findings and Analysis: This is the main part of the report and
presents the data, analysis, and interpretation of the research
findings.
vi. Recommendation: Based on the results, the report may contain
recommendations and suggestions regarding actions to be taken.
vii. Diploma: The conclusion summarizes the main findings and
their implications.
viii. Attachments: Additional supporting material, such as raw data,
questionnaires, and detailed calculations, may be included in the
Appendix for reference.

 Compliance documentation

Compliance documentation is a set of documents and records

that an organization maintains to demonstrate compliance with
legal and regulatory requirements.
These documents serve as evidence that an organization has in
place appropriate policies, procedures and controls to ensure
compliance with applicable laws, regulations and industry
standards.
i. Policies and Procedures: These documents describe the
organization's policies, rules, and processes related to compliance.
This typically includes an overview of compliance obligations,
internal controls, reporting mechanisms and policies that
employees are required to follow. Documenting training programs
and attendance records can prove that an organization is taking
steps to educate employees about compliance requirements. This
includes audit reports, internal control assessment documentation,
testing procedures, and evidence of compliance monitoring
activities. These documents demonstrate that the organization has
mechanisms in place to assess and monitor the effectiveness of
compliance.
ii. Allowed applications and reports: Certain industries require
organizations to file and submit reports to regulatory authorities
on a regular basis. This may include financial reports, compliance
reports, disclosures and other filings required by regulatory
authorities.
iii. Records Retention Policy: A data retention policy determines how
long compliance-related documents are retained. This policy
ensures that your compliance documents are retained for as long
as you need them and are easily retrieved when you need them.
  Training materials

i. Soft skills training materials:

 leadership and management
 communication and presentation skills
 time management and productivity
 teamwork and collaboration
 emotional intelligence

ii. Sales and Marketing Training Materials:

 Sales method and strategy
 Customer relationship management
 Digital Marketing
 branding and advertising

iii. Self-development training materials:

 goal setting and motivation
 personal finance and investment
 Mindfulness and stress management
 Career Planning and employment strategy
 personal branding and networking

 Performance Report
A performance report is a document that provides
an evaluation of the performance of an individual,
team, department, or organization over time.
These reports often contain quantitative data, such
as key performance indicators (KPIs) and metrics,
and qualitative information, such as feedback and
observations. Performance reports are commonly
used in many different contexts such as business,
education, sports, and government.