MIT College of Management, Pune

2022-2024

Study on Wealth Management and Travel and Tourism

Industry.
Submitted By
Aarti Chandrakant Tilekar
MITU22MBAB0002
Guided By
Prof.Dr. Ashok Todmal
 Index
Sr.No Contents

1. Executive Summary
2. Introduction
3. Industry Profile
5. Vision and Mission
6. Literature review/Theoretical background of the study
7. Objectives of the Study
8. SWOT Analysis
9. Research Methodology
10. Result and Discussions.
 Executive Summary

• The report deals with wealth management of UAS International and its various products and
what impact does it have in relation to the market competitors. The objective of the study was
conceptual understanding about the client desires , their preferences and their understanding on
various financial products available to them and their investment. The report also helped in
analyzing and learning about various financial sectors and their merits, demerits and functions as
well.

• The study has been made on basis of various researches well. The qualitative research includes
analysis of various merits and demerits of various financial sectors. The information has been
obtained through internet sources and from prospective clients.
 Industry Profile
• UAS International, established in 2013, works on
maximizing returns through our exclusive high
profile network ranging from top government banks
to elite private banks.

• Initially started as a human resource development

organization, it had since expanded and flourished
as a wealth management company aiming to provide
Portfolio Management Services (PMS) using our
expansive range of investment products.

• Also, in 2016, UAS International started a new

venture by the name of UAS International Holidays
with the vision to provide customized international
and domestic tour packages for group travels,
corporate travel, college trips etc.
 Vision and Mission
Vision:-
"To be progressive leader
and first choice for
dynamic solution
integrating people, process
and performance"
Mission:-
"To establish high standards of
professional etiquette and to effectively
facilitate a comprehensive &
accomplished system of continuing
professional development for every
possible profession through our
exceptional training solutions”.
 Literature review

• The overview of the company's profile.

• Learnt about different HR modules.

• Learnt about digital marketing, social media optimization and online marketing.

• Understood about the taxation like the taxation policies, flow of tax calculations, different tax
slabs in India.

• Introduction about the different financial sectors in India.

• To understand the India first life insurance, Bupa Health Insurance, Reliance mutual funds.

• Concept of Portfolio Management & financial investment.

• How to Pitch the product to the client.

 Objectives of Study

• To study the factors affecting the market conditions.

• To understand the marketing strategies of UAS International.
• Studying the market condition for the successions of the organization.
• Finding areas for development through study.
• To analyze the sales and marketing of the products.
 SWOT Analysis
STRENGTH WEAKNESS
• Unique Business Model. • Brand Awareness
• Cost Effectiveness • Fewer staff
• Strong Management Team
• Unique approach towards
customer satisfaction, growth and
retention
• Strong presence in North India.

OPPORTUNITIES THREATS
• Expansion of company in South • High competition in Investment
India and Abroad. sector.
• Increase clients from other • Currently, only one branch
industries. • Change in Government policies can
• Rise in the variety of products fluctuate profit generated.
and services.
• Rising of Insurance and Banking
sector in India.
 Research Methodology

• Primary data is the raw data that is collected by the researcher as first-hand
information from the sample taken into observation for specific purpose.

• Collection of data is done with help of designed questionnaires and personal

interviews.

• Questionnaires are closed end, like scale method is been used to design the
questionnaire

• Primary data is collected through questionnaire and personal interactions of

people workers and different employees.
 Interpretation of Data

This survey shows that the most preferred insurance provider is LIC.
It is because the premium amount is very low and the benefit provided by it is somehow
considerable.
The 2nd most preferred co. is SBI.
 Conclusion:-
• UAS international is a big name in itself, it has served a huge number of clients.

• As LIC has a legacy and is a reputed brand so customers are loyal to the brand and also LIC
is known for its aftersales and good customer service so any complaints after the purchase
are easily addressed so they prefer more of LIC.

• The sales of the company are decent however it has a great scope for expansion, it can target
southern region of India and can expand its branches to international market as well.

• Many of the clients were not aware of its brand name therefore it can do some advertisement
that will develop a sense of knavery in the mind of the customer.

• Also, the company should look upon its competitors as many new companies are nowadays
entering into the insurance sector.