INSTITUTE OF PROFESSIONAL
EDUCATION & RESEARCH (IPER)
PRESENTED TODR. VAIBHAV
PRESENTED BYSANDEEP PATEL
Title of the Project
Du-Pont Analysis of Edelweiss Financial Services Ltd.
DuPont Analysis provides a broader picture of the return the
company is earning on its equity. It tells where a company's strength
lies and where there is a room for improvement.
Non-Probability and Purposive sampling
Source of Data
Secondary Data- Company Financial reports of last 3 years, from
Description of Work Responsibilities
Calling to clients by LMS (Lead Management System) provided by
Fixing the Appointment with the clients.
Meeting with the Prospective clients interested in the financial
products such as, SIP (Systematic Investment Plans), Demat
Account, Insurance, Health Insurance Plans.
Elaborating the Financial Products details.
Fallow-up of the clients.
At last feedback of the clients if everything went right documentation
process for filling the forms.
What did we learn?
We have acquired the Basic knowledge of the Financial Market.
The Answers to the following Questions:
Why one should invest? When to Invest? Various options available
What is Mutual Fund? Benefits of Investing In Mutual Funds? What
is NAV (Net Assets Value).
Different Types of Mutual funds.
Stock Exchange Market, Trading in share market, Types of Trading
in share market i.e. Delivery, Intraday, Future & options.
Importance of Insurance and different types like Edelweiss Child
plans, Save and Grow plan, Cash Flow Protection and Term plans.
How will this Experience help me in
By our SIP, we are now ready to face the corporate challenges and
especially the pressure handling of target.
Apart from this also learned regarding the future planning &
Investment related decision making.
The art of personnel selling, interacting with the new peoples.
Many key aspects of financial Services Market, investment options
for financial freedom like how important a Term Plans and Health
Insurance for the family.
I will utilize these experiences further for the welfare of the people in
imparting the financial literacy.