Summer Internship Project where Information of Products of Broking Companies.

1. LTD.
Prakhar Omar
DM17FA31
2017-19
PIBM, Pune

3. India’s 1st
Securities
broking
house
Listed on
BSE
Since
1948
3000 B.A.,
19 B.O.,
9 R.O. in
200 cities
ISO 9002
Certified
KPMG
Quality
Registrar
Award
Mr. Mahendra V Doshi as
Executive Chairman
Tie ups with Bajaj Allianz, Tata
Capital, ICICI Prudential, Alpha
Commodity, etc.
Equities & Derivatives
Loans – Business & Personal
Insurance – Life, Health & General
Commodities & Currencies
Mutual Funds & SIP’s
Diversified
to
Real
Estate

4. Research Design Research Methodology
Diversification
Types of
Products
Characteristics
of Products
Importance of
Products
Taxes,
Income,
Retirement
, Goals
Equity,
Derivatives,
Mutual Funds,
Insurance,
IPO’s,
Currencies,
Commodities
Return,
Risk,
Safety,
Liquidity

5. Generated Health Insurance of 35
employees of Global Blockchain,
Kalyani Nagar, Pune.
Leads Generation
regarding Mutual Funds
& SIP.

8. Age
Group
Shares &
Commodities
Mutual
Funds &
SIP
Fixed
Income
Others
(Insurance,
Loans, etc.)
Below 30 30% 40% 0% 30%
30-40 40% 30% 10% 20%
40-50 35% 30% 25% 10%
50-60 25% 35% 40% 0%
Above 60 20% 20% 60% 0%

9. Objectives Strategy Asset Mix Execution Revision
Evaluatio
n
Purpose behind the Financial Planning:
Profitability, Balance, Safety, Income, Tax benefits, etc.
Qualities of Portfolio Manager:
Analytical Ability, Experience, Avenues Knowledge, etc.
How to design a portfolio:
Code of Conduct:
Fairness, Confidentiality, Qualification, Standards Integrity.

10. Golden
Rule
Important-Urgent
Matrix