Equity Research & Investment Consultants (ERIC) is a multi-family office firm in India founded by financial experts to provide customized wealth management solutions. ERIC currently manages the portfolios of 330 high net worth families, focusing on insurance, mutual funds, and real estate. The company's vision is to be the most admired wealth management firm by putting all of a client's financial transactions in one easy to access place for planning. ERIC uses insight-driven and mobile marketing strategies to connect with clients through social media and build relationships.

1. SUBMITTED By:
Sagar Kansal
Roll No :
37/GDIB/JIMS/2015

2. Company Profile

3.  Equity Research & Investment Consultants (ERIC) is India's one
of few "Multi Family Office Firm" founded by members having
decade of experience in the field of financial.
 In ERIC every client treat as unique and provides solution based
on client need, financial position and circumstances.
 Currently ERIC is working closely with 330 HNI families and
managing their portfolio of insurance. Mutual fund and real
estate.

4. Vision Mission
 To be most admired wealth
management firm with best
components
 To put all the financial
transactions of client at one
place for easy access and
planning.

5. Marketing Strategies
 An organization's strategy that combines all of its marketing
goals into one comprehensive plan. A good marketing strategy
should be drawn from market research and focus on the right
product mix in order to achieve the maximum profit potential
and sustain the business.

6. Marketing strategies of Eric
 Insight-driven marketing: It involves bringing together multiple data
points to form a more complete picture of customers.
 Incorporation of Mobile : It helps customers to connect through different
social sites with relationship managers.

7. Research Methodology
 Research methodology is a process used to collect information
and data for the purpose of making business decisions. The
methodology may include interviews, surveys and other
techniques, and could include both present and historical
information.

8. Objective
 To find out the satisfaction level of the clients.
 To find out which kind of policy is mostly preferred by
clients.

9. Research Design
 The research design is used in this study on ‘Descriptive’.
 Data is collected through both primary and secondary source.

10.  PRIMARY SOURCES:
 Questionnaire.
 SECONDARY SOURCES:
 Websites.
 Samples of 100 investors are taken.
 Convenience Sampling Technique is used.

11. Competitors
• LIC
• ICICI LOMBARD
• BAJAJ ALLIANCE
• ADITYA BIRLA SUN LIFE INSURANCE

12. Conclusion
 Nearly 45% of the interviewers they belong to 5-10 lakh income
group. Prospects are like to opt for long term.
 Mostly prospects has two or more than two policies in their name
and like to invest in LIC.
 More prospects would like to invest in life insurance and child
insurance plans.