Unicon Investment Solution Final Presentation

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summer internship

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Unicon Investment Solution Final Presentation

  1. 1. SUBMITTED BY- GAURAV SATIA M090700027
  2. 2. <ul><li>Founded in 2004 by MR. GAJANDRA NAGPAL AND MR. RAM M. GUPTA. </li></ul><ul><li>Supported more than 3500 uniconians </li></ul><ul><li>Network of over 100 branches,600 plus business partners locations </li></ul><ul><li>Headquarter - New Delhi </li></ul><ul><li>Corporate office - Mumbai with regional offices in Kolkata, Chennai, Hyderabad and Noida. </li></ul>
  3. 3. <ul><li>T o study the working procedure of Unicon as an Insurance, Brokerage and Investment Firm </li></ul><ul><li>To analyse the product and services of Unicon investment solution. </li></ul><ul><li>To study the unicon investment solutions competitors weaknesses in relation to Unicon. </li></ul><ul><li>To learn the marketing techniques that are used to acquire a client. </li></ul>
  4. 4. <ul><li>Mission : </li></ul><ul><li>To create long term value by empowering individual investors through superior financial services supported by culture based on highest level of teamwork, efficiency and integrity. </li></ul><ul><li>Vision : </li></ul><ul><li>To provide the most useful and ethical Investment Solutions - guided by values driven approach to growth, client service and employee development. </li></ul>
  5. 5.
  6. 6. <ul><li>DATA SOURCES </li></ul><ul><ul><li>Primary data </li></ul></ul><ul><ul><li>Secondary data </li></ul></ul><ul><li>PRIMARY DATA </li></ul><ul><li>Primary is data that is collected for the first time in the processing of the analyses view point of general public . </li></ul><ul><li>Knowledge of employees of unicon investment solution. </li></ul><ul><li>SECONDARY DATA </li></ul><ul><li>Under secondary sources we collected information from internal and external sources. By making use of internet </li></ul>
  7. 7. <ul><li>INTEREST IN INVESTMENT </li></ul>INTEREST % OF POPULATION NO. OF PERSON YES 67.70 44 NO 32.30 21
  8. 8. <ul><li>INTEREST IN FUTURE INVESTMENTS </li></ul>INVESTMENT IN FUTURE % OF POPULATION NO. OF PERSON YES 64.59 31 NO 35.41 17
  9. 9. <ul><li>BASIS OF INVESTMENT </li></ul>BASIS OF INVESTMENT NO OF PERSON % OF POPULATION MONTHLY 22 37.94 QUATERLY 20 17.24 HALF-YEARLY 7 12.06 YEARLY 18 31.03
  10. 10. <ul><li>TAX PAYMENT </li></ul>TAX PAY NO OF PERSONS % OF POPULATION YES 25 38.46
  11. 11. <ul><li>DURATION: Duration of project work was short and this was the biggest limitation </li></ul><ul><li>SAMPLE SIZE- my sample size was among which there was one non respondent and some respondents have multiple answers. </li></ul><ul><li>NOT RESPOND- Among this 65 people 1 didn’t respond and among those 64 not all questions were answered. </li></ul>
  12. 13. <ul><li>Different strategy for different sector of equity ,insuarance. </li></ul><ul><li>For mutual fund and isuarance sector they need to convince the client who is ready to invest for long term as well as short term. </li></ul><ul><li>Unicon have to search those clients who are investing their money monthly and yearly bases. </li></ul><ul><li>Unicon should build up a good relation with their customer. </li></ul><ul><li>Unicon should give extra facilities to their clients than other brocking house. </li></ul>
  13. 14. <ul><li>Public prefer risk factor than quick profit. </li></ul><ul><li>Investment sector has a good market in future. </li></ul><ul><li>Public prefer short term investment than long term. </li></ul><ul><li>Public preferred to invest either monthly or yearly than quaterly aand half yearly. </li></ul><ul><li>Major part of public paid tax from investment. </li></ul><ul><li>So,it can be concluded that there are a good aspect of investment sector in market if they take proper marketing strategy. Because every one wants to save something and investment sector is right place to earn for saving. </li></ul>

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