Bharti AXA Life Insurance, a joint venture founded in 2006 between Bharti Enterprises and AXA, provides a variety of insurance and wealth management products to Indian customers. The company has over 8000 employees and plans to become one of the top five insurance providers while leveraging its local expertise and aiming for sustainable growth. With strengths in brand value and market opportunities, the company also faces challenges from competition and regulatory factors.

1. BE LIFE CONFIDENT
PRESNTED BY-
AASHISH JADHAV
YOGRAJ CHASKAR
PRANAV JADHAV
NAME OF INSTITUE – PILLAI INSTITUE OF
MANAGEMENT STUDIES & RESEARCH, NEW PANVEL.
BHARTI AXA

2. CONTENTS
 INTRODUCTION
 LIFE JOURNEY ABOUT JOINT VENTURE (JV)
 TYPES OF LIFE INSURANCE
 SWOT ANALYSIS
 ORGANISATIONAL STRUCTURE – KEY PEOPLE
 FINANCIAL ASPECTS
 STRATEGIES FOR FUTURE
 CONCLUSION

3. INTRODUCTION
 Bharti AXA life insurance was founded in 2006 by Mr. Sunil Bharti Mittal
as joint venture between Bharti Enterprises, a leading business
conglomerate, & AXA a global insurance asset management firm
headquartered in France.
 Today, Bharti AXA Life has a national footprint of distributors trained to
provide quality financial advice and insurance solutions to the large Indian
customer base.
 Bharti AXA Life offers a range of innovative products and services that
cater to specific insurance and wealth management needs of customers.
 The company launched national operations in December 2006. Today,
company have over 8000 employees across over 12 states in the country.

4. LIFE JOURNEYABOUT JOINT VENTURE (JV)
 2006 – Started as JV between Bharti Group [74%] and AXA Group
[26%].
 2015 – FDI cap changed: AXA stake increased to [49%] and Bharti:
[51%].
 2017 - Bharti Group takes lead in JV opreations .
 2019 – Banca Partnership with Karnataka Bank.
 2020 – 5 years strategic roadmap agreed between shareholders.

5. ORGANISATIONAL STRUCTURE – KEY
EXECUTIVES
 CHAIRMAN – RAKESH BHARTI MITTAL
 MANAGING DIRECTOR & CEO – PARAG RAJA
 CHIEF FINANCIAL OFFICER – RIKHIL SHAH

6.  HUMAN RESOURCE HEAD – DHANASHREE THAKKAR
 CHIEF CUTOMER OFFICER & HEAD – MARKETING, DIGITAL
& ONLINE SALES – NITIN MEHTA
 CHIEF DISTRIBUTION OFFICER, PARTNERSHIP & GROUP
BUSINESS – SANDEEP MISHRA

7. Types of Life Insurance Policies
 Term Life Insurance Policy
 Endowment Life Insurance Policy
 Money Back Life Insurance Policy
 Whole Life Insurance Policy
 Unit Linked Insurance Policy

8. SWOT ANALYSIS
 Strength:
• Brand Value
• Target groups
• Digital Presence
• Growth through private players
 Weakness:
• Penetration Level
• Private players less focus on mass market

9.  Opportunity:
• Huge Market
• Growing Economy
• Health Insurance
 Threats
• Stringent Economic Laws
• Competiton
• Variable Pricing

10. FINANCIALASPECTS
PROFIT & LOSS ACCOUNT FOR THE YEAR ENDED 31ST MARCH, 2023.

11. BALANCE SHEET AS AT 31ST MARCH, 2023

12. RATIO ANALYSIS

13. RECEIPTS & REVENUE ACCOUNT FOR YEAR ENDED AS AT 31ST MARCH,
2023

14. STRATEGIES FOR FUTURE
 To achieve a market position among the top 5 Insurance Companies.
 To adapt AXA's best practice blueprints as a sound platform for efficient
and profitable growth.
 To leverage Bharti's local knowledge, infrastructure and customer base.
 To deliver high levels of shareholder return
 To build long term value with our business partners by enhancing the
proposition to their customers
 To be the employer of choice to attract and retain the best talent in India
 To be recognised as being close and qualified by our customers

15. CONCLUSION
Bharti AXA has won many awards under
various categories and is a trust worthy entity.
This company works considering its customer
base and their benefits.

16. THANK YOU