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4 AKTU UNIVERSITY, LUCKNOW

5 INTERNSHIP REPORT
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7 SALES AND MARKETING OF FINANCIAL PRODUCT AT
8 “INVESTOSURE PVT. LTD.”
9 FOR THE PRACTICAL FULFILLMENT OF THE
10 REQUIREMENT FOR THE AWARD OF
11 MASTER OF BUSINESS ADMINISTRATION
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14 SUBMITTED TO: - SUBMITTED BY: -

15 INVESTOSURE PVT. LTD VIBHOR GARG
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21 ACKNOWLEDGEMENT
22 A dissertation project is a golden opportunity for learning and
23 self-development. I consider myself very lucky and honored to
24 have so many wonderful people lead me through in completion
25 of this project.
26 I express my deepest and most sincere thanks to faculty
27 members of MIET COLLEGE who provided me their valuable
28 time and information. I would like to express my gratitude to the
29 faculty members and entire institute for giving me platform to
30 have this wonderful opportunity and being able to get a glimpse
31 of the corporate word.
32 My special thanks to all my friends for their unremitting help in
33 numerous way, which deserve adequate expression on this page.
34 And lastly I am thankful to Ms. Anjali Singh Kausar .
35 Under her guidance I was able to complete my
36 dissertation projects successfully.
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40 Vibhor Garg
41 MBA (2019-21)
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47 PREFACE
48 The successful completion of this project was a unique
49 experience for me by visiting many places and interacting with
50 various people, I achieved a better knowledge about Sales
51 Promotion in financial service sector. The experience which I
52 gained by doing this project is being submitted which content
53 detailed analysis of the research undertaken by me.
54 The research provides an opportunity to the student to devote
55 his/her skills, knowledge and competencies required during the
56 technical sessions. The research is on the topic
57 “Awareness about financial product in the society”
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89 Table of Contents
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94 1 INTRODUCTION
95 2 SUMMARY
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Introduction
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103 India has a diversified financial sector undergoing rapid expansion, both
104 in terms of strong growth of existing financial services firms and new
105 entities entering the market. The sector comprises commercial banks,
106 insurance companies, non-banking financial companies, co-operatives,
107 pension funds, mutual funds and other smaller financial entities. The
108 banking regulator has allowed new entities such as payments banks to be
109 created recently thereby adding to the types of entities operating in the
110 sector. However, the financial sector in India is predominantly a banking
111 sector with commercial banks accounting for more than 64 per cent of
112 the total assets held by the financial system.
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115 Objective of project

116 i. Importance of financial planning in our life
117 ii. Awareness about financial product in society
118 iii. Ways of capital appreciation
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124 iv. Wealth maximization
125 v. Tax planning
126 vi. Awareness about Micro hedge fund
127 vii. Know about client dream and make financial plan
128 for fulfill dream
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136 Investosure pvt. Ltd is financial consultancy service company register office
137 Sonipat (Haryana)
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140 Duration of training –28 May - 27 July 2020

141 Reporting Manager’s Details-

142 Name- Anjali Singh Kausar

143 Address- 1390/18, New Tara Nagar, Sonipat, Haryana - 131001

144 E-mail- hrteam@investosure.in

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162 Executive summary

163 India has a diversified financial sector undergoing rapid expansion, both in terms
164 of strong growth of existing financial services firms and new entities entering the
165 market. The sector comprises commercial banks, insurance companies, non-
166 banking financial companies, co-operatives, pension funds, mutual funds and other
167 smaller financial entities.

168 The banking regulator has allowed new entities such as payments banks to be
169 created recently thereby adding to the types of entities operating in the sector. The
170 asset management industry in India is among the fastest growing in the world. The
171 number of mutual fund (MF) portfolios have increased to 74.6 million as of June
172 2018.
173 Safe investment options have a potential to tap into rural household savings.
174 Private players are coming up with innovative products like third party money
175 market mutual funds to cater to rural investment needs.
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