Internship project report

Name of the Student Sakshi Verma Name of the company -

India Infoline (IIFL)

Name of the company guide- Mr. Bijay Dash Faculty guide- Prof. Sangeeta Trott Title of the Project FINANCIAL ANALYSIS 1) Brief about India Infoline- The IIFL (India Infoline) group, comprising the holding company, India Infoline Ltd (NSE: INDIAINFO, BSE: 532636) and its subsidiaries, is one of Indias premier providers of financial services. 2) Objective of study To analyze the investment strategies of people and advice them as per their need.

3) Work done so far

a) Enquire about the clients investment strategies and areas by doing various activities and with help of questionnaire therefore categorizing them as per their respective criteria viz. conservative, moderate, and aggressive. Therefore suggesting them accordingly where and how much to invest in equity and debt. b) Held various activities in societies, schools, corporate, banks to bring awareness amongst people to invest their money in market. Also gave brief idea of various products like newly introduced RAJIV GANDHI EQUITY SAVING scheme, explained its benefits and usage. c) Financial planning of the investors as per their need to achieve their future goals d) Study the portfolio of clients and conclude whether they should invest more in equity or debt. e) Did a research on the existing competitors of the company, gathered information about their products and services so that company can provide them much better services and products.

f) Acquired knowledge about cos products and other financial instruments so that we serve a vast category to our investors. Also learn the live trading demo. g) Observe stocks regularly so that we can also make proper predictions of leaps and bound of market. h) Also promote insurance as a tax saving product in JFM (Jan, Feb, march) when people look for tax saving schemes which also gives them good returns. i) Handling clients with positive and negative feedbacks about services and prioritized to sort out their issues.