PROJECT REPORT

ON

“Insurance as a Investment tools with regards to ULIP”

BACHELOR OF COMMERCE IN BANKING AND INSURANCE

(SEMESTER VI)

Under the Guidance of

PROF. DIPIKA VALECHA

Submitted

In Partial of the requirement Fulfillment for the Award of the

degree of Bachelor of commerce in Banking and insurance

Submitted by,

AKSHAY ANANDRAO PATIL

ROLL NO. 1728057

SHRI SIDH THAKURNATH COLLEGEOF ARTS & COMMERCE

ULHASNAGAR – 421 004

UNIVERSITY OF MUMBAI
2017-2018
 DECLARATION

I, AKSHAY ANANDRAO PATIL student of TYBCBI (Bachelor of

Commerce in Banking and Insurance) hereby declare that I have
completed the Project on “Insurance as a Investment tools with regards
to ULIP” in the academic year 2017-18.

The information submitted is true and original to the best of my

knowledge.

AKSHAY A PATIL.

{T.Y.BBI}
 ACKNOWLEDGEMENT

My project is a result of the inspiring and thoughtful

guidance and supervision of my project guide PROF. DIPIKA
VALECHA I am deeply indebted to her whose help, time,
support, inspiration, stimulating suggestions and
encouragement helped me in all the times of research and
writing of this report.
This project has widened my horizon to various areas
under general knowledge regarding the practical and real
aspects of “Insurance as a Investment tools with regards to
ULIP ".
I whole heartedly thank all the concerned people at
college as well as at university level, who have given me the
chance for preparing this valuable project.
I would further like to thanks our Principal Sir Dr. J.C.
Purswani for giving me an opportunity to complete our Project
Last but not least, this Project has definitely helped me to
achieve something which will be useful to us in near future
and hence I am thankful to all persons who have helped in
knowledge.
 INDEX

S.NO Titles Page No

1. Chapter – I
- Executive summary
- Objectives of the study
- Introduction
- Purpose of the study
- Scope of the study
- Statement of the problem

2. Chapter – II
- Organization Profile
- Organization Chart

3. Chapter – III
- Data collection method
- Instrumentation techniques
- Learning experience
- Observation
- Recommendations
- Conclusion
4. Chapter – IV

- Questionnaire
- Bibliography