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Investment services and investmentInvestment services and investment

process of unicon investment solutionsprocess of unicon investment solutionsBY: AZHAR HUSSAIN KHAN

MBA 3RD SEM

35084027


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OBJECTIVES OF THE STUDY:OBJECTIVES OF THE STUDY:

To find the market potential and market penetration ofUNICON INVESTMENT SOLUTION product offeringsin New Delhi.

To collect the real time information of preference levelof customer regarding various modes of investments

available in market. To expand the market penetration of UNICON

INVESTMENT SOLUTION.

To provide pricing strategy of competitors to fight cutthroat competition. To increase the product awarenessof UNICON INVESTMENT SOLUTION as singlewindow shop for investment solutions.

To study various financial products and servicesoffered by unicon investment solutions to itscustomers.


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COMPANY PROFILE:COMPANY PROFILE:

y UNICON was founded in 2004 by two visionary and

flamboyant entrepreneurs, Mr. Gajendra Nagpal and Mr. Ram

M. Gupta, who possess expertise in the field of Finance.

y The company is headquartered in New Delhi, and has its

Corporate office in Mumbai with regional offices in Kolkata,Chennai, Hyderabad and Noida

y The company is supported by more than 3500 Uniconians

and has an extensive network of over 100 branches, 600 plus

business partner locations & 2500 remisers providing it with a

national footprint.


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Mission & Vision :Mission & Vision :

y Mission :To create long term value byempowering individual investors throughsuperior financial services supported byculture based on highest level ofteamwork, efficiency and integrity.

y Vision :

To provide the most useful and ethicalInvestment Solutions - guided by valuesdriven approach to growth, client serviceand employee development.


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PRODUCT AND SEVICES:PRODUCT AND SEVICES:

y EQUITY-Unicon Plus, Unicon Swift

y COMMODITY

y FIXED INCOME

y DEPOSITORY

y IPO

y MUTUAL FUND

y INSURANCE-General insurance, LifeInsurance

y INVESTMENT BANKING


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UNICON BUSINESSUNICON BUSINESS

PARTNERS:PARTNERS:y Unicon has a PAN India network with

strong team of over 450 Business

Partners who are assisting them to tap

the retail & corporate clientele andmake Unicon accesible in the nook

and crannies of the nation.

y

Unicon boasts of bringing the best ofthe products and services with

"Affordability & Quality" occupying the

centre stage.


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Unicon Tie up with variousUnicon Tie up with various

insurance companies:insurance companies:y Tata AIG life insurance

y SBI life insurance

y Max new York life insurance

y Reliance

y Birla sun life

y Life insurance corporation of india

y Kotak Mahindray Met life

y ICICI prudential


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RESEARCH METHODOLOGY:RESEARCH METHODOLOGY:

Methodology Adopted

The information was collected through person interviewand interview was conducted through the mode ofquestionnaire.

Analysis of Data

Data collectionThe data collection was collected through primary aswell as secondary source.

PRIMARY DATA :

Primary data was collected from 155 respondents using

a schedule of question and a survey was conducted.The tabular and graphical data was Microsoft excel.

SECONDARY DATA :

Secondary data was collected mainly from internet,printed journals on the capital markets of India,newspaper articles and books written on the Indian

stock markets.


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y SAMPLING:

Judgment, non-random sampling was

used. Respondents were request to

help with the schedule at their offices,

homes or at the UNICON

INVESTMENT SOLUTION office.


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KEY ISSUES:KEY ISSUES:

Based on the above SWOT analysis

and study of the available data I have

come to the following conclusions:

HUGE POTENTIAL:

y Huge investments taking place

y Large untapped market


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RECOMMENDATIONS:RECOMMENDATIONS:

y To focus on advertising effectively the

financial services strength.

y Increasing the amount of customer dealing

hours so that the customers can go to thebroker when in need of service or advice

regarding investment.


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y Lastly taking the feedback from customers

so as to better tune its services with the

customers need.


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LIMITATIONS:LIMITATIONS:

y Time Constraints

y Resource constraints


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CONCLUSIONSCONCLUSIONS

Based on the findings of our project we wouldlike to suggest the following:-

After sales services and follow up calls areimportant for getting new references so trainedtelesales should be appointed for this purposewhose sole work should be to make feedbackcalls.

Investment is having too many financial

products right from Demat account to GeneralInsurance and not all the salespeople arefamiliar with each and every product so thework force should be segregated each groupdealing in a specific product and the sales

target should be given likewise.


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THANK

YOU

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