Unicon Investment Solution Final Presentation

SUBMITTED BY- GAURAV SATIA

M090700027

Founded in 2004 by MR. GAJANDRA NAGPAL AND MR. RAM M. GUPTA.

Supported more than 3500 uniconians

Network of over 100 branches,600 plus business partners locations

Headquarter - New Delhi

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

To study the working procedure of Unicon as an Insurance, Brokerage and Investment Firm

To analyse the product and services of Unicon investment solution.

To study the unicon investment solutions competitors weaknesses in relation to Unicon.

To learn the marketing techniques that are used to acquire a client.

Mission : To create long term value by empowering

individual investors through superior financial services supported by culture based on highest level of teamwork, efficiency and integrity.

Vision : To provide the most useful and ethical

Investment Solutions - guided by values driven approach to growth, client service and employee development.

DATA SOURCES◦ Primary data◦ Secondary data

PRIMARY DATA Primary is data that is collected for the first time

in the processing of the analyses view point of general public .

Knowledge of employees of unicon investment solution.

SECONDARY DATA Under secondary sources we collected

information from internal and external sources. By making use of internet

INTEREST IN INVESTMENT

INTEREST % OF POPULATION

NO. OF PERSON

YES 67.70 44

NO 32.30 21

INTEREST IN FUTURE INVESTMENTS

INVESTMENT IN FUTURE % OF POPULATION NO. OF PERSON

YES 64.59 31

NO 35.41 17

BASIS OF INVESTMENT

BASIS OF INVESTMENT NO OF PERSON % OF POPULATION

MONTHLY 22 37.94

QUATERLY 20 17.24

HALF-YEARLY 7 12.06

YEARLY 18 31.03

TAX PAYMENT

TAX PAY NO OF PERSONS % OF POPULATION

YES 25 38.46

DURATION: Duration of project work was short and this was the biggest limitation

SAMPLE SIZE- my sample size was among which there was one non respondent and some respondents have multiple answers.

NOT RESPOND- Among this 65 people 1 didn’t respond and among those 64 not all questions were answered.

Different strategy for different sector of equity ,insuarance.

For mutual fund and isuarance sector they need to convince the client who is ready to invest for long term as well as short term.

Unicon have to search those clients who are investing their money monthly and yearly bases.

Unicon should build up a good relation with their customer.

Unicon should give extra facilities to their clients than other brocking house.

Public prefer risk factor than quick profit. Investment sector has a good market in future. Public prefer short term investment than long

term. Public preferred to invest either monthly or yearly

than quaterly aand half yearly. Major part of public paid tax from investment. So,it can be concluded that there are a good

aspect of investment sector in market if they take proper marketing strategy. Because every one wants to save something and investment sector is right place to earn for saving.