INDEX

Sr. No. Contents Page No.

From To
1. Introduction of Company

2. Company Profile

3. Organization Structure

4. Objectives of Company

5. Mission Statement

6. Product & Services of Company

7. Business Scope & Market Share

8. Personnel of Company

9. Detail Work Experience

10. Recommendation & Suggestion

11. Summary & Conclusion

12. References
 ACKNOWLEDGEMENT

I hereby declare that this internship report entitled Insurance Trading Practices at
Religare Securities Ltd. Amritsar submitted to partial fulfilment for the award of
Master of Business Administration at Swami Satyanand College of Management
and Technology is a record of independent work carried o9ut by me under the
guidance of Miss. Prinkal Bawa. A six weeks Industry Training is a golden
opportunity for learning and self development. I consider myself very lucky and
honoured to have so many wonderful people lead me through in completion of
this project.
I would like to express my sincere gratitude and thanks to Mr. RoopLal
Thankur Branch Branch Head of Religare Securities Ltd. Amritsar for giving the
guidance. I owe everything we have gained from the project in term of knowledge
and experience to them as without his timely support and encouragement the
project would not have been as fruitful as it has been. I also declare that this report
is a result of my own effort and has not been submitted earlier for the award of
any degree.

Parvashi
 DECLARATION

I hereby declare that the training report Insurance Trading Practices at Religare
Securities Ltd. Amritsar Submitted in partial fulfilment of the requirement for
award of the degree of MBA at Swami Satyanand College of Management
Affiliated to I.K. GUJRAL Punjab Technical University in authentic work and
has not been submitted to any other University / Institution for award of any
degree/diploma.

Parvashi
Roll No. 1721288
 OBJECTIVES

The overall objectives of this project are as under:

 To know market status of equity funds.
 To know performance of equity funds
 To know the cause of choosing equity funds.
 To know how equity funds work.
 To know the best equity fund available in the market.
 To undergo through the Summer Training for the partial fulfillment of the
 PGDM program of BCCM, Bhubaneswar.
 INTRODUCTION

Bajaj Capital is one of India's leading Financial Services companies offering Free
Advice on Investments, Insurance, Tax Saving, Retirement Planning, Financial
Planning, Children's Future Planning and other services. They are also SEBI-
approved Category I Merchant Bankers.
Today, Bajaj Capital is a one of the largest financial planning and
investment advisory companies in India, with a strong presence all over the
country. They offer a comprehensive range of services including financial
planning and investment advice, and the entire gamut of financial instruments and
investment products of almost all major companies, both public and private. In
addition, they also provide investment assistance by helping clients complete all
the formalities, and help them keep regular track of their investments.
Essentially, the Wealth Management Services aim to help clients preserve,
enhance and grow their wealth by implementing the well-accepted principles and
global best practices on wealth management. To cater to the elite segment of High
Net worth Clients, La Premier offers an exclusive range of value-added service,
including:
 Personalized attention through a dedicated Relationship Manager
 Market information sharing through quality in-house research reports,
 Periodic portfolio review and regular update on portfolio valuation
 Pro-active advice on market events and triggers
 Immediate alerts on new products and New Fund Offers
 Need-based interactions with Fund Managers
 Independent, unbiased advice
 BAJAJ CAPITAL'S 4-STEP ADVISORY PROCESS

Investment consultancy is a complex business, requiring an intimate

understanding of several financial parameters and human factors, including the
client's requirements and the market subtleties. Being a process-driven includes:
organization, they have perfected a four-step advisory procedure, which
 Need Analysis
 Asset Allocation
 Portfolio Construction
 Ongoing Review
Bajaj Capital was one of the first companies in the organized sector to offer
investment advisory and financial planning services along with a wide spectrum
of financial products and services, all under one roof.

Service Offerings
a) Mutual Funds
b) Taxation advice
c) Bonds
d) Post Office Schemes
e) Estate Planning
f) Insurance
g) Financial Planning
h) Retirement Planning
 PREFACE

As to matter of knowing how things look like in practical sense every MBA
students undergo training in approval of busi organization for the tenure or not
less than six weeks to a chance to see more knowledge under such the guidance
of professional manager on the completion master of business administration
degree students have hund on experience the will help for facing challenging jobs
under such competition environment Internship training with Religare Securities
Ltd Amritsar. I went through processes and successfully completed my training
with the help of Juniors and Seniors.
 COMPANY PROFILE

Bajaj Capital is one of India's leading Financial Services companies offering Free
Advice on Investments, Insurance, Tax Saving, Retirement Planning, Financial
Planning, Children's Future Planning and other services. We also have a wide
range of products and services for Corporate, High Net worth Individuals, and
NRIs all under one roof.
At Bajaj Capital, we believe in dreaming big. Dreams inspire us to excel.
They ignite hope and kindle in us the passion to stretch our limits. We also believe
that nothing can or should stop us from realizing our dreams and financial
constraints should be the last thing to stop anyone.

Four decades of excellence

For over four decades, we have been helping people realize their aspirations by
helping them make their wealth grow, and plan their financial lives. Today, we
are a one of the largest financial planning and Investment advisory companies in
India, with a strong presence all over the country. We take pride in serving our
customers both individual and institutional and are known for our strong
professionalism and work ethics.

Wide range of services

We offer a comprehensive range of services including financial planning and
investment advice, and the entire gamut of financial instruments and investment
products of almost all major companies, both public and private. In addition, we
also provide Investment assistance by helping you complete all the formalities,
and help you keep regular track of your investments.
These services and products are delivered through our network of 109 Bajaj
Capital Investment Centers located all over the country. We are also a SEBI-
approved Category Merchant Banker. We raise resources for over 1,000 top
institutions and corporate houses every year, and offer specialized services to
Non-Resident Indian (NRIs) and High Net worth Clients.

What you can expect from Bajaj Capital.

 Sound, research-based advice
 Unbiased, independent and need-based advice
 Prompt, courteous service
 Honest, ethical dealings
 Accessibility
 HISTORY

Bajaj Capital has contributed to the growth of the Indian Capital Market at every
step. In 1965, we were the first to innovate the Companies Fixed Deposit. Today,
we are playing an active role in the growth of the Indian Mutual Fund industry.
We are also working closely with private insurance companies to deepen India's
insurance here is a brief gist of our journey through the years.

1964
Bajaj Capital sets up its first Investment Centre in New Delhi to guide individual
investors on where, when and how to invest. India's first Mutual Fund, Unit Trust
of India (UTI) is incorporated in the same year.

1965
Bajaj Capital is incorporated as a company. In the same year, the company
Introduces an innovative financial instrument the Company Fixed Deposit. EIL
Ltd. (Oberoi Hotels, then known as Associated Hotels of India Ltd.) becomes the
first company to raise resources through Company Fixed Deposits.
1966
Bajaj Capital expands its product range to include all UTI schemes and
Government saving schemes in addition to Company Fixed Deposits

1969
Bajaj Capital manages its first Equity issue (through an associate company) of
Grauer& Wells India Ltd.; right from drafting the prospectus to marketing the
issue.
1975
Bajaj Capital starts offering 'need-based investment advice to investors, which
would later be known as 'Financial Planning in the investment world.

1981
SAIL becomes the first government company to accept deposits, followed by IOC
BHEL, BPCL, HPCL and others, thus opening the floodgates for growth of retail
investment market in India Bajaj Capital plays an active role in all the schemes
as 'Principal Brokers'

1986
Public Sector Undertakings (PSUs) begin making public issues of bonds MTNL,
NHPC, IRFC offer a series of Bond Issues. Bajaj Capital is among the top
mobilization for all these players

1991
SBI issues India Development Bonds for NRIs. Bajaj Capital becomes the top
mobilized with collections of over US $20 million

1993
The first private sector Mutual Fund Kothari Ploneer is launched, followed by
Birla and Alliance in the following years. Bajaj Capital plays an active role and
is ranked among the top mobilizes for all these schemes.

1995
IDBI and ICICI begin issuing their series of Bonds for retail investors, Baja
Capital is the co-manager in all these offerings and consistently ranks among the
top five mobilizes on an all-India basis.
1997
Private sector players lead the revival of Mutual Funds in India through Open
ended Debt schemes. Bajaj Capital consolidates its position as India's largest
retail distributor of Mutual Funds

1999
Bajaj Capital begins marketing Life and General Insurance products of LIC and
GIC (through associate firms) in anticipation of opening up of the Insurance
Sector Bajaj Capital achieves the milestone of becoming the top 'Pension Scheme'
seller in India and launches marketing of GIC's Health Insurance schemes.

2000
Bajaj Capital Implements its vision of being a 'One-stop Financial Supermarket.'
The Company offers all kinds of financial products, including the entire range of
investment and insurance products through its Investment Centres. Bajaj Capital
offers full-service merchant banking including structuring, management and
marketing of capital issues. Bajaj Capital reinvents Financial Planning in its
International sense and upgrades its entire team of Investment Experts into
Financial Planners
2002
The company focuses on creating investor awareness for Financial Planning and
need-based Investing. To achieve this goal the company introduced the
International College of Financial Planning. The graduates of this institute
become Certified Financial Planners (CFPs), a coveted professional qualification.

2004
Bajaj Capital obtains the All India Insurance Broking License. Simultaneously,
series of wealth creation seminars are launched all over the country, making Bajaj
Capital a household name.

2005
Bajaj Capital launches 360° Financial Planning, a software-based programmed
aimed at encouraging scientific and holistic investing.
INTRODUCTION
HISTORY
COMPANY PROFILE
OBJECTIVES