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Project - Synopsis1

This document outlines an internship project to evaluate products offered by Fullerton Securities & Wealth Advisors and identify new business opportunities. The objectives are to conduct a comparative analysis of FSWA's products against competitors, identify weaknesses, and devise new strategies. The research will include a survey of 150-200 customers and secondary data collection. Statistical analysis will be used to compare products based on benefits and costs. The project aims to generate recommendations to increase sales and revenue for FSWA.

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Puneet Chawla
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63 views

Project - Synopsis1

This document outlines an internship project to evaluate products offered by Fullerton Securities & Wealth Advisors and identify new business opportunities. The objectives are to conduct a comparative analysis of FSWA's products against competitors, identify weaknesses, and devise new strategies. The research will include a survey of 150-200 customers and secondary data collection. Statistical analysis will be used to compare products based on benefits and costs. The project aims to generate recommendations to increase sales and revenue for FSWA.

Uploaded by

Puneet Chawla
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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SYNOPSIS FOR SUMMER INTERNSHIP PROJECT

TOPIC

EVALUATION OF PRODUCTS OFFERED BY FULLERTON SECURITIES & WEALTH ADVISORS


LTD. AND IDENTIFYING AND EXPLORING NEW BUSINESS AVENUES TO INCREASE SALES.

OBJECTIVES OF RESEARCH

 COMPARATIVE & COMPETITIVE ANALYSIS OF PRODUCTS OFFERED BY FSWA WITH


OTHER LEADING COMPANIES OF THE SAME INDUSTRY.

 IDENTIFYING THE WEAKNESS IN PRODUCT & MARKETING AND DEVISE PLANS TO


MAKE THE PRODUCT STRONGER

 TO DEVISE NEW STRATEGIES AND WORK ON THOSE STRATEGIES TO GENERATE


REVENUE & INCREASE BUSINESS

 BUSINESS BUILDING STRATEGIES FOR HIGHER GROWTH

REVIEW OF THE LITERATURE

SOME OF THE STUDIES CONDUCTED IN FULLERTON SECURITIES:

 STUDY CONDUCTED BY MAMTA KUMARI (2009-11) OF FMS-MOHAN LAL SUKHADIA


UNIVERSITY, UDAIPUR ON “MARKETING OF WEALTH MANAGEMENT PRODUCTS”
 STUDY CONDUCTED BY NAZIYA KAUSAR (2009-11) OF FMS-MOHAN LAL SUKHADIA
UNIVERSITY, UDAIPUR ON “MARKETING OF WEALTH MANAGEMENT PRODUCTS –
EQUITY”
 STUDY CONDUCTED BY ANGADJEET SINGH WALIA (2009-11) OF FMS-MOHAN LAL
SUKHADIA UNIVERSITY, UDAIPUR ON “MARKETING OF WEALTH MANAGEMENT
PRODUCTS WITH ATTENTION ON INSURANCE PRODUCTS”
HYPOTHESIS

HYPOTHESIS 1: DEVELOPING INNOVATIVE STRATEGIES WHICH HELPS TO CLOSE THE SALES


AND INCREASE NEW BUSINESS.

HYPOTHESIS 2: NEW STRATEGIES DEVELOPED ARE NOT ABLE TO GENERATE MORE


BUSINESS.

HYPOTHESIS 3: DESPITE A HUGE DOMESTIC MARKET, INDIAN CONSUMERS LACK


ADEQUATE AWARENESS IN IDENTIFYING THE MOST APPROPRIATE PRODUCTS SUITABLE
FOR INVESTMENT.

HYPOTHESIS 4: INDIAN CUSTOMERS ARE AWARE ABOUT THE FINANCIAL PRODUCTS


OFFERED IN THE MARKET AND THEY ARE CAPABLE ENOUGH TO CHOOSE THE
APPROOPRIATE PRODUCT

RESEARCH DESIGN

A) SURVEY WILL BE CONDUCTED ON

SAMPLE SIZE 150-200 CUSTOMERS WITH THE HELP OF QUESSTIONARIE FORMAT

PRIMARY DATA: IT WILL BE COLLECTED ON THE BASIS OF RANDOM, JUDGEMENT AND


CONVENIENCE SAMPLING.

SECONDARY DATA: IT WILL BE COLLECTED WITH THE HELP OF

1) INFORMATION PROVIDED BY THE COMPANY


2) INTERNET
3) BROCHURES, JOURNALS, HANDOUTS ETC.

RESEARCH TOOLS AND TESTS

A) STATISTICAL TOOLS LIKE AVERAGES, PERCENTAGES, Z-TEST, INDEPENDENT T-TESTS ETC


WILL BE USED FOR COMPARING THE PLANS. THESE TESTS WILL BE CONDUCTED
ACCORDING TO THE DATA COLLECTED.

B) COLLECTED DATA WILL BE TABULATED AND ANALYSED ON THE BASIS OF BENEFITS


OFFERED AND THE COST ASSOCIATED WITH EACH OF COMPARATIVE PRODUCTS.
CHAPTER SCHEME

CHAPTER 1

A) INTRODUCTION OF THE INDUSTRY


B) INTRODUCTION OF FULLERTON SECURITIES

CHAPTER 2

A) RESEACH METHODOLOGY
B) OBJECTIVES OF RESEARCH
C) REVIEW OF LITERATURE
D) HYPOTHESIS
E) SAMPLE DESIGN
F) TOOLS OF RESEARCH
G) RESEARCH GAPS & LIMITATIONS

CHAPTER 3

A) COMPARATIVE ANALYSIS OF EQUITY BROKING ACCOUNTS IN TERMS OF BENEFITS


AND COST INCURRED.
B) ANALYSIS OF INFORMATION GATHERED FROM THE CUSTOMERS AND FROM THE
COMPETITORS.
C) ON THE BASIS OF ABOVE ANALYSIS, GENERATING MORE IDEAS AND EVALUATE
THOSE IDEAS TO CREATE INCOME BUILDING PLAN AND SERVICES FOR BUSINESS

CHAPTER 4

SUMMARY AND CONCLUSIONS

BIBLIOGRAPHY

THE BIBLIOGRAPHY WILL BE THERE ACCORDING TO THE SECONDARY DATA COLLECTED


FROM DIFFERENT SOURCES.

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