PROJECT TITLE

Project report submitted in partial fulfillment of the

Requirement for the award of the degree by OU, Hyderabad-500007

MASTER OF BUSINESS ADMINISTRATION

By

STUDENT NAME
(H.NO: XXXXX)

<<<<< COLLEGE LOGO >>>>>>>>>

COLLEGE NAME, ADDRESS
(2008-2010)

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 CERTIFICATE OF GUIDANCE

I, STUDENT NAME hereby declare that this Project Report

titled “PROJECT TITLE” submitted by me to the

Department of Business Management, O.U., Hyderabad, is

a bonafied work undertaken by me and it is not submitted

to any other University or Institution for the award of any

Degree/ Diploma/ Certificate or published any time before.

Date:

Place: Hyderabad

STUDENT NAME

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 ACKNOWLEDGEMENT

I would like to express my sincere thanks to management from Last

Mile Solutions for the permission to undertake the project in their

organization.

At the outset, I would like to express my deepest gratitude to

PROJECT GUIDE, NAME my External guide for his excellent guidance

and encouragement during the course of the project work.

My sincere thanks to my guide XXXXXX Lecturer, Department of

Business Management, COLLEGE NAME, my Internal guide for her

dedicated guidance, suggestions and continuous encouragement to

carry out the project successfully.

I would like to express my gratitude to NAME, The Course Director,

and Mr. NAME, HOD, Department of Business Management, COLLEGE

NAME, for his/her guidance to carry out the project successfully.

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 <<PROJECT TITLE>>
Table of contents

Chapte
Title Page No
r

Abstract

Need of the Study

Objective of the Study

I
Scope of the Study

Methodology

- Source of Data
- Approach
REVIEW OF LITERATURE

II

III Company Profile (Last Mile Solutions)

IV Data Analysis and Interpretation

V Findings and Suggestions

VI Bibliography

4
 List of Tables

S No Title Page No

List of Charts and Figures

S No Title Page No

1. ABSTRACT

5
NEED OF THE STUDY

6
OBJECTIVES

7
 SCOPE OF STUDY

SCOPE:

8
LIMITATIONS:

9
METHODOLOGY

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 COMPANY PROFILE
Way2Wealth today has established itself as one of India’s ‘Premier Investments Consultancy Firms’, known for making investing simpler,
more understandable and profitable for the investors. We offer a wide range of products & services viz: Equity, Derivatives, Currency Futures,
Commodities Trading, IPO's, Mutual Funds, Portfolio Management Services & Depository Services all under one roof, for the convenience and
benefit of our customers. We service our customer relationships through a team of over 1000 wealth managers spread across 100 easily
accessible 'Investment Outlets' in almost all major towns and cities in India.

Mission:
"To be the pre-eminent destination for personalized financial solutions helping individuals create wealth".

Philosophy:
"Our knowledge combined with our investors trust and involvement will lead to the growth of wealth and make it an exciting experience

Logo:
Blue symbolizes Knowledge.
Knowledge is limitless, so is the sky and sea, both of which are blue in colour. Knowledge applied leads to creation of wealth for our
Investors.

Red symbolizes Trust.

Red is the color of blood and the heart. Trust is a matter of the heart. Our knowledge bears fruit only when the investor places his Trust in us.

Yellow symbolizes Excitement and Involvement of the investor.

We strive to make investing an exciting and involving experience for our investors.

Green symbolizes Growth.

Growth in Nature is visible in the form of plants and trees; all of which are green.

Parentage and Group Companies

They are part of the ‘Coffee Day Holdings’ a billion $ group, more popularly known for creating businesses such as ‘Amalgamated Bean
Coffee Trading Company Ltd’ and ‘Café Coffee Day’

Global Technology Ventures (GTV) - A company that identifies, invests and mentors companies engaged in cutting edge technologies.
GTV provides access to capital and resources to companies with global market leadership potential

Amalgamated Bean Coffee Trading Company Ltd. (ABCTCL) - India's largest coffee conglomerate and green coffee exporter, ABCTCL is
perhaps one of the two fully integrated coffee companies of Asia, involved in all sectors of Coffee from plantations to retailing to exports.

Café Coffee Day - India’s largest retail chain of coffee cafes

Tanglin Developers - The real estate company that develops world-class infrastructure facilities for Technology enterprises, such as ‘Global
Village’ on the outskirts of Bangalore, housing companies like EDS, Mindtree, and ‘TechBay’ on the oceanfront at Mangalore

Key People
Way2Wealth has a very credible management team, with well over100 man-years of experience amongst themselves. A strong
leadership, respected within industry circles and recognized among competitors as being formidable and strong, demonstrates high quality

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and a visionary management style.

Mr. M R
Shashibhushan
- Chief
Executive
Officer
Shashibhushan, has
over 18 years
experience in
Capital markets. In
his last assignment
with IL&FS
Investsmart Ltd. for
over 9 years, he
started as Head -
Retail Business
(Karnataka Region)
and subsequently
moved to its Corporate
Office in Mumbai to
head their Retail
Equities Business,
which included the
Branch Network,
Alternate Channels,
Private Clients Group
and Investments
Advisory. He started
his career with M/s
Ravi Associates in their
Equity Trading desk,
during his career he
has been entrusted
and has made
significant
contributions in
various functional
areas of Investment
Advisory, Portfolio
Management,
Distribution of
Financial products etc.
with Kotak Securities
and Escort Securities,
where he also set up
their Secondary
Market desk.

Currently as CEO -
Way2Wealth, he is in-
charge of strategic
planning. Renowned
for turnaround, he is
deploying his vast
experience in charting
the way forward for
way2wealth - a name
to reckon in the India
financial space.

Mr. Ketan Sheth - Director(Research)

He is on the Board of Way2Wealth Securities Private Limited. Having over 25 years of experience in
the Indian capital markets. A postgraduate and ICWA by qualification, he has nearly 2 decades of experience
in the Capital Markets. He has earlier held responsible positions inJM Financials and FICOM. Throughout his
career, Mr.Sheth has focused on research primarily in the equity market and has also been associated with
Corporate Database, a pioneering equity research based firm since its inception.

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 As director of Research, he drives the Portfolio Management Services desk Known in the markets for his astute
stock-picking ability.

Sunil Ramrakhiani - Chief Operating Officer

Sunil, aged 35, has over 11 years of professional experience across diversified asset classes such as
Commodities, Equity, FX markets and Treasury management. He is a BE (Mechanical) and a management
graduate from ICFAI Business School. He is one of the earliest base metal and equity derivatives traders in the
country.

In his last assignment, Sunil has been instrumental in setting up the Commodities business atIL&FS
Investsmart. Prior to which he was associated with ICICI Bank Treasury in the Global Markets and Corporate
Markets Advisory group in Equities, FX and Commodities. He was deputed from ICICI Bank as a founding team
member to conceptualise and roll out the National Commodity and Derivative Exchange (NCDEX). His previous
assignments were with Weldcraft, SWIL Ltd, Rudolf Wolff, etc. Sunil is actively involved with the Commodity
Exchanges and Regulators for development of the commodity derivatives market in India. He is a member of
CII Committee for Commodities Market & Product Committee on Exchanges. He has been regular speaker on
International derivatives conferences

Currently as COO - Way2Wealth, he would be driving business strategy and is in-charge for trading products,
including equities and derivatives in the equities and commodities markets.

Products and Services

We offer an entire spectrum of investment solutions under a single roof to both Retail and Corporate Customers
through our 100+ Unique Investment Outlets spread across 50 cities across India. With over 24years expertise in
financial services industry, we have 1000+ wealth managers on board advising 100,000+ clients relationships. Our
network is further strengthened by over 300+ channel partners for our trading and investment products.

Trading Products
Way2Wealth is a full services broking and advisory house combining the best of tradition with technology offering traditional broker assisted
trading to HNI’s, Individuals and Corporates along with Online Trading facility to the new generation self-directed customer.

We are members with all major national Exchanges in the country i.e. NSE, BSE, MCX as well as NCDX, in their respective
segments, enabling us to offer trading in:

 Equity

 Equity Derivatives
 Commodity Derivatives, and

 Currency Derivatives

At Way2Wealth trading goes one step beyond plain execution being backed by sound Research, specialized desks for Arbitrage and Premium
Broking solutions for customer to choose from.

Trade execution is supported by in-house Depository Services to ensure smooth and speedy settlement of post-trade activities.

Advisory Products

We have significant experience of advising investors through various market cycles. Our team comprises high quality professionals with
experiences spanning assignments in Asset Management companies, private banking and other financial distributors.

Our wealth managers are trained to offer Financial Planning and end-to-end personalized investment management services for Wealth
Generation, Retirement Planning and Capital Buildup at different stages of life.

Investment Products

We have relationships with all major AMCs in the country and leveraging on our network of wealth managers, and channel partners,
distribution of Mutual Funds is a key strength of Way2Wealth.

Mutual Funds

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 Adivising retail individuals, HNIs and Corporate Treasuries, we offer a choice of mutual funds spanning all investment objectives and asset
classes and have a systematic 4-step advisory process comprising Background Profiling, Risk Profiling, Model Portfolio Creation, Review
and Rebalancing.

We have a dedicated team of research analysts specializing in mutual funds. Our research output includes daily performance reports,
weekly and monthly updates, special focus articles as well as quarterly portfolio update.

Portfolio Management
Our Portfolio Management Services is an exclusive offering from Way2Wealth that specializes in providing risk managed investment
solutions to discerning High Networth Individuals, Non Resident Indians (NRIs), Overseas Corporate Bodies (OCBs) and Indian Corporates.

Our Discretionary Portfolio Management Service gives investors the benefit of unbiased investment advice designed to achieve their
financial objectives. In addition to managing client portfolios, we undertake all operational activities such as custody, accounting and
reporting making it completely hassle free for the customer.

Corporate Advisory
Way2Wealth today services over 200 SMEs and Corporates for their Treasury Management, Hedging Programs, ESOP Structuring and
Employee Tax Planning
Specifically we offer the following services

Treasury Management
W2W advises Institutional and Wholesale investors for their investments in various asset classes to help manage their Treasuries and
optimize the portfolio yields. A structured methodology is employed for assessment, portfolio modeling, performance measurement and
periodic review.
Hedging in Commodities and Currencies

W2W has a specialized team, with vast experience in domestic and global markets, advising corporates and SMEs in their hedging
programs.

We help clients roll out their hedging policies, define optimum hedge scenarios with due scenario analysis and risk controls. Our
capabilities in technical analysis help in further optimizing the entry and exit points for successful implementing of hedging strategies.

ESOP Planning and Advisory

ESOP planning, structuring and plan execution are important tasks for corporates planning to issue ESOPs to their employees. We
extend comprehensive assistance in the entire process. Further, we also assist corporate employees in sourcing ESOP loans through our
tie-ups.

Tax Filing and Financial Planning to Employees

Essentially an employee welfare initiative by corporates, we assist this initiative by rolling out temporary kiosks at work sites during the
tax filing season. Corporate employees get spot advice and assistance in filing and submission of their Income Tax Returns through
qualified chartered accounts.

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DATA ANALYSIS, INTERPRETATION AND FINDINGS

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FINDINGS:

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 CONCLUSION & SUGGESTIONS

SUGGESTIONS:

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 BIBLIOGRAPHY

 www.moneycontrol.com
 www.amfiindia.com
 www.fool.com
 finance.yahoo.com
 finance.google.com
 www.ycharts.com
 www.apnaloan.com
 Rediff finance
 Value Research Online
 Reuters Website
 CNBC
 NDTV
 Wall Street Journal
 Investor’s Business Daily
 Business Line
 www.metlife.com
 www.relaincelife.com
 www.lic.com
 Economic Times
 www.irdaindia.org
 www.investopedia.com
 http://www.irdaindia.org/

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