INITIAL INFORMATION REPORT (IIR)

SUMMER INTERNSHIP PROGRAM (SIP)

At

Karvy Stock Broking Limited, Bhagalpur

Company Guide - Mr. Awdhesh Kumar Name- Abhijeet Rishu

Faculty Guide - Dr. K.P Venugopala Rao Intern Id - INT550112

PRN No- 18021141005

SYMBIOSIS INSTITUTE OF BUSINESS MANAGEMENT, HYDERABAD


Initial Information Report (IIR)

I. Project Details:

Title of the project: Acquisition of new clients.

Area of the project: Financial products-Mutual Funds/Stocks and Shares.

Objective of the project: To increase the client base for Karvy Stock Broking Limited.

Description of the project in brief:

The project shall involve the intern to understand the process of acquiring new clients to use
the financial products offered by Karvy Stock Broking Limited. The purpose involves proper
understanding of the financial products like mutual funds, shares to deliver a proper
knowledge about the same to the prospective clients. The project involves frequent interaction
of the intern with the prospective clients to make them understand about the benefits of
investing in such financial products and convert them into long term clients of the company.

II. Organizational Details:

Name of the Organization: Karvy Stock Broking Limited

Address of the Organization:

Ghantaghar, 2nd Floor, Chandralok Complex, Radha Rani Sinha Rd, Bhagalpur, Bihar 812002

Telephone Numbers: 9771419774 E-mail: igksblsb@karvy.com

Main activity of the Organization: Stock broking services.

Head of the Organization details:

Name: Awdhesh Kumar Designation: Manager

Work Timings: 9 AM – 6 PM

Amount of Stipend offered: Rs. 600 /- per account

Facilities available to the student: NA

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III. Company Guide:

Name: Awdhesh Kumar Designation: Manager

Telephone Numbers: 7766905363 E-mail: awdhesh.kumar@karvy.com

IV. Project Implementation and Schedule:

Schedule: 1st April-31st May, 2019

Methodology: Survey, Secondary Research, Cold Calling, Client Visit

Any other details: NA

Faculty Guide Name: Dr. K.P Venugopala Rao

Designation: Deputy Director, Symbiosis Institute of Business Management, Hyderabad

V. Student's Details:

Name : Abhijeet Rishu PRN No. : 18021141005

Mobile No.: 9900218716 Mail ID : 18021141005@sibmhyd.edu.in

ABHIJEET RISHU
Date: 10-04-2019 Signature of the Student