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SUBMITTED BYGAURAV 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.

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

Primary data Secondary data

DATA SOURCES

INTEREST IN INVESTMENT
INTEREST % OF POPULATION 67.70 32.30 NO. OF PERSON

YES NO

44 21

INTEREST IN FUTURE INVESTMENTS


INVESTMENT IN FUTURE % OF POPULATION NO. OF PERSON

YES NO

64.59 35.41

31 17

BASIS OF INVESTMENT
BASIS OF INVESTMENT MONTHLY QUATERLY HALF-YEARLY YEARLY NO OF PERSON 22 20 7 18 % OF POPULATION 37.94 17.24 12.06 31.03

TAX PAYMENT
TAX PAY YES NO OF PERSONS 25 % OF POPULATION 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 didnt respond and among those 64 not all questions were answered.

Effective Services Wide Distribution Network

Non effective Branding

SWOT
HDFC, ICICI Bank and Some other broking firms such as Religare Securities, Angel Broking, IIFL etc. Improving Technologies To enter into Foreign Countries

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.

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