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project report

project report

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Published by Modak Priy Singh

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Published by: Modak Priy Singh on Nov 02, 2009
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02/01/2013

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International Management Institute
New Delhi

Detailed Project Report by
360 Degree financial
services p. ltd

Submitted To: -
Group Members
Dr. Himadri Dass

1) Deepak Singla (08XPGDM19)
2) Modak Priy (08XPGDM31)
3) Vineet Dixit (08XPGDM59)
6) Vivek Kr. Shahi (08XPGDM60)

Executive Summary - 360 Degree Financial Services Private
Limited
1.0 EXECUTIVE SUMMARY

360 Degree Financial Services would be incorporated as a Private Limited Company providing the Value Added Financial Services by operating in B2C segment. Our Services would include:

\u2022
Client Account Management \u2013 It includes services like track of all financial records,
reminders for due dates of insurance policies, due dates of payments of loan, loan
outstanding and other information, track record of mutual funds, pension plans etc.
\u2022
Loans - Help people in raising various kinds of loans from various banks under one roof,
thus acting as an interface between the customer and the bank.
\u2022
Investment Guidance \u2013 Educate the clients regarding the various investment
opportunities and help them making rational decisions.
\u2022
Business development for Banks and Financial Institutions \u2013 By writing paid
contents for financial institutions regarding the various products available and making
people aware about them.
\u2022
Evaluation Matrix \u2013 Developing a financial evaluation matrix for both credit and

investment opportunities, which will act as a reference point for customers as well as banks; thereby continuously modifying based on the inputs received from clients and consumers.

In the initial stage, we are going to target the Working Executives Segment and Students of
National Capital Region. 360 Degree Financial Services Private Limited will offer the

individuals working in small and medium enterprises, students and other individuals; a reliable, high-quality, and cost-effective value added financial services by collaborating with various technology providers and financial institutions. Apart from research on the revenue generation model, and the promotions part, we have conducted an exploratory research in order to judge the customer\u2019s response towards the current services being provided by various agencies and has

done the NEED GAP ANALYSIS. This has purveyed to us, the lacunae which in turn are the
basis of our core strength i.e. our Unique Selling Point.
2.0 STRATEGY OF EXECUTION
360 Degree Financial Services Private Limited believes that it can provide both solutions and
value creations to its clients through web and by setting up offices on the basis of
franchisee. Its partners come from a diverse background; thus having a sound experience in

Marketing, Finance, key issue of Client Management. The main motive of our organisation is \u201cSelling not for the sake of selling; but for fulfilling the needs of its clients.\u201d We have taken due care in analyzing the data collected through exploratory research with respect to customer needs both explicit and latent, its perception and attitude towards these services and the problems they face. The marketing for our firm would be initially done by BTL (Below the Line) marketing activities, Hoardings and Banners near Offices and will launch SMS campaign (e.g. from

www.indiamoneywire.com
).

Apart from it, we will tie up with various education institutes to help their students raise education loans under the group loan scheme through us. We will also tie up with small and medium enterprises to help their employees raise various kinds of loans. We are also planning to tie up with the distributors and dealers of Consumer Durables and Automobiles to help their customers in getting loans. We are hopeful of making all this successful because as per the present scenario, all these agencies have either tie-ups with one bank or none at all. Thus by offering wide range of loans and other financial services under one roof, we would be able to create a value addition, which is the Unique Selling Proposition for us.

For Investments also, one needs a specialist who can help him making rational choices and the one who does not believe just in selling. We will be able to fill this gap by providing value added financial services. Financing needs arise at every age in human life, but the form of needs keep on changing. For example in the growth stage, the main emphasis is on the Education, then the needs take the shape of personal requirements like own home, personal vehicle, investments etc. which gradually shifts to the need of financial security in the Old Age. We are planning to create value addition in each of these stages.

3.0 ORGANISATION STRUCTURE

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