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.