A SYNOPSIS ON UNIT LINKED INSURANCE PLAN ( A Comparison between Reliance& HDFC ULIPs ) Undertaken at RELIANCE LIFE INSURANCE COMPANY

LIMITED (Submitted in the partial fulfillment for the award of the degree of BACHELOR OF BUSINESS ADMINISTRATION)

Submitted to: by: Dr.xyz

Submitted Abc Belwal BBA 5th sem ( abc7 )

OBJECTIVES OF THE PROJECT

To compare various Unit Linked Insurance Plans offered by Reliance and HDFC insurance companies. To improve our ability to sell financial products. To get some good market exposure. To know the perception of the consumers about unit linked insurance plans. To determine the market share and position of the companies.

RESEARCH METHODOLOGY
Type of Research : Exploratory Research Size of sample: 100 respondents Area of research study: Delhi Sampling procedure: Convenient sampling

METHOD FOR DATA COLLECTION

Primary Data: Procedure of data collection: Survey Tools for data collection: Questionnaire Secondary Data: Information Brochures Web Sites Magazines Journals

QUESTIONNAIRE

NameAgeMartial StatusNo of Dependents1. Do you save? Yes No

2. What do you do with your savings? ....................................................................................................................... .................. 3. Current Value of your investment? ....................................................................................................................... ................... 4. Current investment portfolio? (rank 1-5) MF Equity Trading Fixed Deposit, Post Office Savings Insurance(ULIP) Bank savings

5. Objective of your investment?

............................................................................................................... ............................ 6. Time Horizon in which you have to achieve your financial goal?/ how long do you plan to invest your money? a. b. c. d. e. Under 2 yrs 2-5 yrs 6-10 yrs 11-15 yrs Over 15 yrs

7. What factors would you consider most important before choosing an investment? a. b. c. d. How quickly i will be able to increase my wealth. The opportunity for steady growth. The amount of monthly income the investment will generate. The safety of my investment principal.

8. Most preferred form of investment? ULIP F.D, P.O Bank savings 9. And Why? ....................................................................................................................... ................... MF Equity Trading