Weekly Report Format

Student Name VEDANT VARSHNEY Roll No - PGP21197 Company Name – BAJAJ CAPITAL LTD.

Location  Work from Home Project Title: Wealth Management: Finance

Week No.   5th WEEK Period: From Monday (15/06/2020) to Saturday (20/06/2020)

Session on Life Insurance: Its Importance nowadays, and case studies related to it.
Monday Difference between Term Insurance and Endowment plans.

Session on Financial Planning: How to make a portfolio for client.

Case studies for making the portfolio.
Tuesday

Session on Financial Markets: Different Types of Financial Markets.

Wednesday
Best Companies to invest in Large Cap, Mid Cap, Small Cap, Multi Cap, ELSS Fund.

Have to do Financial Literacy Survey of at least 20 people related to Wealth

Thursday
Management.

Meeting with people through video conference and teach them about wealth
Friday management and prepare report.

Session with Mr. Anil Chopra (Group Director OMNILIFE) on his Journey to Financial
Saturday Well Being.