WINTER INTERNSHIP REPORT

SUBMITTED BY HIMANSHU BHATIA

ROLL NO 502104047

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 INDEX

Chapter Content Page No

No

1 5
Executive Summary

2 Introduction 6

3 Organisation profile 7-10

4 Industry profile 11-13

5 Overview of training 14-15

6 Review of literature 16-17

7 Research Methodology 18-20

8 Training objectives of project 21-22

9 Purpose of Project 23

10 Conclusion 24

11 Reference 25

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 ACKNOWLEDGEMENT

With the grace of God, I got the strength and opportunity to complete my project. I tried
leaving no stone unturned to make the report standard, helpful and useful. It is indeed
a great pleasure and honor on my part to have the opportunity to submit this report
quickly on the basis of practical orientation in CAPEFOX CAPTIAL
I take this opportunity to express my heartfelt gratitude to my industry mentor, Mrs.
Priyanshi Sharma (HR HEAD at CAPEFOX CAPTIAL) who had faith in me and
allowed me to work on this internship project, also helped me in building a level of
understanding of Human Resources Department.
I would like to give special thanks to Dr. karmindar Jit Singh Ghuman [Assistant
Professor] LM Thapar School of Management, Thapar University, Patiala for providing
the utmost knowledge to complete the report with sincerity. I also thank her for
providing suggestions for making this report.

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 DECLARATION
I, HIMANSHU BHATIA, hereby declare that the project report attached
herewith is a genuine and authentic work completed by me and has not
been published or submitted elsewhere. The work is completely for
academic purposes only for the Degree Programmer. Any relevant
information such as literature, data, or work completed and submitted by
others and cited within this winter internship project report has been given
appropriate credit and is listed in the references section

EXECUTIVE SUMMARY
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 During my internship I gained practical knowledge on how the human
resource division of an organization operates and coordinates its activities
to ensure smooth functioning of the organization at all levels by ensuring
right numbers of people are available at the right time to do the right job.
Not only that I have also gained insight into the working culture of the
organization and observed how handles its employees with value and
empowerment to ensure they are motivated to give their best to the
organization.

The report starts with an organization profile of Capefox capital giving its
background, mission, vision, its products and services, the hierarchy and
organogram of the organization.

The next section is the comprises the project, Human Resource

Management in Capefox capital The project encompasses introduction to
the topic, recruitment, selection, training and development. Each chapter
contains detailed discussion of the HR functions followed by Organization
Practice at Alliance Capital which basically conveys how things are done in
the HR Department. The next part of the project carries out SWOT Analysis
that touches upon strengths, weakness, opportunities and threats to the
organization followed by findings and recommendation on critical factors
regarding Human Resource Management of Capefox capital

SCOPE OF THE REPORT

This report has been prepared through extensive discussion with company
employees, HR manager and the general manager of the company.
Prospectus provided by the asset management company also helped me in
preparing the report. At the time of preparing the report, I had a great
opportunity to have an in-depth knowledge of all the HRM activities
practiced by the CAPEFOX CAPITA

Chapter: 1

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 Human Recourse Practices at Capefox Capital

1.1 Introduction

I have selected the topic of this report is “Human Resource

Management of capefox Capital”. I tried to integrate my
theoretical knowledge of HR and combine it with practical
examples as observed during my internship. I have tried to
cover all the major functions of Human Resource Management-
recruitment, selection, compensation and benefits, training and
development and convey my understandings of the different
functions of Human Resource Management through this
project. At the end of the report, I have done a SWOT Analysis
on the HRM Practice of capefox Capital followed by discussing
critical points. I have also tried to provide some
recommendations based on my knowledge followed by the
conclusion which I gathered during my internship

ORGANIZATION PROFILE

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CAPEFOX CAPTIAL
Today, the financial environment has become complex. The investor today
has many financial needs, the primary amongst which is long-term wealth
creation. Unfortunately, a lot of investors either lack the time & energy or
lack the expertise & discipline to manage their investments. Most investors
today are yet to fully realize the benefits of investment opportunities
available to them. This is where we come into the picture. At, Capefox
Capital we seek to bridge this gap by offering customized Portfolio
Management Services (PMS) to our clients. The idea is to offer our clients
with financial products that meet their needs for successful long-term
wealth creation without too much of risk. The tag-line 'Insurance |
Investment | Mutual Funds | Stock Broking' epitomizes the idea to
manage Portfolio in a methodological way that provides superior risk-
adjusted returns ensuring that the clients can stay assured. We offer
discretionary PMS products that help the client to meet their specialized
Portfolio Management needs. We leverage from the rich investment
management and financial products distribution experience of over 5 years
in the financial services industry. The idea of Capefox Capital bootstrapped
in 2020 and today it is led by Pandll Broking Pvt. Ltd., a Private Limited
Company incorporated under the Companies Act, 2013, having its
Registered Office at #352-A, 2nd Floor, Opp. Dr. MKK Arya Model School,
Model Town, Panipat-132103 (Haryana). We named ourselves as Capefox
Capital, a combination of “Capefox” one of the species of fox and “Capital”
that together means building your wealth viciously.

2.3 Organization Vision

Their vision statement is- “Our vision is to establish Capefox Capital Asset
Management Limited as the ultimate investment choice We want to
develop a rich pool of research tools and strategies that will yield the best
possible returns for our stakeholders and investors.”

2.4 Organization Mission

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 Its mission statement is- “Our mission is to give you the best possible
return for your money and secure your financial future. We utilize only the
best local talents available and comply completely with international
norms and standards at every step of the way. Every decision made is
completely transparent and undertaken with total professionalism. The
interest of our stakeholders is our foremost concern.”

2.6 VALUES: THE WAY WE DO THINGS!!

Yet, we are always up to something new every day, but primarily our core
values are Customer First, Humility, Passion, Integrity, and
Boundarylessness. Values guide our actions and define the way we work.
We encourage all our colleagues to exemplify and role model the Values.
1. CUSTOMER FIRST: Keep customers at the center of everything we
do
2. HUMILITY: Be open to learn and change.
3. PASSION: Demonstrate infectious energy to win and excel.
4. INTEGRITY: Do the right thing.
5. BOUNDARYLESSNESS: Treat organization agenda as paramount.

2.7 Services provided by Capefox Capital

INSURANCE
STOCK BROKING
MUTUAL FUNDS

INSURANCE:

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We aim to constantly deliver improved insurance solutions to our clients
and to offer our clients the best consulting & insurance services endowed
with an umbrella of risk management and advisory services. We bring our
clients, real time price & features comparison of insurance policies from
nearly all Indian Insurers and we are always just a call away if you need
any assistance in claims anywhere in the country

INVESTMENT:

Investment is the dedication of an asset to attain an increase in value over

a period of time. Hence, we operate on the core philosophy of customer-
centricity. We offer long-term savings and investment products to meet the
different life stage requirements of our customers. We have developed and
implemented various initiatives to provide cost-effective products,
superior quality services, consistent fund performance and a hassle-free
claim settlement experience to our customers

We offer an In-House, one of India’s largest Mutual Funds Distribution. At

Capefox Capital, we aim to reach out to the common man and extend the
opportunity to create wealth through an empowered comprehensive
platform with a wide range of Mutual Funds and solutions catering to their
investment needs.

STOCKBROKING:
We work with goal of breaking all barriers that traders and investors face
in India in terms of cost, support and technology. Our disruptive pricing
models and in-house technology makes us a player in Stock Broking in
terms of active clientele.

Strategic objectives of CAPEFOX CAPTIAL

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CAPEFOX CAPTIAL objectives are to carry out transparent and high-
quality business operation based on market mechanism within the legal
and social framework spelt in their mission and reflected in their vision
Their greatest with qualitative business as a sustainable ever-growing
organization and enhance fair returns to their shareholders
They are committed to their community as a corporate citizen and
contributing towards the progress of the nation as their corporate social
responsibility
Their employees are the backbone. CAPEFOX CAPTIAL promote
employees well-being through attractive compensation package,
promoting staff morale through training, development and career
planning.
CAPEFOX CAPTIAL strive for fulfilment of their responsibility to the
government through paying entire range of taxes and duties and abiding
the other rules.

INDUSTRY PROFILE

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Introduction: Capital Market is a market for medium-term and long-term
funds. It includes all organizations, institutions, instruments that provide
medium-term and long-term funds. It does not include institutions or
instruments that provide finance for short period (up to one year). The
common instruments used in capital markets are shares, debentures,
bonds, mutual funds, pubic deposits, etc. In capital markets there are two
distinct markets:

1. Primary Markets: Where new issue securities are born. When a company
publicly sells new stocks and bonds for the first time, it does so in the
primary capital market. This market is also called the new issues market. In
many cases, the new issue takes the form of an initial public offering (IPO).
When investors purchase securities on the primary capital market, the
company that offers the securities hires an underwriting firm to review it
and create a prospectus outlining the price and other details of the
securities to be issued.

2. Secondary Markets: Where existing securities are traded. The secondary

market is where securities are traded after the company has sold its
offering on the primary market. It is also referred to as the stock market.
The New York Stock Exchange (NYSE), London Stock Exchange, and
Nasdaq are secondary markets. Small investors have a much better chance
of trading securities on the secondary market since they are excluded from
IPOs. Anyone can purchase securities on the secondary market as long as
they are willing to pay the asking price per share.

Insurance:

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An arrangement by which a company or a state undertakes to provide a
guarantee of compensation for specified loss, damage, illness, or death in
return for payment of a specified premium.

Types of Insurances:

I. Motor Insurance:
Motor Insurance is a type of insurance policy that covers your vehicles
from potential risks financially. The policyholder’s car or two-wheeler is
provided financial security against damages arising out of accidents and
other threats. In India, motor insurance is mandatory. The risks are of two
types: Legal liabilities for damages for bodily injuries or damage to
property caused to others. Damage to or loss of one’s own automobile.

II. Life Insurance:

Life Insurance can be defined as a contract between an insurance

policyholder and an insurance company, where the insurer promises to
pay a sum of money in exchange for a premium, upon the death of an
insured person or after a set period.
There are two basic types of Life Insurance plans:
 Pure Protection
 Protection & Savings

III. Health Insurance:

Health insurance is a type of insurance that covers medical expenses that

arise due to an illness. These expenses could be related to hospitalization
costs, cost of medicines, or doctor consultation fees.

Investment:
Investment is essentially an asset created to allow money to grow. The
wealth created can be used for various objectives such as meeting shortages
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in income, saving up for retirement, or fulfilling specific obligations such as
repayment of loans, tuition fees, or purchasing other assets.

Investment may generate income for you in two ways. One, if you invest in
a saleable asset, you may earn income by way of profit. Second, if
Investment is made in a return generating plan, then you will earn an
income via accumulation of gains.

Mutual Funds:
A mutual fund is a form of investment instrument that consists of a stock,
bond, or another security portfolio. Mutual funds provide low-cost access
to diversified, professionally managed portfolios for small and individual
investors. Mutual funds are classified into many categories based on the
securities they invest in, their investment objectives, and the sort of returns
they seek. Annual fees (known as cost ratios) and, in some circumstances,
commissions are charged by mutual funds, which can impact their total
results. Mutual funds get the vast bulk of money in employer-sponsored
retirement plans.

OVERVIEW OF TRAINING

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I started my industrial training in capefox capital on 08 December 2021. I
started the activity in the with a briefing who is a human resources officer
in introduced me to all employees . Here I am exposed to the recruitment
processes where I have been placed at the Management Services in the
Recruitment section. One of the major task that I have been given is
producing a centralized database of personnel details in the company. In
this database includes the details of every staff in the company whether
there are vacancies and producing an approximate headcount of the staff in
the company. Preparing a complete position of inventory for m3nergy is
also one of the task that is given to be completed. As an industrial trainee I
have done the document management for the HR documents/forms at the
company. A task that is common to the recruitment department is my
involvement in on-boarding program for new entrants, where I need to
keep track of the newcomers (new employee) to the company. Other than
that, I have been elected to be a secretariat during the interview session.

In this department, I also have learned about work of clerk. I help clerks do
the work such as filing letters of the company, records of meetings held
and print important forms to be distributed to other departments or
outside companies. I also commanded to take care of inquiry counter, there
I learned how to connect to the public and customers.

DETAILS OF EXPERIENCE

The very basis of Human Resource Management is communication

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between the employees where here I was train to be more communicative

to all the employees to get the information. Collecting information for the

database is also required communicating with the other employees. These

interactions is important because the Human Resource is the

intermediaries from the top management and the staffs.

Co-operating and managing with the others staff is also a valuable

experience that I have gained during this past four month. The
understanding of the importance to have a standard, working, and
accessible database for all. This helps to avoid the disagreement between
department. During this internship period helps me to understands the
real- life working experience on HR processes, especially on recruitment &
manpower planning.

REVIEW OF LITERATURE

1. Objectives of research:
 To study the behavior of the individuals, their perspective,
investment preference for commodity market trading in India

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 as compared to other financial markets in India.
 To study the operation and functioning of commodity market.
2. Various studies have been conducted by the researchers on work
place negativity and employees’ grievances in the organization and
its impact on the performance of the employee. However, in Indian
context, the number is quite few. Depending on the various issues of
employees’ grievances at work place, the reviews has been discussed
in brief as follows: -.
3. The objective was to understand whether the workers are satisfied
with the current grievance management and the way they're
benefited. The researcher use Primary and Secondary data for
research. The researcher also found that the study reveals that
grievance handling mechanism is satisfactory.

4. The company is recognizing the necessity to satisfy the workers and

retaining them. When the draw backs are resolved then the
employee’s grievance are often reduced within the organization and
therefore the employees also can increase a relationship between
supervisor and co-worker.

“A Study on Effectiveness of Grievance Handling

Mechanism at Swastik Apparels, Erode.” The objective was to analysis the grievance
handling system leads to a positive attitude towards the management and to
understand the extent of satisfaction towards the grievance handling procedure of the
organization. The researcher used Descriptive Research. The researcher also found

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Grievance procedures are associated with other attitudinal measures and therefore the
behaviors of shop stewards within the grievance procedure. Grievance procedure
effectiveness was associated with union members' overall satisfaction with the union.

Research Methodology

Research Design:

A research design is arrangement of conditions for collection and

analysis of data in a manner that aims to combine relevance to the

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research purpose with economy in procedure. In other words, it is
conceptual structure within which research is conducted. There
are different types of research designs to be used in different
types of studies. The research design of this project is descriptive
as it describes data characteristics associated with the study.
Descriptive research is used to obtain information concerning the
current status of the phenomenon to describe what exists with
respect to various variables in a given situation. Following steps
are performed in descriptive research
-Formulating objectives of the study -Designing method of data
collection -Selecting the sample -collection of the data -Processing
and analyzing data -reporting the findings Sample Design: A
sample is small group of unit selected from whole universe.
Sampling is a process in which we draw a collection about some
measure of population based on a sample value. The measure is a
variable such as the average or mean. A sample design is a
definite plan for obtaining a sample form a given population. It
refers to the procedure or technique the researcher would adopt
in selecting items for a sample. It includes sample size and
sampling technique:
 Sample Size is number of units selected as sample from universe. In
this project the sample size is taken of 20 respondents.
 Sampling Technique is a method of sample selection. There are
various types of sampling techniques.

DATA SOURCES AND METHODS OF DATA COLLECTION:

There are two sources of data namely:

 Primary Sources

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  Secondary Sources

Primary Sources: Here the data is collected for the first time. It is original
and for specific purpose. The most commonly used methods for collection
of data are: 
Observation Method where the respondents’ behaviour is observed is
researcher rather than being questioned. This is done through cameras,
audiometers. 
Survey Method, also known as questionnaire method, where a list of
questions is prepared and distributed to the end users to elicit the
response.
Secondary Sources: The data is collected from journal, magazines,
government publications, company reports, directories etc. In this research,
secondary data was collected from journals, books, magazines and interne

1. The researcher conducted research on the topic “A study on

effectiveness of grievance handling procedures in international airport”
the objectives of the research paper was to spot the connection between the
employer and employee, to seek out the worker satisfaction after the
redressal of grievance and to form suggestions for grievance handling
procedures. The researcher used Descriptive design. The researchers also
found the few changes in organization policies and procedures to extend
the productivity from the workers. The management has got to improve
the communication part with their employees about their issues. The
organization must reduce the transfers frequently, and provides more
training to their employees

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2. DATA ANALYSIS - The data collected is analyses by converting the
collected figures into tables. The percentage of each figure is calculated.
The data after analysis is classified into tables showing percentages and
presented in the form of charts, graphs, bar diagrams, etc

TRAINING OBJECTIVES OF PROJECT

 Achieve organizational goals
HRM function starts here. One major HRM objective is to fulfill
organizational goals. Utilizing human resources to achieve business
requirements and goals is very important for an effective HRM.
Organizational objectives include workforce handling, staff requirements
like hiring and onboarding, payroll management, and retirement. To
succeed at the organizational objectives, HR requires efficient planning and

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execution. Without a set parameter for goals and mission and resources,
HRM is incomplete. After you know your resources and planning at the
place, achieving HRM objectives is not so difficult.

 Work culture
When it comes to handling HRM effectively and following objectives,
employee and work environment are the prior factors. Work culture plays
an important role in defining HRM and business performance.

 Team integration
One of the prime roles and objectives of HRM is to make sure the team
coordinates efficiently. Easy communication is the need for teams at an
enterprise. An HR here must ensure a tool to assist in making the
integration easier and smooth.

 Training and Development

Workforce being effective and performing are two important and basic
elements to work upon for achieving your basic objectives at an
organization. With proper training and providing future opportunities,
employees feel safe and organized

 Employee motivation
The prime objective of HR folk is to keep things on the right path. Keep
distractions and negative vibes away. For this, the employees need to be
attended to and kept motivated throughout. How can HR motivate
employees?

 Retention
Providing leadership qualities and opportunities, a healthy working area,
and employee retention are some prime objectives and deliverables of the
HR managers. Keeping employees retained and motivated needs to be a
top priority for HRM.

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 Purpose of Project

Primary purpose of Internship is to assist the HR and act as an accomplice

handling communication and maintaining reports and plans of employees
in multiple services. This project aims at understanding how the operations
work and coordination with planning can be reached to minimize the
errors and bringing in efficiency. Multiple coordination between Marketing
, finances , operation , dispatch and accounts is to be done in laymen words
and prepare documentation of progress and plan service boy visits.

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 Preparing organizational charts and maintaining job roles and
responsibilities
 Maintain minutes of meeting in certain meetings held in department
 Maintaining daily target sheets of assembling team and expecting the
target at end of day
 Inter coordination of departments in association with HR, so no
communication gap is left.

CONCLUSION

From the above discussion it can conclude such a way that since human
resource management is a continuously practicing issue so it plays a
significant role on organizations overall performance. If an organization
wants to gain full benefit from human resource management it should
follow all the sections of HRM. As a small AMC few persons are recruited
for its operations and performances. But it will expand soon or later and
then the number of HR employee may not be enough to run the company.
Committed and trustworthy employees are the most significant factors to
becoming an employer of choice, it is no surprise that companies and
organizations face significant challenges in developing energized and
engaged workforces. However, there is abundance of research to

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demonstrate that increased employee commitment and trust in leadership
can positively impact the company’s bottom line. In fact, the true potential
of an organization can only be realized when the productivity level of all
individuals and teams are fully aligned, committed and energized to
successfully accomplish the goals of the organization. Thus, the objective of
every company should be to improve the desire of employees to stay in the
relationship they have with the company.

REFERENCE
WEBSITES:
• Slide share

• Investopedia

• Threadgroup

• Hubspot.com

• NurtureHQ.com

• Marketo.com

• CSOnsights.com

• Searchengineland.com

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BOOKS:
• Marketing managements by KOTLER & KELLE

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