45 DAYS OF INTERNSHIP AT

“Simplifysors”,
The name is born out of a
combination of two
words “Simplify” and
“Advisors”, thus meaning
“Advisors who simplify”

It’s a venture of
“LEARNNGROW
DISTRIBUTORS
PRIVATE LIMITED.” was
started in 2014 from a
small room in Mohali,
Punjab. Today, the
company along with its
distributors offers its
services in about 20
cities in North India IT Deals in Financial products such as
across the states of PMS(Portfolio management services )
Punjab, Haryana, Mutual funds, Real estate , . Empanelled w
Himachal Pradesh and AMC`s
Chandigarh.
5 main factor of growth ?
A mutual fund is a pool of money managed
by a professional Fund Manager. It is a
trust that collects money from a number of
investors who share a common investment
objective and invests the same in equities,
bonds, money market instruments and/or
other securities.
STRUCTURE OF MUTUAL FUNDS

SPONSORS

AMC`S TRUSTEES

CUSTODIAN

AUDITORS

RTA (CAMS AND CARVY)

 E Y
RV
SU

FIN
DIS DING
TR
IBU
TO
RS

O N ION
ATI CAT
IN TI
O M EN
N TH
AU
 M
33 Y

Mr. VARUN PAL M

CEO
E
N
T
Mr. Rohit Kalta O
Co-founder
And R
sales head S

Ms. Kritika chauhan

Operations Head

Ms. Nitika Sharma

 MY experience –

How to communicate in an
organization
How to talk to clients
How to make Cold calls
How to do client mapping
How to create UCC
How to create Mandate
How to do KYC
CONCLUSION
`