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Investment Services and Investment Process of Unicon Investment Solutions

INVESTMENT SERVICES AND INVESTMENT PROCESS OF UNICON INVESTMENT SOLUTIONS BY: GARIMA SHARMA MBA 3RD SEM 35084040 OBJECTIVES OF THE STUDY: To find the market potential and market penetration of UNICON INVESTMENT SOLUTION product offerings in New Delhi. To collect the real time information of preference level of customer regarding various modes of investments available in market. To expand the market penetration of UNICON INVESTMENT SOLUTION. To provide pricing strategy of competit

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125 views

Investment Services and Investment Process of Unicon Investment Solutions

INVESTMENT SERVICES AND INVESTMENT PROCESS OF UNICON INVESTMENT SOLUTIONS BY: GARIMA SHARMA MBA 3RD SEM 35084040 OBJECTIVES OF THE STUDY: To find the market potential and market penetration of UNICON INVESTMENT SOLUTION product offerings in New Delhi. To collect the real time information of preference level of customer regarding various modes of investments available in market. To expand the market penetration of UNICON INVESTMENT SOLUTION. To provide pricing strategy of competit

Uploaded by

Arif Khan
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PPT, PDF, TXT or read online on Scribd
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INVESTMENT SERVICES AND

INVESTMENT PROCESS OF
UNICON INVESTMENT
SOLUTIONS
BY: GARIMA SHARMA
MBA 3RD SEM
35084040
OBJECTIVES OF THE STUDY:
 To find the market potential and market penetration of
UNICON INVESTMENT SOLUTION product offerings in
New Delhi.
 To collect the real time information of preference level of
customer regarding various modes of investments available
in market.
 To expand the market penetration of UNICON
INVESTMENT SOLUTION.
 To provide pricing strategy of competitors to fight cut
throat competition. To increase the product awareness of
UNICON INVESTMENT SOLUTION as single window
shop for investment solutions.
 To study various financial products and services offered by
unicon investment solutions to its customers.
COMPANY PROFILE:
 UNICON was founded in 2004 by two visionary and flamboyant
entrepreneurs, Mr. Gajendra Nagpal and Mr. Ram M. Gupta, who
possess expertise in the field of Finance.
 The company is headquartered in New Delhi, and has its Corporate
office in Mumbai with regional offices in Kolkata, Chennai,
Hyderabad and Noida
 The company is supported by more than 3500 Uniconians and has
an extensive network of over 100 branches, 600 plus business
partner locations & 2500 remisers providing it with a national
footprint.
MISSION & VISION :
 Mission :
To create long term value by empowering individual
investors through superior financial services supported
by culture based on highest level of teamwork, efficiency
and integrity.
 
 Vision :
To provide the most useful and ethical Investment
Solutions - guided by values driven approach to growth,
client service and employee development.
PRODUCT AND SEVICES:
 EQUITY-Unicon Plus, Unicon Swift
 COMMODITY

 FIXED INCOME

 DEPOSITORY

 IPO

 MUTUAL FUND

 INSURANCE-General insurance, Life Insurance

 INVESTMENT BANKING
UNICON BUSINESS PARTNERS:
 Unicon has a PAN India network with strong team of
over 450 Business Partners who are assisting them to tap
the retail & corporate clientele and make Unicon
accesible in the nook and crannies of the nation.
 Unicon boasts of bringing the best of the products and
services with "Affordability & Quality" occupying the
centre stage.
UNICON TIE UP WITH VARIOUS
INSURANCE COMPANIES:
 Tata AIG life insurance
 SBI life insurance

 Max new York life insurance

 Reliance

 Birla sun life

 Life insurance corporation of india

 Kotak Mahindra

 Met life

 ICICI prudential
RESEARCH METHODOLOGY:
 Methodology Adopted
The information was collected through person interview and
interview was conducted through the mode of questionnaire.
  Analysis of Data
 Data collection

The data collection was collected through primary as well as


secondary source.
 PRIMARY DATA :

Primary data was collected from 155 respondents using a schedule


of question and a survey was conducted. The tabular and graphical
data was Microsoft excel.
 SECONDARY DATA :

Secondary data was collected mainly from internet ,printed journals


on the capital markets of India ,newspaper articles and books
written on the Indian stock markets.
 SAMPLING:
Judgment, non-random sampling was used. Respondents
were request to help with the schedule at their offices,
homes or at the UNICON INVESTMENT SOLUTION
office.
KEY ISSUES:
Based on the above SWOT analysis and study of the
available data I have come to the following conclusions:
HUGE POTENTIAL:
 Huge investments taking place

 Large untapped market


RECOMMENDATIONS:
 To focus on advertising effectively the financial services
strength.
 As in near future not all the banking customers will
move to electronic channels, then it would be advisable
to use different strategies to bring in forefront alternative
banking through voice telephone. This is especially for
customers who prefer high –contact delivery
environments.
 Increasing the amount of customer dealing hours so that
the customers can go to the broker when in need of
service or advice regarding investment.
 Significantly reducing waiting time for customers by
putting up of quick-drop deposits box to handle deposits
and cheque cashing.
 Taking care of the teller managers by giving them cash
incentives or taking those people for holiday abroad who
have achieved their targets or made large-volume sales.
Also giving catered meals to staff that work long hours
or those working during peak hours.
 Lastly taking the feedback from customers so as to better
tune its services with the customers need.
LIMITATIONS:

 Time Constraints:
 Resource Constraints
CONCLUSIONS

Based on the findings of our project we would like to


suggest the following:-
 After sales services and follow up calls are important for
getting new references so trained telesales should be
appointed for this purpose whose sole work should be to
make feedback calls.
 Investment is having too many financial products right
from Demat account to General Insurance and not all the
salespeople are familiar with each and every product so
the work force should be segregated each group dealing
in a specific product and the sales target should be given
likewise.
THANK
YOU

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