Project Report on

Summer Internship at Agile Capital Services

Agile Capital Services

Prepared By
Aarti Purswani
AU1910273
BBA (hons)

Amrut Mody School of Management

August 2022

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 Project Report on
Summer Internship at Agile Capital Services
Agile Capital Services

August 2022

Report submitted in partial fulfillment of the requirements of the

summer internship training undertaken for the Imba/BBA/B. Com
program

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 Declaration by Student

Declaration

I declare that my Summer Internship Report entitled “Summer Internship at Agile Capital
Serviec” submitted in partial fulfillment of the Summer Internship Program is original and is not
substantially the same as one which has already been submitted in part or in full for any such
similar qualification to the University to the best of my knowledge.

Date: 23/07/2022 Aarti Purswani

Place: Ahmedabad Name of the student

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 Acknowledgements

I would like to seek gratitude towards my family for their constant support throughout my
internship.
I would like to give my heart felt thankyou to Ahmedabad University and the Career
Development Center for providing me with this great opportunity.
I would like to thank the HR team of ACS for selecting me and for my smooth onboarding
process.
I would also like to extend appreciation to my fellow inters from Ahmedabad University, they
were really helpful.
Lastly, I would like to honor Mr. Chinmay Sir for his guidance and mentorship in my internship.

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 Table of Contents:

1. Chapter 1: Introduction………………………………………………………….7

1.1: Objectives of the study………………………………………………….......7

1.2: Scope of the study…………………………………………....…….….........7
1.3: Limitations of the study………………………………………………..…...7

2. Chapter 2: Industry and Company Orientation………………………………….8

2.1: Industry Overview…………………………………………………………..8

2.1.1: Their Vision…………………………………………………………...8
2.1.2: Their Mission………………………………………………………….8
2.1.3: Their Services…………………………………………………………8
2.1.4: Company Overview…………………………………………………...8
2.2: Competitors………………………………………………………………….9
2.3: Summary of ACS……………………………………………………………10
2.4: Organization’s Framework………………………………………………….11
2.5: Porter’s Five Forces…………………………………………………………12

3. Chapter 3: Training Activities…………………………………………………...13

3.1: Experiential Activities………………………………………………………13

3.2: Research Activities…………………………………………………….……14

4. Chapter 4: Learnings, Suggestions and Findings of the study…………………..15

4.1: Learnings……………………………………………………………………15
4.2: Findings………………………………………………………………….….15

5. Chapter 5: Conclusion……………………………………………………………15

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 Chapter 1: Introduction

1.1 Objectives of the study:

1. The objective is to broaden my skill set, accept and acknowledge my strengths and
weaknesses. To find my potential and to follow my passion for my future.
2. The aim is also to build my resume with experience and expertise, to get real life
feedback and improvements with the help of professionals. To be able to work with role
models and mentors.
3. The motivation is to pursue and advance my areas of interest which are marketing and
human resources.
4. The goal is to understand the importance of the early stages in my career. To expose
myself to opportunities in the hope of development.
5. The target is to achieve, and enhance my understanding and knowledge towards my
interest and corporate work behavior.

1.2 Scope of the study:

1. The scope of the study is to increase my interest in the tasks required for a professional in
the background of Marketing and HR.
2. The scope is to strengthen my employer valued skills.
3. The scope is to assist me in my career along with giving me knowledge and checking it
whenever needed.
4. The scope is to gain and anticipate both positive and negative feedback from employers
and learn from the same.
5. The scope is to develop me, my skills, my knowledge and my personality to be able to
pursue a professional career in the fields of my interest.

1.3 Limitations of the study:

1. There were two domains in the same internship which resulted in less detailed
understanding of each.
2. The marketing internship focused more on sales which resulted in less exposure to
different skills and experience learning.

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 Chapter 2: Industry and Company Orientation

2.1 Industry Overview:

Agile Capital Services (ACS) is a single stop solution for recruitment as well as financial
services. Their objective is to provide their clients and guide them towards the right direction for
financial services management. ACS is an independent firm that commits clients to increase their
wealth. They are a wealth management firm; they provide specialized advisory services to help
clients for their investment management. Their USP is their connection with Bank of Baroda and
Government bank sectors, with the help of their vast network they deliver clients the highest
returns. Their principle is financial advisory and investment portfolio is something that “one size
doesn’t fit all”.

2.1.1. Their vision:

They are determined to increase the wealth of the consumers and clients. They help them by
providing them with the best financial services and valuable recruitment services.

2.1.2. Their mission:

Their aim is to provide their customers with the smartest, most convenient wealth management
advice. Their value is to always stay honest with their financial solutions. Also, they inspire the
young generation to thrive and they provide job opportunities for them in various industrial
sectors.

2.1.3. Their services:

1. Consultation Services
2. Taxation Services
3. Recruitment Services
4. Portfolio Management
5. Financial Analysis
6. Internship Program
7. Professional Skill Development
8. Smart investment consultation (real estate, insurance, gold, stock market, mutual funds)

2.1.4. Company Overview:

Website https://www.agilecapitalservices.com/#

Headquarters New Delhi

Size 1-50 Employees

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Type Private

Industry Investment Banking

Office Contact 918920747188

Email id [email protected]

Office Address RG Trade Tower, Netaji Subhash Palace, Pitampura, New Delhi-
110034

Managing Heads Mr. Himalayan (Director), Mr. Chinmay (Branch Head)

Year of 2018
Incorporation

5.2 Competitors

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 2.3 Summary of ACS:

Due to its dedication to delivering the best outcomes, Agile Capital Services is a preferred option
for numerous reputable multinational organizations and companies. ACS takes pleasure in
having a solid reputation as a partner in talent acquisition and in offering its clients professional
advice on how to become financially independent.
We have professionals who offer consultation services to people in the financial and investment
sectors so they can ensure their financial future and the future of their family. delivering
competent and knowledgeable guidance in wealth maximizing, career planning, and bridging the
talent and job search gap. Because we believe in managing wealth in a less complicated
approach, our specialists give financial advice in the most straightforward manner possible.
Agile Capital Services Is A New Consulting Firm In India. At Agile Capital, we offer high- and
ultra-high-net-worth individuals wealth management services (Hnis & Uhnis).
Our highly skilled and knowledgeable team works with both domestic and international clients.
We place a strong emphasis on "uncomplicating" the entire investment process for each customer
in addition to our specially tailored solutions. Our business is defined by our emphasis on
creating lasting partnerships. The unparalleled value of the ACS concept is further demonstrated
by our advising, which is supported by a strong product and research team.
We provide for the financial requirements of both individual and business clients at AGILE
CAPITAL.

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2.4 Organization Framework (7s):

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 2.5 Porter's five forces:

Factors Analysis

Bargaining Power 1. Loyal clients.

of buyers 2. There are now multiple options and alternatives so good quality
is a must.

Bargaining power 1. Many suppliers and agents.

of suppliers 2. Single suppliers are more than big company suppliers

Threat of 1. Any insurance firms.

substitutes 2. Any HR consultancy firm.
3. Any financial advisory firm.

Threat of new 1. Comparatively less, as it requires government regulations.

entrants However, the number of products increased from the same seller/
distributor.

Competitive 1. Many renowned and new brands are in the field.

Rivalry

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 Chapter 3: Training Activities

3.1 Experiential Projects:

The various multiple projects I did in the internship were:

1. Salary slip: We were taught how to prepare a salary slip for the employees. We were
taught how much and when are the allowances added and where are deductions done in a
salary slip.
2. Calculation of taxable income & taxable liability. We were taught formulas for the
calculation of life insurance, the maturity period, the premium etc.
3. I prepared a ppt on Financial Sectors. We were taught the various sectors and its pros and
cons.
4. Maturity calculation period was taught. They gave us sample examples and taught us
how to calculate the maturity of life insurance.
5. Sales pitching was taught to us. They showed us videos and sent us a script of how to
demonstrate their product. Also, they sent us their brochures which helped us during the
briefing of their portfolio.
6. As a part of attendance, we were supposed to send them multiple things, the most
important of them all was the market opening price of SENSEX, NFTY, BSE and
Gold. This increased our awareness.

a) Experiential projects (task oriented)

▪ Exposure to various functions of the organization: I worked for Sales and Human Resource of
the organization.
▪ Application of managerial aspects learnt to the entire exercise:
1. I learned how to be more resourceful. I learned how to make and maintain a network.
2. I learned how to adapt to a new environment. How to be a part of a high performing team
and how to motivate and encourage people in the team.
3. I learned how to be more comfortable with data.
4. I learned how to ask twice without resisting. As that is what helps. Rather than working
twice harder, work once with proper understanding.
5. I learned to multitask with two domains. Human Resource and Sales, they are dependent
on each other as in sales we need to understand clients and in HR we need to understand
employees.
▪ Achievements during the internship: None.

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 3.2 Research Projects:

We were given an option between three domains which were Human Resource, Finance and
Marketing for our Second Phase of the Internship that was more focused on Researching. In
each domain there were multiple options and topics for Research Paper and Presentation. I
chose the Human Resource domain. There were three research papers and three presentations
under that. We were given the respective topics of both assignments.
Topics for research paper:
1. Are virtual interviews better than in
Person interviews?
2. Steps to take to improve long term
retention.
3. Use of VR and AR in the workplace

Topics for PPT:

1. Coaching for optimal performance
2. Developing leadership skills
3. Presentation skills for HR Manager

The entire process of forming an objective to choose the right methodology was done by me.
The process of data collection and analysis of the data was also done by the students only. My
process of doing the research incorporated the design process. I defined the problem or here
we can say the topic of the assignment. I collected secondary data, as primary data collection
could have been more time consuming.

All Research Paper’s:

▪ Formulation of objectives: The topics were assigned by us. Then I researched it using Google
scholar, prepared notes and a mind map. Connected topics which were relevant to the study
and formulated the objectives of the paper.
▪ Emphasis on methodology: My emphasis was on secondary data, I read articles, research
papers, books etc. I did all the needful citations. All the sources were credible and thus the
methodology was time consuming, accurate, appropriate and effective.
▪ Primary/secondary data collection: No primary Data.
▪ Analysis of the data with the use of sophisticated statistical tools: The analysis wasn’t needed.
As I took help from older studies and their findings for the papers.

All Presentation’s:
▪ Formulation of objectives: I researched online on slide share, youtube and took templates from
slides. In this task my focus was more on visual appeal and less data.
▪ Emphasis on methodology: the methodology incorporated primary data. The data source was
me and my friends.
▪ Primary/secondary data collection: Both.
▪ Analysis of the data with the use of sophisticated statistical tools: I didn’t use any tool for
analysis.

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 Chapter 4: Findings, Learnings, and Suggestions for the study.

4.1 Learnings

1. Multitasking.
2. High networking.
3. Acceptance of taking constructive feedback.
4. Putting my knowledge into practice.
5. Training myself to develop more skills
6. Understanding the work culture and adapting to it.
7. Focusing on personal growth as well as keeping the organization's goal higher.
8. Effective communication with your manager, colleagues and subordinates.

4.2 Suggestions

1. Always keep a track of your work, this helps maintain a proper record according to the
priority.
2. Learning to accept your mistakes takes you a long way.
3. Take risks and lose your comfort zone. Try something new and different.
4. Don’t ever be afraid to ask questions, seek help or complain when needed.

Chapter 5: Conclusion

Overall, this internship helped me develop skills professionally and personally. It was a smooth
learning process. This internship was an amalgamation of learning how to sell and how to
manage people. This experience helped me gain expertise and proper understanding of two types
of people, inside the organisation and outside. When we talk about people from inside the
organisation, employee management is a role that requires a strong suit of decision making. We
need to consider their pay, their T&D, their life cycle, their retention, etc. Whereas when I talk
about outside the organisation people here, I mean customers only. We contacted many potential
clients, we maintained their daily sales report, we learned how to calculate their maturity and
premium etc. Other than Understanding concepts relating to HR and Sales, I also practiced them
as a part of this internship. When I talk about personal Development, the internship has helped
me focus on the bigger picture and stay patient. Even if you face many difficulties you need to
stay focused. Thus, an internship is helpful for learning the practicality of the concepts and to
gain a bigger and a better perspective of not just professional but personal skills as well.

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