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INVENTURE Proposal Internship

The internship proposal outlines a comprehensive training program in financial markets, including stock analysis, mutual funds, and insurance, aimed at MBA and B.Com students. Interns will gain practical experience in wealth management, marketing strategies, and client interaction over a duration of 2 to 4 months in Mumbai. Successful completion of the program will lead to various accolades, including certificates and potential pre-placement offers based on performance.

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charananant5
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17 views9 pages

INVENTURE Proposal Internship

The internship proposal outlines a comprehensive training program in financial markets, including stock analysis, mutual funds, and insurance, aimed at MBA and B.Com students. Interns will gain practical experience in wealth management, marketing strategies, and client interaction over a duration of 2 to 4 months in Mumbai. Successful completion of the program will lead to various accolades, including certificates and potential pre-placement offers based on performance.

Uploaded by

charananant5
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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INTERNSHIP PROPOSAL

2023-2024

Our Vision
To be the most favored financial services provider for all categories of investors by offering them
comprehensive “Wealth Care” service.
MONTHLY REVIEW

Key Learning from the Internship

Stock Market Mutual Funds Insurance Marketing Strategies

Market Research Technical Analysis Wealth Management On Job Training

Role Plays Personality Interview Skills Management Games


Development
What you get:
In-depth training about Financial Markets which includes equity market,
derivative market, Commodity, Currency etc.
• Technical analysis on the selected stocks which will help them in the
prediction of the future trend of the stock.
• Training on Mutual funds - SIP as well as Lump-sum, retirement,
education and many more investment options.
• Understanding and working on the Compounded AnnualGrowth
Rate of a mutual fund.
• Analyzing the insurance product, importance of insurance and the
return calculations on the same.
• Working towards the revenue generation of the organization by
marketing the financial products.
• Learning about various marketing strategies which will help them in
improving the convincing power.

3
Involvement of Interns:-
• Interns will be working on Equity Markets, Mutual Funds as well as
Insurance.
• Technical Analysis of stocks
• Market Research
• Wealth Management
• Marketing of Financial Products
• Revenue Generation

How is it Beneficial for the Interns:-


- On Job Training
- Learning's about the BFSI Industry
- First Hand experience from the Industry Experts.
- Practical Knowledge on wealth products
- Career Path & Goal Setting
- Live marketing experience
- Personality development
- Client interaction and communication skill developmentHow to present
products and cross product selling experience
- Direct interactions with finance market experts
- Understand from Basics of When to Invest, How to Invest. & How much
to Invest.

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What we Expect from you:
• The intern will have to maintain 70%
score throughout the test
conducted by the organization in
order to evaluate their learning
from the training conducted
• Marketing and client
communication with the clients on a
live platform
• Experience Cross product selling like
Equity, Mutual Funds &Insurance
• Minimum 80% attendance is
required throughout the internship
program
• Timely submissions of all the tasks
and activities assigned by the
mentor
• One should complete the entire
internship program successfully in
order to obtain the participation
certificate
• Create a brand for yourself by
outstanding performance in the
internship and winning the best
intern award

5
MONTHLY REVIEW

Internship Details

Stream: MBA, B.com (All Courses), M.com

Domain: Finance & Marketing

Duration: 2 months to 4 months

Working Hours: Based on College Schedule

Location: Mumbai

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MONTHLY REVIEW

Accolades, Rewards & Recognition

Certificate of Internship
Appreciation Certificate
Excellence Certificate
Best Intern Award (Based on performance)
Interaction with the Top Management for career guidance
Guest Lecture from industry experts.
Pre-Placement Talk
Pre-Placement Offer (Based on performance)

7
MONTHLY REVIEW

Company Overview
Inventure`s zeal is to provide an enhanced experience which can build valuable
relationship & strive towards customer delight, through constant innovation &
superlative services under one roof.

Inventure Growth & Securities Limited commenced operations in 1995 as a stock


broking house. Over past two decades, we have created a niche for ourselves in
financial markets being one stop solution for all the financial need of clients. Through a
large network of sub-brokers, we offer our clients an opportunity to invest and trade in
variety of products like Equity, Derivatives, Commodity, Currency, Mutual Funds & Fixed
Income products.

We also directly facilitate clients who wish to trade in equity online via mobile
application which enables seamless processes and flawless execution. We adhere to a
friendly risk management department and well defined settlement mechanism thereby
conducting fully compliant operations. Beyond investment avenues, Inventure provides
quality research covering all the aspects of equity market fundamentals and technicals
that helps our clients to get best possible returns on their investments

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MONTHLY REVIEW

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