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INVESTMENT SERVICES AND

INVESTMENT PROCESS OF UNICON

INVESTMENT SOLUTIONSBY: GARIMA SHARMA

MBA 3RD SEM

35084040

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OBJECTIVES OF THE STUDY: To find the market potential and market penetration of

UNICON INVESTMENT SOLUTION product offeringsin New Delhi.

To collect the real time information of preference level

of customer regarding various modes of investmentsavailable in market.

To expand the market penetration of UNICONINVESTMENT SOLUTION.

To provide pricing strategy of competitors to fight cutthroat competition. To increase the product awareness

of UNICON INVESTMENT SOLUTION as singlewindow shop for investment solutions.

To study various financial products and servicesoffered by unicon investment solutions to itscustomers.

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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.

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MISSION & VISION : Mission :

To create long term value by empowering individual

investors through superior financial services

supported by culture based on highest level ofteamwork, efficiency and integrity.

Vision :

To provide the most useful and ethical InvestmentSolutions - guided by values driven approach to

growth, client service and employee development.

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PRODUCT AND SEVICES: EQUITY-Unicon Plus, Unicon Swift

COMMODITY

FIXED INCOME

DEPOSITORY

IPO

MUTUAL FUND

INSURANCE-General insurance, Life Insurance

INVESTMENT BANKING

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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 ofthe nation.

Unicon boasts of bringing the best of the products

and services with "Affordability & Quality" occupying

the centre stage.

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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

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RESEARCH METHODOLOGY: Methodology Adopted

The information was collected through person interview andinterview was conducted through the mode of questionnaire.

Analysis of Data

Data collectionThe data collection was collected through primary as well assecondary source.

PRIMARY DATA :

Primary data was collected from 155 respondents using aschedule of question and a survey was conducted. Thetabular and graphical data was Microsoft excel.

SECONDARY DATA :

Secondary data was collected mainly from internet ,printedjournals on the capital markets of India ,newspaper articlesand books written on the Indian stock markets.

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SAMPLING:

Judgment, non-random sampling was used.

Respondents were request to help with the

schedule at their offices, homes or at the UNICONINVESTMENT SOLUTION office.

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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

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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 beadvisable 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 hoursso that the customers can go to the broker when in

need of service or advice regarding investment.

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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 themcash 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.

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LIMITATIONS:

Time Constraints:

Resource Constraints

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CONCLUSIONS

Based on the findings of our project we would liketo suggest the following:-

After sales services and follow up calls areimportant for getting new references so trainedtelesales should be appointed for this purposewhose sole work should be to make feedback calls.

Investment is having too many financial productsright from Demat account to General Insurance andnot all the salespeople are familiar with each and

every product so the work force should besegregated each group dealing in a specific productand the sales target should be given likewise.

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THANK

YOU