FINAL SIP REPORT Type of MF, METHODOLOGIES.pdf - ` A...

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A PROJECT REPORT
ON
PORTFOLIO MANAGEMENT, LIVE TRADING, EQUITY
RESEARCH & DERIVATIVES
BY
Gargi Verma
18BSPHH01C0410
Aditya Birla Sun life Insurance Private Ltd

A PROJECT REPORT
ON
PORTFOLIO MANAGEMENT, LIVE TRADING, EQUITY
RESEARCH & DERIVATIVES
By
Gargi Verma
18BSPHH01C0410
Aditya Birla Sun life Insurance Private Ltd
A report submitted in partial fulfillment of the
requirements of MBA Program of
IBS Hyderabad
SUBMITTED TO:
FACULTY GUIDE COMPANY GUIDE
Prof. Shubhagata Roy Mr. Nikesh Ruparel
12th May, 2019

AUTHORISATION
This is to certify that this is a bonafide report submitted in partial fulfilment of the requirements of MBA
program (Class of 2018-20) of ICFAI Business School, Hyderabad.
This report document titled “ A PROJECT REPORT ON PORTFOLIO MANAGEMENT, LIVE
TRADING, EQUITY RESEARCH & DERIVATIVES ” is a submission of work done by Gargi
Verma as part of the completion of the Summer Internship Program at Aditya Birla Capital; Birla Sun
life Insurance Company under the guidance of Mr. Nikesh Ruparel, EAP (Executive Associate Partner)
of Aditya Birla Capital; Birla Sun life Insurance Company.
This report has been formally submitted to Prof Shubhagata Roy, IBS Hyderabad.
Gargi Verma
(18BSPHH01C0410)
Date: 12-05-2019
Place: New Delhi
i

ACKNOWLEDGEMENT
I would like to take this opportunity for extending my gratitude towards Aditya Birla Capital; Birla Sun
life Insurance Company for providing me the chance to undertake this internship study and allowing me
to explore the expertized area of Financial Analysis which was entirely new to me and which will surely
prove to be very beneficial to me in my future assignments, my studies and my career ahead.
No job is a single man’s work as there are different factors, situations and people combine together to
form the background for the accomplishment of any task.
I sincerely extend my gratitude to my company guide, Mr. Nikesh Ruparel (Executive Associate Partner),
Aditya Birla Capital; Birla Sun life Insurance Company who played a pivotal role in the learning and
experience during my Internship. His constant monitoring, guidance and expert knowledge in the
operation and finance domain helped me in enhancing my knowledge and outlook towards the corporate.
I would also like to mention the unconditional help put forth by the entire team member at Aditya Birla
Capital; Birla Sun life Insurance Company, New Delhi.
I am deeply grateful, to my faculty guide Prof. Shubhagata Roy for his invaluable suggestions,
comments, feedback and support throughout the internship.
My heartfelt thanks towards all those people who have helped me in the preparation of this project, which
has been a wonderful learning experience, without any of the above people, this project would not have
seen the light of the day.
Gargi Verma
(18BSPHH01C0410)
ii

TABLE OF CONTENTS
1. Abstract……………………………………………………………………………4
2. Introduction……………………………………………………..…………………5
2.1 Overview…………………………………………………………………………6
2.1.1 About the Company………………………...………………………………….6
2.1.2 About Life Insurance… ...................................................................................... 9
2.1.3 Products……………………………………………………………..…………11
3. Initial Public Offering…………………………………………………………….12