SUMMER INTERNSHIP PROJECT REPORT (SIPR)
ON
Agile Capital Services Pvt. Ltd. New Delhi
Name:- Divyanshu Varshney
Class:- ITM – A
Roll No:- 2101920700065
COMPANY BACKGROUND
Agile Capital Services is one-stop shop for all financial requirements. Their goal is to provide the greatest
solution for consumers to direct their finances in the most beneficial way possible. Financial goals change
according to the change in the lifestyle of people; hence Financial Planning is a dynamic process. ACS is a
private financial services organisation dedicated to assist people in achieving long-term financial success.
They offer specialised advising services for investment management. Their aim is to provide excellent
returns to the clients by leveraging relationships with Indian government-owned banks.
Because of its commitment to deliver best results, Agile Capital Services is the choice of many people. They
have specialists who provide financial and investment consulting services to individuals so that they can
safeguard their financial future and that of their families. Agile Capital Services is an upcoming consulting
firm in India providing wealth management services to high- and ultra-high-net-worth individuals.
Vision Of ACS Mission Of ACS
Their vision is to increase the wealth of the clients They provide financial and investment consulting
by providing best financial services as well as most to people so that they can invest and safeguard their
valuable recruitment services. future with good returns.
SOLUTIONS PROVIDED BY ACS
• Financial Advisory: Team works with large number of private funds such as hedge
funds and private equity to provide beneficial deal to clients.
• Risk Management: Team helps to quantify the potential for losses and then take the
appropriate actions. They help clients to identify, analysis or acceptance or migration of
uncertainty.
• Investment Research: They have gained investment banking analytics expertise to
develop underwriting and money management business. Through these facilities they
provide best in class services to the customers.
Services Provided by ACS
• Portfolio Management: The art of selecting the right investment policy for the individuals in terms
of minimum risk and maximum return is called as portfolio management.
• Financial analysis: It is basically Analysis and Interpretation of financial statements to get an
insight into the activities of an enterprise and take actions accordingly
• Recruitment Service: At ACS, you will find a network of efficient regional consultants who provide
the pathway towards seamless recruitment services starting from identifying potential clients to
handling the immigration process, if required.
• DE stress Your Tax: Fulfil those little desires with the money you save on tax. Tax Savings
Solutions can help to DE-stress tax and at the same time, aim to grow money through equity
investments.
MAJOR PLAYERS/COMPITITORS OF
ACS
The Leading Solutions, Insplore Consultant, AIM India, TCS and Deloite are the competitors of
Agile Capital Services. Bajaj Allianz Life Insurance Co. Ltd, Bharti AXA Life Insurance Co. Ltd.,
Birla Sun Life Insurance Co. Ltd., HDFC Standard Life Insurance Co. Ltd., ICICI Prudential Life
Insurance Co. Ltd., IDBI Federal Life Insurance Co. Ltd., Life Insurance Corporation of India,
Max Life Insurance Co. Ltd., PNB MetLife India Insurance Co. Ltd., Reliance Life Insurance Co.
Ltd., SBI Life Insurance Co. Ltd., Tata AIA Life Insurance Co.Ltd. are the product that are in
competition.
WORK UNDERTAKEN
• Product Learning
At ACS I was thought about the various financial sectors, roles and responsibilities of
HR, Highlights of the product, understanding customers’ needs, pitching of the product,
new terminology, sales strategies, Pay slip, Taxation, Product knowledge and customer
knowledge.
• Product Sale
I was asked to sell the products to our inner circle that is our family and friends and try to
convince them why they should buy our product. Apart from this few cold calling was also
done. The Daily Sales Report is shared with the manager and further if any doubts
regarding the pitch or sales we use to take help from them.
WORK UNDERTAKEN
The following steps carried during the process of product selling are as follows:
• Suspect: My strategy is be first to get engaged with my personal connections such as my family members,
friends, relatives, neighbours’, network and listing them demographical factors such as age, income.
• Prospect: Ones I have segmented my suspect my next step would be to understand their requirements and
conditions along with their personal information such as designation, occupation etc. so that it will be
easier for me to and filter for the next stage.
• Approach: I would do a thorough research of my prospect before engaging and then get into a pre call
planning. I will make sure that my prospect finds the product worth investing and try to build the trust
during the call. Will follow upuestions timely and mean while listen to his situation and where he stands in
terms of investing?
WORK UNDERTAKEN
• Negotiate: I would convince the client it’s not just about money it’s beyond that and make a steer
clear range. Try to avoid splitting of difference. Would keep the conversation light and won’t
rush.
•
• Follow Up: Ones the conversation sounds to be positive we would encourage the client to take
action and by doing this the client will have some trust and also it’s a kind of tactics to promote
our product.
•
• Finalizing: Once the client shows the green flag we will proceed with the documentation
and seal the deal.
DAILY SALES REPORT
Monday to Saturday daily at 10:00AM I update my progress of sales
report where the number of pitches made by me and the status of my
pitches is been mentioned. I follow the above steps for my product
pitching. Attaching the DSR
THANK YOU
Powerpoint Presentation By- Divyanshu Varshney
