REPORT OF SUMMER TRAINING CONDUCTED AT VIBGYOR

ADVISORS

Submitted in Partial Fulfilment for the Award of the Degree of

BBA 2019-2022

Under the Guidance of: Submitted BY:

MR. RAJESH MAKOL MOHD ANSAB

(Associate professor) 01180001719

GITARATTAN INTERNATIONAL BUSINESS SCHOOL

(AFFILIATED to GURU GOBIND SINGH INDRAPRASTHA UNIVERSITY)
MADHUBAN CHOWK ROHINI, DELHI –110085

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 CERTIFICATE

This is to certify that the project entitled “report on VIBGYOR ADVISORS”

submitted by MOHDANSAB, Enrollment No. :01180001719, has been done
under my guidance and supervision in partial fulfillment of the for the award of
BACHELOR OF BUSINESS ADMINISTRATION.

To the best of my knowledge the word and analysis mentioned in this project
report have been undertaken by the candidate himself and necessary references
have been recognized and acknowledged in the text of the report.

________________

Signature of the Guide

Date: 22-10-21
MR. RAJESH MAKOL
(Associate professor)

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CERTIFICATE OF INTERNSHIP

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 ACKNOWLEDGEMENT

With profound sense of gratitude and regard, I express my sincere thanks to my guide and
mentor MR. RAJESH MAKOL for his valuable guidance and the confidence he
instilled in me, that helped me in the successful completion of this project report. Without
his help, this project would have been a distant affair, his thorough understanding of the
subject and professional guidance was indeed of immense help to me.

I am also greatly thankful to the faculty members of our institute who cooperated with me and
gave me their valuable time.

………………………

Signature of the Scholar

MOHD ANSAB

Date: 22-10-2021 01180001719

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 DECLARATION

This is to certify that I have completed the Project Report under the guidance of “Mr.
Rajesh makol” in partial fulfillment of the requirement for the award of Degree of BBA
at Gitarattan International Business school, Rohini. This is an original piece of work
& I have not submitted it earlier elsewhere.

Date:22-10-2021 Signature: __________

MOHD ANSAB
01180001719

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 Table of Content

S No. Content Page no.

1 Title Page 1

2 Certificate 2

3 Certificate of 3
Internship

4 Acknowledgement 4

5 Declaration 5-

6 Table of Content 6-7

6
 7 Introduction to topic 8-11

8 Introduction of 12-18
company

And environmental
analysis

9 Research Methodology 19-21

10 Data analysis and 22-32

interpretation

11 Findings and 33
Conclusion

12 Suggestions& 34
Limitations

13 Bibliography 35

14 Questionnaire 36 -37

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 CHAPTER 1
INTRODUCTION TO TOPIC

Vibgyor Advisors is a first-generation firm focusing on financial

services.
It works across various segments of financial services and
provides a wide range of services to its esteemed clients. It
advises individuals as well as corporate on their various
requirements with a client centric approach.
“We believe in excellence in everything that we do. Our
endeavor to be detailed in our work speaks volumes about our
focused approach. We have a knack for providing solutions that
are valuable and of enduring and sustainable nature, besides
being of the highest quality to the client. Seeking client delight
is our natural instinct.”

About the internship

VIBGYOR ADVISORS are in the financial offerings field of
distribution, funding advisory, fairness studies, corporate finance
and consultancy, and funding banking.

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Their internship program allows interns to engage in investment
banking-related work, work on capital markets' associated tasks,
and look at fairness markets and analytics.
We intend to survey the business potential of financial services
(predominantly loans, insurance and wealth management) in the
various cities to plan our expansion. To achieve this, we would
want the interns to do a market survey and on-board channel
partners to help us understand the level of business in those
markets. We are looking for Business development Interns for
1. on boarding our potential channel partners onto our platform
and
2. capturing direct clients for the business.

The role of Business development Interns is dynamic,

challenging and varied. It requires an individual to go out and
meet the potential channel partners/clients and explain the value
proposition. It would help develop a complete knowledge of
banking and insurance industry, besides developing the
individual on the management side traits. Besides, the data
analysis posts the survey is likely to throw up interesting
conclusions on the penetration and use of the financial services
in the region. The project requires the person to be flexible in
their approach to daily tasks and requires both a high level of
Customer Service and Administrative skills.
Working as part of a small team reporting to a Team Leader, the
role provides the opportunity to develop a high level of
knowledge of insurance and the banking industry, as well as an
understanding of project-based work.

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Responsibilities

• Researching and developing marketing opportunities and

plans, understanding
• consumer requirements, identifying market trends, and
suggesting system
• improvements to achieve the company's marketing goals.
• Gathering, investigating, and summarizing market data
and trends to draft reports.
• Implementing new sales plans and advertising.
• Recruiting, training, scheduling, coaching, and managing
marketing and sales teams
• to meet sales and marketing human resource objectives.
• Maintaining relationships with important clients by
making regular visits,
• understanding their needs, and anticipating new
marketing opportunities.

IMPORTANCE

• An internship can provide us the soft skills needed in the

workplace and in leadership positions.
• It helps to Learn how a professional workplace operates.
• We can learn a lot about out strengths and weaknesses
during an internship.

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Details

● Duration: 2-3 months

● Process: Entrance Test

● Location: WFH (Depending on the situation of the
intern’s location)

ELIGIBILITY
• Students should have a Master's or Bachelor's degree in any
discipline, though preferably Business Administration.
• Requires an aggregate of 50% or above from any
authorized organization. Only applicants who are available
to work at an in-office internship will be considered.
• The two tracks of the internship begin on 12 August 19 and
11 September 19 and last for 6 months. Women looking to
begin or restart their careers may also apply.

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 CHAPTER 2

INTRODUCTION OF COMPANY

Vibgyor Advisory Services Private Limited is a non-govt

company, incorporated on 19 Nov, 2003. It's a private unlisted
company and is classified as ‘company limited by shares.
Company's authorized capital stands at Rs1.0 lakhs and has
100.0% paid-up capital which is Rs1.0 lakhs.
Vibgyor Advisors is a first-generation firm focusing on financial
services:
• It works across various segments of the financial
services and provides a wide range of services to its esteemed
clients
• It advises individuals as well as corporates on their
various requirements with a client centric approach
• We believe in excellence in everything that we do • Our
endeavor to be detailed in our work speaks volumes about
our focused approach

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• We have a knack of providing solutions which are
valuable and of enduring and sustainable nature.
ABOUT FOUNDER

Vibgyor Advisors is a first-generation firm focusing on financial

services. It was started by Mr. Sachin Neema He is a management
graduate from JBIMS, Mumbai, and a mechanical engineer from
VJTI, Mumbai. He has about 24 years of experience in equity
markets and has worked as Analyst, Head of research, Fund
manager and has been instrumental in running business segments
for some of the leading companies in the industry.

Vibgyor Advisors is a financial services outfit working across

various segments of the industry. It advises individuals as well as
corporate on their various
requirements with a client-centric approach.

Vision:
To be the most respected and referred to financial services
brand.

Mission:
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We at Vibgyor Advisors stay true to our mission:
To help people feel confident about their financial future.

Values:
Adhering to these values allows us to serve our clients to the
best of our abilities.

Website: www.vibgyoradvisors.comEmployees
Employees: <25
Revenue: <$5 million

Vibgyor Advisory Services Private Limited last annual general

meet (AGM) happened on 30 Sep, 2017. The company last
updated its financials on 31 Mar, 2017 as per Ministry of
Corporate Affairs (MCA).

Vibgyor Advisory Services Private Limited is in the business

from last 18 years and currently, company operations are active.
Current board members & directors
are ALPANA KHANDELWAL and NANDKISHORE
KHANDELWAL.

Company is registered in Gwalior (Madhya Pradesh)

Registrar Office. Vibgyor Advisory Services Private
Limited registered address is 403 SANSKRITI
APARTMENT44-SAKET NAGAR. INDORE M.P MP
452001 IN.

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15
 VISION AND VALUES

Vibgyor Advisors with its client centric approach doing valuable

quality work in the field that it operates, is a preferred partner of
choice for its clients looking for excellence.

Effective business solutions

Wealth Management Services

• Equity Advisory Services

• Trading Portfolios
• Research Analysis
• Project Investments

Distribution of Financial Services

• PMS
• Insurance Products
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 • Loan Products
• Other products

Investment Banking

• Investment Banking
• Fund Raising
• Corporate Advisory
• Project Advisory

Investor Relations

• Assignment based projects

Real Estate

• Direct and Client Investments

• Agency Business

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SWOT Analysis

• Strengths are things that your organization does particularly

well, or in a way that distinguishes you from your
competitors. Think about the advantages your organization
has over other organizations. These might be the motivation
of your staff, access to certain materials, or a strong set of
manufacturing processes.
• Weaknesses, like strengths, are inherent features of your
organization, so focus on your people, resources, systems,
and procedures. Think about what you could improve, and
the sorts of practices you should avoid.
• Opportunities are openings or chances for something
positive to happen, but you'll need to claim them for
yourself! They usually arise from situations outside your
organization, and require an eye to what might happen in
the future.
• Threats include anything that can negatively affect your
business from the outside, such as supply-chain problems,
shifts in market requirements, or a shortage of recruits. It's
vital to anticipate threats and to take action against them
before you become a victim of them and your growth stalls.

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 CHAPTER 3
RESEARCH METHODOLOGY

Research methodology is the specific procedures or techniques

used to identify, select, process, and analyze information about a
topic. In a research paper, the methodology section allows the
reader to critically evaluate a study’s overall validity and
reliability. Methodology is the systematic, theoretical analysis
of the methods applied to a field of study. It comprises the
theoretical analysis of the body of methods and principles
associated with a branch of knowledge. Typically, it
encompasses concepts such as paradigm, theoretical model,
phases and quantitative or qualitative techniques.
A methodology does not set out to provide solutions - it is,
therefore, not the same thing as a method. Instead, it offers the
theoretical underpinning for understanding which method, set
of methods or so called “best practices” can be applied to
specific case, for example, to calculate a specific result.
It has been defined also as follows:
1. "the analysis of the principles of methods, rules, and
postulates employed by a discipline"

2. "the systematic study of methods that are, can be, or have

been applied within a discipline"
3. "the study or description of methods”
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RESEARCH DESIGN
The research design is purely and simply the framework of plan
for a study that guides the collection and analysis of data. Types
of Research Design:
• Exploratory Research – The main purpose of such studies is
that of formulating a problem for more precise investigation
or of developing the working hypotheses from an
operational point of view.
• Descriptive Research – Those studies which are concerned
with describing the characteristics of a particular individual,
or of a group.
• Hypothesis Testing Research – They are those where the
researchers test the hypotheses of casual relationships
between variables.

SCOPE OF THE STUDY

This study helps me to know about the functions carried out by
the company and also helps me to know more about the
workings of industry like insurances, investments and much
more.
OBJECTIVES OF THE RESEARCH
• To study about the insurances, include vehicle and health
insurance.
• To study about the investment banking
• To study about the loans.
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DATA COLLECTION

Data was collected from web sites, going through the records of
the organization, etc. It is the data which has been collected by
individual or someone else for the purpose of other than those of
our particular research study. Or in other words we can say that it
is the secondary data which is used previously for the analysis and
the results are undertaken for the next process.

LEARNINGS FROM THE STUDY

• As major part of internship was spent as Zonal in charge
so I learned the managerial qualities such as leadership
and how to get the work done by motivating the
subordinates.

• Also , I learned how to mentor the students and motivate

them as well to perform better.

• Most importantly , it also improved communication skills

and how to work in professional manner.

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 CHAPTER 4
DATA ANALYSIS AND INTERPRETATION

Q.1 Have you ever heard of Vibgyor Advisors?

OPTIONS NUMBER OF PERCENTAGE

RESPONDENTS
Yes 28 56 %
No 22 44 %

INTERPRETATION

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A large percentage of people 56% knows about Vibgyor advisors and
44% didn’t know about Vibgyor advisors.

Q.2 what is your Business occupation?

OPTIONS NUMBER OF PERCENTAGE

RESPONDENTS
Teacher 24 48%
Doctor 17 34%
Other 9 18%

INTERPRETATION
Out of 50% respondents, 48% are teacher, 34% are doctor and rest 18%
are from other occupation.
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Q.3 How many vehicles do you have?

NUMBER OF PERCENTAGE
OPTIONS RESPONDENTS

1-2 20 40%

2-3 15 30%

More than 4 15 30%

INTERPRETATION

24
About 30% of the people have more than 4 vehicles and 30% have 3- 4
vehicles and rest 40% have 1- 2 vehicles.

Q.4 how do you purchase insurance?

PERCENTAGE
OPTIONS

online 40%

offline 40%

both 20%

25
INTERPRETATION
About 40% people purchase insurance online and 40% people
purchase offline and rest 20% prefer both.

Q.5 How do you compare insurance policy?

PERCENTAGE
OPTIONS

online 40%

offline 40%

both 20%

26
INTERPRETATION
About 40% people compare insurance policy online and other 40%
compare offline and rest 20% compare from both .

Q.6 Have you ever took a loan.

NUMBER OF PERCENTAGE
OPTIONS RESPONDENTS

Yes 32 64%

no 18 36%

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INTERPRETATION
About 64% of the respondents took loan and rest 36% of the
respondents didn’t take loan.

Q.7 How would you compare interest on loan?

PERCENTAGE
OPTIONS

online 55.6%

offline 22.2%

both 22.2%

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INTERPRETATION
About 55.6% respondents compare interest on loan online,
22.2% compare offline and rest of the 22.2% compare from both
online and offline

Q.8 Do you know anything about corporate finance?

PERCENTAGE
OPTIONS

Yes 40%

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No 60%

INTERPRETATION
About 40% people know about the corporate finance and 60%
people don’t know about corporate finance.

Q.9 Do you have health insurance?

PERCENTAGE
OPTIONS

30
Yes 88.9%

No 11.1%

INTERPRETATION
About 88.9% people have health insurance and rest 11.1% don’t have
health insurance.

Q.10 How many family members do you have?

NUMBER OF PERCENTAGE
OPTIONS RESPONDENTS

31
1-2 2 4%

2-3 23 46%

3-4 20 40%

More than 5 5 10%

INTERPRETATION
About 10% respondents have more than 5 family members, 40%
of respondents have 3-4 members, 46% have 2-3 members and
4% have 1-2 family members.

Q.11 Through which source would you like to take the loan.

PERCENTAGE
OPTIONS

32
Online 88.9%

Offline 11.1%

INTERPRETATION
About 88.9% people would like to take online loan and rest
11.1% prefer offline process

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 FINDINGS AND CONCLUSION

FINDINGS
• According to the Survey, the company do utilize internet sites
for finding the talent candidate .
• According to survey it is observed that the company are
utilizing the job description in order to make screening
process more efficient .

CONCLUSION

• The loan process should not be lengthy.

• To some extent a clear picture of the required candidate
should be made in order to search for appropriate candidates.

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 SUGGESTIONS AND LIMITATIONS

SUGGESTIONS TO THE STUDY

• Communication, personal and technical skills need to be
tested for employees.
• More potential tools should be used to increase the range of
potential customers.
• The organization should also focus a bit more on
advertising in order to promote and increase the range of
potential customers.

LIMITATIONS TO THE STUDY

• I couldn’t get the enough practical knowledge.

• Done this in a short period of time.
• Another issue that was faced that it was a work from home
so it lacked interaction which could have been better in an
offline model .

35
 BIBLIOGRAPHY

1. https://vibgyoradvisors.netlify.app
2. https://www.zoominfo.com/c/vibgyoradvisors/37178043
0
3. https://www.zaubacorp.com/company/VIBGYORADVI
CORP-PRIVATE-
LIMITED/U93090MH2016PTC288153
4. https://m.economictimes.com/company/vibgyoradvisory-
services-privatelimited/U05110MP2003PTC016218

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 QUESTIONNAIRE TO THE STUDY

Name –
Date-

Q.1 Have you heard about Vibgyor Advisors?

(a) yes
(b) no

Q.2 what is your business occupation?

(a) teacher
(b) doctor
(c) other

Q.3 How many vehicles do you have?

(a) 1-2
(b) 2-3
(c) more than 4

Q.4 how do you purchase insurance?

(a) online
(b) offline
(c) both

Q.5 How do you compare insurance policy?

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(a) online
(b) offline
(c) both

Q.6 Have you ever took a loan.

(a) yes
(b) no

Q.7 How would you compare interest on loan?

(a) online
(b) offline
(c) both

Q.8 Do you know anything about corporate finance?

(a) yes
(b) no
(c) maybe

Q.9 Do you have health insurance?

(a) yes
(b) no

Q.10 How many family members do you have?

(a) 1-2
(b) 3-4
(c) 4-5
(c) more than 6

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Q.11 Through which source would you like to take the
loan.
(a) online
(b) offline

39