Internship Report
Internship Report
FUNDAMENTALS OF COMPAINES
INTERNSHIP REPORT
prepared by:
SPANDANA T
REG NO:20232MBA0259
IN
School of Management
PRESIDENCY UNIVERSITY, BENGALURU – 560 064
I hereby declare that the work presented in this internship report is my own and
has been carried out as part of my summer internship at Growth Arrow. This
report is being submitted for the purpose of fulfilling the requirements of MBA
at Presidency University (School of management).
I confirm that the information and data provided herein are accurate and have
been obtained through my own efforts during the internship period from a
12/08/2024 to 12/09/2024 . I have duly acknowledged all sources of information
and have cited them appropriately.
This report has not been submitted for any other purpose or to any other
institution, and all the work contained in it is original and reflects my own
understanding of the subject matter.
She has diligently documented their work and experiences in the accompanying
internship report, which reflects a comprehensive understanding about Stock
Market and Fundamentals of the companys
Name: SPANDANA T
Registration No: 20232MBA0259
Company Name: GROWTH
ARROW
Reporting Manager Name: GOPAL KRISHNA
Reporting Manager Contact Details:9652882100
Reporting Faculty: Dr. Yallati Venkata Rangaiha.
Reporting Faculty Contact Details:
[email protected]
Start Date:12/08/2024 End Date: 12/09/2024
Day
Challenges
Positive Aspects
Day
Description of Work Undertaken
Challenges
Positive Aspects
1 2 3 4 5
3. Time Management
4. Grooming 1 2 3 4 5
5. Analytical Skills 1 2 3 4 5
6. Communication Skills 1 2 3 4 5
7. Overall Assessment 1 2 3 4 5
The financial advisory industry is a dynamic and rapidly evolving sector that plays a
crucial role in guiding individuals and businesses through various aspects of financial
planning and investment management. In India, in January 2022, the industry has
experienced robust growth, fuelled by an expanding middle class and increasing
financial awareness. Regulatory oversight from institutions such as the Securities and
Exchange Board of India (SEBI) has aimed to enhance transparency and protect
investor interests. A notable trend involves a shift towards fee-based advisory models,
aligning the interests of advisors with those of their clients. The rise of robot-advisors
and digital platforms has transformed the landscape, offering automated financial
planning services. Financial literacy initiatives are gaining traction, emphasizing the
importance of educating clients about investment options and risk management. Wealth
management and private banking services have seen increased demand, particularly
from high-net-worth individuals seeking personalized financial solutions. The industry
faces challenges related to regulatory compliance, market volatility, and the need for
ongoing professional development. Overall, the financial advisory industry in India
reflects a blend of traditional practices and technological innovations to meet the
diverse and evolving needs of clients in the rapidly growing financial landscape.
Notably, there has been a noticeable shift from commission-based models to fee-based
structures, aligning the interests of financial advisors more closely with those of their
clients. Wealth management and private banking services have gained prominence,
with a focus on tailored solutions for high-net-worth individuals. Furthermore, there is
an increasing emphasis on financial literacy initiatives, reflecting a commitment to
educating the population about prudent financial decision-making. Despite the
industry's growth, it faces challenges related to regulatory compliance and the need for
continuous adaptation to technological advancements. Overall, the financial advisory
industry in India reflects a dynamic landscape, blending traditional financial practices
with modern approaches to meet the evolving needs of a diverse and expanding
market. For the most current insights, it is advisable to refer to the latest reports and
updates from the industry.
Due to the strength of the world’s equity markets, the Wealth Management market has
seen unprecedented growth in recent decades, especially in the United States which
currently leads and holds the helm. Although global markets have entered an era of
greater uncertainty from past and new forces taking hold, the future still presents
multiple opportunities for those dynamic enough to exploit current trends in the
industry.
The use of technology has had a significant impact on the market. With the rise of
digital platforms and robo-advisors, investors now have access to more personalized
and affordable investment advice. Technology has also enabled wealth managers to
provide more efficient and streamlined services, such as online portfolio management
and mobile access to investment accounts. However, in light of all this, traditional
wealth management still holds a massive share in the market compared to its digital
counterpart which is rapidly growing due to its recent emergence and crucial adoption
in the overall market.
The demographic makeup of investors is also changing with more women and younger
generations entering the market. This shift is driving a demand for more socially
responsible and sustainable investment options. Wealth managers are increasingly
offering products that align with these values to provide investors with a sense of
purpose that goes beyond financial returns. The market is also subject to increasing
regulatory scrutiny, particularly in the areas of investor protection and fee
transparency. This has led to a greater focus on compliance and regulatory
requirements among wealth managers and has also increased the demand for
independent financial advice.
Overall, these trends are shaping the future of the Wealth Management market, and the
next big challenge for market players is adapting their strategies and offerings to meet
the changing needs of investors as new trends continue to accelerate and evolve, which
will correlate with new winners and losers beginning to emerge.
Organization Profile:
Year of Established
E-mail ID [email protected]
"Growth Arrow Financial Firm aspires to be a leading force in the financial industry,
empowering individuals and businesses to achieve financial success. We envision a
future where our commitment to innovation, integrity, and client-centric solutions
positions us as the partner of choice for those seeking sustainable and prosperous
financial growth."
Mission Statement:
"At Growth Arrow Financial Firm, our mission is to provide unparalleled financial
guidance and services to our clients. We are dedicated to fostering lasting relationships
built on trust, transparency, and a deep understanding of our clients' unique needs.
Through continuous innovation and a commitment to excellence, we strive to create
value, optimize financial outcomes, and contribute to the overall prosperity of our
clients and the communities we serve."
Growth Arrow believe that they are best suited to be your partners in learning and
wealth creation, because of the very motive behind Growth Arrow coming into being,
to successfully co-exist in this competitive world each one of us at Growth Arrow
would be working towards client`s success.
EXECUTIVE PEOPLE
Gopal Krishna
OWNERS
Megesh
OWNERS