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2020 Physics ∩ ML -- Neural Networks with Euclidean Symmetry for the Physical Sciences

The document presents a summer internship presentation by Saurav Sharma at Bajaj Capital, focusing on the wealth management journey, particularly customer acquisition, meetings, and onboarding. It highlights the growing demand for wealth management in India due to an increase in high-net-worth individuals and discusses the company's offerings and a comparative analysis of AIF funds. Key lessons learned during the internship emphasize the importance of client-centric approaches and ethical decision-making in wealth management.

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Madhu Sharma
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5 views12 pages

2020 Physics ∩ ML -- Neural Networks with Euclidean Symmetry for the Physical Sciences

The document presents a summer internship presentation by Saurav Sharma at Bajaj Capital, focusing on the wealth management journey, particularly customer acquisition, meetings, and onboarding. It highlights the growing demand for wealth management in India due to an increase in high-net-worth individuals and discusses the company's offerings and a comparative analysis of AIF funds. Key lessons learned during the internship emphasize the importance of client-centric approaches and ethical decision-making in wealth management.

Uploaded by

Madhu Sharma
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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Exploring the Wealth Management Journey:

Customer Acquistion, Meeting and Onboarding


SUMMER INTERNSHIP PRESENTAION

Saurav Sharma
Wealth Management Intern at Bajaj IIM Shillong PGP’23
Capital – Global Private Wealth 2024.07.28
Exploring the Wealth Management Journey:
Customer Acquistion, Meeting and Onboarding
SUMMER INTERNSHIP PRESENTAION

Saurav Sharma
Wealth Management Intern at Bajaj IIM Shillong PGP’23
Capital – Global Private Wealth 2024.07.31
Wealth Management Industry in India

India's wealth
management market is
experiencing
increased demand
driven by the growing
number of high-net-
worth individuals in the
country.

3
Wealth Management Industry in India

India's wealth
management market is
experiencing
increased demand
driven by the growing
number of high-net-
worth individuals in the
country.

Factor 1: Factor 2: Factor 3:


Third Largest Economy by World’s largest Diaspora Rise of new asset classes
2027
Nearly three individuals each day They are spread across the world More recently, wealthier clients are
join the ultra-high-net-worth and amount to some 30 million looking more to alternative asset
(UHNW) club people – the size of a whole classes, including AIF’s (Alternative
4
country. Investment Funds).
About the Company

Bajaj Capital is one of India's leading investment services firms, offering a wide range of financial products and
services. Established in 1964, the company has a strong presence across the country with a large network of
branches. Bajaj Capital provides comprehensive financial planning and investment advisory services, catering
to both individual and corporate clients. Their offerings include:

● Insurance Products
● Retirement Planning
● Wealth Management Service
● Financial Planning
● Loan Advisory

5
Comparative Analysis of AIF Funds
Problem Statement: Relationship managers had to check the brochures of various funds based on client
requirements, such as tenure. This process was cumbersome and impractical during client meetings.
Comparative Analysis of AIF Funds
Problem Statement: Relationship managers had to check the brochures of various funds based on client
requirements, such as tenure. This process was cumbersome and impractical during client meetings.

To address this, I prepared


an Excel sheet containing a
comparative analysis of all
the funds we were pitching,
including details such as
each fund's tenure,
management fee, and
minimum investment amount
requirements.
Data Analysis Project
Bajaj Capital AUM State and City Wise Analysis
Plotted Bajaj Capital's state AUM against the industry's AUM to identify the top and bottom-performing
states and provided recommendations to increase the company's presence in those areas.
Some ideas that stayed with me
Not so managerial stuff, but who cares, Learning is Learning!

Lesson 1:
When it comes to
investing in funds
or life in general,

"I would rather bet on the


jockey than the horse”

9
Some ideas that stayed with me
Not so managerial stuff, but who cares, Learning is Learning!

Lesson 1: Lesson 2:
When it comes to The client is king
investing in funds
or life in general,

"I would rather bet on the “You may be the expert, it’s
jockey than the horse” ultimately the client who call
the shots”

10
Some ideas that stayed with me
Not so managerial stuff, but who cares, Learning is Learning!

Lesson 1: Lesson 2: Lesson 3:


When it comes to The client is king Doing right thing even if
investing in funds it isn't the easiest thing
or life in general,

"I would rather bet on the “You may be the expert, it’s “Because it’s the only way you
jockey than the horse” ultimately the client who call can sleep peacefully at night”
the shots”

11
THANK YOU!

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