MBA Finance Internship Presentation

Summer Internship Presentation in iFAST Financial by an MBA Finance

1. An Internship project on Understanding the Business Model of an Independent Financial Advisor

2. Table of Contents Mutual Fund Industry in India About iFast Financial Products and Services of iFast Roles and Responsibilities Deliverables Corporate Takeaway Academic Takeaway Findings Suggestions

3. Mutual Fund Industry In India AUM of the mutual fund industry is at Rs 17.89 trillion in February, 2017. Showed a compounded annualised growth rate of 18%. Average of 6 lakh SIP accounts have been added every month. Average ticket size is Rs.3200 per account.

4. Mission To p rovide better financial outcomes to their clients by adopting a client first approach

5. About iFast Financial iFAST Financial India Pvt Ltd. was started in 2008 It is Asia’s leading online investment platform Internet-based investment products distribution platform Listed company on the Singapore Stock Exchange Have presence in Singapore, Hong Kong, Malaysia and China P rovides a one-stop-shop for mutual fund investments

6. Products and Services of iFast Automated Fee Recovery Compliance Support Technology and Tools Research Support Global Investments IFA Marketplace RIA Network Training and Development

7. Roles and Responsibilities Understanding the Revenue Model of the Independent Financial Advisor. Understanding the Operational Challenges of the Independent Financial Advisor. Understanding the Succession Planning of the Independent Financial Advisor. Understanding various Technologies Integrated by the Independent Financial Advisor. Understanding the Way Forward for the Independent Financial Advisor.

8. Deliverables Understanding the questionnaire provided. Get the questionnaire filled from the Independent Financial Advisors. Maintain records of the questionnaire filled. Highlight the prospects for the company. Weekly submission of the data.

9. Challenges To have different pitches according to the response. To identify the prospects for the company. To motivate oneself after inappropriate conversation. To convince the advisors to fill the questionnaire.

10. Corporate Takeaway How to be presentable in the organisation. How to interact with your mentors, boss. To achieve targets one has to move out of the comfort zone. Importance of communication. How to put your difficulties and find viable solutions. Maintain ethics of the organisation.

11. Academic Takeaway Excel tutorials held in classes helped. Terminologies of the subject helps to grasp things faster. Newspaper reading helps to be the part of discussion. Mentoring sessions helped in effective communication. Timeliness helps you to be punctual in work.

12. Findings Financial advisors were apprehensive about filling the questionnaire. Large amount of data was outdated. Few advisors were keen to help out. Many advisors had certain degree of lack of information. Repetition of data.

13. Suggestions An updated data could be maintained. Officials in the head quarter should be in touch with the interns. Demo could be provided to the interns.

14. THANK YOU