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Weekly SIP Report: Insights & Activities

Arpita Bagh, a student with registration number PGDM/15-17/09, kept a weekly report from May 2nd to May 8th, 2016. The report details her learning about different investment products like mutual funds and stock brokerage charges. It also describes her efforts to convince potential customers to invest through SIP plans, open demat accounts, and consider various investment options by calling clients and visiting their stores and offices.

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ARPITA BAGH
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41 views1 page

Weekly SIP Report: Insights & Activities

Arpita Bagh, a student with registration number PGDM/15-17/09, kept a weekly report from May 2nd to May 8th, 2016. The report details her learning about different investment products like mutual funds and stock brokerage charges. It also describes her efforts to convince potential customers to invest through SIP plans, open demat accounts, and consider various investment options by calling clients and visiting their stores and offices.

Uploaded by

ARPITA BAGH
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

Asian School of Business Management

SIP 2015-17
WEEKLY REPORT
Name:ARPITA BAGH
Registration No: PGDM/15-17/09

WEEK: 03
DATE

DATE

WORK DONE
We learned about various types of products like CNC,

02.05.2016

MON

NRML, MIS, CO and about the brokerage charges for


intraday trading and delivery.
We learned what is mutual fund like systematic

03.05.2016

TUE

investment plan(SIP) and its advantages. And why should


one invest in SIP .
We learned about various types of mutual funds like

04.05.2016

WED

Reliance top200 fund and Reliance equity opportunity


fund. & we also learned what are small cap, mid cap and
large cap funds.

05.05.2016

THU

We called the people from the data base which we have


collected from different sites of different professionals
like doctors, chartered accountants, architects and others.
We visited to different customers to convince them for

06.05.2016

FRI

SIP , demat account and various investments.

07.05.2016

SAT

We visited to different stores and offices to convince the


customers for SIP , demat account and various
investments.

08.05.2016

SUN

Weekly holiday

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