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FOR
PROMOTION OF
LIFE INSURANCE PRODUCT & TEXPERT
RESIDENT OF
H No. 586 East Kariya Pather Post bai
Ka bagicha ghamapur Jabalpur {M.P.}
Yours Sincerely
Rahul Balwalkar
VP & Head
CONTENT
1. COMPANY PROFILE
2. COMPETITORS
3. MARKET SHARE
4. INSURANCE PLANS
5. ABOUT TAXPERT
6. SURVEY WORK
7. DATA ANALYSIS
8. CONCLUSION
9. RECOMMENDATION
10. BIBLIOGRAPHY
COMPANY
PROFILE
COMPANY PROFILE
ICICI Prudential equity base stands at Rs. 9.25 billion with ICICI
Bank & prudential ply holding 74% And 26 % stake respectively. In the
financial year ended” March 31, 2007” the company garnered Rs. 1584
core of new business premium for a total for a sum assured of Rs.
13,780 core And wrote nearly For 615000 policies the company has a
network of about 56000 advisors; as well as 7-banc assurance and 150
corporate agent tie — ups. For the past four year ICICI Prudential has
retained its position as the No. 1 private life insurer in the country, with a
wide range of the flexible products that meet the needs of the Indian
customer at every step in life.
VISION
PRUDENTIAL PLC
Management Team
Met Life
TATA Aig 1
SBI 1
Om Kotak 0.4
Aviva 0.4
60 HDFC Standard
50
TATA Aig
40
Allianz Bajaj
30
20 SBI
10
Max New York Life
0
1
Om Kotak
INSURANCE
PLANS
ICICI PRU SMART KID [Unit Linked Regular Premium II]
Suitable for whom For people who are looking for insurance risk
Cover as well as market linked returns.
Suitable for whom For people who are looking for pension, cover
As well as market linked returns.
Suitable for whom for people who are looking for pension, Cover as
well as market linked returns
Min & Max sum Minimum premium amount or Rs. 10,000, Top-
Insured up minimum Rs. 5,000
Failure to file income tax returns before the end of the relevant
assessment year will invite a penalty of Rs.5,000.
Income tax returns are always filed for the year ended on 315t
March. Broadly individuals not requesting audit should file their returns
within 4 months after close of the year ,i.e. by July 31 and others can do
so within 7months i.e.October3 1.
What is Permanent Account Number in the Return?
To establish a unique identity of the tax asses see, all those who
are obliged to file the return of income must obtain Permanent Account
Number by making application in the prescribed form {Form No.49A}.
Blue star
Alembic
Others
I have also visited various malls, shops and houses and made
many customer in the process. Due to the policy of free return filing of
the company the employees, shopkeepers, and individuals have shown
interest in filing their return from us.
SURVEY WORK
OBJECTIVE OF THE STUDY
1) Primary objective:
2) Secondary objective:
RESEARCH DESIGN
DESCRIPTIVE STUDY:
SAMPLING
SAMPLING DESIGN
1) The sample was limited to only Mumbai city the results were not
collected from other cities.
2) Since the span of time was short and it was not sufficient for doing
a large survey so the sample size taken is of 100 only.
Thank you,
NAME :___________________________________________
AGE :___________________________________________
DESIGNATION :___________________________________________
ADDRESS :___________________________________________
TELEPHONE :___________________________________________
Q1) Which of the life insurance company are you aware of?
a) Yes b) No
Q5) if you want to buy a insurance policy which one you will
prefer?
e) Any other
a) Safety b) Investment
20%
50%
100%
75%
1. LIC 100
2. ICICI PRUDENTLY 75
4. OTHER 20
5%
25%
55% 15%
1. SALES EXECUTIVE 25
2. FRIENDS 15
3. ADVERTISEMENT 55
4. OTHERS 5
15%
85%
YES NO
1. YES 85
2. NO 15
6%
4%
10%
80%
1. LIC 80
2. ICICI PRUDENTLY 10
4. OTHER 6
12%
38%
20%
30%
1. Endowment plan 12
2. Term plan 20
3. Children plan 30
4. Pension plan 38
5%
25%
45%
25%
1. Safety 45
2. Investment 25
3. Tax benefit 25
4. Others 5
5%
15%
45%
35%
1. Low 45
2. Very Low 35
3. High 15
4. Very high 5
5%
30%
40%
25%
1. Quarterly 30
2. Half yearly 25
3. Yearly 40
4. Once only 5
The survey has found that maximum people have life insurance
policies with them and they preferred plan according to their needs
and requirements.
After the survey it was found that every respondent have the
knowledge about LIC but only 75% of people knows about ICICI
Prudential. The basic reason behind it is due to LIC, which is the
oldest government insurance from the last fifty years
The main sources from which people know about ICICI Prudential
is through advertisements. It means that advertisement plays a
vital role in setting up on customers mind.