Submission of Joining Report

Report submission Date : Before 13th May 2019

Intern’s Details
Full Name: Hitesh Chaurasia
Course: MMS A 2018-2020
Specialization: Finance
Roll No. 12
Mobile No : 9833612233
Mail Id: hitesh.chaurasia@aimsr.edu.in
Date of Joining : 6th May 2019
Company Details
Company Name: Sanjay Doshi Financial Services
Address: 4, Ratan Bldg, 2nd Floor, Opp Pantaloons, S.V. Road, Borivali (W), Mumbai - 400092
Company profile (min 300 words) - Motilal Oswal Financial Services Ltd was founded in 1987 by Mr. Motilal O
subsidiaries operating in India. Naming a few are Motilal Oswal Securities Ltd, Motilal Oswal Investment Servi
is governed by franchises in India. One of which is Sanjay Doshi Financial Services, the Leading Franchise of M
security brokerage services, It also provides best expert opinion for asset and wealth management and provides p
several other. Company has its location at Borivali (W).
Sector / Industry : Financial Services
Contact no: 022 6684 8787
Website : NA
Your Department name: Advisory
Guide Details:
Guide’s Full Name: Parshwa Gandhi
Guide Designation : Advisor - Equity
Guide Mobile Number : 8108107220
Guide Email id : parshwagandhi.mosl@gmail.com
HR company Details:
HR Full Name: Jigar Desai
HR Mobile Number : 8108107265
HR Email id : jigardesai.mosl@gmail.com
Business Head name: Sanjay Doshi

Sr.No Main Report :

1 Introduction about your project (100 Words Minimum) Project Name - Case Study on any Cross Border M
a firm that is actually located overseas or outside the national boundary of the concerned firm that wants
What is the reason behind, why the firms do cross border mergers or acquisitions. What are the benefits o
or acquiree companies face, when it is executed. Also identify factors that are major supporters of such de
steps that are taken for successful cross border M & A deals.
2 Task assigned for internship: ( Min : 5 Bullet point )
a Brief study on Equity and Derivatives Market.
b Practical Knowledge of Stock Market.
c Prepare a Prospect of Client Base.
d 10 Demat account opening.
e 10 Systematic Investment Plan (SIP).
f Prepare a Fundamental Analysis on 5 stocks.
g
3 Objective of Summer Project
a To gain practical knowledge about the Stock Market.
b Study of stocks based on Technical and Fundamental Anal
c Knowledge on various Investment products in the marke
d How to Trade in Stock Market.
e To understand Mutual Funds, its types, its benefits.
f To have the quest for finding and understanding reason for buying or s
g
 f Joining Report

mbai - 400092
unded in 1987 by Mr. Motilal Oswal and Mr. Raamdeo Agrawal. It has numerous
Motilal Oswal Investment Services, Motilal Oswal Investment Advisors Pvt Ltd. and
es, the Leading Franchise of Motilal Oswal in India. It provides financial and
lth management and provides products like Equities, Mutual Funds, PMS and

Study on any Cross Border Merger and Acquisition - It refers to the owning of
e concerned firm that wants to acquire it by the way of merger or acquisition.
tions. What are the benefits of the same and what challenges do any acquiring
major supporters of such deals and those that can become threat to it. The

and Derivatives Market.

dge of Stock Market.
pect of Client Base.
count opening.
vestment Plan (SIP).
tal Analysis on 5 stocks.
dge about the Stock Market.
nical and Fundamental Analysis.
stment products in the market.
in Stock Market.
Funds, its types, its benefits.
anding reason for buying or selling any stock.
 Workplan Report
Report submission Date : 13th May, 2019
Intern’s Details:
Full Name: Hitesh Chaurasia
Course: MMS
Specialization: Finance
Roll No. 12
Mobile No : +91 9833612233
Mail Id: hitesh.chaurasia@aimsr.edu.in
Internship joining date: 6th May 2019

Sr.No Main Report :

1 Task assigned for internship: ( Min : 5 Bullet point )
a Brief study on Equity and Derivatives Market.
b Practical Knowledge of Stock Market.
c Prepare a Prospect of Client Base.
d 10 Demat account opening.
e 10 Systematic Investment Plan (SIP).
f Prepare a Fundamental Analysis on 5 stocks.
g

2 Plan for meeting the objective:

a Prepare prospect database
Sorting the database according to propect's potentiality, reachability and interest towards the product
Approaching them according to their availiability (that is if they are available on call or personal meet).
Pitch them the products and services that the firm offers.
Take the details of potential (interested) clients and will approach seniors to have them elaborate the product a
benefits direclty to clients for them to have proper clarity of it.
Once they agree to open the demat account and to invest, then have them properly close the deal.
 ivatives Market.
ock Market.
lient Base.
pening.
Plan (SIP).
ysis on 5 stocks.

rest towards the product

on call or personal meet).

ave them elaborate the product and services

perly close the deal.

 Process Report 1 : Highlighting Secondary Data Review
Report submission Date : 3rd June, 2019
Intern’s Details:
Full Name: Hitesh Chaurasia
Course: MMS
Specialization: Finance
Roll No. 12
Mobile No : 9833612233
Mail Id: hitesh.chaurasia@aimsr.edu.in
Internship joining date: 6th May 2019

Sr.No Source of your Secondary Data

1 Cross Border Merger and Acquisition
2 Merger and Acquisition - A Myth? (From an Indian Acquirer's Perspective)
3 Pre-Acquisition Performance analysis of Indian Target firms
4 The Effect of Cross Border Mergers and Acquisitions on Shareholders wealth: -
5 contd: Evidence from Indian High- technology Industry
6
7

Secondary Data (Can be submitted as a different word document for given report to your Guide)

http://web.a.ebscohost.com/ehost/results?vid=2&sid=6a640e6a-ad5e-42ee-893c-e0a3111014c7%40sessionmgr40
 ive)

wealth: -

to your Guide)

3111014c7%40sessionmgr4006&bquery=case+study+on+cross+border+merger+and+acquisition+in+India&bdata=JmRiPWJzaCZkYj1id2gm
Sr.No
1
2
3
4
5
6

Sr.No

5
6

8
 Process Report 2 : Summer Internship Learning Curve (SILC) Details

Report submission Date : 24th June, 2019

Intern’s Details:
Full Name: Hitesh Chaurasia
Course: MMS
Specialization: Finance
Roll No. 12
Mobile No : 9833612233
Mail Id: hitesh.chaurasia@aimsr.edu.in
Internship joining date: 6th May 2019

Summer Internship Learning Curve (SILC) Details

(Can be submitted as a different word document for given report to your Guide)
Task Assigned: Objective (Hint: Main Task Assigned by Company)
Task Assigned: Deliverables expected (Hint: Task KRA’s)
Activity Schedule Chart (Gantt Chart Format) : Gantt Chart worksheet (Hint: 4- 5 Pages)
Suggestion & Recommendation Based SILC (Hint: 2-3 Pages)
Overall Management Leanings from the company (Hint: 2-3 Pages)
Your Achievements& Testimonial (Hint: 1 Page should be signed by your reporting boss; can be an Email Copy also)

Learning Objective

Fundamentals on which a decision of buying or selling of stock depends.

Benefits of Investment in Mutual Funds, Investment through Trading or Fixed Deposit and that too for long term

Averaging of Stocks

Understanding Derivatives, its types, advantages.

To understand Futures and Options, Technical Analysis, Support and Resistance based on which the decision is made
buy, sell or hold, charts and its patterns

To learn about commodity and currency market

Sales targets
 Evidence of Learning from
Method / Activity Duration
the activity the activity

It helps in
Wrting down buying Written in undertanding
and selling points of a detailed in fundamental
stock. notebook analysis of a
stock.

Long term and

Regular investment. short term goals
achievement

Written in
Is calculated using
detailed in
mathematical formula
notebook

Written in
detailed in
notebook
 How to use
technical analysis
Presentation
method to trade in
stock market

Presentation

Pitching Demat Prepared an

account and MF plans excel database
to known associates with stating
through their personal replies of the
contacts clients
 Summer Internship Planning Chart (
Week 1 Week 2 Week 3
Joining Dat 6-May-19

Sr.No Activity/Dates 13-May 20-May 27-May

1 Main Task To get 10 Demat accounts, 10 Mutual Funds (SIP), 3 Portfolio M
To make a list of
all known and
unknown To pitch them the plans and explain
relevant
1.1 Sub Task associates.
To understand
Averaging
Process, To
understand
Mutual Fund
To understand sector, its
Capital Market, To schemes and To Understand
watch given funds Commodity and
2 Main Task videos. allocation. Currency
To understand
what is Equity, To
understand
general To understand Commodities like
Investment general Gold, silver, oil
process, To averaging trading and under
understand the process of a Currency - different
importance of stock to make types of currency
Mutual Funds decision for buy exchanges for trade
2.1 Sub Task (SIP) or sell. market

List down the

Fundamentals
List down the of a stock Also
Fundamentals of to understand
a stock., Also to other aspects Where to Invest i.e
understand other such as Price of available options for
aspects such as Averaging investment, benefits
2.2 Sub Task Price of a stock. Process of trading in currency

To list down Buy To list down Buy

points of the points of the
stock based on stock based on
Future Future
predictions and predictions and
past past
performance, performance
Conditions on Conditions on Time of exchange for
which price of a which price of a commodities and
stock is stock Averaging currencies on stock
2.3 Sub Task depended Process market.
 To list down Sell
To list down Sell points of the
points of the stock based on
stock based on present
present situations
situations and Averaging
2.4 Sub Task performance Process
hip Planning Chart (Gantt chart)
Week 4 Week 5 Week 6 Week 7 Week 8 Week 9

3-Jun 10-Jun 17-Jun 24-Jun 1-Jul 4-Jul

ds (SIP), 3 Portfolio Management Services (Meetings) clients.

m the plans and explain them the benefits.

To
Understand
Derivatives Some
and Understand Relative
No Techincal Option Banking
Session Analysis Chain terms

Under
Deriviatives
Futures and
Options and
under
Technical
analysis - to To
understand understand What is
charts "call" option Repo rate

Under
Options - To
Calls and understand Reverse
Put "put" option repo rate

Certain
aspects
such as
Futures Find 1st and
contract, 2nd level
strike, Resistance
margins, and Support CRR,SLR
spread of a Stock and Gsec
Certain
aspects of
Technical
analysis
such as
market
trend,
Support and Founded
Resistance, Support and
Risks Resistance
associated, level of
Price "Bharti
patterns Airtel".