SUMMER INTERNSHIP REPORT

On

“Market Research Analysis at FUNDSROOM”

Submitted to –

Shri H.V.P.M’s College of Engineering and Technology

affiliated to
Sant Gadge Baba Amravati University
for partial fulfillment of requirement for the award of the degree of
Master of Business Administration (M.B.A) in Financial Management

Under the supervision of

Prof. Anand Shah
(Assistant Professor)

Submitted by - Industry Mentor-

Saurabh Radheshyam Laddha
Enrollment Number/ Roll Number Designation
MBA SEM III ( 2023-2025) Fundsroom

SANT GADGE BABA AMRAVATI UNIVERSITY

Camp Area, Near Tapovan Gate,
SRPF Colony, Amravati, Maharashtra 444602 (M.S.)
2024-2025
DECLARATION

I, the undersigned, Saurabh R. Laddha, a student of Shri H.V.P.M’s College

of Engineering and Technology, affiliated to Sant Gadge Baba Amravati University
MBA – Financial Management SEM III hereby declare that the work embodied in
this summer internship project work titled, “Market Research Analysis at
FUNDSROOM” forms my own contribution to the research work carried out under
the supervision of Prof. Anand Shah and I certify that, the work contained in the SIP
is original and has been done by myself under the general supervision of my supervisor.
I have followed the guidelines provided by the University in writing the SIP.
Whenever I have used materials (data, theoretical analysis, and text) from other
sources, I have given due credit to them by citing them in the text of the SIP and giving
their details in the references. The work has not been submitted to any other Institute
for any degree or diploma.
Whenever reference has been taken from previous works of others, it has been
clearly mentioned and included in the reference bibliography.
I further declare, all information in this document has been obtained and
presented in accordance with the academic rules and ethical conduct.

Saurabh R. Laddha
Enrollment No.
Place: Amravati
M.B.A 2nd Year
Date:
Financial Management
Shri H.V.P.M’s College of Engineering and Technology
SHRI H.V.P.M’s COLLEGE OF ENGINEERING AND
TECHNOLOGY
Department of Management Studies and Research

CERTIFICATE

This is to certify that the SIP PROJECT entitled

“MARKET RESEARCH ANALYSIS AT FUNDSROOM”

is a bonafide work and it is submitted to the
Department of Management Studies and Research,
Shri H.V.P.M’s College of Engineering and Technology, Amravati
by

SAURABH R. LADDHA
For the partial fulfillment of the requirement in the degree of
Master of Business Administration, during the academic year 2023-25.

Project Supervisor Principal,

Prof. Anand Shah Shri H.V.P.M’s College of
Engineering and Technology
ACKNOWLEDGEMENT

The successful completion of this internship project would not have been possible
without the support and guidance of several individuals and organizations.

Firstly, profound gratitude is extended to Dr., Principal of School of Commerce and

Management Sri Balaji University, Pune and Prof. Rekha Kumar, Vice Principal of School
of Commerce and Management Sri Balaji University, Pune for their unwavering support
and encouragement throughout this internship. Their commitment to fostering practical
learning experiences has been instrumental in facilitating this opportunity.

Sincere appreciation is directed towards [Company Name] for providing this invaluable
internship experience. The knowledge and skills acquired during this period have
significantly enhanced understanding of industry practices.

Special thanks are due to [Supervisor's/ Internship Manager’s Name], the project
supervisor at [Company Name], for their expert guidance and constructive feedback. The
cooperation and support of colleagues and team members at [Company Name] are also
gratefully acknowledged for creating a collaborative and supportive work environment.

Recognition is also extended to [Mentor's Name], the academic mentor, for their
continuous support and insightful advice throughout this project. Their expertise has been
instrumental in ensuring the rigor and quality of this report.

Lastly, sincere thanks are extended to family and friends for their steadfast support and
encouragement throughout this journey.

Thank you.

Saurabh R. Laddha
Enrollment No.
Place: Amravati
M.B.A 2nd Year
Date:
Financial Management
Shri H.V.P.M’s College of Engineering and Technology
CONTENTS
PARTICULARS PAGE NO.
Title Page I
Declaration II
Internship Completion Certificate III
University Internship Certification IV
Formal Feedback from the Company V
Acknowledgement VI
Table of Contents VII
List of Tables ( if any ) N/A
List of Figures ( if any ) N/A
Chapter 1: Organization Profile

1.1 About Fundsroom Investment Services

1.2 Services Offered

Chapter 2: Task Undertaken

2.1 Work Areas at Fundsroom Investment Services

2.2 Key Designations

2.3 Internship Job Description

Chapter 3 Learning Outcomes

1.1 Purpose of the Internship

1.2 Objectives of the Internship

1.3 Real-Time Learning and Practical Industry Exposure

1.4 Life Before and After the Internship: Transformation Through Experience

Chapter 4: Contribution to the host organization

4.1 Duties and Experience with Fundsroom Investment Services

Chapter 5: Findings and Conclusion

5.1 Findings
5.2 Conclusion
REFERENCES
ANNEXURES
Chapter 1: Organization Profile
1.1 About Fundsroom Investment Services
Fundsroom, founded in 2020, is a fintech company focused on simplifying
investments and empowering users to make smarter financial decisions. Over four years, it
has grown to become a trusted platform with over 400,000 active users, providing
investment opportunities across multiple sectors. The company emphasizes financial
literacy, continuous innovation, and expanding its services globally.

Fundsroom operates in the Financial Services industry, employing between 51-200

people. The company, headquartered in Pune (411001), was founded in 2020 and has
quickly established itself as a key player in the fintech sector, offering innovative solutions
to simplify and enhance the investment experience for its users.

Vision
1. Reach New Markets: Expand our services globally, bringing investment
opportunities to more people around the world.

2. Innovate Continuously: Integrate cutting-edge technologies such as AI and

blockchain to further enhance our platform's capabilities and security.

3. Foster a Community: Build a robust community of informed investors who support

and learn from each other.

4. Promote Sustainable Investments: Increase our focus on sustainable and socially

responsible investment options, contributing to a better world.

5. Achieve Financial Inclusion: Ensure that everyone, regardless of their

socioeconomic status, has access to the tools and knowledge needed to grow their
wealth.
1.2 Services Offered
A. Fundsresearch:

1. Investment Research: Our core service is thorough investment research, where we

analyze various financial instruments, market trends, and economic indicators. Our team
of experts conducts in-depth studies to uncover opportunities and risks, providing you with
actionable insights to optimize your investment strategies.

2. Financial Reporting: We deliver detailed financial reports that cover the performance of
stocks, bonds, mutual funds, ETFs, and other investment vehicles. Our reports include key
financial metrics, historical performance data, and future projections to guide your
investment decisions.

3. Marketing Analytics: Understanding market dynamics is crucial for investment success.

Our marketing analytics service evaluates market trends, consumer behavior, and
competitive landscapes. We help you identify market opportunities and craft strategies to
capitalize on them effectively.

4. Business Intelligence: Our business intelligence services offer a holistic view of the
financial market. We provide comprehensive analyses of industry trends, economic
conditions, and company performance. This service is designed to support corporate
decision-makers in strategic planning and risk management.

5. Data-Driven Decision Making: All our reports and analyses are grounded in rigorous
data collection and statistical methodologies. We believe in the power of data to drive
successful investment strategies, and our services are tailored to provide you with the most
accurate and relevant information.

Aim

At Funds Research, aim the is to be the cornerstone of your investment journey by:

1. Empowering Investors: We strive to equip individual and institutional investors with the
knowledge and tools needed to make informed, confident investment decisions. Our goal
is to demystify the complexities of the financial markets through clear, concise, and
actionable research.

2. Promoting Financial Literacy: We are committed to enhancing financial literacy among

our users. By providing educational resources and insightful analyses, we help you
understand market mechanisms, financial principles, and investment strategies.

3. Delivering Excellence: We are dedicated to maintaining the highest standards of quality

in our research and reports. Our team of analysts and researchers utilize advanced
analytical tools and methodologies to ensure the reliability and accuracy of our findings.
4. Driving Innovation: As the financial landscape evolves, so do we. We continuously
integrate the latest technologies and analytical techniques into our services to stay at the
forefront of the industry and provide you with cutting-edge insights.

5. Building a Community: We aim to foster a community of informed investors who can

share insights, discuss strategies, and learn from each other. Through our platform, we
encourage collaboration and knowledge-sharing to enhance collective investment success.

B. Fundsresearch Tech:

Services Offered

1. Technology Research: Our dedicated research team delves deep into the latest trends
and advancements in the tech industry. We provide thorough analyses of emerging
technologies, market dynamics, and competitive landscapes to help you stay ahead of the
curve.

2. Web and App Development: We create sample websites and applications designed to
meet specific market demands. Our expertise spans various tech sectors, including fintech
and consumer tech. Our development process ensures that every product is user-friendly,
efficient, and aligned with current technological trends.

3. Fintech Solutions: Specializing in fintech, we develop tailored solutions that cater to the
evolving needs of the financial technology sector. From mobile banking apps to
investment platforms, our products are designed to enhance financial services through
innovative technology.

4. Consumer Tech Solutions: Our consumer tech services focus on creating intuitive and
engaging web and mobile applications. Whether it's e-commerce platforms, lifestyle apps,
or smart home solutions, we prioritize user experience and functionality.

5. Business Reporting: We provide detailed business reports on the technology market,

offering insights into industry trends, market opportunities, and competitive analysis. Our
reports support strategic decision-making and help businesses navigate the complex tech
landscape.

6. Custom Solutions: Understanding that each business has unique needs, we offer custom
web and app development services. Our team works closely with clients to deliver bespoke
solutions that align with their specific goals and market requirements.

Our Aim

At FundsResearch Tech, our aim is to drive innovation and simplify technology for our
users. Our objectives include:
1. Empowering Businesses: We aim to empower businesses by providing them with the
tools and insights needed to thrive in the tech industry. Our services are designed to
enhance operational efficiency, drive growth, and foster innovation.

2. Enhancing User Experience: User experience is at the core of our development process.
We strive to create intuitive, easy-to-use web and app solutions that meet the needs of both
consumers and business users, ensuring a seamless digital experience.

3. Driving Technological Advancement: We are committed to staying at the forefront of

technological advancements. By continuously exploring new technologies and
methodologies, we ensure that our solutions are innovative and future-proof.

4. Promoting Data-Driven Decisions: Our research and reports are grounded in rigorous
data analysis. We provide businesses with actionable insights that support data-driven
decision-making, helping them to capitalize on market opportunities and mitigate risks.

5. Building a Collaborative Community: We aim to foster a community of tech

enthusiasts, developers, and business leaders who can collaborate, share insights, and drive
technological innovation. Our platform encourages knowledge-sharing and continuous
learning.

Join us at FundsResearch Tech and let our expertise in technology research and
development guide you toward success in the ever-evolving tech landscape. Together, we
can create a future where technology is accessible, efficient, and empowering for all.

C. Fundsaudit:

Services Offered

1. Income and Expense Analysis: FundsAudit meticulously tracks and categorizes your
income and expenses, providing a clear picture of your financial activities. Our app helps
you understand where your money comes from and where it goes, making it easier to
manage your finances effectively.

2. Detailed Analysis Reports for Merchants: Merchants can leverage our detailed analysis
reports to enhance their business efficiency. Our reports provide insights into revenue
streams, expense patterns, and profitability. By understanding these key metrics,
merchants can make informed decisions to optimize operations and increase profitability.

3. Data-Driven Decision Reports: Our app generates data-driven decision reports tailored
for both merchants and individual users. These reports offer actionable insights based on
your financial data, helping you to make informed choices about your spending, saving,
and investment strategies.
4. Daily Financial Reports for Users: Individual users receive daily reports that summarize
their income and expenses. These reports offer insights into spending habits, highlight
areas where you can save, and provide tips on how to invest your money wisely. Our goal
is to help you achieve better financial health and stability.

5. Customizable Alerts and Notifications: Stay on top of your finances with customizable
alerts and notifications. FundsAudit lets you set alerts for various financial activities, such
as exceeding a budget limit or receiving a payment, ensuring you are always informed
about your financial status.

6. User-Friendly Interface: Our app features an intuitive and user-friendly interface

designed to make financial management accessible to everyone. Whether you are a
business owner or an individual user, FundsAudit simplifies the process of tracking and
analyzing your finances.

7. Secure Data Management: We prioritize the security of your financial data. FundsAudit
uses advanced encryption and security protocols to ensure that your information is
protected at all times. You can trust us to keep your financial data safe and confidential.

Our Aim

At FundsAudit, our aim is to empower users with the tools and insights needed to achieve
financial efficiency and success. Our objectives include:

1. Enhancing Business Efficiency: We strive to help merchants optimize their operations

by providing them with detailed financial analysis and actionable insights. Our reports are
designed to highlight opportunities for cost savings and revenue enhancement, ultimately
improving business performance.

2. Promoting Financial Literacy: We are committed to enhancing financial literacy among

our users. By providing clear and concise financial reports and insights, we help users
understand their financial situation and make better financial decisions.

3. Supporting Informed Decision-Making: Our app is designed to support data-driven

decision-making. By offering comprehensive financial reports and analysis, we enable
users to make informed choices about their spending, saving, and investing activities.

4. Encouraging Savings and Investments: FundsAudit aims to help users optimize their
finances by identifying areas where they can save money and providing insights on how to
invest their savings wisely. Our goal is to promote financial health and long-term stability
for all our users.

Join FundsAudit today and take control of your finances with our comprehensive auditing
solutions. Whether you are a merchant looking to enhance business efficiency or an
individual seeking to manage your daily expenses, FundsAudit is here to provide you with
the insights and tools you need for financial success.

D. Fundspay:

Services and Product Offered

1. Automatic Micro-Investments: FundsPay tracks your day-to-day income and expenses,

automatically deducting small, manageable amounts that won’t impact your daily lifestyle.
These micro-investments accumulate over time, allowing you to steadily grow your
investment portfolio with minimal effort.

2. Diverse Investment Assets: We offer a variety of investment options to help you

diversify your portfolio. Our app allocates your micro-investments across multiple asset
classes, including:

Mutual Funds: Professionally managed funds that pool money from many investors to
purchase a diversified portfolio of stocks, bonds, or other securities.

Bonds: Fixed-income securities that pay periodic interest and return the principal at
maturity, providing stable returns.

Stocks: Shares of companies that offer the potential for growth and dividends.

Gold: A valuable commodity that acts as a hedge against inflation and economic
instability.

3. Seamless Income and Expense Tracking: Our app seamlessly integrates with your bank
accounts and credit cards to track your income and expenses. This integration ensures that
your micro-investments are based on your actual spending habits, making the process
intuitive and stress-free.

4. Intelligent Investment Algorithms: FundsPay uses advanced algorithms to optimize

your investments. By analyzing market trends and your financial behavior, our algorithms
ensure that your money is allocated in a way that maximizes growth while minimizing
risk.

5. User-Friendly Dashboard: Our app features a user-friendly dashboard that provides a

comprehensive view of your investments. You can easily track your portfolio
performance, view detailed reports, and adjust your investment preferences as needed.

6. Personalized Financial Insights: FundsPay offers personalized financial insights and

recommendations to help you make informed decisions. Whether you’re looking to adjust
your investment strategy or need tips on managing your expenses, our app provides the
guidance you need to stay on track.

7. Secure and Confidential: We prioritize the security of your financial information.

FundsPay employs top-tier encryption and security protocols to protect your data, ensuring
that your investments and personal information are safe and confidential.
8. Easy Setup and Management: Getting started with FundsPay is simple. Download the
app, link your financial accounts, and set your investment preferences. Our app takes care
of the rest, automatically managing your micro-investments so you can focus on your daily
life.

Aim

At FundsPay, our aim is to democratize investing by making it accessible and effortless

for everyone. Our objectives include:

1. Promoting Financial Inclusion: We believe that everyone should have the opportunity to
invest, regardless of their income level. By enabling micro-investments, FundsPay ensures
that even small amounts can contribute to building significant wealth over time.

2. Encouraging Habitual Investing: We aim to instill the habit of regular investing in our
users. By automating the investment process and linking it to daily expenses, we make
investing a natural and consistent part of your financial routine.

3. Enhancing Financial Literacy: FundsPay is committed to improving financial literacy

among our users. Through personalized insights and educational resources, we help you
understand the principles of investing and make informed financial decisions.

4. Building Long-Term Wealth: Our ultimate goal is to help you achieve financial stability
and growth. By providing a platform that makes investing simple and automatic, we
enable you to build a diversified portfolio that can grow and adapt to your financial goals
over time.

Join FundsPay today and start your journey towards financial freedom. Let our innovative
micro-investment app turn your everyday expenses into opportunities for growth and
wealth building. With FundsPay, investing has never been easier or more accessible.

E. Fundstech:

Welcome to FundsTech, your go-to platform for affordable and high-quality web and app
development tailored specifically for small business owners. At FundsTech, we understand
the challenges faced by small businesses in integrating technology into their operations.
Our mission is to empower small businesses by providing cost-effective technological
solutions that enhance their services, expand their reach, and drive growth both in the
Indian and global markets.

Services Offered

1. Affordable Website Development: We create professional, easy-to-navigate websites

that reflect your brand and cater to your business needs. Our affordable solutions ensure
that even small businesses can have a strong online presence. Services include:
Custom Website Design: Tailored designs that align with your brand identity and business
goals.

E-commerce Solutions: Secure and user-friendly online stores to help you sell products
and services globally.

Content Management Systems (CMS): Easy-to-use platforms that allow you to update and
manage your website content effortlessly.

2. Custom App Development: We develop user-friendly mobile and web applications that
enhance customer engagement and streamline business operations. Our app development
services include:

Business Apps: Custom applications to manage your business processes, from inventory to
customer relations.

E-commerce Apps: Mobile platforms that offer seamless shopping experiences for your
customers.

Service Apps: Applications designed for service-based businesses, enabling easy booking,
scheduling, and customer communication.

3. Technology Integration: Our team helps integrate advanced technologies into your
business to improve efficiency and service delivery. We specialize in:

Payment Gateway Integration: Secure payment solutions for seamless transactions.

Customer Relationship Management (CRM) Systems: Tools to manage interactions with

current and potential customers.

Analytics and Reporting Tools: Insights into your business performance to make data-
driven decisions.

4. Global Market Reach: We design and develop solutions that cater to both the Indian and
international markets. Our services ensure that your business can scale and reach a broader
audience, including:

Multilingual Websites and Apps: Platforms that support multiple languages to cater to a
diverse customer base.

SEO and Digital Marketing: Strategies to enhance your online visibility and attract global
customers.

5. Ongoing Support and Maintenance: We provide continuous support to ensure that your
websites and apps run smoothly. Our maintenance services include:

Regular Updates: Keeping your platform updated with the latest features and security
patches.
Technical Support: Assistance with any technical issues or queries you may have.

Performance Optimization: Ensuring your website and apps run efficiently and effectively.

Aim

At FundsTech, our aim is to empower small businesses by:

1. Enhancing Business Efficiency: We strive to improve your business operations through

technology, making processes more efficient and effective.

2. Driving Growth and Expansion: Our affordable solutions are designed to help your
business grow and expand into new markets, both locally and globally.

3. Making Technology Accessible: We believe that every business, regardless of size,

should have access to the best technological solutions. Our services are priced to be
accessible to small business owners.

4. Fostering Innovation: We are committed to continuous innovation, providing you with

the latest tools and technologies to stay ahead of the competition.

5. Building Long-Term Partnerships: Our goal is to build long-term relationships with our
clients by providing ongoing support and ensuring their sustained success. (Fundsroom ,
2024)
Chapter 2: Task Undertaken
2.1 Work Areas at Fundsroom Investment Services
FundsRoom: Departmental Work Areas
1. FundsResearch
Work Areas:
 Investment Research:
o Conducting in-depth analysis of financial instruments including stocks,
bonds, mutual funds, ETFs, and other investment vehicles.
o Evaluating market trends, economic indicators, and industry developments.
o Generating actionable investment insights and recommendations.
 Financial Reporting:
o Preparing comprehensive financial reports covering key metrics, historical
performance, and future projections.
o Analyzing investment performance to guide strategic decisions for clients.
o Creating detailed financial summaries for various investment assets.
 Marketing Analytics:
o Analyzing market dynamics and consumer behavior to identify investment
opportunities.
o Evaluating competitive landscapes to develop effective market strategies.
o Providing insights into market trends to inform investment decisions.
 Business Intelligence:
o Offering a holistic view of industry trends, economic conditions, and
company performance.
o Supporting strategic planning and risk management through detailed
analyses.
o Utilizing advanced analytical tools for comprehensive business intelligence.
 Data-Driven Decision Making:
o Employing rigorous data collection and statistical methods for accurate
reporting.
o Providing insights based on thorough data analysis to drive investment
strategies.
o Ensuring the relevance and accuracy of information for effective decision-
making.
2. FundsResearch Tech
Work Areas:
 Technology Research:
o Conducting research on emerging technologies and market trends.
o Analyzing competitive landscapes within the tech industry.
o Providing insights into technological advancements and their implications.
 Web and App Development:
o Designing and developing user-friendly websites and applications.
o Ensuring alignment with current technological trends and user needs.
o Creating prototypes and testing to deliver high-quality tech solutions.
 Fintech Solutions:
o Developing innovative fintech products such as mobile banking apps and
investment platforms.
o Enhancing financial services through technology integration.
o Addressing the evolving needs of the financial technology sector.
 Consumer Tech Solutions:
o Creating applications for e-commerce, lifestyle, and smart home solutions.
o Focusing on intuitive design and functionality to improve user experience.
o Implementing features that cater to consumer preferences and market
demands.
 Business Reporting:
o Generating reports on technology market trends, opportunities, and
competitive analysis.
o Supporting strategic decision-making with detailed industry insights.
o Providing actionable data to guide business strategies in the tech sector.
3. FundsAudit
Work Areas:
 Income and Expense Analysis:
o Tracking and categorizing income and expenses for individuals and
businesses.
o Providing clear financial summaries and insights into spending patterns.
o Assisting users in managing their finances effectively.
 Detailed Analysis Reports for Merchants:
o Offering in-depth financial analysis to enhance business efficiency.
o Identifying revenue streams, expense patterns, and profitability insights.
o Supporting decision-making to optimize business operations and
profitability.
 Data-Driven Decision Reports:
o Generating reports based on financial data to aid in informed decision-
making.
o Providing actionable insights for spending, saving, and investment
strategies.
o Tailoring reports to meet the specific needs of merchants and individual
users.
 Daily Financial Reports for Users:
o Delivering daily summaries of income and expenses to users.
o Highlighting areas for potential savings and investment opportunities.
o Providing tips and recommendations for better financial management.
 Customizable Alerts and Notifications:
o Setting alerts for budget limits, payments, and financial activities.
o Ensuring users stay informed about their financial status and key events.
o Customizing notifications to suit individual preferences and needs.
 User-Friendly Interface:
o Designing an intuitive interface for easy financial management.
o Ensuring accessibility for both business owners and individual users.
o Simplifying the process of tracking and analyzing financial data.
 Secure Data Management:
o Implementing advanced encryption and security measures for data
protection.
o Ensuring the confidentiality and safety of users' financial information.
o Maintaining high standards of security in financial data management.
4. FundsPay
Work Areas:
 Automatic Micro-Investments:
o Tracking income and expenses to facilitate small, manageable investments.
o Accumulating micro-investments over time to build a diversified portfolio.
o Making investing a seamless and effortless part of daily financial routines.
 Diverse Investment Assets:
o Offering a variety of investment options including mutual funds, bonds,
stocks, and gold.
o Allocating micro-investments across multiple asset classes for portfolio
diversification.
o Providing users with opportunities to grow their investments through
diverse assets.
 Seamless Income and Expense Tracking:
o Integrating with bank accounts and credit cards for accurate financial
tracking.
o Ensuring that micro-investments are based on real spending habits.
o Simplifying the investment process through automated tracking.
 Intelligent Investment Algorithms:
o Utilizing advanced algorithms to optimize investment allocations.
o Analyzing market trends and user financial behavior for better investment
outcomes.
o Reducing risk and maximizing growth through data-driven investment
strategies.
 User-Friendly Dashboard:
o Providing a comprehensive view of investment portfolios and performance.
o Offering detailed reports and customizable investment preferences.
o Ensuring easy navigation and access to investment information.
 Personalized Financial Insights:
o Delivering tailored insights and recommendations for financial decisions.
o Assisting users in adjusting investment strategies based on personalized
data.
o Offering guidance on managing expenses and investments effectively.
 Secure and Confidential:
o Employing top-tier encryption and security protocols for data protection.
o Ensuring the safety and confidentiality of users' financial information.
o Maintaining high standards of security for investment and personal data.
 Easy Setup and Management:
o Simplifying the process of starting and managing investments.
o Offering a straightforward setup for linking financial accounts and setting
preferences.
o Automating the investment process to minimize user effort and
involvement.
5. FundsTech
Work Areas:
 Affordable Website Development:
o Designing professional and cost-effective websites for small businesses.
o Providing custom designs, e-commerce solutions, and CMS platforms.
o Ensuring websites reflect brand identity and meet business needs.
 Custom App Development:
o Developing mobile and web applications tailored to business requirements.
o Creating apps for business management, e-commerce, and service-based
solutions.
o Focusing on user experience and functionality in app design and
development.
 Technology Integration:
o Integrating advanced technologies such as payment gateways and CRM
systems.
o Implementing analytics and reporting tools to support business operations.
o Enhancing business efficiency through technology solutions.
 Global Market Reach:
o Designing solutions that cater to both Indian and international markets.
o Providing multilingual websites and apps to reach diverse audiences.
o Implementing SEO and digital marketing strategies to improve global
visibility.
 Ongoing Support and Maintenance:
a. Offering continuous support for website and app performance.
b. Providing regular updates, technical assistance, and performance
optimization.
c. Ensuring the long-term success and functionality of digital platforms.
2.2 Key Designations
1. Chief Investment Officer (CIO) - Oversees investment research and financial
reporting, ensuring the alignment of research with strategic goals and providing
leadership in investment strategy development.
2. Head of Technology Research and Development - Leads technology research
and app development efforts, driving innovation and ensuring the delivery of
cutting-edge tech solutions.
3. Director of Financial Auditing - Manages the auditing team, focusing on income
and expense analysis, and ensures the accuracy and reliability of financial reporting
and auditing services.
4. Product Manager for FundsPay - Responsible for the development and
management of the FundsPay app, including micro-investment features, user
interface, and investment algorithms.
5. Head of Web and App Development - Oversees the web and app development
department, ensuring the creation of high-quality, user-friendly digital solutions for
clients and small businesses.
2.3 Internship Job Description

During my internship at Fundsroom Pune, I was introduced to the core responsibilities of

a Financial Analyst and gained experience in various financial tasks. These included
financial analysis, portfolio management, and report generation, as well as supporting the
team with research and data analysis.

1. Financial Analysis
I actively supported the finance team by conducting a thorough review of company
financial statements, including balance sheets, income statements, and cash flow
statements. This process involved carefully analyzing these documents to gain a
comprehensive understanding of a company's overall financial position. As part of my
role, I focused on identifying key financial metrics such as revenue, operating income, net
profit, and various expenses. By examining these factors, I was able to assess how
effectively a company was generating income, managing its costs, and maintaining
liquidity.
This hands-on experience allowed me to develop a deeper understanding of how a
company's financial health is determined. I learned to evaluate the significance of each
financial metric in relation to the company's performance, recognizing how various
elements like revenue growth, cost control, and profitability ratios impact overall business
success. Through this, I gained insights into the drivers behind a company's profitability,
including operational efficiency, revenue generation strategies, and cost management
practices.

2. Portfolio Management
I collaborated closely with the team to actively monitor and manage investment portfolios
for a variety of clients. This involved overseeing a mix of assets, including stocks, bonds,
and other investment vehicles, to ensure that they were performing in line with the clients'
financial objectives. As part of my role, I regularly tracked the performance of these
assets, analyzing market trends and fluctuations to identify any significant changes that
could affect the portfolios’ overall value.
My responsibilities also included assisting the team in making adjustments to the
portfolios when necessary. This involved rebalancing investments based on market
conditions, such as shifts in stock prices or bond yields, as well as aligning portfolios with
the clients' changing financial goals and risk tolerance. Through this hands-on experience,
I gained a solid understanding of the fundamentals of asset allocation—how different
assets are combined within a portfolio to optimize returns while minimizing risk. I also
learned about risk management techniques, which are used to protect portfolios from
significant losses in volatile markets, ensuring that clients' investments remained aligned
with their long-term financial strategies.

3. Fundamental Analysis
I gained valuable knowledge of the fundamental analysis process by thoroughly studying
company financial reports and keeping track of broader market trends to evaluate the
potential value of various stocks. This involved diving into key financial documents such
as income statements, balance sheets, and cash flow statements to get a clear picture of a
company’s financial health and long-term growth prospects.
As part of this process, I focused on analyzing critical financial indicators, including sales
figures, earnings per share (EPS), and price-to-earnings (P/E) ratios. By examining sales
trends, I was able to gauge how well a company was generating revenue over time, while
EPS provided insight into how much profit the company was delivering to shareholders
for each outstanding share. The P/E ratio, on the other hand, helped me understand
whether the stock was fairly priced in the market relative to its earnings potential,
indicating whether it was undervalued, overvalued, or reasonably priced.
By reviewing these important metrics, I learned to assess a company's financial
performance and market position. This allowed me to make informed judgments about
whether a stock presented a sound investment opportunity for clients, factoring in both its
current valuation and future growth potential.

4. Technical Analysis

I was introduced to the process of technical analysis, which involved examining stock
price charts and analyzing historical price movements to gain insights into market trends.
This process helped me understand how past price fluctuations can be used to predict
future price behavior. I became familiar with key technical indicators such as moving
averages, which show the average stock price over a specific period and help identify
trends over time.
In addition to moving averages, I studied various stock price patterns, such as support and
resistance levels, which reveal important price points where stocks tend to either pause or
reverse their movement. By analyzing these patterns and indicators, I gained the ability to
interpret signals that can indicate whether a stock's price is likely to increase or decrease in
the near future.
I learned how technical analysis provides valuable tools for making informed investment
decisions. It helped me understand when it might be favorable to buy or sell a stock based
on its past performance and current market trends, ultimately aiding in short-term trading
strategies.

5. Data Analysis
During the course of my internship, I focused on organizing and analyzing financial data
using Excel. I regularly utilized Excel functions such as VLOOKUP to quickly retrieve
data from large datasets and create connections between different sheets of information. I
also worked extensively with pivot tables to summarize and categorize large volumes of
data, allowing for easier identification of trends and comparisons between key financial
metrics.
In addition to these functions, I applied basic financial formulas, such as SUM and
AVERAGE, to calculate important figures like totals, averages, and growth rates. This
approach helped streamline the data analysis process and made it easier to spot patterns
and trends within the financial data. By effectively managing the information, I was able
to provide useful insights that contributed to financial reporting and supported the team in
making more informed business decisions.
This hands-on experience with Excel allowed me to build a stronger foundation in data
analysis and understand how well-organized data can play a key role in financial decision-
making processes.

6. Power BI / Tableau Reporting

I played a role in creating basic reports and dashboards using Power BI and Tableau
during my internship. These data visualization tools enabled me to present financial data in
a more clear and accessible manner. By using Power BI and Tableau, I was able to
transform complex datasets into visual formats such as charts, graphs, and interactive
dashboards.
I specifically worked on designing reports that highlighted key aspects such as portfolio
performance and various financial metrics. These reports included visual representations
of investment returns, risk levels, and other important indicators that were crucial for
understanding the health of the portfolios. The visualizations I created were used by the
team during client presentations to effectively communicate financial insights and
performance metrics.
This experience taught me how to leverage visualization tools to make financial data more
comprehensible and actionable, enhancing our ability to convey important information to
clients and stakeholders in a straightforward and engaging way.

7. Communication, Negotiation, and Pitching

I took part in various meetings and discussions where I communicated the key findings
from my research and analysis. In these settings, I shared insights derived from financial
reports and market data with the team, helping to inform strategic decisions. I also had the
opportunity to interact directly with clients, where I assisted in explaining the details of
financial reports and provided clear explanations regarding investment performance.
These interactions involved presenting data in a way that was understandable and relevant
to the clients, addressing their questions, and offering recommendations based on the
analysis. This exposure not only improved my ability to communicate complex financial
information effectively but also honed my skills in presenting data clearly and confidently.

8. Research and Analysis

I took part in various meetings and discussions where I communicated the key
findings from my research and analysis. In these settings, I shared insights derived from
financial reports and market data with the team, helping to inform strategic decisions. I
also had the opportunity to interact directly with clients, where I assisted in explaining the
details of financial reports and provided clear explanations regarding investment
performance.
These interactions involved presenting data in a way that was understandable and relevant
to the clients, addressing their questions, and offering recommendations based on the
analysis. This exposure not only improved my ability to communicate complex financial
information effectively but also honed my skills in presenting data clearly and confidently.

Skills Gained:
A. Technical Tools: Excel, Power BI, Tableau.
B. Financial Skills: Fundamental and technical analysis, portfolio management, data
analysis.
C. Soft Skills: Communication, teamwork, negotiation, pitching.
Chapter 3 Learning Outcomes
1.1 Purpose of the Internship

The purpose of integrating an internship into the academic curriculum is multifaceted,

aiming to enhance the overall educational experience of students. Internships serve as a
bridge between theoretical knowledge and practical application, ensuring that students not
only understand academic concepts but also know how to apply them effectively in real-
world scenarios. Here are the key purposes of including an internship as part of the
curriculum:

 Real-World Application of Academic Knowledge: Internships allow students to

apply theoretical concepts learned in the classroom to practical situations in a
professional environment. This hands-on experience helps solidify their
understanding and demonstrates the relevance of their academic studies to real-
world problems.
 Exposure to Industry Practices: By working within a professional setting,
students gain insight into industry-specific practices, tools, and methodologies.
This exposure is crucial for understanding the nuances of their chosen field and
adapting their skills to meet industry standards and expectations.
 Development of Professional Skills: Internships provide opportunities for
students to develop essential professional skills such as communication, teamwork,
problem-solving, and time management. These skills are critical for career success
and are often best developed through practical experience rather than classroom
instruction alone.
 Career Exploration and Networking: Internships offer students a chance to
explore various career paths and industries, helping them make informed decisions
about their future career goals. Additionally, internships provide valuable
networking opportunities, allowing students to build connections with
professionals in their field, which can be instrumental for future job placements.
 Enhancement of Employability: Practical experience gained through internships
significantly enhances a student's employability. By demonstrating their ability to
apply academic knowledge in a professional setting, students make themselves
more attractive to potential employers and increase their chances of securing
employment upon graduation.
 Integration of Academic and Practical Learning: Including internships in the
curriculum ensures that academic learning is complemented by practical
experience. This integration promotes a more holistic educational approach, where
students not only acquire knowledge but also learn how to implement it effectively.
 Support for Personal and Professional Growth: Internships provide a platform
for personal and professional development. Students gain self-confidence,
independence, and a clearer understanding of their strengths and areas for
improvement. This growth is essential for their future career and personal
fulfillment.
 Feedback and Improvement: Internships offer students the opportunity to receive
constructive feedback from professionals in their field. This feedback helps
students refine their skills, adapt to workplace expectations, and improve their
overall performance.

In summary, the purpose of the internship is to provide students with a comprehensive

learning experience that bridges the gap between academic theory and professional
practice. By incorporating internships into the curriculum, educational institutions aim to
equip students with the knowledge, skills, and experience needed to thrive in their future
careers.

1.2 Objectives of the Internship

Certainly! Here’s an elaboration of 1.2 Objectives of the Internship from the college's
perspective, designed to be integrated into your report:

1.2 Objectives of the Internship

Incorporating internships into the curriculum is a strategic approach aimed at achieving
several key educational objectives:
 Bridging the Gap Between Theory and Practice: Internships are instrumental in
connecting academic theories with real-world applications. By engaging students
in hands-on tasks and projects within a professional environment, internships help
them see how theoretical concepts are applied in practice. This integration
enhances the depth of students' understanding and reinforces their learning.
 Cultivating Industry-Relevant Competencies: The rapidly evolving job market
demands that graduates possess not only theoretical knowledge but also practical
skills. Internships expose students to industry-specific tools and methodologies,
such as financial analysis techniques, data visualization, and market research. This
exposure ensures that students are well-equipped with skills that are highly valued
by employers.
 Providing Exposure to Professional Environments: Internships offer students a
unique opportunity to experience the day-to-day operations of a business. This
includes understanding organizational hierarchies, departmental interactions, and
the workflow of various business functions. Such exposure is invaluable for
students as it helps them acclimate to professional settings and understand their
potential roles in the workforce.
 Enhancing Career Readiness and Employability: One of the primary goals of
integrating internships into the curriculum is to improve students' readiness for the
job market. Internships provide practical experience that enhances a student's
resume, making them more attractive to potential employers. Additionally, they
offer networking opportunities that can lead to future job prospects.
 Developing Professional and Soft Skills: Beyond technical skills, internships are
crucial for developing essential soft skills. These include communication,
teamwork, problem-solving, and time management. By working in a professional
environment, students have the chance to hone these skills, which are critical for
their success in any career.
 Aligning Academic Learning with Industry Needs: The curriculum is designed
to provide foundational knowledge, but internships help ensure that this knowledge
is relevant to current industry standards and practices. By incorporating
internships, academic programs can stay aligned with evolving industry trends and
requirements, making the education more relevant and practical.
 Encouraging Reflective Learning and Personal Growth: Internships encourage
students to reflect on their experiences, evaluate their performance, and identify
areas for personal and professional growth. This reflective process is a key
component of experiential learning, helping students gain insights into their
strengths, interests, and career aspirations.

1.3 Real-Time Learning and Practical Industry Exposure

Real-time learning and practical industry exposure are pivotal components of an

internship, offering students invaluable opportunities to bridge the gap between academic
theory and real-world application. This experiential learning process provides a dynamic
and immersive experience that enhances students' understanding and prepares them for
future career challenges. Here’s how real-time learning and practical industry exposure are
integrated into internships:

 Hands-On Experience: Internships immerse students in actual work

environments, where they can apply theoretical concepts from their studies to real-
world tasks and projects. This hands-on experience allows students to see how
academic principles are implemented in practice, enhancing their problem-solving
skills and practical knowledge.
 Exposure to Industry Standards: By working alongside industry professionals,
students gain insight into current industry practices, standards, and technologies.
This exposure helps them understand the latest trends and methodologies in their
field, ensuring they are up-to-date with industry developments and best practices.
 Real-Time Problem Solving: Interns often face real-time challenges and tasks that
require immediate solutions. This aspect of internships helps students develop
critical thinking and decision-making skills, as they learn to address and resolve
issues efficiently while working under pressure.
 Skill Development and Refinement: Practical exposure allows students to
develop and refine key professional skills such as communication, teamwork,
project management, and technical abilities. These skills are often honed through
active participation in projects, meetings, and daily operations within the
organization.
 Industry-Relevant Learning: Internships offer opportunities for students to
engage in industry-specific learning, including the use of specialized tools,
software, and techniques relevant to their field. This practical experience ensures
that students are well-prepared for the demands of their chosen profession.
 Networking Opportunities: Real-time industry exposure enables students to build
relationships with professionals and peers in their field. Networking with
experienced individuals provides valuable insights into career paths, industry
expectations, and potential job opportunities, enhancing students' professional
connections and future career prospects.
 Application of Theoretical Knowledge: Interns have the chance to apply
academic theories and concepts to practical scenarios. This application reinforces
their understanding of theoretical principles and demonstrates how they can be
used to solve real-world problems, bridging the gap between classroom learning
and industry practice.
 Feedback and Continuous Improvement: Working in a professional setting
allows interns to receive immediate feedback on their performance. Constructive
feedback from supervisors and colleagues helps students identify areas for
improvement, adapt their skills, and enhance their overall effectiveness in the
workplace.
 Understanding Organizational Dynamics: Internships provide insight into the
organizational structure, culture, and dynamics of a workplace. Students learn
about different roles, responsibilities, and processes within the organization,
gaining a comprehensive understanding of how businesses operate.
 Career Exploration and Alignment: Practical industry exposure helps students
explore different career paths and understand the requirements and expectations of
various roles within their field. This exploration assists them in aligning their
academic and career goals with industry needs and opportunities.

In summary, real-time learning and practical industry exposure through internships

provide students with a robust educational experience that integrates academic knowledge
with professional practice. This combination of hands-on experience, skill development,
and industry insight prepares students for successful careers by equipping them with the
practical skills and knowledge needed to thrive in their chosen fields.

1.4 Life Before and After the Internship: Transformation Through Experience

Life Before the Internship

Before undertaking an internship, students often possess a foundational knowledge base

acquired through academic studies. However, this theoretical understanding can
sometimes feel disconnected from practical applications in the professional world. Key
characteristics of life before an internship include:
 Theoretical Knowledge: Students have been exposed to academic theories,
principles, and models related to their field of study. While this knowledge forms a
crucial part of their education, it may lack the practical context and application.
 Limited Professional Experience: Prior to the internship, students may have
limited exposure to real-world work environments. Their experiences are typically
confined to classroom settings, group projects, and hypothetical case studies.
 Uncertainty About Career Path: Many students are still exploring their career
interests and may be uncertain about their professional aspirations. They may not
yet have a clear understanding of industry expectations or specific job roles.
 Academic Focus: Students are primarily focused on achieving academic
excellence and completing coursework. Their daily routines revolve around
lectures, assignments, and exams, with minimal exposure to the practical demands
of their chosen field.

Life After the Internship

The transformation experienced after completing an internship is often profound and

multifaceted. This real-world experience brings about significant changes in various
aspects of a student's life and career outlook:

 Enhanced Practical Knowledge: Internships bridge the gap between theory and
practice, allowing students to apply academic concepts to real-world scenarios.
This hands-on experience deepens their understanding of how theoretical
principles are utilized in professional settings.
 Skill Development: Students develop and refine essential professional skills
during their internships, such as problem-solving, communication, teamwork, and
technical expertise. These skills are often strengthened through practical tasks,
projects, and interactions with industry professionals.
 Career Clarity: Internships provide students with exposure to various roles and
industries, helping them gain clarity about their career interests and goals. They
often emerge with a clearer sense of their desired career path and the specific job
functions they wish to pursue.
 Increased Confidence: The successful completion of real-world projects and tasks
boosts students' confidence in their abilities. They gain a sense of accomplishment
and self-assurance, which enhances their readiness to enter the job market.
 Professional Networking: Internships offer opportunities to build valuable
professional connections. Students often establish relationships with mentors,
colleagues, and industry experts, which can lead to future job opportunities and
career advancement.
 Understanding of Organizational Dynamics: Exposure to workplace culture,
organizational structure, and professional protocols provides students with a
comprehensive understanding of how businesses operate. This insight helps them
navigate future work environments more effectively.
 Improved Resume and Employability: The practical experience gained during an
internship enhances students' resumes and increases their employability.
Employers often value hands-on experience and view internships as evidence of a
candidate's commitment and readiness for the workforce.
 Personal Growth: Internships often contribute to personal growth by challenging
students to step out of their comfort zones, adapt to new environments, and
develop resilience. This personal development complements their professional
skills and contributes to overall maturity.
 Application of Soft Skills: Students learn to apply soft skills such as time
management, adaptability, and interpersonal communication in a professional
setting. These skills are critical for success in any career and are often honed
through real-world experiences.
 Long-Term Impact: The lessons learned and experiences gained during an
internship often have a lasting impact on students' professional lives. The insights
and skills acquired become foundational elements of their career journey,
influencing their future job choices and career progression.

In essence, the internship experience serves as a transformative journey, significantly

altering students' perspectives, skills, and career readiness. The contrast between life
before and after the internship highlights the profound impact of real-world experience on
personal and professional development, preparing students for successful careers and
equipping them with the tools needed to thrive in their chosen fields.

MODULE 1

AIM:
To understand the financial and investment market with regards to investors' needs and
mindset and to create the best investment portfolio including various investment asset
classes including stocks, mutual funds, gold, banks and real estate by providing the best
product from the asset classes and to train them to use it.

Task:
1. Work specifically into stock market and provide the best product [DEMAT] for
trading and investment in stocks
2. To train, assist, guide investor from basic to understandable level of investment by
providing knowledge and training them with the process
3. By assisting them on how to invest, where to invest by teaching them basics of
stock market
4. By making them aware of financial returns, risks, legal aspects , compliances
accordingly
5. By creating portfolio report, charts, analysis sheets representing the investors
portfolio

DAY 1:- GENERAL ORIENTATION

AIM:
Aim is To Understand How does Fundsroom work, and what will you learn from this
internship and why does fundsroom do this work and how will you benefits from this
internship.

TASK PERFORMED:
1. What is Fundsroom?
2. What is Your Internship About?
3. Why Fundsroom is doing this?
4. Your Internship Journey
5. How you will be benefitting from this internship?

WORK ANALYSIS:
Work is simple we have to understand about the company and companies services and
work and why he is doing this business and benefits.

MAJOR LEARNINGS & CONCLUSION:

Learning :- In the general orientation, I learned about the Fundsroom company and their
work, stock market and how to invest, as well as diversifying our investment.
Fundsroom provided their services to best investment and they also taught about potential
job roles in the future and required skills. I learn about the difference between sales and
business. They also taught us how to achieve Financial Freedom and develop portfolio
management, trading and investment skills. They mentioned that we were going to learn
all these skills during the internship.
Conclusion :- Conclusion is the I learned about the investment and diversification our
money and how to earn and what is required skills, etc.

DAY 2:- STOCK MARKET

AIM:
To Understand about the Stock Market and investment, purpose of stock market, why
invest in stock market and understand basic terminologies of stock market.

TASK PERFORMED:
1. What is Stock Market?
2. What is the purpose of Stock Market?
3. Why to invest in Stock Market?
4. Why to invest in stocks only?
5. Basic terminologies of Stock Market?

WORK ANALYSIS:
Stock Market is a place where shares of public listed companies are traded. In that learning
is to understand about market and how to buy and sell to stocks why to invest in stocks
only their basics terminologies.

MAJOR LEARNINGS & CONCLUSION:

Learning :- I learned about the stock market and what NSE and BSE. I learned how to buy
and sell stocks and what is the purpose of the stock market. And invested in the stock
market and stocks only because we understood the importance of diversification even with
a small amount of money and stock analysis, research, and learned basic stock market
terminologies. I understood the concept of stock exchange, NSE, BSE, buying, selling,
dividend, stock split, and right issue, intraday trading and long-term and short-term
investments.
Conclusion :- I learned about the stock market and what NSE and BSE. And how to invest
in stock market. And I learned about the stock market in detailed.

DAY 3 HANDS ON & Training

AIM:
Aim is to understand what is demat account and how its work, And how to achieve targets.

TASK PERFORMED:
1) We understand about the demat account.
2) We understand why to invest in stocks only.
3) Then Their service provider, and legalities.
4) Finally, How to achieve targets to opening demat accounts.

WORK ANALYSIS:

A Demat account, it is a electronic account used to hold and trade securities in electronic
form. Then see the why invest in stock only. We understand about the BSE, NSE, SEBI,
CDSL and NSDL also. And lastly we see the how to complete targets.
MAJOR LEARNINGS & CONCLUSION:
I learned about Demat account, it is a electronic account used to hold and trade securities
in electronic form. Then BSE, NSE, SEBI, CDSL and NSDL.
I learned how to deal with peoples. I opened my family and friends demat accounts for
trading and investing and tell them about that. And why is important for them in future.

DAY 4 PORTFOLIO ALLOTMENT

AIM:
Aim is to understand the application and portal, Portfolio allotment and approach plan.

TASK PERFORMED:
Understanding the basics of application and portal, the analysis of stock market basics.
And last understand the basic terminologies and how to manage our portfolio allotment.

WORK ANALYSIS:
Work is to understanding about basics of application and portal, the analysis of stock
market basics. Then the Quality Price and Time Of Stocks. How to manage portfolio.

MAJOR LEARNINGS & CONCLUSION:

Learning is I understand about portfolio allotment and understand the application and
portal how to use and download process. Basics of stock market and analysis also then
types of stocks, price band of stocks, how many types of companies are present in stock
market & why invest in stocks only. Finally, I understand about portfolio allotment.

DAY 5 STOCK ANALYSIS/ONE TO ONE

AIM:
Aim is to understand about the Stock Market, types of Stock Analysis, Market Capital, P/E
Ratio, Screener, Shareholding pattern and then Technical Analysis.

TASK PERFORMED:
1) Understanding about the types of stock analysis.
2) What is Market Capital, P/E Ratio.
3) How use to Screener for selecting best stocks.
4) Understand Shareholding pattern of stocks then Identify the stock trend or market trend
by using technical analysis.

WORK ANALYSIS:
Work is to understand the types of stock analysis, there are two types Fundamental and
Technical. Fundamental is for long-term and Technical is for short-term. Then Market
Capital or market capitalization, P/E Ratio (price to Earning Ratio). How use Screener for
selecting stocks. Understand Shareholding pattern of stocks then Identify the stock trend
or market trend by using technical analysis.

MAJOR LEARNINGS & CONCLUSION:

I Learned about Fundamental and Technical analysis of stocks, then I learned how to
check Market Cap. and P/E Ratio and how to use Screener, and how to check shareholding
pattern, Technical analysis also. In technical analysis I learned about tools for selecting
good stocks in future prospect.

DAY 6 LIVE TRADING

AIM:
Aim is to understand Live Trading, Watch List, Types of Orders and How to execute
Buy/Sell Orders in live trading.

TASK PERFORMED:
1) Understanding live trading and how to trade in live trading.
2) What is Watchlist and how to add stocks in watchlist to trade in live trade.
3) What are different types of orders.
4) How to Execute Buy/Sell Orders.

WORK ANALYSIS:
In Live Trading, Understand about watchlist, how to create watchlist and how to trade in
live trading. Then how many types of orders. Then last buy/sell orders.

MAJOR LEARNINGS & CONCLUSION:

In live trading, I learned about how to create a watchlist then adding stocks and trade in
live trading. Buy/Sell the stocks and types of orders like market order, limit order, stop-
loss market order, stop-loss limit order how to execute them in live trading. Then I learned
long buying and short buying.

DAY 7 POWER BI

AIM:
Aim is to Understand about Microsoft Power Bi, Excel vs Power Bi, and their Features.

TASK PERFORMED:
1) Introduction of Microsoft Power Bi and their key benefits and differentiators.
2) Power Bi Overview and Excel vs Power Bi
3) Features of Power Bi

WORK ANALYSIS:
Power Bi is a powerful data visualization tool that allows users to create interactive reports
and dashboards.
Excel is simple and less attractive reports that Power Bi but it is slower processing that
power bi.
Features of power bi is Easy setup and real time report.

MAJOR LEARNINGS & CONCLUSION:

Learning is a I learned about the Microsoft Power Bi and I understand how to use for
create effective dashboards in that to present in simplest way of companies raw data. I also
learned how to cleaned and refreshing data for creating visualization, reports. I learned
Excel also their basics keys and tools. And how to create reports through the excel.

DAY 8 FINANCIAL MODELLING

AIM:
Aim is to Understand about the Financial Modelling, and what are their benefits, How to
create an Income Statement.

TASK PERFORMED:
1) Understanding the Financial Modelling.
2) Benefits of Financial Modelling.
3) Using Financial Modelling create an Income Statement.

WORK ANALYSIS:
Financial modelling is a simply a spreadsheet which is usually to built in Microsoft Excel,
that forecasts a business financial performance into the future. Their some benefits also
like valuation , growth and minimizing risks etc. Financial modelling use for
predict/analysis , valuation and portfolio research. And last creating a income statement.

MAJOR LEARNINGS & CONCLUSION:

I learned in Financial Modelling is how to analysis the date and their financial
performance. Then their benefits and how financial modelling creating a Income
Statement, Cash Flow, Balance Sheet.

DAY 9 MARKETING MANAGEMENT

AIM:
Aim is to Understand the Marketing Management, digital marketing also.

TASK PERFORMED:
Task is to understanding marketing management, and digital marketing to improve their
productivity, their advertisement, promotions and making product and how to sell them.
And how to create a Excel report.

WORK ANALYSIS:
Marketing Management is a process of planning, executing, and tracking the marketing
strategy of an organization. Their some steps are Analyzing the market environment,
selecting target markets, developing the marketing mix, then implementing and
controlling.

MAJOR LEARNINGS & CONCLUSION:

I learned in Marketing Management is to how to create a product and how to sell them to
using a various ways like digital marketing, advertisement and social media through. And
news paper, radio, magazines, etc.
Weekly Schedule: 8-Week Internship with Key Skills and Technical Learning

Week 1: Orientation and Initial Exposure

 Day 1-2: Company Introduction and Team Dynamics
o Introduced to the organizational structure and the team’s roles.
o Overview of the key departments, especially in stock market research and
portfolio management.
 Day 3-4: Introduction to Stock Market Basics
o Understood the basic concepts of trading, stock exchanges (NSE, BSE),
and common financial terms like market capitalization, P/E ratio, and
dividend yield.
o Basic exposure to the tools and platforms used for stock trading and
analysis, such as the ‘MO Investors’ app.
 Day 5: Familiarization with Key Trading Tools
o Learned how to navigate and perform basic trades through the 'MO
Investors' app.
o Understood basic functionalities for buying/selling stocks and tracking
stock performance.
 Skills Learned:
o Company structure, basic stock market terminology, navigation of stock
trading platforms.

Week 2: Understanding Market Analysis and Financial Tools

 Day 1-2: Introduction to Financial Analysis and Research
o Gained exposure to financial analysis by observing market trends and
company performance.
o Learned about financial ratios and their significance in analyzing a
company's health, including profitability, liquidity, and solvency ratios.
 Day 3-4: Initial Hands-On with Market Research Tools
o Started using Ticker Tape and Screener.in to analyze different companies,
focusing on metrics like growth rate, earnings per share (EPS), and sector
performance.
 Day 5: Real-Time Market Data Collection and Analysis
o Engaged in data gathering for stock analysis, researching the financial
performance of top companies listed on the Indian stock market.
o Brief overview of Excel tools to manage and organize stock data (data
filtering, sorting, and basic formulas).
 Skills Learned:
o Basic financial analysis, use of Ticker Tape and Screener.in, introduction to
Excel for financial data.

Week 3: Client Interaction and Onboarding

 Day 1-2: Client Onboarding Process and Demat Account Management
o Trained on the process of onboarding clients and opening demat accounts
for stock trading.
o Assisted in the account creation and KYC verification for clients, gaining
exposure to regulatory requirements.
 Day 3-4: Understanding Client Requirements and Investment Profiles
o Engaged in initial client meetings to understand their financial goals and
risk appetite.
o Assisted in creating customized investment portfolios for clients based on
their preferences.
 Day 5: Data Handling and Client Communication
o Gained hands-on experience in managing client data in Excel, creating
basic client portfolios, and drafting communication for onboarding clients.
 Skills Learned:
o Client interaction, demat account management, Excel data handling for
client portfolios.

Week 4: Portfolio Management and Investment Strategies

 Day 1-2: Introduction to Portfolio Management
o Learned about portfolio management techniques, including diversification,
risk management, and asset allocation strategies.
o Gained insights into mutual funds, equities, and fixed-income securities.
 Day 3-4: Hands-On Portfolio Analysis
o Analyzed the performance of various client portfolios and recommended
changes based on market conditions.
o Used Excel to perform portfolio performance calculations, including return
on investment (ROI), Sharpe ratio, and risk analysis.
 Day 5: Preparing Investment Reports
o Prepared detailed reports on client portfolio performance using Power BI
for data visualization, presenting clear graphs and insights into stock
performance.
o Gained insights into communicating investment recommendations to clients
based on portfolio performance.
 Skills Learned:
o Portfolio management, risk assessment, use of Excel for financial
modeling, and Power BI for data visualization.

Week 5: Technical and Fundamental Analysis

 Day 1-2: Learning Fundamental Analysis
o Focused on understanding a company's financial statements (balance sheet,
income statement, cash flow statement) and key metrics like revenue
growth, profit margins, and debt ratios.
o Analyzed companies using Ticker Tape to understand their financial
health and growth prospects.
 Day 3-4: Introduction to Technical Analysis Tools
o Learned about stock charts, trends, and patterns, including support and
resistance levels, moving averages, and technical indicators (e.g., RSI,
MACD).
o Started using technical analysis tools to predict stock price movements and
timing investment decisions.
 Day 5: Application of Fundamental and Technical Analysis
o Combined fundamental and technical analysis to evaluate different stocks,
creating a comprehensive view of their potential for long-term and short-
term investment.
o Reported findings using Excel and visualized them through Power BI.
 Skills Learned:
o Fundamental analysis, technical analysis tools, Power BI data visualization,
and Excel modeling.

Week 6: Financial Modeling and Advanced Data Analysis

 Day 1-2: Introduction to Financial Modeling
o Learned the basics of financial modeling to forecast company earnings,
stock prices, and investment returns.
o Built a simple financial model in Excel that projected revenue growth and
profit margins for a listed company.
 Day 3-4: Data Analysis Using Power BI
o Gained in-depth training in Power BI to create dashboards and visualize
financial data.
o Analyzed real-time stock market data and investment portfolios using
dynamic reports.
 Day 5: Reporting and Visualization
o Created financial reports for clients, presenting key findings from the
financial models and data visualizations.
o Delivered presentations showcasing how financial modeling can influence
stock investment decisions.
 Skills Learned:
o Financial modeling in Excel, advanced use of Power BI for data analysis
and visualization, report generation.

Week 7: Advanced Trading Techniques and Strategies

 Day 1-2: Learning Advanced Trading Strategies
o Learned about advanced trading strategies like options trading, short
selling, and margin trading.
o Focused on market timing strategies and how to mitigate risks through
hedging and diversification.
 Day 3-4: Simulation of Trading Scenarios
o Participated in trading simulations to apply advanced strategies in real-time
stock market conditions.
o Assessed the outcomes of different trading techniques using real market
data.
 Day 5: Analyzing Trading Performance
o Evaluated the performance of trades and provided feedback on the
effectiveness of strategies used.
o Reported insights using Excel and Power BI, visualizing trading outcomes
and recommending improvements.
 Skills Learned:
o Advanced trading techniques, simulation exercises, analysis of trading
performance.

Week 8: Final Project and Presentation

 Day 1-2: Developing a Final Project
o Compiled all learnings into a comprehensive final project, analyzing a
portfolio or specific stock’s performance over time.
o Applied financial modeling, market analysis, and data visualization
techniques to showcase key insights.
 Day 3-4: Project Presentation Preparation
o Prepared the final presentation, incorporating data from Excel, Power BI,
and analysis from Ticker Tape.
o Practiced delivering the project to a mock audience.
 Day 5: Final Presentation and Reflection
o Delivered the final project presentation to supervisors, receiving feedback
on areas of strength and improvement.
o Reflected on the entire internship experience, identifying key areas of
growth and potential areas for further skill development.
 Skills Learned:
o Project management, financial presentation skills, integration of financial
modeling with data analysis tools.

SR TOPIC PAGE NO
1 MODULE 1 6
2 DAY 1 7
3 DAY 2 9
4 DAY 1
5 DAY 3 11
6 DAY 4 13
7 DAY 5 15
8 DAY 6 17
9 DAY 7 19
10 DAY 8 21
11 DAY 9 23
12 DAY 10
13 SYNOPSIS OF MODULE 1 27
14 MODULE 2 28
15 WEEK 1 29
16 WEEK 2
17 WEEK 3
18 WEEK 4
19 WEEK 5
20 WEEK 6
21 WEEK 7
22 WEEK 8
23 SYNOPSIS OF MODULE 2
24 CONCLUSION
25 FUNDSROOM BUSINESS REPORT
26 REFERENCES