YASH DINESH WATELE

1. MVPSAMAJ’S
KARMAVEER SHANTARAM BAPUKONDAJI
WAVARE
ArtsScience &Commerce College Cidco,Nashik
DEPARTMENTOFCOMMERCE
INTERSHIPPROPOSAL
THIRDYEARB.COM( SEMESTERV. )
UNDERCHOICEBASEDCREDITSYSTEM
( DURATION60 HOURS)
SUBJECT : - Business Administration
 NAME OF THE STUDENT : PRATHMESH MAHESH WAGH
 ROLL NO : 1902
 DIVISION : A
 NAME OF GUIDED : Dr. Smita pakhdane , Dr. Varsha thakare
 NAME OF THE ORGANISATIONS FOR INTERSHIP : AB Financial consultancy

2. NAME OF THE ORGANIZATION WHERE
THE INTERSHIP
IS PROPOSED TO BECARRIED OUT.

4. DETAILS OF THE ORGANIZATION:-
Name of the Organization:- AB FINANCIAL CONSULTANCY
Address:- Shop No 07, Laxmi Vilas Apartment Behind (HP) Suman Petrol Pump Mumbai Agra Highway,
Rajiv Nagar, Nashik 422009
Product: - MUTUAL FUND |EQUITY AND COMMODITY | INSURANCE (LIFE AND GENERAL)|PMS
(PORTFOLIO MANAGEMENT SERVICE)|LOAN AGAINST MUTUAL FUND|HOME LOAN|WILL WRITING
Service :- FINANCIAL ASSESSMENT |CHILD FUTURE ASSESSMENT|RETIREMENT ASSESSMENT|RISK
ASSESSMENT | NRI ASSESSMENT
No. of employees :- 15 Employees
Turnover :- 3.75 Cr. FY 21-22
Establishment :- Apr-2009

5. About As
That is AB Financial Consultancy. incorporated in the year 2009 and at present having 400+ satisfied
clients. They are help clients to achieve their Financial goals with effective and Smart investment
planning. They are certified Mutual Fund and Insurance consultants recognized by the AMFI
(Association of Mutual Funds in India) and IRDA (Insurance Regulatory and Development Authority).
They offer comprehensive financial advisory services, having highly qualified and experienced team of
financial advisors. They use our complete knowledge of insurance, tax laws, and mutual fund
investments in order to suggest investment options to the clients, as per their long-term and short-
term goals. Their core purpose is to provide fast track financial solutions & thereby make people enjoy
a secured retirement life.

6. ____________________________________
THE AREAS IN WHICH I AM IS PLANNING TO
UNDER GO INTERNSHIP:-
I am going to do the Admin
Work. I am responsible for
welcoming visitors, coordinating
meetings, appointments and
directing various administrative
projects.
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