Wealth Management
SUMMER INTERNSHIP REPORT
NAME: RAVI PRAKASH
CLASS: MIB (MASTERS IN INTERNATIONAL BUSINESS)
REG #: 09SJCCMIB031
ACUMEN WEALTHCARE SOLUTIONS PRIVATE LIMITED
ACKNOWLEDGEMENT
I owe to many people and in many ways to complete my summer internship as well as in writing this report. I want to thank all those who have helped me (directly or indirectly) in completing this wonderful work.
My deepest thanks to the Mr. Kumar Abhinav (Director, Acumen Wealthcare Solutions Private Limited) who offered me to complete my internship from his company. He helped me to fill the gap between the theoretical and practical knowledge. I want to thank him for sharing his company’s confidential reports as without which I wouldn’t have understood many of the problems in business.
I would also like to thank my college for providing this opportunity to do my summer internship in the area of my interest. It helped me to fill the gap of my knowledge. I would also thank Dr. Ramachandran, who gave us the brief of writing the report and explained each small detail in the project writing.
At last I would thank my sister who helped me in many at different stages of the internship. She shared her experience as a student and now as a professional. It helped me a lot as working in a company and putting your experience into words is a very difficult task. She helped me to overcome it and guided me to do it differently. *******THANK YOU ALL*******
INTRODUCTION
Acumen Wealthcare Solutions Pvt. Ltd.
I did my summer internship from a wealth/ portfolio management company. The name of the company is ACUMEN WEALTHCARE SOLUTIONS PRIVATE LIMITED. It is a very small company and is only ten months old in the business. The company was started by Mr. Kumar Abhinav and Mr. Gautam Sinha (founder of TVA INFOTEC). The company is registered as a private limited company and has board of directors to supervise the work and advice from time to time. The
NAME: RAVI PRAKASH
CLASS: MIB (MASTERS IN INTERNATIONAL BUSINESS)
REG #: 09SJCCMIB031
ACUMEN WEALTHCARE SOLUTIONS PRIVATE LIMITED
ACKNOWLEDGEMENT
I owe to many people and in many ways to complete my summer internship as well as in writing this report. I want to thank all those who have helped me (directly or indirectly) in completing this wonderful work.
My deepest thanks to the Mr. Kumar Abhinav (Director, Acumen Wealthcare Solutions Private Limited) who offered me to complete my internship from his company. He helped me to fill the gap between the theoretical and practical knowledge. I want to thank him for sharing his company’s confidential reports as without which I wouldn’t have understood many of the problems in business.
I would also like to thank my college for providing this opportunity to do my summer internship in the area of my interest. It helped me to fill the gap of my knowledge. I would also thank Dr. Ramachandran, who gave us the brief of writing the report and explained each small detail in the project writing.
At last I would thank my sister who helped me in many at different stages of the internship. She shared her experience as a student and now as a professional. It helped me a lot as working in a company and putting your experience into words is a very difficult task. She helped me to overcome it and guided me to do it differently. *******THANK YOU ALL*******
INTRODUCTION
Acumen Wealthcare Solutions Pvt. Ltd.
I did my summer internship from a wealth/ portfolio management company. The name of the company is ACUMEN WEALTHCARE SOLUTIONS PRIVATE LIMITED. It is a very small company and is only ten months old in the business. The company was started by Mr. Kumar Abhinav and Mr. Gautam Sinha (founder of TVA INFOTEC). The company is registered as a private limited company and has board of directors to supervise the work and advice from time to time. The