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A Summer Internship report on

FINANCIAL PLANNING WITH RESPECT TO ASSESSMENT OF INDIVIDUAL TAX AND BY DIFFERENT


INVESTMENT APPRAISALS IN THE MARKET
AT

SUBMITTED BY:
VISHAL MISHRA

PGDM II (2016-18)

Roll Number: 99

UNDER THE GUIDANCE OF

Prof. VIPRA TIWARI Mr. Shikhank Punia

FACULTY MENTOR COMPANY MENTOR

IN PARTIAL FULFILLMENT OF

POST GRADUATE DIPLOMA IN MANAGEMENT (PGDM)

INSTITUTE OF MANAGEMENT DEVELOPMENT AND RESEARCH

(IMDR PUNE)

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DECLARATION

I, hereby declare that the presented report of internship titled FINANCIAL PLANNING WITH
RESPECT TO ASSESSMENT OF INDIVIDUAL TAX AND BY DIFFERENT INVESTMENT APPRAISALS IN
THE MARKET in Money plant consultancy written and submitted by me to
the INSTITUTE OF MANAGEMENT DEVLOPMENT AND RESEARCH PUNE, in partial
fulfillment of the requirements for the award of degree of PGDM. My original work and the
conclusion drawn therein are based on the primary and secondary data found by me in various
departments, websites, magazines and books under the guidance of Mr. Rishabh Parakh and
Mr. shikhank punia.

Place: PUNE VISHAL MISHRA


Date: 31/08/17 PGDM student

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ACKNOWLEDGEMENT

It is a genuine pleasure to express my deep sense of thanks and gratitude to all those people
who helped me a lot in the completion of the summer internship project title, who have been
part of this project since inception and without their help it is not possible to write this project
report title, Financial planning with respect to assessment of individual tax and
by different investment appraisals in the market.
I wish to express my sincere gratitude to Mr. Rishabh Parakh, Chief Executive Officer (CEO) of
the company for providing me an opportunity to do my internship and project report in
MONEY PLANT CONSULTANCY.
I sincerely thank PROF. VIPRA TIWARI for his guidance and encouragement in carrying out this
project work. His dedication and overwhelming attitude to help his students had responsible for
completing my work.
I am extremely thankful to my company mentor and guide Mr. Shikhank Punia, for his prompt
inspirations, timely suggestions with kindness, enthusiasm and dynamism has enabled me to
complete my work.
I am also very thankful to Dr. Abijit Shivane and Dr. Deepak Roy (director IMDR Pune) for
sharing their valuable knowledge.

This acknowledgement would not be completed without extending my thanks to my friends,


colleagues, classmates who did the summer internship along with me. And I would also like to
give special thanks to my family members.

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EXECUTIVE SUMMARY

PROJECT TITLE: Financial Planning with respect to assessment of tax and by different
investment appraisals in the market.
COMPANY NAME: MONEY PLANT CONSULTANCY
PROJECT DURATION: 8 Weeks
Financial Planning is the process of estimating the capital required and determining its
competition. It is the process of framing financial policies in relation to procurement,
investment and administration of funds of an enterprise.
This report is about my internship program with money plant consultancy firm. In this comprehensive
report, I have discussed about every major aspect of the firm and its working module which I observed
and perceived during my internship program. Along with it, the processes, policies and procedures of
the company is also discussed.

In this there is detail of each and every activity in the firm related to tax assessment, financial planning
by advising its clients about different investment options and all the detail of the firm right from its
incorporation to the current position. As the main purpose of the internship is to learn by working in
practical environment and to apply the knowledge acquired during the studies. The company basically
works in Income Tax filing (ITR) of salaried class employees and advices the individual about Tax savings
schemes and also provide services about financial planning in which they manage the customers
portfolio. The company works on B2B in which its clients are IT firms that are Zensar, TCS, Cognizant,
Capegemini, AXA Business, Symphony and many more.

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