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PROJECT REPORT
ON
TRADITIONAL PLAN
PLAN
TAX SHARING
PENSION PLAN
PLAN
Objective of the study
The main objective of the study is to know
assess the market by bharati axa life
insurance in Bhubaneswar and suggestion
for future development
To know the awareness of BHARATI AXA LIFE
INSURANCE
No of responds
60
50
40
30
No of responds
20
10
0
20-25 26-35 36-50 50-60 Above 60
1 2 3 4 5
EDUCATIONAL QUALIFICATION OF THE
RESPONDANTS
1 Under graduate 30 20
2 Graduate 45 30
3 Post graduate 50 34
4 Other 25 16
5 Total 150 100
No of respondents
50
45
40
35
30
25
20
15
10 No of respondents
5
0
Other
graduate
Graduate
graduate
Under
Post
1 2 3 4
Occupation of the respondent (150)
occupation No of respondent Percentage of
S.l NO respondent
1 Non working 0 o%
2 Public servant 25 16%
3 Private firm 35 24%
4 business 55 37%
5 professional 21 14%
6 other 14 9%
7 total 150 100%
total 100%
7
150
othe r 9%
6
14
21 respondent o%
37% No of respondent 0
business
4
55
35
Public 16%
2
servant 25
Income level of the respondent (150)
Income level perNo of respondent Percentage of
s.l no annum respondent
1 Lees then 1lakh 35 23%
2 1lakh to 3lakh 54 36%
3 3lakh to 5lakh 21 14%
4 Above 5lakh 4o 27%
5 total 150 100%
35
4o Lees then
Above 5lakh 1lakh
4 1
27% 23%
21
3lakh to 5lakh 54
3 1lakh to 3lakh
14% 2
36%
Non insurance investor performance for the different investment option
Other sorece
5 Share market
1
Insurance
sector
2
No of respondent
30
25
20
15 No of respondent
10
5
0
Term plan
back plan
Endowment
U.l.i.p
Money
plan
1 2 3 4
Brand awareness of bharti axa life insurance (150)
no Customer response No. of respondent Percentage of
respondent
1 yes 130 86%
2. no 20 14%
3. total 150 100%
No. of respondent
1 yes
2 no
Source of awareness (150)_
4 advertisement 48 32
5 Other source 15 10
6 Don’t know 20 14
7 Total 150 100
.
6
Don’t know
20
13
5
Other source 15
10
4
advertisement
48
32
Friend and
3
15
10
relative
Financial
2
22
15
advisor
Presentation
1
20
0
of company
0 20 40 60 80 100
No of respondent % of respondent
lease rate the fallowing insurance company in order to performance of investment?
1 LIC 60 40%
2 ICICI PRUDENTIAL 30 20%
6 150 100
70
60
50
40 % OF RESPONDANT
30 NO OF RESPONDANT
20
10
0
ALLIANZ
LIC
WORK LIFE
BHARTI AXA
PRUDENTIAL
BAJAZ
MAX NEW
INSURANCE
LIFE
ICICI
1 2 3 4 5
Have you invest in bharati axa life
inusurance
ODE NT
NT
140
120
100
80
1 YES 20 13% 60
40
no.respodent
20
2 NO 130 87% 0
yes no
1 2
1 Low 4
2 Average 6
3 high 10
Total 20
No of respondent
12
10
8
6 No of respondent
4
2
0
Low Average high
1 2 3
Findings:
►Majority of Insurance Investors willing to invest
their disposable income in ULIP followed by Money
back, Endowment Plan, Term plan.