CHAPTER-1

COMPANY PROFILECOMPANY PROFILE

Trustline made a modest beginning and forayed into the financial services as a proprietary stock
broking house in 89.
Today, Trustline is a widely recognized financial services house, offering equity, currency and
commodities broking services to over 100,000 satisfied clients at over 400 locations, through
own branches and business partners.
Trustline Securities Ltd is a veritable and trusted financial services house. Trustline offers
services in Equity, Currency and Commodities (through its sister company, Trustline
Commodities Pvt Ltd)
The clients are offered trading facilities either online (through a state of the art softwareomnesys) or offline, where a dedicated relationship manager interacts with the client for trading.
Trustlines advanced and cutting edge IT technology along with a highly skilled research team,
offers a user friendly platform, for facilitating strategic trading.

Brand & Values

Trustline is a name that represents ethics, values, compliant code of conduct and customer
delight.

The ethos behind the name Trustline denotes the line of trust between the Chairman and
employees and between the company and its clients. Trustline strongly advocates the belief that
knowledge first and investment second
The vision of Trustline is to empower the investor by providing a world class trading platform,
with transparency and best real time market information

ORGANIZATIONAL CHART
Dr. Mukesh Kansal
Founder, Chairman & Managing Director
A visionary par excellence, his focus is on emerging opportunities and challenges. Passionate
and energetic, he is driven to achieve results without compromising on high standards of
corporate ethos.

Sarika Kansal

Director, Trustline Group

Mrs.Kansal is a graduate and is a Director with Trustline. With her high level of interpersonal
skills, she drives the customer service initiatives.
Vinay Gupta

Director, Trustline Group He is a Director with the Trustline Group and started his career with
Trustline. 25 years ago. An M.com, he manages F&O trading techniques as an artisan.

Our Locations
TRUSTLINE GROUP has over 400 offices pan India and has presence in all major metros of
India. The offices are manned by seasoned market experts who are continuously trained and
upgraded. Offices are well connected through VSAT, Lease Lines, ISDNs, Internet and all other
network facilities. Able IT professionals support the entire network from the head quarter at
Noida, Uttar Pradesh on real time basis. The network has strong presence in various stateswith
the help of associates, sub- brokers and business partners with a thrust towards semi urban and
rural areas.

Sponsorships

In line with our ethos of knowledge first, investment second , we regularly sponsor Investor
camps to impart knowledge on capital markets.
Trustline is an active sponsor for cricket matches.

The Financial Express best banks awards was sponsored by Trustline in 2011.
We also sponsored the Screen film awards after party in Mumbai in 2011.
Trustline has also set up a Trustschol fund for the deserving EWS scholar student.

Awards
Trustline takes the position of a vanguard in Technical Analysis of Commodities. Rajiv Kapoor,
Head Commodities, is awarded with the ZEE best technical analysis award, conferred by
Honable Minister, Sri Pranab Mukherjee. Thus, Trustline commences on an award winning
journey.

Our products and Services

Bullions

Trustlines Grow with gold scheme offers individuals and corporates physical gold on easy
installments, at the price prevalent on the purchase date. Any increase in the price of gold during
the installment tenure will not impact the EMIs.
You may also purchase physical gold on the spot. Trustline gold is 24 carat-9999 and is certified
by MMTC
.

Trustlines grow with gold scheme will not only help you to plan your future gold needs
but also protect you from future price risk.

1.

Safe guard your investments from future uncertainty

2.

Easy monthly installments varying from 1 to 2 years

3.

Booking quantity is as low as 10 gms

Purity (999.9/24 karat) certified by MMTC-PAMP

Broking

Membership of all the Major Stock Exchanges.

National Stock Exchange Cash & Derivatives (Stock & Currency)

Bombay Stock Exchange Cash & Derivatives
United Stock Exchange Currency Derivatives
MCX Stock Exchange Limited
Multi Commodity Exchange of India Ltd Commodity Futures
National Commodities and Derivative Exchange Ltd. Commodity Futures
National Spot Exchange ltd. Commodity Spot
National Multi Commodity Exchange of India Ltd. Commodity Futures

Online Trading; We offer online trading facilities for investors who are looking for the ease
5

and convenience of a hassle free trading experience. You can place orders in Equity, Equity
Derivatives, Currency, & Commodity using our online trading platform. Omnisys software is
provided which is a fast efficient and reliable high-end, integrated trading application.
Offline Trading: You can also trade through our branch network by registering as our client.
Real-time rates.
Intra-day & historical charts with technical tools.
E-broking & back-office software training
Real-time market information with News updates.
Regular updates of the market via SMS & Intraday technical & fundamental updates.
Online 24x7 Web-enabled Back Office - Round the clock access to various online reports
including Demat account details, m2m profit / loss, realized profit / loss, net position etc.
Centralized Help Desk - Friendly customer service desk at your service to cater and resolve
your queries, if any!
Access to highly professional research to make your investment decisions more informed and
valuable.
Flash news & intra-day calls
Wide range of daily, weekly and special Research reports
Regular updates of the market via SMS & Intraday technical & fundamental updates.
Online Remote Support System;
Payment gateway - Instant credit and transfer using integrated net banking with all the major
banks.
Customized single screen Market Watch for multiple exchanges.
Fully secure transactions via the internet.
Mobile Trading facility;
Pan India Presence, At more than 500 locations.
Live margin, position, m2m profit / loss report and a wide host of other related reports to help
you keep track of your trading.
Digital contract notes delivered automatically to your mail box.
Daily SMS alerts and confirmation of your trading activities sent to your mobile phone.
Three different online products tailored for traders & investors in Equity Segment.
Upto 10 times limit for trading Intraday in Cash market.
6

Cover Order facility in Derivatives-Place buy & sell order simultaneously and limit your
probable loss by Specifying stop loss price and get better leverage.
Get intraday limit up to 6 times in Commodities.
Dedicated Physical delivery desk for Commodity Delivery Transactions.
Spot Trading/DP facility available (NSEL)
Depository Services:
Automated pay-in facility.
Access information Anytime, Anywhere.
Quarterly demat statements with valuation.
Statements on demand.
View Demat A/C statement online.
Competitive transaction charges.
Efficient pledge mechanism.
Personalized services of trained Help desk.
You will never have to worry about bad deliveries.
10.

No risk of loss, mutilation or theft of share certificate.

11.

You no longer have to pay stamp duty for transfer of shares.

12.

Everything is in electronic form which reduces paper work and saves time.

13.

Fast settlement cycles. You can purchase, hold and sell shares in electronic
form.

14.

Increase in liquidity of your securities because of faster transfer and

registration of securities in your account.

15.

Instant disbursement of non-cash benefits such as bonus, right-issues, etc.

16.

Regular account status updates.

17.

Economical and competitive DEMAT charges with attractive schemes like

lifetime free AMC (Annual account maintenance charges).

Depository

Trustline Securities Ltd.-Trustline is one of the few Broking...

Real Estate

Trustline real estate pvt. ltd.-You dream..

Education

Trustline today, is a name that represents ethics, values...

Distribution

Trustline Securities Ltd.-The Trust easy way for your..The Constitution of Trustline now
allows The right to trade, anytime and anywhere!

Trustlines state of the art software trading platform omnesys, now allows you to trade at the
luxury of your place. Our interactive systems facilitate ease of learning and operations.
You may also increase your margins online using our payment gateway. You may choose to
trade while holidaying at a remote location as the software operates on low band width sites
also.
A unique feature of omnesys allows you to see real time scrip rates. View technical charts to
assist you in trading. You can now see your order / transaction history as well as your account
summary at just a click. Should you feel the need you may chat online with the RMS executive.
Trust Basic:
It is the most comprehensive system for Internet trading. It enables users to get a browser based
trading terminal that can be accessed by a unique ID and password.
Trust Power:

Application based terminal for active traders with online fund transfer facility. It provides better
speed, greater analytical features like graphs and customized formula in the market watch.

Trust Mobile:
Mobile based trading system, it provides mobility and ease to trade and track the rates anytime
anywhere, available for all major platforms.

Mission & Vision:

With changing times, various opportunities are emerging in terms of subject domain expertise.
The era of expertise is gassing momentum. Gentralistic attitude remunerates less as opposed to
specialization. Capital market related issues and understandings are not taught is school &
colleges whereas in the financial world of today vast scope lies in practicing this art. Trustline
Academy provides that platform which imparts subject domain expertise in stock, commodity &
currency market not understood by common persons but provides them great learning & earning
scope.

CHAPTER-2
CONCEPTUAL DESCRIPTION OF
THE TOPIC
10

Understanding Demat Account & Online Trading

Meaning of the Demat account
Demat account is the very basic step for starting online trading in Indian Share Market. Demat
Account is actually the short form of Dematerialized Account which actually holds securities in
it bought or traded by you. Through, a company offers securities in both forms Demat and
Physical form, but people prefer it in Demat because it is easy to buy and sell shares and
securities in Demat because they cant sell physical form of shares online.
To receive securities in Demat account, you have to mention the depositary name and
participant of the account in your application. One more reason why Demat form is preferred
physical form is that physical securities usually have the risk of being forged or can be stolen.
Technology has improved the process of buying and selling shares online through Demat
Account and it is called Online Trading. This is now not only limited to computers but have
reached to mobiles and tabs which is called Mobile Trading. In online trading, the service
providers give a software which has the access to trading terminal from where one can easily
buy and sell shares using his own account.
Online Trading Introduction:
For online trading there are three things which are required primarily
1. Demat account with online trading
2. A stable internet connection in PC/laptop
3. A broker/service provider to provide share market tips
Online trading is very easy as you can complete a transaction just by few clicks of your mouse,
so you have to be very secure while making transactions because a single click may cause huge
losses to you. You may always take help of professionals who provide stock market
tips. Though online trading saves you with hurdles of buying stocks over the counter exchange,
but is not very safe in not used carefully. It is advisable to subscribe some kind of program or
service instead of investing independently.

11

What is required to get started?

All you need is a 3 in one trading account and you are all set to plunge in online trading, these
three accounts are:
1. Online Trading Accounts 2. Online banking enabled back account linked with your trading account
3. Demat Account (where your shares will be deposited online)
You should always check for these pints while choosing an online investment account

Credentials of the your service provider

Speed of execution and online support

Efficient customer care and quick website

Quality of information provided

Security and safety of the website

These are some basic tips to follow before you go for online trading, be safe and smart, you can
earn huge profits.For anyone, to start online trading, the very first step is to have a demat
account. Wondering what is demat account and how to open demat account in India?
Demat account in India refers to dematerialized account in which the shares and securities are
kept in electronic form instead of the hard copy of the certificates. Initially people used to have
trading accounts to invest in India but now with internet and technology, demat accounts are in
trend which enables end user to buy and sell shares and securities online.
Online trading is very much in trend since last 10 years since the time people became aware of
internet and online trading systems. Mobile trading is the latest enhancement in online trading
where people buy and sell stocks from mobile using internet. So many companies are offering
online trading services in India. Some of the renowned companies which are of this trade are

Kotak Securities Limited

Reliance Money
12

Trustline

India Infoline

Indiabulls

Sharekhan

TRADING ACCOUNT

Some of the beginners do not understand relationship between Share Trading account and
Demat Account. This short lesson will explain the relationship between Demat account, trading
Account and your Bank Account. We will also see how many trading or Demat account you can
have in total.
Trading account is an interface between your Bank account and your Demat account. To
buy shares, the first step is to transfer money from your bank account to trading account. For
example, if you want to buy 100 shares at Rs 50, you have to transfer Rs 5000 from your bank
account to the trading account.
The shares that you buy will be stored in the demat account.
When you sell, your trading account takes back the shares from your Demat account and
Sells them in Stock Market and gets back the money.
If you want your money back into your bank account, you have to give a request online
to the broker to transfer it to Bank account. The money gets credited in your bank account in 2
or 3 working days.
Just as every person is allowed to open as many savings account as he likes, there are no
restrictions of the number of Demat Accounts a person can have. You can have any number of
demat accounts.
SELECTING A DEMAT AND TRADING ACCOUNT
The key criteria for selecting these accounts are:
1. Your purpose/usage. In short, how frequently are you going to buy/sell and is it intraday
or delivery based. You may have to choose the Broker whose charges are lowest
according to your transaction style.
13

2. Look at a complete solution and not just one individual product like a demat account.
After all, the money in the savings account will be linked to your trading account for
buying/selling shares and the trading account will be linked to your demat account for
storing the shares. Suppose you have a Savings account with Bank A, and the trading
account with Broker B and Broker B trading account does not have a partnering
arrangement with Bank A, you will be forced to open a new savings account with a bank
which has partnering arrangement with broker B. Usually, most non-bank brokerages
have tie-ups with the popular banks for savings bank accounts and demat accounts, but
brokerages in a banking group company may have only the same bank as its partner.
3. Think long term. In case you have got yourself a demat account and you have existing
shares in it and you want to move to another demat account, transfer of shares is
chargeable. Brokers may charge based on number of shares or amount worth or
anything. Please find out what this amount is, in case you are ever tired of bad service
and you want to change the demat account. These transfer rates are never mentioned
anywhere.
4. Technology. Some online stock brokers do a great job in making sure that their clients
can always access their accounts, and in turn buy and sell as quickly as possible. But on
the other side of things, not all brokers run this smoothly. Due to excess demands on the
system, some brokers have a slower load time than others. In fact, this can lead to the
server becoming bogged down. This is not common as it once was, but still this can
happen.
5. Service. With the demand increasing on discount stock brokers, it is common for errors
to occur from time to time. Hopefully this never happens to you, but you never know
what the future holds. If you notice a mistake on your account, it is important that you
contact the customer support team right away. This will help to ensure that you get the
issue worked out before it causes a snowball effect on your account. In most cases, the
broker you are working with will be apologetic for the mistake, and will do whatever it
takes to get the issue resolved within a matter of minutes. Also, Gauge the level of
personal service that a stockbroker provides as a final step in the selection process.
Every investor should be assigned a specific broker or representative to contact at any
time.

How to trade Intraday in Indian Stock Market

Indian Share market is well known for its volatile nature and risks involved in trading. Intraday
Trading in stock is quite a hit and many people are involved in this trade on regular basis. But
the real fact is that 90% of the intraday traders are losers. Intraday Trading without a proper
strategy and analysis is pure gambling where chances of losing the trade have maximum
possibilities. So we advise you to take the help of experts to invest your hard earned money in
stocks. It is always necessary to understand the market and fundamentals of the trading first
before investing in stocks.
14

There are some very good steps going through which you may get proper insights and
understanding to stock market trading:
1. Have a detailed intraday trading strategy in mind, take expert advise
2. Select few verticals and few stocks in them , trade the right stocks
3. Avoid trade in unpredictable stocks, they mostly lead to losses
4. Always try to stick with your stop loss
5. Analyze and invest in stocks that move with the market
6. Always follow the trend, they lead you to profits in most cases

Investing in India Share Market

Indian Share Market is growing as economy of India is growing and has now become quite
mature. This can be proved as India has the 3rd largest investment base in share market across
the globe after US and Japan. Investors in India usually invest in shares, mutual funds,
debentures and securities along with some other investment options. NRIs can also invest easily
in Indian share market under Portfolio Investment Scheme which is under the rules and
regulation of RBI. NRIs can only invest in long term using their demat account but they cannot
do intraday trading. (Intraday trading is buying and selling of shares on the same day).
Indian Stock market has 21 recognized stock exchanges among which the most popular ones are
NSE and BSE. All the operations and happening in Indian Stock Market is regulated under SEBI
Act which has formed a regulatory body named Securities and Exchange Board of India.
Without the permission of SEBI a company cannot launch its shares in the market. Regulations
on the capital markets and the protection of investors interest is primarily the responsibility of
SEBI. Though people who are not the citizens of India are prohibited to invest in Indian Stock
Market, but NRIs can invest in share market on long term basis.
Online Trading
Online Trading is growing at a rapid pace in equity trading and share market with increasing
use of internet. For Online trading, one requires a demat account with any bank or financial
institution. If a person wants to buy or sell stocks, an online trading account provides the option
to do it easily using internet.

15

Anyone can apply for opening a demat account for share trading with any bank or share
broking firm offering this service. Nowadays, most banks provide the facility to open a demat
account, all your require fill the form and provide required documents which are:

Tax Identification Number / Pan Card Number

canceled cheque

Identification proof

Address proof

Photograph

The online trading account is always linked with a bank account by your name using which
you can easily transfer funds from your bank account to your demat account for share trading.
The transactions which take place through demat account is handled by depository participant.
All the share brokers and stock brokers along with R&T agents are also registered and regulated
under SEBI Act which authorizes them to perform any activity regarding share trading.

Portfolio Management Services

Portfolio management service (PMS) is a quite popular term in share market and share trading
domain. Actually PMS is a method of making investment which is usually hired by high net
worth individuals and companies who are into this trading and investment at a larger scale and
want professionals to manage their investment and trading. PMS allows users to have exposure
to variety of products such as equities, fixed income, bullions trading and other related
products. There are several advantage and disadvantages of a PMS over mutual
funds investment in India.
There are many Portfolio management service providers who are there to serve clients on
buying or selling shares, derivatives or other type of securities. It all depends on the kind of
service hired; a PMS Manager can also buy or sell your shares or stocks. An investor
individually owns the securities in a PMS portfolio, unlike a mutual fund where investors only
own units of the fund and not the actual securities.
Trustline is a renowned broking house of India based in Delhi and is known for providing best
in class Portfolio management service to its clients. If you require any such service, then we
suggest you to get on touch with Trustline.

16

Buy Gold Coins online

Gold is considered to be the real money since ages all across the globe and thus people are
always willing to invest in gold bullion. With advent of commodity trading online, people are
buying gold for investment and India is one of the greatest buyers of gold both for usage and
investment. Investment in gold has always given profits to everyone if gone for long term.
Be it weddings, birthdays or festivals, Indian culture abounds with reasons to celebrate and
Indian celebration is incomplete without a touch of gold. People gift gold to their loved ones as
a token of love, both in form of jewelry or coins. There are many companies from where people
can now buy gold coins of absolute purity.
Trustline offers amazing gold scheme offers for individuals and corporate, at easy installments.
In any case, the installment tenure of EMIs will not have any impact due to the increase of gold
prices in between. You may also purchase physical gold on the spot, Trustline gold is 24 carat9999 and is certified by MMTC.

Mutual Fund Investment

Mutual fund market is actually an untapped market so far in India as there are very few people
in India who are willing to invest or have invested in mutual funds market. Mutual Fund
Investment is comparatively safe as it follows are systematic investment plan. Thus, people
consider it to be a safer investment option as compared to share and commodity trading. For a
layman, it is easy to invest in mutual funds as compared to share market which requires a demat
account and regular updates & analysis of the market. For mutual funds, one has to get in touch
with a broker from where he can get the information about various types of funds, plans and
schemes available.
Since it is a money matter, it requires a thorough study and analysis and you have to be careful
and wise while applying for mutual funds. There are experienced brokers who may misguide
you to make their own profits and commissions. You may purchase desired units by giving a
cheque or through online transfer. Once the units are allotted, you will receive a statement with
all the details like scheme and number of units etc, so do not forget to cross check the details.

17

CHEPTER-3
RESEARCH METHODOLOGYRESEARCH
METHODOLOGY
Research is a systematized effort to gain new knowledge.
(Redman & Mory)

18

Research Methodology is a way to systematically solve the research problem. It may be

understood as a science of studying how research is done scientifically. In it we study the
various steps that are generally adopted by the researchers in studying his research problem. It is
necessary for the researcher to design his methodology for his problem.

OBJECTIVE OF STUDY

The main objective of this project is concerned with getting the opinion of people
regarding demat account and other financial products, to target them and create
awareness while with the generation of leads.

I have tried to explore the general opinion about the products and services provided by
Trust Line. It also covers why/ why not investors are availing the services of financial
advisors.

Along with it a brief introduction to Indias largest financial intermediary, Trust Line
has been given and it is shown that what are demat a/c, mutual funds and life insurance
and how they work.

LIMITATION

Some respondent give vague information.

Disinterest shown by few respondents to give response to the Questionnaire.

19

Inability to get appointment.

Inability to meet the right and concerned person at times.

METHODOLOGY

Primary data was collected through a sample survey in Aligarh in these companies were
queried with the help of well structured questionnaire.

Analyze various market segments and gathering their address contact profile etc by
visiting different places related to these segments.

he research was carried out in Aligarh city only. I have visited people randomly

RESEARCH DESIGN
Research Design is the plan, structure and strategy of investigation conceived so as to obtain
answers to research questions and to control variance. (Karlinger)

20

Since our project deals with the promotional strategies of Trust Line, our research includes both
descriptive and exploratory research design. Descriptive research is used to describe and
measure marketing phenomena at a point in time. Under the descriptive research process, crosssectional studies were used. Cross-sectional studies measure units from a sample of the
population at only one point in time.
In the initial stages, up to the final discussion of the questionnaire we conducted our research
through exploratory research. It included the survey of related literature and articles, depth
interviews and public opinion through questionnaires. It focuses on the discovery of new ideas.
For this type of research respondents should be given sufficient time to express themselves.
This result is based on the consumer and is an extension of marketing research. This research is
conducted with a view to understand prospective customer better and to introduce and modify
the products and services.
Some of the activities in carrying this are:
The research undertaken in this project is descriptive; it tries to portray accurately the
characteristics of a particular situation, individual or a group. A systematic way was followed to
achieve the objective of the project.

\
DATA COLLECTION SOURCE
In order to conduct the research design process the data is collected from various sources like
Trust Line, print media, through questionnaires filled by the different segment of customers
and the companies officials and through personal interviews.

DATA COLLECTION METHODS

For the analysis of project I had collected both primary as well as secondary data. Primary data
are those data, which are collected for the first time by the researcher and are not readily
available. Secondary data are those data which are collected and used earlier and are readily
available.
SOURCES OF DATA:
(a) Primary data:

Questionnaire
21

Observation.

(b) Secondary data:

Internet web sites

Published information of Reliance Money

SAMPLING PLAN

A sample of 25 customers has been analyzed through telecalling.

A sample of 75 customers has been analyzed through personal interview.

FIELD WORK PLAN

Study of the consumer behavior towards financial instrument found from different places like
shopping complexes, homes, various commercial outlets and offices.

HYPOTHESIS OF THE PROJECT

During this project we hypothesized that:

The respondents were true representatives of the population.

They understood the questions and answered them truly.

Extraneous factors did not affect the responses of the customers.

Respondents answered only those questions about which they had proper information.

Respondents remembered the information related to their past transactions.

The responses are based on the actual experiences of the customers and not only a
repetition of socially acceptable norms and liking

22

CHEPER-4
ANALYSIS AND INTERPETION
DATA

1.

What is your annual income?

23

 Below 10000
100000-200000
200000-500000
500000-1000000

Respondent Annual Income

40
35
30
25
20
15
10
5
0

Below 100000

100000-200000

200000-500000

500000-1000000

Findings;- By the above graph it is clear that about 35% respondents annual income are below
100000 and 35% lies between 100000-200000 and 20% respondents income are 200000-500000
and only 10% respondents income are 500000-1000000.

24

2.

Do you invest?
Yes
No

Investmenter
54%
53%
52%
51%
50%
49%
48%
47%
46%
45%
44%

Yes

NO

Findings:- From above it clear thats 45% respondent are like to invest other are 55%
respondent are no interested in investment

3.

In what do you invest?

Real Estate
MF
Stock Market
ULIP
25

Investment Option
35
30
25
20
Axis Title

15
10
5
0

Real Estate

MF

Stock Market

ULIP

Findings:- From above it clear thats 13% people are interested in investing in Real Estate, 30%
in MF, 32% stock Markets and 25% in ULIP.

26

4.

What % of income on annual basis you invested?

5-10%
10-20%
20-30%
30-50%

No. of Respondent
50
45
40
35
30
25
20
15
10
5
0

5-10%

10-20%

20-30%

30-50%

Findings:- Above graph represents that 15% people invested his 5-10% annual income, 24%
people invested his 10-20% annual income, 45% people invested his 20-30% annual income,
16% people are invested 30-50% annual income.

27

Q5. Have you heard about Trust Line?

Yes
No

Trustline
54%
53%
52%
51%
50%
49%
48%
47%
46%
45%
44%

Yes

NO

Finding: From the above graph 47% respondent know about ruTrustline Securities ltd
Remaining are not aware trustline

28

and

Q6. Do you know the core product of Trust Line?

Yes
No

No Response
70%
60%
50%
40%
30%
20%
10%
0%

Yes

No

Finding: From the above graph we can say the about 41% respondent know about the product
Of trustline and other 59% respondent are not heart about the product of trustline

29

Q7. Which financial institutions service you like most for investment?

Reliance Money

ICICI Direct

Sharekhan

Others

Instiution Preference
45%
40%
35%
30%
25%
20%
15%
10%
5%
0%

Reliance Money

ICICI Direct

Sharekhan

Others

Finding : from the above graph 20% response are like reliance ,42 % like icici direct ,23% people
Like sharekhan and 15 % people like to invest other

30

8.Response of Customers on the charges of brokerage and better services

provider companies.

Customer Preference to Company

80%
70%
60%
50%
40%
30%
20%
10%
0%

Brockrege Preference

Better Service Provider

Finding: It is clear that 75% of the consumers are concerned with the brokerage charged by the
Company, that they preferred the company which charges minimum brokerage & remain 25%
preferred the better services provider company.

31

Q9.Customer awareness about demat account of different companies.

Customer Awareness
Aware

Unaware

30%

70%

32

Findings: Over 75% of consumers are unaware about the plans of different companies in the
market on the other hand only 25% are aware.

Q!0. What do you prefer first for investment?

Mutual Fund
Stock Exchange
Insurance
Trustline

33

first investment choice

Axis Title

35%
30%
25%
20%
15%
10%
5%
0%

findings
From the above graph we can say that 24 % response are like to first line investment in mutual
,fund 30% response are like to stock exchange,23% response like to insurance and 23%
response like trustline

Q11.How do you rate Trust Line Brand image in market?

Fair
Good
Average
Bad

34

Rating
50%
45%
40%
35%
30%
Axis Title 25%
20%
15%
10%
5%
0%

Fair

Good

Average

Bad

Finding:Forom the above graph we can say that 25% response are rate fair
45% response rate good , 20% resonce say average and remaining 10% rate bad

CHEPTER-5
35

FINDING, RECOMMANDATION
& SUGESSION

FINDINGS

Commanding more than 3% of the total market share in the Indian equities and
derivatives market, over 4% in the Indian commodities market and more than 10% in
Dubai gold and commodities exchange

Handling more than 3,50,000 trades per day

Taking care of over 1,65,000 DP clients

36

Dedicated arbitrage wing of more than 350 arbitragers, doing risk-free arbitrage between
capital market & F&O in both equity and commodity markets

Equipped with hi-tech in-house Research wing and technological resources providing
complete research solutions

Fast, Transparent and easy to use Online Internet Trading Platform

Commanding the faith of more than 5,50, 000 satisfied investors

More than 6000 trading terminals of NSE, BSE, NCDEX, MCX,

NMCE and MCX-SX installed

Highly dedicated workforce of 6,000+ employees, 7500 financial advisors in SMC

network

RECOMMENDATION
While interacting with the customers found that most of the customers are unaware
about the Demat Account.

Rs750 account opening charges are too high when targeting a

Corporate so the company should be flexible on this amount.

There must be proper advertisement of the company by various media like Exhibition,
Press releases, Newspaper, and Television etc.
There should be a good research team who has to survey the market and know about the
clients satisfaction level and also found out the potential customer.

37

There must be a good infrastructure of the company to get the attention of the public and
the office should be at residential area so that customers get the service easily.
Though majority of the customer were satisfied with the existing function but the
organization should use some marketing strategies such as discount scheme on
occasions like- New Year, Dipawali, Holy for customer. So it will enable the
organization to attract new customer.
The Brand image of Trust Line is good in market but according to customer satisfaction
the company has to provide the better service and also change the Market strategy

. SUGGESTIONS

Improve telephonic trading system.

Improve the quality of services.

Reduce the time of account opening procedure.

Provide more effective trading facility.

Reduce brokerage charges for heavy turnover customer

38

CHEPTER-6
CONCLUSION

CONCLUSION

Trust Line Demat Account is better than other Demat account.

Trust Line has good return of investment. A good brand is always welcomed over here
people are aware of quality so they go for ready to spend bucks of money.

At last all can be concluded by that Trust Line is still growing industry in India.

Trust Line Demat account have less brokerage rate.

It provides a security with the use of special type of key.

39

BIBLIOGRAPHY
40

BIBLIOGRAPHY

Trust Line Brochures and Manuals

BOOKS

Research Methodology by Kothari

Financial Institution and Markets By L.M. Bhole

MAGAZINE

Business Today;
Outlook Money.

WEBSITES

41

www.trutline.com

www.demataccount.com

www.icicidirect.com

www.sharekhan.com

APPENDIX

42

QUESTIONNAIRE
Questionnaire related to Field survey
Name:
Address:
Phone No:
Occupation:
Age:
Q1. What is your annual income?

Below 100000
100000-200000
200000-500000
500000-1000000

Q2. Do you invest?

Yes
No

Q3. In what do you invest?

Insurance
Real Estate
MF
Stock Market

43

Q4. What percentage of income on annual basis you invest?

5%-10%
10%-20%
20%-30%
30%-50%

Q5. Have you heard about Trust Line?

Yes
No

Q6. Do you know the core product of Trust Line?

Yes
No

Q7. Which financial institutions service you like most for investment?

Reliance Money

ICICI Direct

Sharekhan

Others

Q8. Which is the factor you consider the most while choosing any investment option?

Return
Security of Money

Q9. Do you know about demat account

Yes
No

Q10. What do you prefer first for investment?

44

Mutual Fund
Stock Exchange
Insurance

Q11.How do you rate Trust Line Brand image in market?

Fair
Good
Average
Bad

45