Escolar Documentos
Profissional Documentos
Cultura Documentos
Principal
PLACE:
ACKNOWLEDGEMENT
its operation in the year 1995. The mission statement of the company is “Ideas
wholesale financing, and mutual funds. The major clients are corporations,
client activation and also to understand why clients prefer Edelweiss rather than
the other broking company. The project also deals with Customer relationship
to help them suggest the kind of financial product they should use according to
their risk appetite. Adding to this, I have been communicating with different
types of customers through various media, including client visits, for this
LIST OF TABLES
INTRODUCTION
A Share market/stock markets is an open market for fiscal operations
such as trading of a firm's share and derivatives at a fixed cost. These securities
are further listed on a stock exchange. These listed securities are traded through
the share broking company. It is a place, where stocks, bonds, and/or derivatives
in listed companies are bought and sold.
PRIMARY OBJECTIVE
To study the effectiveness of client activation and its financial
performance.
SECONDARY OBJECTIVES
1. To know the trend of the financial performance of the Edelweiss
INDUSTRY PROFILE
Inception- The roots of a stock market in India began in the
1860s during the American Civil War that led to a sudden surge in the
demand for cotton from India resulting in setting up of a number of
joint stock companies that issued securities to raise finance.
Bubble burst- The early stock market saw a boom till 1865,
and then in Jul
1865, what was then used to be called the share mania ended with
burst of the stock market bubble. In the aftermath of the crash, banks,
on whose building steps share brokers used to gather to seek stock tips
and share news, disallowed them to gather there, thus forcing them to
find a place of their own, which later turned into the Dalal Street. A
group of about 300 brokers formed the stock exchange in Jul 1875,
which led to the formation of a trust in 1887 known as the “Native
Share and Stock Brokers Association”
It was in 1875 that the Indian Share Market first started
B)NationalStockExchange(NSE):
The National Stock Exchange (NSE) is a stock exchange
located at Mumbai, India. It is the largest stock exchange in India in terms of
daily turnover and number of trades, for both equities and derivative
trading.NSE has a market capitalization of around 6,393,418 crore
(US$1,438.52 billion) in August 2010 .National Stock Exchange (NSE) is
considered to be the leader in the stock exchange scenario in terms of the total
volume traded. The National Stock Exchange received the recognition of a stock
exchange in July 1993 under Securities Contracts (Regulation) Act, 1956. NSE
is the third largest Stock Exchange in the world in terms of the number of trades
in equities. It is the second fastest growing stock exchange in the world with a
recorded growth of 16.6% The products that are traded in the National Stock
Exchange are:-
• Equity or Share
• Futures (both index and stock)
• Options (Call and Put)
• Wholesale Debt Market
• Retail Debt Market
• Currency futures
• MUTUAL FUND
• STOCKS LENDING & BORROWING
NSE has a fully automated screen based trading system which is known as
the NEAT system. The transactions are carried on with speed, efficiency,
and are all transparent. The risk management system of the National Stock
Exchange is world class and can be considered as the benchmark for other
bourses. The leading index of NSE is known as Nifty 50 or just Nifty. It
comprises of 50 diversified benchmark Indian company scrips and is
constructed on the basis of weighted average market capitalization
method.
• The investors
• The market intermediaries.
1. Primary market
2. Secondary market
Types of Trading:
1. Online Trading
3. Swing trading.
4. Position Trading
1. Online Trading:
• Online trading is simply a term that refers to the medium used to enter and
execute trades.
• Online traders, which can include long term investors, as well as day,
swing and position traders, use either an Internet connection or a direct
access online trading platform to access and execute trades with Web
based brokers.
2. Day trading:
i. Scalp trading
i) Scalp Trading: A scalp trader buys and sells shares at very low profits
(margins) and does multiple trades on daily basis.
ii) ii) Momentum Trading: A momentum trader identifies the trend and buys
shares at bottom and sells at the high of the trend. He may do one or
two trades or at the most three trades in a day. He may not do as
multiple trades as scalp trader on daily basis.
3. Swing Trader:
• A swing trader is just like a day trader but swing trade may hold the
shares (positions) for couple of days like 4 to 5 days, while day trader
doesn’t hold shares even for next day.
• Swing trader basically trades based on news, breakout and breakdown
in technical charts, based on volume surge, based on up and down trade
etc.
4. Position Trading:
Types of Investment:
The Logo: Edelweiss, a rare flower found in Switzerland. A graphic flower that
represents ideas! Around it, the protective arms of the letter ‘E’:
Edelweiss believes ideas create wealth, but values protect it.
KEY PEOPLE: Chairman & Founder: Mr. Rashesh Shah (IIM Graduate
1995 batch) and Venkat Ramaswami.
Designated director: Naresh Kothari.
Directors: Rashesh Shah, Venkat Ramaswami and Hiralal Chopra
Achievements’ and Awards of Edelweiss:
Edelweiss was adjudged winner in the Best Merchant Banker category
in the Outlook Money NDTV Profit Awards 2008.
Ranked among the top ten players in Annual Bloomberg and Annual
Thomson-Reuters
In short
Board of Directors
Name Designation
Mr. Sanjay Santhanam Director
Mr. Narendra Jhaveri Director
Mr. Ramanan Raghavendran Director
Mr. Venkat Ramaswamy Director
Mr. Rashesh Shah Chairman & Managing director
Mr. Sunil Wadhwani Director
Mr. P N Venkatachalam Director
Mr. Kunnasagaran Chinniah Director
Aim - building long term relationships with the clients and equipping the
clients about the market knowledge so that they can address the day by
day fast growing opportunities
Edelweiss is a powerhouse of financial innovation –illuminating both the
solutions and the perils. Edelweiss was previously into niche marketing
only, dealing with the High Net Worth Individuals (HNWI) clients only.
Looking at the current market scenario, company is targeting the Retail
Segment with its new Online Trading Portal.
The company sights the need for entering into the retail segment by seeing
the saturation of the niche market and the exploration of the areas which
was left untouched by the organization. The idea behind this is to
Reposition the company from niche marketer to mass marketer.
The strength of Edelweiss is its market image and well equipped research
Prepaid Broking Plan for both the retail as well as HNI customers.
Basically every broking firm offers dematerialization and the trading
account with some charges associated to it and the main source of income
is the brokerage that is collected on every transaction made by the
customer, which is a continues source of income.
USP- The single minded focus on thought leadership and relentless
Execution Orientation:
Culture:
Professional Integrity:
Research Driven:
1. Personalized Service
2. Professional Advice
3. Long-term Relationship
RECENT APPROACH:
GROWTH STRATEGY:
Investment Banking
Institutional investment
Asset management
Wealth management
Private client brokerage
Insurance brokerage
Wholesale financing
1. Investment Banking:
An Investment Bank is a financial institution that deals with
i. Promoters Funding
ii. Acquisition Financing
• Rights Issues
• Preferential Allotments
Besides, our Equity Capital Markets practice also caters to the entire
spectrum of capital market needs through other services such as managing
takeovers, delisting and buyback.
They assist innovative and exciting companies in accessing the equity
capital market. We believe that our strength lies in identifying present and
future market leaders, working with them closely in understanding and
fine tuning their business model, and showcasing the investment
opportunity to the right set of investors.
2. Institutional Investment:
Institutional investors are organizations which pool large sums of
securities (shares, bonds etc.) and assets (e.g., real estate), to meet
specified investment goals for the benefit of the investors. Investors
may be institutions (insurance companies, pension funds,
corporations etc.) or private investors (both directly via investment
contracts and more commonly via collective investment schemes e.g.
mutual funds or Exchange Traded Funds)
4. Wealth Management:
At Edelweiss, Wealth Management is a Practice; it is a specialized
profession where our experts combine their efforts to meet the wealth
planning, investment, and financial management needs of
individuals, families, family offices, or corporates. More than just
Financial Services, Edelweiss Wealth Management takes one step
closer to you, by providing an "all-in-one approach”.
FIRM
EMPLOYEES
Interactive Marketing CUSTOMERS
SWOT ANALYSIS
Strength:-
• Co-operative and Experienced Branch Managers in all the
branch offices.
• Reliable and Good Database about customers.
• Low pricing and low brokerage for Demat a/c.
Weakness:-
• Low awareness about the broking company in the market due to
lack of advertisements.
• Inexperienced Staff and new staff members in the company.
• Lack of loyal clientage with the team leaders.
Opportunity:-
• Presences of Untapped Market
• Increased spending power of the company
• Due to more Changing Mindset of stock Customers in the
market
• Unpredictable Sensex in the country
Threat:-
• Stiff competition from existing players in the market.
• Better products offered by the competitors in the market.
General Terminologies Thought in Training:
i) Index:
In financial markets, an index is a customized basket of
securities that tracks a particular market or a part of it. Each
index has its own calculation methodology and its own specific
process in order to select particular securities. In India, the NSE
and BSE are the two main exchanges that have indices. The BSE
Sensex and NSE Nifty are examples of indices.
ii) IPO:
Initial public offering (IPO), also referred to simply as a "public
offering", is when a company issues common stock or shares to
the public for the first time. They are often issued by smaller,
younger companies seeking capital to expand, but can also be
done by large privately-owned companies looking to become
publicly traded.
v) Financial Ratios:
A financial ratio or accounting ratio is a ratio of selected values
on an enterprise's financial statements. There are many standard
ratios used to evaluate the overall financial condition of a
corporation or other organization. Financial ratios are used by
managers within a firm, by current and potential shareholders
(owners) of a firm, and by a firm's creditors.
x) Market/Limit Order:
A Market Order is a buy or sell order to be executed by the
broker immediately at current market prices. As long as there are
willing sellers and buyers, a market order will be filled. A Limit
Order is an order to buy a security at no more (or sell at no less)
than a specific price. This gives the customer some control over
the price at which the trade is executed, but may prevent the
order from being executed immediately.
xii) Buyback:
A buyback (reacquired stock) is a stock which is bought back by
the issuing company, reducing the amount of outstanding stock
on the open market Stock repurchases are often used as a tax-
efficient method to put cash into shareholders' hands, rather than
pay dividends. Sometimes, companies do this when they feel
that their stock is undervalued on the open market
xiv) Delisting:
ORGANIZATION CHART
ORGANIZATIONAL FLOW IN EDELWEISS BROKING LIMITED
Branch Manager
Team Head
Team Head Team Head
for HNI
8 Team
8 Team Leaders 8 Team leaders
Leaders
REVIEW OF LITERATURE
1. Cash trading
2. Spot trading
3. Derivative trading
The NSE trading system called National Exchange for Automated trading
(NEAT) is a fully automated screen base trading. It is online and nationwide
trading system. It adopts the principle of an order driven market.
In this system a member can punch into the computer quantities of securities
and prices at which he likes to transact. The transactions are executed as soon as
it finds a matching sale or buy order from a counter party.
The broking limited acts as a medium between the clients and the company ,
which sells the shares or issues of the company thereby raising the company’s
capital and also investing the money of the investors in any of the investment
policies available thereby increasing their income. In this transaction the broking
limited increase their revenue through means of brokerage
DEMAT ACCOUNT
The first major advantage of trading online is the ability to have total
control over ones investments. Before the advent of online trading, investors had
to go through a stockbroker in order to buy and sell their stocks. This process is
tedious, can take up value able time and is costly. In addition to that, brokers can
sometimes persuade investors to buy and sell certain stocks because of personal
reasons.
When investors trades online they have total control of their money. In
addition to that, investors have the luxury of speed. They can buy and sell stocks
quickly, which can help them save money. An example of this is if investors
want to buy certain stocks at low price, by the time they call their broker and
eventually buy the stock the price could have increased during that time period.
This same example applies to when investors want to sell a stock at a certain
time. While the investors are calling their broker and the stock is being sold, the
price could have dropped. This could sometimes cost investors thousands of
dollars.
With online trading, people can buy and sell at the exact time they choose to do
so because it is just a mouse click away. Online trading is also beneficial
because it reduces the cost of transaction. Instead of paying broker , which can
be very costly , investors can trade online and pay a small fee to their company.
this saves the customers from having to pay commission to the stockbroker.
Furthermore, since” the explosion of online brokerages has driven the cost of
transactions way down, trading online is cheaper than ever. This is because all
the companied are competing for business continue reducing their costs to attract
customers.
The last major advantage of trading stocks online is that more information is
available than ever before. Investors can get the most up to date stock quotes and
can reach any company they plan on buying stock for. This information was
previously only available to stockbrokers. With the new technology the internet
offers, it is available to everyone. With this information the investors can
become more educated and make good decision on the stocks they want to buy
and sell. One such website that allows users to gather information is Quote.com.
Quote.com has graphic charts that updates the investors’ portfolio throughout
the day and also lets investors create “watch lists” or mock portfolios that
monitor alternative investment options”. This means that customers can plan out
different investing stratifies and see how those compare to the ones they are
already invested in. These advantages have contributed greatly to the increase of
trading online.
One major disadvantage with online trading is that there are many security risks.
The internet is a wonderful but dangerous place to do business. Hackers have the
ability to access personal information on anyone who has ever searched the
internet, which includes credit card information. This was the main reason a
company like Charles Schwab was reluctant to start trading online. Although the
percentage is small, there is still a small chance that hackers can access ones
account companies are taking the most serious precautions on this matter.
Another drawback to trading online is that, while companies offer trades that are
quick and on the spot, in actuality it can take up to several hours to complete or
even not to be completed at all. According to the Securities and Exchange
Commission, “E-traders registered more than 3,300 complaints in the 12 months
ended in September 1999, a 197 percent increase over 1998 and nearly 2,000
percent higher than in 1997”. This means that here was an increase in problems
that the web sites were having. This could have serious effects on investors
because they could think they bought a stock or sold a stock at a certain time but
in actuality the transaction registered late or not at all costing that investor
money.
The internet is unpredictable and stable. One can never know when a web site
will fail. In situations where there is a problem like this, investors can usually
call their brokerage firm and the problem is fixed right away. However, the
problem with online trading companies is that they are too large and are not
“easily reached by e-mail or phone”. This is the main concern for online
brokerage firms and they are trying their best to alleviate these problems.
Finally the most important problem with online trading is that it is so quick and
easy to make transaction, that money can be lost just as quick and just as easily.
Some people that invest online do not know how the stock market words and
think they can just invest in anything and it will make them money. According
into foresters search, “two types of traders have already moved online ‘the
aggressive affluent’ and those who want to ‘get rich quick.”. These two groups
make up 70 percent of the people that want investors trading online today. These
people can make rash decisions and lose a lot of their money. People like this
generally think that investing in the stock market is like gambling in Las Vegas.
This is a dangerous attitude and could make people lose money they cannot
afford to lose.
CHAPTER –IV
RESEARCH
METHODOLOGY
RESEARCH METHODOLOGY
RESEARCH METHODOLOGY
Research means a scientific and systematic search for pertinent
information on a specific topic. Research is careful investigation or enquiry
especially through search for new facts in any branch of knowledge. Research
comprises defining and redefining problems, formulating hypothesis or
suggested solutions, collecting, organizing and evaluating data; making
deductions and reaching conclusions; and at last carefully testing the conclusions
to determine whether they fit the formulating hypothesis
RESEARCH DESIGN
A research design is the arrangement of conditions for collection and
analysis of data in a manner that aims to combine relevance to the research
purpose with economy in procedure.
The research design adopted for this study is descriptive research design it
described the character, attitude, demographic features of the research plan.
SAMPLING METHOD
For the present study, a convenience sampling method was adopted
targets respondents for the study consisted of selected.
SAMPLE PROCEDURE
Convenience sampling.
DATA COLLECTION
PRIMARY DATA
The Primary data are those that are collected, for the first time and thus
happen to be original character. The primary data used for this project has
collecting using questionnaire. The information was collected from the
employee through personal contracts.
SECONDARY DATA
Secondary data has been collected through oral communication. It is
about the company profile and other details were collected, form the company
website, journals, company annual reports, etc.
STATISTICAL TOOLS APPLIED
Analyst must use different statistical tools for analyzing and interpreting
the data, in this study the following tools are applied.
1. Moving average
2. Correlation
3. Percentage analysis
4. Chi-square analysis
PERCENTAGE ANALYSIS
CHI-SQUARE TEST
On the other hand the calculated value of 2 is less than table value. The
difference the theory and observation is not considered as significant. i.e., it is
regarded as due to fluctuations of sampling and hence ignored. The degree of
freedom can be calculated using the formula,
V = (c-1) (r-1)
Where, c= refers to columns,
And r = refers to rows.
CHAPTER – V
DATA ANALYSIS
AND
INTERPRETATION
TABLE NO-1
NOTE:-
Revenue due to Client Activation
December 57,635
January 30,247
INTERPRETATION:-
• From the graph we are able to interpret that the revenue generated due to
client activation in the month of December was more than that of the
revenue generated by client activation in the month of January. This is due
to the market downtrend in the month of January.
• This also shows that even though the market was down it was only the
client activation which has increase the revenue of the month by 64.11%
TABLE NO-2
MOVING AVERAGE
INTERPRETATION:-
From the moving average graph we could find that the revenue generated
by client activation is high during previous months and from January middle it
has been highly reduced, which means that the client activation has not been
done effectively due to the reason that there is only two client activators for
more than 3500 clients and this revenue decrease is also due to the market
downtrend for the past three months.
TABLE NO-3
INFERENCE:-
From the above table it is found that 18.75% of respondents are in the
age group 21-30, 32.5% of respondents are in the age group of 31-40,
27.5% of respondents are in the age group 40-50, 21.25% of
respondents are in the age group of above 50 which shows that most of the
clients who make investment are in the age group of 31-40.
CHART NO-3
CLASSIFICATION BASED ON THE CLIENTS AGE
TABLE NO-4
INFERENCE:-
From The above table it is found that 75%of the clients are male and 25%of
the clients are female which means that mostly men are investing more in share
market.
CHART NO-4
CLASSIFICATION BASED ON THE CLIENTS GENDER
TABLE NO-5
INFERENCE:-
From the above table it is found that 15% of the clients have opened
the demat account before March, 18.75% of the clients have opened the demat
account in the period of March to June,45 of the respondents have opened in the
period of June to December and21.25% of the respondents have opened in the
period after December .
CHART NO-5
CLASSIFICATION BASED ON THE OPENING OF DEMAT ACCOUNT
TABLE NO-6
1 Yes 66 82.5
2 No 14 17.5
Total 80 100
INFERENCE:-
From the above table it is found that 82.5% of the are
interested in trading, 17.5% of the respondents are not interested in trading
CHART NO-6
CLASSIFICATION BASED ON THE CLIENTS INTERESTED IN TRADING
TABLE NO-7
1 financial position 15
18.75
2 share holdings in 13
other company
16.25
3 lack of knowledge 22
in share market 27.5
4 market downtrend 30
37.5
Total 80 100
INFERENCE:-
From the above table it is found that 18.75% of the respondents are
dormant due to financial position, 16.25% of the respondents are dormant due to
share holdings in another company,27.5 of the respondents are dormant due to
lack of knowledge in share market and 37.5% of the respondents are dormant
due to market down trend
CHART NO-7
1 After Budget 32 40
2 After 3 months 29 36.25
3 After 6 months 9 11.25
4 not yet decided 10 12.5
Total 80 100
INFERENCE:-
From the table it is inferred that 40% of the respondents will start
trading after budget and 36.25% of the clients will start after 3months ,11.25%
of the respondents will start after 6months and12.5% of the respondents have not
yet decided.
CHART NO-8
CLASSIFICATION BASED ON THE CLIENTS GET ACTIVATED
TABLE NO-9
1 Online trading 44 55
2 Offline trading 36 45
Total 80 100
INFERENCE:-
From the table it is inferred that55% of the respondents go for online
trading and 45% of the respondents go for offline trading which means that
client activators have effectively educate the client about online trading
CHART NO-9
CLASSIFICATION BASED ON THE KIND OF TRADING OPTED
TABLE NO-10
1 Equity 55 68.75
2 commodity 8 10
3 Mutual funds 17 21.25
Total 80 100
INFERENCE:-
From the above table it is inferred that68.75% of the respondents go for
equities, 10% of the respondents invest in commodities and 21.25%of the
respondents go for mutual funds. It means that most of the clients go for equity
market than other type of investment.
CHART NO-10
CLASSIFICATION BASED ON THE KIND OF INVESMENT
TABLE NO-11
INFERENCE:-
From the above table it is inferred that 52.5% of the respondents require
training on various parts such as training on share market, training about online
trading etc and 47.5% of the respondents do not require training.
CHART NO-11
CLASSIFICATION BASED ON THE REQUIREMENT OF TRAINING
TABLE NO-12
1 Yes 34 42.5
2 No 46 57.5
Total 80 100
INFERENCE:-
From the above table it is inferred that 42.5% of the respondents hold
stocks in other share broking company and 57.5% of the respondents hold stock
only in Edelweiss.
CHART NO-12
CLASSIFICATION BASED ON THE CLIENTS STOCK HOLDINGS IN
OTHER COMPANY
TABLE NO-13
Total 80 100
INFERENCE:-
From the above table it is inferred that 26.25% of the clients go for
1250 plan, 27.5% of the clients go for 2000 plan,13.75% of the respondents go
for above 2000 plan and 32.5% of the respondents do not take any subscription
plan.
CHART NO-13
CLASSIFICATION BASED ON THE SUBSCRIPTION PLAN ADOPTED
TABLE NO-14
Total 80 100
INFERENCE:-
From the above table it is inferred that 23.75% of the respondents are
highly satisfied, 25% of the respondents are satisfied, 13.75% of the respondents
are neither satisfied nor dissatisfied and 26.25% of the respondents are
dissatisfied.
CHART NO-14
CLASSIFICATION BASED ON THE SATISFACTION LEVEL OF THE
CLIENT
TABLE NO-15
CORRELATION ANALYSIS
∑x=144.486 ∑y=-5.5
Average (x̄) = 7.604526 (ȳ) = -0.28947
x̄^2=57.82882 ȳ^2=0.083795
b=∑xy-nx̄ȳ/∑x^2-nX^2
=0.063651
a=ȳ-bx̄
=-0.77351
r^2= a∑Y+b∑XY-n.ȳ^2/∑Y^2-nȳ^2
=0.049205075
r= 0.22182217
Interpretation:-
From the correlated value we can find that the correlated value lies between
-1 to 1 which means it is positively correlated.
TABLE NO-16
Other Income 0.73 1.79 -1.06 -145.205 1.79 0.2 1.59 88.82682
Total Income 31.14 75.38 -44.24 -142.068 75.38 187.6 -112.29 -148.965
7
EXPENDITURE 0 #DIV/0! 0 #DIV/0!
:
Interest & 0.03 2.13 -2.1 -7000 2.13 77.32 -75.19 -3530.05
Financial
Charges
Operating & 17.18 35.73 -18.55 -107.974 35.73 69.72 -33.99 -95.1301
Administrative
Expenses
Profit Before 12.9 36.5 -23.6 -182.946 36.5 39.31 -2.81 -7.69863
Tax
Tax 4.56 9.44 -4.88 -107.018 9.44 10.53 -1.09 -11.5466
Profit After Tax 8.34 27.06 -18.72 -224.46 27.06 28.78 -1.72 -6.35625
Adjustment 0 0 0 #DIV/0! 0 0 0 #DIV/0!
below net profit
P & L Balance 19.5 26.83 -7.33 -37.5897 26.83 49.91 -23.08 -86.0231
brought forward
P & L Balance 26.83 49.91 -23.08 -86.0231 49.91 55.36 -5.45 -10.9197
carried down
Equity Dividend 0.49 1.13 -0.64 -130.612 1.13 15.02 -13.89 -1229.2
Operating Income 187.47 191.39 -3.92 -2.091 191.39 244.12 -52.73 -27.5511
Other Income 0.2 0.35 -0.15 -75 0.35 5.16 -4.81 -1374.29
Total Income 187.67 191.74 -4.07 -2.1687 191.74 249.28 -57.54 -30.0094
Interest & Financial 77.32 97.82 -20.5 -26.5132 97.82 137.22 -39.4 -40.2781
Charges
Operating & 69.72 58.46 11.26 16.15032 58.46 68.05 -9.59 -16.4044
Administrative
Expenses
Less: Preoperative 0 0 0 #DIV/0! 0 0 0 #DIV/0!
Expenditure
Capitalised
Profit before 40.63 35.46 5.17 12.72459 35.46 44.01 -8.55 -24.1117
Depreciation & Tax
Profit Before Tax 39.31 31.08 8.23 20.93615 31.08 42.33 -11.25 -36.1969
Profit After Tax 28.78 26.37 2.41 8.373871 26.37 34.2 -7.83 -29.6928
P & L Balance 49.91 55.36 -5.45 -10.9197 55.36 55.09 0.27 0.487717
brought forward
P & L Balance 55.36 55.09 0.27 0.487717 55.09 4.28 50.81 92.23089
carried down
Equity Dividend 15.02 22.48 -7.46 -49.6671 22.48 75.08 -52.6 -233.986
Corporate Dividend 2.55 1.22 1.33 52.15686 1.22 6.51 -5.29 -433.607
Tax
Equity Dividend 40 60 -20 -50 60 200 -140 -233.333
(%)
Earning Per Share 3.5 3.35 0.15 4.285714 3.35 3.69 -0.34 -10.1493
(Rs.)
Book Value 180.08 180.96 -0.88 -0.48867 180.96 174.5 6.46 3.56985
According to the database 14 Jan
• Total 1,524 clients activated during current month out of which 216
clients activated today, Activation Team activated 145 clients.
• 43.16% clients traded till date out of our total client base
STATISTICAL TOOLS
CHI-SQUARE TEST
To check whether the Clients satisfied with the service rendered by the
company
Step (i):-
Step (ii):-
OBSERVED FREQUENCY
Step (iii):-
EXPECTED FREQUENCY:
Grand Total
3.5625 3.75 3.75 3.9375
6.175 6.5 6.5 0.325
5.225 5.5 5.5 5.775
4.0375 4.25 4.25 4.4625
Step (iv):-
TABLE CALCULATED:-
OF EF Oi-Ei (Oi-Ei)2 (Oi-Ei)/Ei
(Oi) (Ei)
5 3.562 1.4375 2.066406 0.403509
5 5 1.25 1.5625 0.333333
3 3.75 -0.75 0.5625 -0.2
2 3.75 -1.9375 3.753906 -0.49206
2 3.937 -4.175 17.43063 -0.67611
10 5 3.5 12.25 0.538462
13 6.175 6.5 42.25 1
1 6.5 0.675 0.455625 2.076923
5 6.5 -0.225 0.050625 -0.04306
3 0.325 -2.5 6025 -0.45455
2 5.225 -3.5 12.25 -0.63636
12 5.5 6.225 38.75063 1.077922
7 5.5 2.9625 8.776406 0.733746
2 5.775 -2.25 5.0625 -0.52941
2 4.037 -2.25 5.0625 -0.52941
6 5 1.5375 2.363906 0.344538
4.25
4.25
4.462
5
Total 2.947461
Step (v):-
Degree of freedom = (c-1) (R-1)
= (4-1) (4-1)
= (3) (3)
=9
INFERENCE:-
FINDINGS
SUGGESTIONS
1. Company can Recruit some more people for client activation which
increases the revenue of the company
2. There should be a backup office in order to look after the queries of the
clients.
3. It is highly recommended to reduce the Brokerage rate which is also very
CONCLUSION
The client activation is an important aspect of any company which plays a
major role in increasing the revenue of the company. This Project “A STUDY
ON THE EFFECTIVENESS OF CLIENT ACTIVATION AND ITS
FINANCIAL IMPACT AT EDELWEISS BROKING LIMITED “ aims at
determining the revenue generated by the client activation team and also to
evaluate ehe effectiveness of online trading education given to the clients.
BIBLIOGRAPHY
BIBLIOGRAPHY
Websites:
WWW.GOOGLE.COM
WWW.EDELWEISS.IN
APPENDIX
QUESTIONNAIRE
My name is R.NANGAI. I am a student of MBA from VEL SRI RANGA
SANKU COLLEGE. As a part of my summer internship training from
EDELWEISS BROKING LIMITED, I am working on the Project “A STUDY
ON THE EFFECTIVENESS OF CLIENT ACTIVATION AND ITS
FINANCIAL IMPLICATION AT EDELWEISS BROKING LIMITED”.
This questionnaire is framed to know whether the client activation done is
increasing the revenue of the company facilitate the teaching and management
process in educational institutions.
NAME:-
AGE:-
a) 20-30 b) 31-40 c) 41-50 d) above 50
GENDER:-
10. Are you satisfied with the service rendered by the activators in Edelweiss
Broking Limited?
a) Highly satisfied b) Satisfied c) Neither satisfied nor dissatisfied
d) Dissatisfied