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A PRESENTATION ON SUMMER TRAINING

ON

A STOCK BROKER COMPANY

SUBMITTED TO: Dr. T.D.Tiwari (DIRECTOR GENERALSPEC)

SUBMITTED BY:
GARACH PRIYANKA

Roll. No.107550592004 MBA (2011-2012) SPCAM , ANAND, INDIA

Training Title
PORTFOLIO MANAGEMENT SERVICES AT SHAREKHAN

Contents
Introduction Product profile Swot analysis Objectives Research Methodology Data Analysis Limitation Findings Conclusions Suggestions

Introduction
Name: Sharekhan Company Limited Punch line: Your Guide To The Financial Jungle Site of Sharekhan was launched by 8 feb. 2000 Telephone no: 022-67482000 Toll Free: 1800227500 working under SSKI (S. S. Kantilal Ishwarlal) Ltd. SSKI was founded in 1922. SSKI entered into real broking in 1985 They provides you a complete life cycle of investment solution in equities, derivatives, commodities and depository services SSKI has been voted the best domestic brokerage in by Asia money Polls 2004 SSKI Entered into Retail Broking in 1985

TESTIMONY OF CUSTOMER CONFIDENCE


Most Preferred Stock broker in India

Indias largest consumer study initiated by CNBC Awaaz and conducted by AC Nielsen - ORG Marg covering 7000 respondents - 21 products and services across 21 major cities.

Growing retail network across

Reach

1120 franchisees 168branches 325 cities


Superior trading platform

Technology

Multi- Channel access for customers Real time delivery of quality service and research

Human Capital Brand

3000 employees and growing Performance driven work ethics

One of the most customer friendly brands since inception


Amongst the top 5 retail brokers in India

SHAREKHAN- ONE OF THE FASTEST GROWING FINANCIAL SERVICES COMPANY IN INDIA


1288
across Share Shops
1400 1200 1000 800 600 400 200 0 2001-2002 2002-2003 2003-2004 2004-2005 2005-2006 2006-2007 2007-2008 2008-2009

325

Cities

Network
756 607 410 82 147 176 228

1288

8,00,000

Customers

&

Growing Online Business is 65%

3000 employees

Most preferred broking website in India

Product profile
Portfolio (finance) means a collection of investments held by an institution or a private individual. Holding a portfolio is often part of an investment and risk-limiting strategy called diversification.

Types of Portfolios
1 Aggressive Portfolio: Objective: Growth. This strategy might be appropriate for investors who seek High growth and who can tolerate wide fluctuations in market values, over the short term.

2.Growth Portfolio
Objective: Growth. This strategy might be appropriate for investors who have a preference for growth and who can withstand significant fluctuations in market value.

3 Balanced Portfolio:
Objective: Capital appreciation and income. This strategy might be appropriate for investors who want the potential for capital appreciation and some growth, and who can withstand moderate fluctuations in market.

4. Conservative Portfolio:
Objective: Income and capital appreciation. This strategy may be appropriate for investors who want to preserve their capital and minimize fluctuations in market value.

Swot Analysis
Strength: First brokerage firm to go online PMS services Online fund transfer Law annual maintenance Free demat A/c opening. Recommendations from clients

Weakness : High brokerage charges but now they have overcome this by a new prepaid scheme in which brokerage is reduced to half. opportunity Huge market.

Threats Volatility of the share market. Competitors

Objective Of Study
To know the concept of Portfolio Management. To know about the awareness towards stock brokers and share market. To study about whether people are satisfied with Sharekhan Services & Management System or not. To study about the difficulties faced by persons while Trading in Sharekhan. To study about the need of improvement in existing Trading system.

RESEARCH METHDOLOGY
This report is based on primary as well secondary data, however primary data collection was given more importance since it is overhearing factor in attitude studies. One of the most important users of research methodology is that it helps in identifying the problem, collecting, analyzing the required information data and providing an alternative solution to the problem. It also helps in collecting the vital information that is required by the top management to assist them for the better decision making both day to day decision and critical ones.

1.FREQUENCY DISTRIBUTION OF THE FACTORS CONSIDERED BY INVESTORS WHILE INVESTING:

DATA ANALYSIS
FREQUENCY DISTRIBUTION OF THE FACTORS CONSIDERED BY INVESTORS WHILE INVESTING:
Factors Valid risk frequency Percent 7 14.3 Valid percent 14.3 Cumulativ e percent 14.3

Return
Both Total

13
29 49

26.5
59.2 100.0

26.5
59.2 100.0

40.8
100.0

TABLE SHOWING THE REASONS TO CHOOSE SHAREKHAN FOR THEIR INVESTMENT PURPOSE
Cumu Valid lative Perce Perce Perce nt nt nt 40.8 28.6 22.4 8.2 100.0 40.8 28.6 22.4 8.2 100.0 40.8 69.4 91.8 100.0
Research brokerage

Reasons Valid research Brokerage Service investment tips Total

Freque ncy 20 14 11 4 49

Reason to choose Sharekhan

Service Investment tips

TABLE SHOWING THE TRANSPERENCY PROVIDED BY SHAREKHAN TO THEIR CLIENT:

Cumu Freq Valid lative uenc Perce Perce Perce y nt nt nt Va Yes lid No Total 31 18 49 63.3 36.7 100.0 63.3 36.7 100.0 63.3 100.0

Crosstab between the company selected by investors for their portfolio management and their transparency
MANAGING_PORTFOLIO * DEPENDS_ON_WHICH_COMPANY CROSSTABULATION
transperency Yes Depends_on_which_c ompany Sharekhan ICICI Direct India Infoline Motilal oswal 29 0 0 0 29 Asymp. Sig. (2-sided) 3 3 1 .000 .000 .000 No 0 8 4 2 14 Total 29 8 4 2 43

Total

Value Pearson ChiSquare Likelihood Ratio Linear-by-Linear Association N of Valid Cases 43.000(a) 54.266 31.852 43

df

Limitation
As only Baroda was dealt in the survey so it does not represent the view of the total Indian market. The sample size was restricted with Fifty respondents. The survey was carried through questionnaire and the questions were based on perception There may be biasness in information by market participant Complete data was not available due to company privacy and secrecy

Findings
From the sample of 50, 49 respondents are aware of the various investment options available in the market such as Mutual fund, Shares, Commodities, Property, Fixed Deposits, Insurance, etc which gives a clear idea that in now a days investment is the basic need for every individual to secure their future At the time of investment the investors basically considered the both Risk and return near around 65%. At the time of investment the investors basically considered the both Risk and return near around 65%

conclusions
Sharekhan Ltd has better Portfolio Management Services than other companies It keeps its process more transparent Investors are looking for those investment options where they get maximum returns with less returns Market is becoming complex & it means that the individual investor will not have time to play stock game on his own

Suggestion
The company should also organize seminars and similar activities to enhance the Knowledge of prospective and existing customers, so that they feel more comfortable While investing in the stock market. Investors must feel safe about their money invested. Investors accounts must be more transparent as compared to other companies. Sharekhan limited must try to promote more its Portfolio Management Services through advertisement. Sharekhan needs to improve more its Customer Services. There is need to change in lock in period in all three PMS i.e.Protech, Proprime, ProArbitrage