BY

VAMSI KRISHNA NARAYANA

16BSP3190
 Amrutleela is a stock broking firm and has been empowering the retail investors since 2006.

Provides simple and powerful investment opportunities across stock and commodity markets.

Believes only simplicity and facts which helps to give beyond the expectations of customers

which finally maintains better customer relationships.

Having catered to hundreds of HNI clients over the years, our turnovers have grown from

27crores in 2006 to 18000+ crores in 2015-16.

To deliver better results Amrutleela has a dedicated Research team, Back Office team and Order

Punching team.
 SWOT ANALYSIS-AMRUTLLELA
STRENGTHS WEAKNESS OPPORTUNITIES THREATS

Lack of brand Publish journals Economic

100% Flexibility
awareness Sharing research measures by SEBI
& Transparency
Localized presence reports to clients & govt.
Continuous
Minimum amount Focus on brand Entry of foreign
portfolio tracking.
of Rs.5000/- to awareness. finance firms into
Experienced
start investments. Developing Income Indian market.
research team.
High account based strategies. Promoting
Discipline in
opening charges. strategies by
trading.
competitors.
 PORTER'S FIVE FORCES ANALYSIS

Competitive Competitive Rivalry between big players

Rivalry is strong.
Within The rivalry is based on offering low
Industry brokerage charges and services offered.

Strong regulatory norms.

Threats of Customers prefer to invest with reputed financial services
New company.
Entrants In order to sustain and play major role, company has to
provide the services with competitive charges which
requires a sensible cash flow.
 Threat Investments in Fixed Deposits, Gold, Real-estate,
of bonds, Peer-to-peer Lending etc.
Substitutes

Bargaining
Low Bargaining power of suppliers because the industry
Power
is highly regulated by SEBI.
of
Transparency in payment execution process.
Suppliers

Bargaining
Customers have moderate bargaining power.
Power
of
Customers
 LEARNINGS

Gained first hand experience of subscribing for an IPO.

Exposed to roles of Investor, Fund Manager and Broker with the help of virtual trading.

Importance of Stop-Loss & Targeted price before investing in stocks.

Performing technical analysis on fundamentally sound stocks to get better returns.

Income level of an investor is an important factor which effects their portfolio.

The importance of deadlines and finding ways to meet them.

Impact of companys brand value for an investor before choosing services.

 RECOMMENDATIONS
Before investing in any of the stock it is good to have stop-loss and targeted price calculations to get
rid of losses.

One should have long term perspective also while investing in stocks so that the risk and tax can be
avoided.

Never borrow to invest. Use only surplus to invest.

In order to mitigate the risks, fund diversification is appreciated.

One should also think of other opportunities available for investments other than Fixed Deposits.

Investments at early stage could fetch benefits in long-run.

 LIMITATIONS
Fundamental analysis is limited to only CNX-500 companies.

Though suggested for diversification, portfolio is limited to equities.

Profit calculation in virtual trading doesnt contain STT, service tax and brokerage.

Study on attitudes of public on investments is limited to Mumbai.

All the financial data used to calculate the ratios is taken completely from the secondary sources like
quarterly & annual reports found in the companys websites.

Though suggestions and speculations are based on the past performance, but stock market is
unpredictable and could be affected by various extraneous factors, like global economic conditions,
change in top management, mergers & acquisitions, etc.
 CONCLUSIONS

Investments in medium/small cap delivers better returns than the returns by large cap stocks.

Portfolio investment helps the investors to maximize returns and minimize risks.

Investors can make their investments based upon any research techniques, but still the stock
markets are as volatile as ever and unpredictable with uncertainty.

Investors should assess the relative performance of the economy, the state of the industry and the
financial health of the companies before selecting a stock.