Professional Documents
Culture Documents
Project Report on
COMPANY GUIDE
FACULTY GUIDE
KAMAL KAUSHIK
BRANCH MANAGER
SHAREKHAN LTD.
PATIALA
(+919888412404)
Submitted By:
BALTEJ SINGH
ROLL NO-607
[MBA(IC) SEM-V111]
PREFACE
Acknowledgement
It was a great opportunity for me to work with Sharekhan Ltd., poineers
in the field of Finance industry. I am extremely grateful to all those who
have shared their experience and knowledge with me and without whom
the compeletion of this project would have been virtually impossible.
Firstly, I would like to thanks our Company Guide Mr. Kamal Kaushik
who has been a constant source of inspiration for us during the
compeletion of this project. He gave us invaluable inputs during our
endavour to complete this project.
I am indebted to all staff of Sharekahan Ltd for their valuable support and
cooperation during the entire tenure of this project. Not to forget, all those
who have kept our spirits surging and helped delivering our best.
At last I would like to thanks all the respondents met in the preparatio,
who gave their valuable time to provide us required information and their
honest support to complete
Our project in time.
BALTEJ SINGH
Sr. no
Details of Document
Page no.
1.
Introduction of ShareKhan
6-14
2.
Offering of Company
15-20
3.
21-22
4.
Share Online
23-30
5.
Share offline
31-35
6.
Derivatives
36-37
7.
Comodities Online
38-42
8.
Insurance
43-47
9.
Mutual Funds
48-50
10.
51-52
11.
53-57
12.
Fixed deposits
58-30
13.
Advisory Products
61-68
14.
Curreny Trading
69-70
15.
Fundamental Research
71-80
16.
Technical Research
81-84
17.
Depository Services
85-86
18.
Customer Supporter
87-89
19.
Research Methodology
90-101
20.
Biblography
102
21.
Anexure
103-105
COMPANY PROFILE:
Sharekhan is one of the top retail brokerage houses in India with a strong online
trading platform. The company provides equity based products (research, equities,
derivatives, depository, margin funding, etc.). It has one of the largest networks in the
country with 1200+ share shops in 400 cities and Indias premier online trading portal
www.sharekhan.com. With their research expertise, customer commitment and
superior technology, they provide investors with end-to-end solutions in investments.
They provide trade execution services through multiple channels - an Internet
platform, telephone and retail outlets.
Sharekhan was established by Morakhia family in 1999-2000 and Morakhia family,
continues to remain the largest shareholder. It is the retail broking arm of the
Mumbai-based SSKI [SHRIPAL SHEWANTILAL KANTILAL ISWARNATH
LIMITED] Group. SSKI which is established in 1930 is the parent company of
Sharekhan ltd. With a legacy of more than 80 years in the stock markets, the SSKI
group ventured into institutional broking and corporate finance over a decade ago.
Presently SSKI is one of the leading players in institutional broking and corporate
finance activities. Sharekhan offers its customers a wide range of equity related
services including trade execution on BSE, NSE, and Derivatives. Depository
services, online trading, Investment advice, Commodities, etc.
Sharekhan Ltd. is a brokerage firm which is established on 8th February 2000 and
now it is having all the rights of SSKI. The company was awarded the 2005 Most
Preferred Stock Broking Brand by Awaaz Consumer Vote. It is first brokerage
Company to go online. The Company's online trading and investment site www.Sharekhan.com - was also launched on Feb 8, 2000. This site gives access to
superior content and transaction facility to retail customers across the country. Known
for its jargon-free, investor friendly language and high quality research, the contentrich and research oriented portal has stood out among its contemporaries because of
Sharekhan is also about focus. Sharekhan does not claim expertise in too many things.
Sharekhan's expertise lies in stocks and that's what he talks about with authority. So
when he says that investing in stocks should not be confused with trading in stocks or
a portfolio-based strategy is better than betting on a single horse, it is something that
is spoken with years of focused learning and experience in the stock markets. And
these beliefs are reflected in everything Sharekhan does for us! Sharekhan is a part of
the SSKI group, an Indian financial services power house, with strong presence in
Retail equities Institutional equities Investment banking.
In Ahmedabad, It is having the branch at Dynamic house, opp. Child care hospital,
Navrangpura road and over 40 franchisees in Ahmedabad. We have been given the
centre at Navrangpura road, Ahmedabad.
DIRECTORS:
OTHER DIRECTORS:
MISSION:
To educate and empower the individual investor to make better investment
decisions through quality advice and superior service.
VISION:
To be the best retail brokering Brand in the retail business of stock market.
ACHIEVEMENTS OF SHAREKHAN:
A wired company along with Reliance, Hll, Infosys, etc by Business Today,
January 2004 edition.
It was awarded Top Domestic Brokerage House four times by Euro and Asia
money.
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STRATEGY:
The main strategies used in our training were as follow.
DATA CALLING
In data calling we were provided data of mobile numbers and our job was to
generate appointments. After that we were required to convert that
appointment into closure. Apart from given data we also brought latest
business directory. We called to different business people and tried to generate
appointments.
CALLED CALLING
Called calling means to go at different corporate houses and to meet different
People and to get their visiting card by it we get lead and our immediate task
Was to call them & to fix appointment.
REFERENCE
Another important strategy was to use our reference means our family, friends,
relatives etc. In marketing or selling we can never neglect references & they
always play a major role.
STALL ACTIVITY
Stall activity means to make stall at public place. Then our job was to give them a
newspaper with brochures and to take their name and contact number. So it
was another process of generating lead. After that our job was to follow up
and try for appointment and closure.
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HIERARCHY IN SHAREKHAN:
Sales Side
Dealing Side
Trainees
Junior Dealer
Super Trainees
Dealer
Sales Executives
Relationship manager
Business
executive
development
Equity advisor
Deputy manager
Branch Manager
Territory manager
Cluster Head
Directors
CEO
Regional Head
Vice president
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Directors
CEO
OFFERING
OF THE
COMPANY
14
1. De-mat a/c
15
Proofs of Identity
Customer can submit a photo copy of any one of the following
o
Voter ID
Passport
PAN Card
Driving License
Address Proof
Customer can submit a photo copy of any one of the following
o
Voter ID Card
Driving License
Passport
Ration Card
Telephone Bill
Electricity Bill
Leave-License
Bank Passbook
Pre market
Noon session
Post market
Late evening
Sharekhan is provide tips through SMS (chargeable)
Sharekhan is provide tips through Yahoo Messenger Online
3) IPO/MF Online :Sharekhan provide IPO and MF facility for the customer.
In Sharekhan, a customer can have a saving account for trading online with net
banking facility; Sharekhan have a tie ups with following Banks.
1. HDFC Bank
2. CITI Bank
3. OBC Bank
4. YES Bank
5. UTI Bank
6. IDBI Bank
7. ICICI Bank
8. Union Bank
9. Indusind Bank
10. Bank of India
11. Deutsche Bank
A customer can allocate and transfer fund from your respective bank account to your
Sharekhan account for trading and transfer back to link bank account when and where
needed.
[4] Dial-N-Trade:Sharekhan provide Dial-N-Trade facility to the customer.
18
19
PRODUCTS
&
services
Commodities online
IPO online
Portfolio Management Services
Insurance
Fixed deposits
Advisory products
Currency trading
21
Share online
SHARE ONLINE:
Sharekhan provide online facilities.
BENEFIT
I.
22
II.
III.
Trade anywhere:-enjoy the ease of trading from any part of the world in a
completely secure environment.
IV.
V.
VI.
VII.
CLASSIC ACCOUNT:The Classic Account enables customers to trade online on the NSE and the BSE,
invest in IPO and Mutual Funds and access all the research and transaction reports
through Sharekhans website. This account is suitable for the retail investors.
In this account Shown the maximum script are 25 in the terminal and the technical
chart are not shown in this account.
The life time registration charge for this account is 750 rupees.
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Features
Online trading account for investing in Equities and Derivatives
Free trading through Phone (Dial-n-Trade)
o Two dedicated numbers for placing your orders with your cell phone or
landline.
o Automatic funds transfer with phone banking (for Citibank and HDFC
bank customers)
o Simple and Secure Interactive Voice Response based system for
authentication
o Get the trusted, professional advice of our telebrokers.
o After hours order placement facility between 8.00 am and 9.30 am
Integration of: Online trading + Bank + Demat account
Instant cash transfer facility against purchase & sale of shares
IPO investments
Instant order and trade confirmations by e-mail
Single screen interface for cash and derivatives
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Name Of
The Trader
An Investment Form
through Which
Trading Can Be Done
An Option By Which
Bulk Trading Can Be
Done.
FAST TRADE:
Features
Streaming quotes.
Personalized market watch.
Single screen interface for cash, derivatives and Commodities.
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Live
Terminal
TRADE TIGER:
Trade tiger is a next-generation online trading product that brings the power of
brokers terminal to customer pc. It is session to capitalize on intra-day price
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A single platform for multiple exchange BSE & NSE (Cash & F&O), MCX,
NCDEX, Mutual Funds, IPOs
Multiple Charts with Tick by Tick Intraday and End of Day Charting
powered with various Studies
Apply studies such as Vertical, Horizontal, Trend, Retracement & Free lines
User can save his own defined screen as well as graph template, that is,
saving the layout for future use
Advantages:
27
Trader
Name
28
29
Share offline
SHAR OFFLINE:
As the internet has taken over the physical trade, the same is the situation in trading in
shares. Even the internet has not spared trading in shares and still the conventional
system of offline trading continues in todays world.
Merits of offline trading
Low brokerage
Less margin
Flexibility in credit period
Customized advice
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DIAL-N-TRADE:
Sharekhan provides complete trading facility like they are giving Toll free numbers
the phone trading facility as an alternative of net trading where a customer can call
n number of times.
Toll Free numbers: 1800-22-7500
1800-22-7050
Local number
: 079-30307600 (chargeable)
= 04 times
31
The national stock exchange of the India was the promoted by leading financial
institutions at the behest of the government of India, and was incorporated in
November 1992 as a tax paying company. In April 1993, it was recognized as a stock
exchange under the securities contracts( Regulation) Act, 1956. NSE commenced its
operation in the wholesale Debt Market (WDM) segment in June 1994. The capital
market (Equities) segment of the NSE commenced operation in November 1994.
BSE:
32
The Bombay stock exchange is the oldest stock exchange in Asia. It is located at Dalal
Street, Mumbai, India.
The Bombay stock exchange was established in 1985. There are
around 3500 Indian companies listed with stock exchange, and has
the significant stock volume. As of 29 may 2007, the market
capitalization of the BSE is about Rs. 40.5 trillion. The BSE SENSEX
(SENSitive indEX), also called the BSE 30, is a widely used market
index in India and Asia. As of 2005, it is among the five biggest
stock exchanges in the world in terms of transactions volume.
LIVE
TERMINALS
of
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Derivatives
34
DERIVATIES:
Derivatives are financial contracts whose value/price is depends on the behavior
of price of one or more basic underling assets. These contracts are legally binding
agreement, made on the trading screen of stock exchange, buy or sell an asset in
future. The assets can be share, index, interest rate, bond, rupee- dollar exchange
rate, sugar, crude oil, soybean, cotton, coffee etc.
35
Commodities
online
36
COMMODITIES ONLINE:
Commodities are agreements to buy and sell virtually anything except, for some
reason, onions. The primary commodities that are traded are oil, gold and agricultural
products. Commodity derivatives comprise of raw materials and products that can be
traded on special commodity exchanges across the country. Commodities expands
customer investing horizon from investing in a metal company to trading in the metal
itself. Trading in commodity derivative provides unique market opportunities for a
wider section of participants like: investor, hedgers, arbitragers, traders, manufactures
planters, exporters and importers. While trading commodities through an exchange,
there are no transportation charges, no insurance costs, no storage charges and
complete security when customer trade though an exchange. Customer can trade in
commodities at nominal costs and carry the investment in paper from as customer
want. The fundamentals for commodities are quite simple: price is a function of
demand and supply.
Sharekhan provides commodity facility. Sharekhan trades on two major commodity
exchanges in India.
1) MCX
2) NCDEX
37
Indexes of commodities
MCX:
38
NCDEX:
39
NCDEX currently facilitates trading of thirty six commodities - Cashew, Castor Seed,
Chana, Chilly, Coffee, Cotton, Cotton Seed Oilcake, Crude Palm Oil, Expeller
Mustard Oil, Gold, Guar gum, Guar Seeds, Gur, Jeera, Jute sacking bags, Mild Steel
Ingot, Mulberry Green Cocoons, Pepper, Rapeseed - Mustard Seed ,Raw Jute, RBD
Palmolein, Refined Soy Oil, Rice, Rubber, Sesame Seeds, Silk, Silver, Soy Bean,
Sugar, Tur, Turmeric, Urad (Black Matpe), Wheat, Yellow Peas, Yellow Red Maize &
Yellow Soybean Meal. At subsequent phases trading in more commodities would be
facilitated.
40
Insurance
41
INSURANCE:
What is insurance?
Insurance is a policy from a large Financial Institution that offers a person, company,
or other entity reimbursement or financial protection against possible future losses or
damages.
Life insurance ensures that your family will receive financial support in your absence
Put simply; life insurance provides your family with a sum of money should
something happen to you. It protects your family from financial crises. In addition to
serving as a protective cover, life insurance acts as a flexible money-saving scheme,
which empowers you to accumulate wealth-to buy a new car, get your children
married and even retire comfortably. Life insurance also triples up as an ideal taxsaving scheme. To know more, read the Key Benefits of Life Insurance.
Currently Sharekhan has tie up with ICICI Prudential Life Insurance. So Under ICICI
prudential life insurance, the key benefits would be
Life insurance, especially tailored to meet your financial needs
Need for Life Insurance
Today, there is no shortage of investment options for a person to choose from. Modern
day investments include gold, property, fixed income instruments, mutual funds and
of course, life insurance. Given the plethora of choices, it becomes imperative to
make the right choice when investing your hard-earned money. Life insurance is a
unique investment that helps you to meet your dual needs - saving for life's important
goals, and protecting your assets.
Asset Protection
From an investor's point of view, an investment can play two roles - asset appreciation
or asset protection. While most financial instruments have the underlying benefit of
asset appreciation, life insurance is unique in that it gives the customer the
reassurance of asset protection, along with a strong element of asset appreciation.
The core benefit of life insurance is that the financial interests of ones family remain
protected from circumstances such as loss of income due to critical illness or death of
the policyholder. Simultaneously, insurance products also have a strong inbuilt wealth
creation proposition. The customer therefore benefits on two counts and life insurance
42
Life Stage
Young & Single
Young & Just
Primary Need
Asset creation
Asset creation & protection
married
mortgage
protection plans
Education
grown up kids
asset protection
protection
Health plans
Health Insurance
Across
all
life-
insurance,
mortgage
stages
The table below gives a general guide to the plans that are appropriate for different
life stages.
43
44
ensures that the financial goals of that life stage are met.
On the basis of which life stage you are in and the corresponding insurance needs,
ICICI Prudential plans can be categorized into the following three types:
Education Insurance Plans
Wealth Creation Plans
Protection Plans
Protection Plans
Pure Protect
Life Guard
Save n Protect
Cashbak
Home assure
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Mutual fund
MUTUAL FUNDS:
Mutual Fund is an investment company that pools money from shareholders and
46
Small investment
Professional fund management
Spreading risk
Transparency
Choice
regulation
47
48
Initial public
offering
49
IPO:Initial
Public
Offering,
the
a company to
the public.
50
Portfolio
management service
51
PMS:
PORTFOLIO MANAGEMENT SERVICES (PMS):Sharekhan unfolds for customer an enable of PMS to choose from that helps customer
sit back, relax and see customer money grow without worrying about the ups and
downs at the stock market. Talks to Sharekhan specialists and theyll help customer
choose a PMS plan that suits customer risk taking appetite and expectation from
the market.
There are two types of PMS in Sharekhan Limited
A) PRO PRIME
B) PROTECH
A) PROPRIME (FUNDAMENTAL):ProPrime uses in-depth independent fundamental research through primary analysis
in high-quality companies. The ProPrime line is designed for varying risk-return
profiles and investment. Ideal for investors looking at steady and superior returns with
low to medium risk appetite. This portfolio consists of a blend of quality blue chip
and growth stocks ensuring a balanced portfolio with relatively medium risk profile.
The portfolio will mostly have large capitalization stocks based on sectors & themes
that have medium to long term growth potential.
PRODUCT APPROACH
Investment are based on 3 tenets:
i] Consistent, steady and sustainable returns
ii] Margin of Safety
iii] Low Volatility
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PRODUCT CHARACTERISTICS
Bottom up stock selection
In-depth, independent fundamental research
High quality companies with relatively large capitalization.
Disciplined valuation approach applying multiple valuation measures
Medium to long term vision, resulting in low portfolio turnover
Why Invest?
PMS proprime uses the expertise of 35 financial analyst to get the best
possible returns.
Fundamental research based on in-depth analysis of companies including
past performance, management, growth potential of sector etc.
How to Invest?
Minimum investment = Rs. 5.00 Lakhs
Lock in period: 06 months
Reporting: Access to website showing client holding & quarterly
53
B) PROTECH (TECHNICAL):-
Protech uses the knowledge of technical analysis and the power of derivatives
market to identify trading opportunities in the market. The Protech lines of
products are designed around various risk/reward/volatility profiles for different
kinds of investment needs.
Protech is based on
(1)Long short strategies
(2)Focus on absolute returns
(3)Timing the market
PRODUCTS OFFERED
1.Nifty Thrifty
2.Beta Portfolio
3.Trailling Stops
Product Approach
Linear returns are possible from having sell market positions in downtrends
and by using the options market to change the portfolio beta.
Money management rules will be in place.
Product Characteristics
54
Using swing based index -trading systems, stop and reverse, trend
following and momentum trading techniques.
Nifty based products for low impact cost and low product volatility.
To earn return both in rising & falling market.
Trading in futures market to allow for active risk protection using trailing
stop losses.
Why Invest?
Different product based on risk-reward for different types of investor having different
time horizon of investment & return expectation.
Aspect from fundamental analysis, a successful investor can take a market view based
on technical analysis & power of derivatives for Timing the market
If customer wants to be ahead in the race of timing the market correctly, then
ProTech PMS is the option for customer. So far Sharekhan is the first company to
came out with this kind of PMS in India based on Technical Analysis.
How to invest?
Lock in: 6 months.
Reporting: fortnightly reporting of portfolio net worth, monthly reporting of portfolio
Holdings/ transactions.
Charges: 0% AMC fees, 0.05% brokerage for derivatives, 20% profit sharing on
booked profits on a quarterly basis.
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Fixed deposits
FIXED DEPOSITES:Fixed deposits are loan arrangements where a specific amount of funds is placed on
deposit under the name of the account holder. The money placed on deposit earns a
fixed rate of interest, according to the terms and conditions that govern the account.
The actual amount of the fixed rate can be influenced by such factors at the type of
currency involved in the deposit, the duration set in place for the deposit, and the
location where the deposit is made.
The most unusual characteristic of a fixed deposit is that the funds cannot be
withdrawn for a specified period of time. In most cases, fixed deposits carry duration
of five years. During that time, the money remains in the account and cannot be
withdrawn for any reason. Individuals, corporate entities, and even non-profit
organizations that wish to set aside funds and limit their access to the funds for a
period of time often find that fixed deposits are a simple way to accomplish this goal.
56
As an added benefit, the monies in the account will earn a fixed rate of interest
regardless of any fluctuations in interest rates that apply to other types of accounts.
However, both these benefits can also turn into disadvantages under certain
circumstances. Because the money cannot be withdrawn until the duration is
complete, the funds cannot be used even in emergency situations. Changes in the
going interest rate may also rise to a point above and beyond the interest rate applied
to existing deposits. This means account holders are actually earning less interest with
fixed deposits than with other types of loans and accounts.
While the interest rate on fixed deposits cannot be changed, there is sometimes a way
to work around the issue of obtaining use of funds in an emergency situation. At
times, the lending institution where the fixed deposit is placed may be willing to
extend a separate loan to the account holder, using the fixed account as collateral.
While not ideal, this can at least make it possible to deal with the current financial
crunch.
Fixed deposits are a credible way to make a return on investment that is somewhat
higher than a standard savings account. The use of fixed deposits can also be helpful
when working with various types of currency. By establishing what is known as a
Foreign Currency Fixed Deposit or FCFD, it is possible to choose the type of
currency involved in the deposit and lock in a rate of interest. If the choice of
currency is a good one, this means the investor can enjoy a healthy fixed deposit
currency rate for the duration of the deposit and earn more than with a standard fixed
deposit strategy. However, going with an FCFD does contain a slightly higher amount
of risk, since the funds deposited must be converted to the currency of choice and then
converted back when the deposit is fulfilled. If the currency did not fare well in the
interim, there is some chance of obtaining a loss, due to the changes in the rate of
exchange from the time the fixed deposit was activated until the time the deposit is
considered complete. Sharekhan has tie up with Unitech Limited and HDFC
corporations limited.
57
Advisory products
58
ADVISORY PRODUCT:
Sharekhan provide Advisory Products by which customer can get proper advise for
investing their money in proper way by which they can earn more profit. .
59
Released Monthly
Ideal for Every Investor.
Picked by the highly acclaimed Sharekhan Research Team
(2)123 Portfolio:
60
What is it?
123 portfolio is a cash market delivery portfolio. In this Portfolio, calls will be generated
by Advisory team in Consultation with Research Team in both Fundamental and
Technical Term. 123 Portfolio is for short term delivery clients with the time frame of 1-3
months.
(3)
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Aggressive
Leverage
Actively managed
Super strike Rate
63
This portfolio is meant for traders who want to trade for short and long index.
Nifty Portfolio
Ticket Size
Rs. 3 lakhs
6 Lots
Min Exposure
0 Lots
Expected Upside
1-8%
Stop Loss
1-4%
Reporting
Shall be done to clients at the End of day & also a Monthly report will be sent
Drawdown
30%
Dividend Distribution
Positive Return on investment will be consider for monthly dividend.
65
Currency Trading:
import-export business.
In price of currency there is always fluctuation. So it can be dangerous for
people who have import-export business. So they make reverse position or it is
Online currency trading is not given because individual investors still not
prefer currency trading.
67
FUNDMENTAL
RESEARCH
68
FUNDMENTAL RESEARCH:-
STOCK IDEAS:
Aimed at investors. Presents our stock pick and discusses reasons for the same. It
comes with a price target and a time frame over which gains can be materialized.
69
Evergreen
These stocks are steady compounders, churning out steady growth rates year on year.
They are typically significant players in their markets, with sound strategies that will
help them achieve and sustain market dominance in the long run. They have strong
brands, management credentials and a consistent track record of achieving super
normal shareholder returns. We expect stocks in this category to compound at
between 18-20% per annum for the next five to ten years Also called ownership
stocks, Evergreen stocks are the brightest jewels in any portfolio.
Apple Green
70
These are stocks that have the potential to be steady compounders and are attempting
to move upwards, to turn Evergreen. They rank a shade below the Evergreen
companies, only because their potential in the five to ten years' time is still not very
clear, although they might grow at rates faster than that of the Evergreen stocks in the
next year or two. They could grow at 25-30% per annum over the next two to three
years.
Ugly Duckling
These are companies that are trading below their fair value or at values which are at a
significant discount to that of their peer group, due to a combination of circumstances.
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But things are now starting to happen in these companies or in their markets that are
likely to cause a re-evaluation of their prospects. These stocks could double in two to
three years' time. Buy into an Ugly Duckling now and you'd have a beautiful white
swan on your hands two to three years down the line.
Emerging star
These are typically young companies, often in niche businesses, that have the
potential to grow and dominate their niches. Even better, they might turn out to be real
giants, if their niches explode into full-blown markets in their own rights. These
stocks are potential ten-baggers but you need to be patient. Buy into these stocks and
watch your personal star ascend.
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Vulture's Pick
These are companies with valuable assets or brands that have been trashed to
ridiculously low prices. Buy a Vulture's Pick and wait for a predator who finds its
assets undervalued to come along. This could be a long wait but the returns could be
startlingly high. The key is to be patient. The vulture after all is a patient bird.
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Cannon Ball
They are fast gainers in a rising market, which could give returns of 20-40% within
three months. Based on a combination of sound market information, technical charts
and available fundamentals for investors with an appetite for high risk and high
reward.
74
INVESTERSEYES:
A daily fundamental newsletter to help the customer for taking right decisions.
Special reports
Other reports
75
VIEW POINT:
Views on companies we don't track. Views on economy, policy changes and
government initiatives
SPECIAL REPORTS:
Specialized
reports
on
unique
market
opportunities.
Reports like - Selectivity pays, monetary policy review, Hurricane gains, Dividend
yield stocks, etc.
IPO FLASH:
Report on forthcoming IPOs - only those IPOs which are covered by our research
team.
SECTORREPORTS:
View on various sectors and its constituents (e.g. sugar and Balrampur Chini, KCP
Sugar Industries, Upper Ganges)
MARKET OUTLOOK:
Bi-monthly Fundamental view on the market.
76
TECHNICAL
RESEARCH
77
TECHNICAL RESEARCH:
Punter Call
A daily view on how the market and major indices are expected to trade for the day
the closest support and resistance levels are provided to help traders take decisions.
Smart charts
It presents the best positional trading calls in the market. Each call is introduced along
with a reco (Go Long/Go Short), a price target, a stop loss and a chart depicting the
trend in the stock.
Derivative Calls
Toolkit for derivative traders
Day Traders Hit List
It captures the trading ranges of all the stocks that are currently the market's flavour. It
is meant for day trading. All positions need to be squared off by 3.30. The list contains
20 liquid stocks.
Pivot Table
Pivot Table is an intra-day product and it covers mainly mid-cap and small-cap
companies. The Buy and Sell targets are given for each stock in this list.
78
Momentum Swing
Momentum Swing tries to capture the dynamic picture of price movements in stocks.
This product can be used to gauge the sentiments in stocks at a future date as reflected
in the charts.
Derivative Toolkit
Toolkit for derivative traders
Eagle Eye
Eagle Eye is a daily newsletter based on technical research. It is aimed at traders. It
contains
Smart chart
High Noon
Toolkit for derivative traders
79
By tradetiger software, customer can see the market depth and volume of the
particular company.
80
Depository services
81
Depository Services:
A Depository is like a bank wherein the deposits are securities. (I.e. shares,
debentures, bonds, government securities, units, etc.) in electronic form. Besides
holding securities, a depository also provides service related to transaction in
securities.
Depository provides its services to investors through its agents called depository
participants (DPs).
Sharekhan is one of the depositories.
NSDL-DP ID- IN300513
CDSL-DP ID- 12036000
It provides services as follow.
Account Opening
De-mat/ Re-mat/ Repurchase/ Redemption
Account Transfer Instructions
Inter Depository Transfer Instructions
Client Master Changes
Freezing/ De-freezing/ Account closing
Transmission
Pledge Creation/ Closure/ Invocation
Stock leading & Borrowing
SPEED-e & IDeAS/ easi & easiest.
82
Customer supporter
Call Center:
83
There is a call center at Bombay, where more than 200 employees are working
efficiently. Their work is as powerful that they complete every call within two
minutes. So customers are satisfied with them.
Relationship Manager:
Sharekhan provides personal relationship manager to its customer. The work of
relationship manager in Sharekhan ltd is as follow:
Alerts:
ON YOUR MOBILE
IN YOUR MAIL
IN MYINBOX
Seminar:
Sharekhan organizes seminars across the country from
time to time in order to educate investors in various
84
SHAREKHAN SHOPS:
All you have to do is walk into any of our 1200 share
shops across 400 cities in India to get a host of trading
and investment related services. Our friendly customer
service staff will also help you with any account related
queries you may have.
After hour Orders
Sharekhans customer also enjoy the facility of placing
orders even after trading hours and the orders are
executed as soon as the market opens.
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RESEARCH
Methodology
Research Source:
In this research we have used primary sources for data collection.
Sample Size:
In this research 100 respondents are there included.
Research Instrument:
In this research we have used telephonic and face to face conversation for getting the
result.
Finding :
YES
57%
NO
43%
INTERPRETATION:
From the above chart we can conclude that there are 57% people are
doing investment in stock market and 43% people are not doing
investment in stock market.
Equity
59%
Mutual Fund
21%
Commodity
7%
Other
13%
INTERPRETATION:
From the above chart we can see there are from 57% people, 59% in
equity, 21% in mutual fund, 7% in commodity and 13% in other doing
investment.
Que.:- If yes, from which brokerage house you do trading?
Objectives: - To know which company has taken priority place in
Customers mind.
Findings:Indiabulls
16%
Angel
Shah investors
Sharekhan ltd.
Others
29%
12%
36%
7%
INTERPRETATION:
We can know from above chart that most of the people are doing trade
from Sharekhan as 36% and 29% from angel, 16% from Indiabulls, 12%
from shah investment, 7% from other private sub brokers.
46%
Offline
54%
INTERPRETATION:
Here we can conclude that now people are aware with internet facilities.
So 46% traders prefer online trading. And 54% people are prefer offline
trading because of low availability of internet facility and busy in routine
work.
39%
No
61%
INTERPRETATION:
From the above graph we can conclude that 39% people from 64% are
aware with the Sharekhan ltd and 61% are not.
47%
No
53%
INTERPRETATION:
Here we knew that after listening the scheme of free opening de-mates
account and life time free available online software, 47% people are
interested to know about Sharekhan ltds services.
42%
No
58%
INTERPRETATION:
From the above chart we can know 42% people are ready for live
demonstration of Sharekhans online software and 58% people are
neglect for that.
LEARNING:
In Sharekhan we have learned how to maintain good relations with the
customers by giving them the proper service and solving their queries
regarding the share market.
We have also learned how to maintain good relation with the employees and
the co-trainees.
We have learned the meaning of the words that are mostly used in the share
market.
We have learned about various products of the Sharekhan Limited.
Learned about various products used in the share market especially De-mat
accounts and Mutual Funds.
We have learned how to use online trading terminal.
We have enhanced our communication and convincing skills and also how to
interact with people in real market.
We have learned how to take appointments.
We have learned how to open and close the calls.
We have got the practical knowledge of the market.
The main and important thing is that we had a practical experience of working
in a reputed company.
CONCLUSION
Importance of information technology in the field of stock broking is immense.
Buying and selling of shares through the internet is so easy.
As soon as prices of share s goes up and comes down then the customer can
sell or purchase the share instantly within seconds.
Products and services of the Sharekhan are good from others. Especially the
software of Sharekhan trade tiger is unique from others.
There are 57% people are doing trading in stock market.
In it 59% people are doing trading in equity and others are in commodity,
mutual fund.
Mostly the people have opening the account from Sharekhan ltd and angel
broking ltd.
In Sharekhan the current scheme is that opening the de-mate account is free of
charge and there is no other charge on it for a year. Also the unique software of
trade tiger is allowed free of charge for life time.
After listening the current scheme 47% people are ready to opening the
account.
Because of time limitation and also internet available problems, mostly people
are doing off-line trading. But now in days numbers of customers are
increasing for online trading.
BIBLIOGRAPHY
Lists of books:
Sharekhans brochures
Investment and portfolio management and basic of share market
Websites:
http://www.sharekhan.com
http://www.bseindia.com
http://www.nseindia.com
http://www.ncdex.com
http://www.mcxindia.com
http://www.mutualfunds.com
http://www.derrivatives.com
ANNEXURE
Telephonic and called calling Questionnaire
Name__________________________________
Contact no:_____________________________
Other
Shah Investors
Angle
Sharekhan
Others
No