Professional Documents
Culture Documents
DEMAT ACCOUNT
Academic Session
[2009-2011]
UNDER THE GUIDANCE OF
Mr.Abhishek manchanda
Sales Manager
Edelweiss Broking Limited
Submitted by:
Name Anurag Sharma
Roll No:-FC09125
DEMAT ACCOUNT
CERTIFICATE
Abhishek
Anurag Sharma
Roll No.FC09125
Manchanda
Date:01/07/2010
DEMAT ACCOUNT
CERTIFICATE
This is to certify that the project work done on DEMAT ACCOUNT is an original work
carried out by Mr.Anurag Sharma under my supervision and guidance. The project report is
submitted towards the partial fulfillment of two year, full time Post Graduate Diploma in
Management.
This work has not been submitted anywhere else for any other degree/diploma. The work was
carried out from03/05/2010 to 30/06/2010 in Edelweiss Capital.
Arnab Ghosh
Sheena Manchanda
Date:01/07/2010
Anurag Sharma
FC09125
DEMAT ACCOUNT
ACKNOWLEDGEMENT
This formal piece of acknowledgement may be sufficient to express the feelings of gratitude
people who have helped me in successfully completing my Final Project Report.
I am grateful to Mr.Abhishek Manchanda Sales manager of EDELWEISS BROKING
LIMITED for giving me a chance
(Anurag Sharma)
FC09125
DEMAT ACCOUNT
STUDENT DECLARATION
I Anurag Sharma hereby declare that In Final Project Report on Demat Account which
is submitted in partial fulfilment of the requirements of PGDM at JIMS(jagan institute of
management and studies) is my original work and not submitted for the award of any other
degree, diploma, fellowship or other similar titles.
Anu
rag Sharma
DEMAT ACCOUNT
PREFACE
The successful completion of this project was a unique experience for me because by visiting
many place and interacting various person, I achieved a better knowledge about sales. The
experience which I gained by doing this project was essential at this turning point of my
career this project is being submitted which content detailed analysis of the research under
taken by me.
The research provides an opportunity to the student to devote his/her skills knowledge and
competencies required during the technical session.
The research is on the topic Edelweiss Broking Demat Account
DEMAT ACCOUNT
EXECUTIVE SUMMARY
Training and development is the essential job of human resources department of every
organization. It is necessary to help employees in dealing with the changes caused by the
changing business environment.
I, Anurag Sharma had done my project in EDELWEISS BROKING LTD. which is a leading
company in finance industry. The main objective of my project was to Demat Account.
The training design included departments, and their training needs, month of training,
sequence of training and methods of training. A proper matrix was formed differently for
each level highlighting the requirements to be trained.
It also includes different skills workshop including the contents, objectives of the skills
imparted to the employees. Most important in training process are the ice breakers and games
which help the trainees in feeling relaxed and refreshed.
Each level in organization was considered as separate entity and training procedure for them
was also different.
DEMAT ACCOUNT
Introduction
SWOT Analysis
14
Discussion on Training
16
20
30
Competitors
31
Objective
36
Research Methodology
37
40
50
Limitation
51
Suggestion
51
52
Bibliography
53
54
DEMAT ACCOUNT
INTRODUCTION
EDELWEISS GROUP started its journey in Mumbai in the year 1995, by two IIM
graduates, Mr. Rashesh Shah and Mr. Venkat Ramaswami.
Our Reputation and Image is more important than any financial reward. Reputation is
hard to build and even harder to rebuild. Reputation will be impacted by our ability to
think for our clients, maintain confidentiality and by our adherence to our value system.
Mr. Rashesh Shah
Mr. Venkat Ramaswami
The Logo: Edelweiss, a rare flower found in Switzerland. A graphic flower that
represents ideas! Around it, the protective arms of the letter E:
It is the practice of this core thought that has led to Edelweiss becoming one of the
leading financial services company in India.
9
DEMAT ACCOUNT
Investment Banking,
Investment Management.
Corporations,
DEMAT ACCOUNT
mass marketer. The brand repositioning of the company is done in order to withstand the
current market scenario (Global Economic Crisis).
The product or the service that the company has come up with is the 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.
The prepaid account is like mobile cash card which has to be recharge first and then
can be used for a year. The client has to pay the brokerage in advance which will be deducted
on every transaction. The client can recharge the account as the balance gets over before the
validity expires.
Investment Banking
Institutional investment
Asset management
Wealth management
Private client brokerage
Insurance brokerage
Wholesale financing
Investment Banking:
An Investment Bank is a financial institution that deals with raising capital, trading
in securities and managing corporate mergers and acquisitions. Investment banks profit
from companies and governments by raising money through issuing and selling securities
in the capital markets (both equity, bond) and insuring bonds (selling credit default
swaps), as well as providing advice on transactions such as mergers and acquisitions.
11
DEMAT ACCOUNT
Institutional Investment:
Institutional investors are organizations which pool large sums of money and invest
those sums in companies. They include banks, insurance companies, retirement or pension
funds, hedge funds and mutual funds. Their role in the economy is to act as highly
specialized investors on behalf of others.
12
DEMAT ACCOUNT
13
DEMAT ACCOUNT
SWOT ANALYSIS
Strength:
Weakness:
Inexperienced Staff
Low awareness due to lack of advertisement.
Lack of loyal clientage
Developing product.
Opportunity:
Untapped Market
Increased spending power
Changing Mindset of Customers
Unpredictable Sensex
Threat:
Reach
Stiff competition from existing players in the market
Better products
14
DEMAT ACCOUNT
2. Professional Advice
Company offers expert advice on equity and debt portfolios with an objective to
provide consistent long-term return while taking calculated market risks. Companies
approach helps clients build a proper mix of products, and not concentrate on just one
individual product. Hence, serving long-term objectives in the best way.
3. Long-term Relationship
Company believes that long-term vision is the only means to steady wealth creation.
However to achieve this one also needs to take advantage of short-term market
opportunities while not losing sight of long-term objectives. Hence it partners all its
clients in realizing their long-term vision.
DEMAT ACCOUNT
DISCUSSION ON TRAINING
Capitalize on the old and loyal clientele which can be building slowly by advising
people in the best possible way.
Generation of leads
Since I was new in the field so I had to start from scratch and generate new leads to
sustain in the market.
Cold calling is one of the trusted ways of getting to the customers without meeting them.
Although the rate of conversion remained very less, for cold calling the quality and accent
remains a very important criterion. This activity gives me mixed result. I often got success
and generated many leads through it but it also landed me in awkward position where the
customer were in different mood and made us hear words for which a marketer should be
always prepared to hear. Corporate calls always remained more difficult to crack with respect
to retail sector.
16
DEMAT ACCOUNT
The corporate were the most difficult and most temping to get the business from. It
took me one day to crack Hi-tech Gears.
At EDELWEISS BROKING LTD. after getting the product knowledge in the first week at the
branch I was also allotted distributor to work with. In the initial phase I was accompanied by
more experienced staff. After I became known to the market and procedure I started attending
calls alone only.
After the third week my performance also improved and I was able to get close to the targets,
though it looked difficult to achieve in the beginning. To get awareness of the every product I
attended diversified calls. This helped me to implement cross selling to get better results.
LIMITATIONS:
1. Cold Calling
The right time to call a customer cannot be decided, as the customer may in a different
Time consuming
2. Corporate
Time consuming
DEMAT ACCOUNT
While talking to customers, I analyze their needs. Whether they want to go for investment
purpose or insurance or both. Suggest them the plan that best suits them. If they agree to it
then either we send across the agents to close the deal or close it themselves.
18
DEMAT ACCOUNT
People fear that Edelweiss Broking Being a Private company and a new entrant may
Misguidance by agents.
People risk appetite is very low, so they are afraid of mutual fund as well.
19
DEMAT ACCOUNT
DEMAT ACCOUNT
up to 500 shares to be settled in physical form, nobody wants physical shares any more. So a
demat account is a must for trading and investing.
Why Demat?
The demat account reduces brokerage charges, makes pledging/hypothecation of shares
easier, enables quick ownership of securities on settlement resulting in increased liquidity,
avoids confusion in the ownership title of securities, and provides easy receipt of public issue
allotments.
It also helps you avoid bad deliveries caused by signature mismatch, postal delays and loss of
certificates in transit. Further, it eliminates risks associated with forgery, counterfeiting and
loss due to fire, theft or mutilation. Demat account holders can also avoid stamp duty (as
against 0.5 per cent payable on physical shares), avoid filling up of transfer deeds, and obtain
quick receipt of such benefits as stock splits and bonuses.
Steps
involved
in
opening
demat
account
First an investor has to approach a DP and fill up an account opening form. The account
opening form must be supported by copies of any one of the approved documents to serve as
proof of identity (POI) and proof of address (POA) as specified by SEBI. Besides, production
of PAN card in original at the time of opening of account has been made mandatory effective
fromApril01,2006.All applicants should carry original documents for verification by an
authorized official of the depository participant, under his signature.
Further, the investor has to sign an agreement with DP in a depository prescribed standard
format, which details rights and duties of investor and DP. DP should provide the investor
with a copy of the agreement and schedule of charges for their future reference. The DP will
open the account in the system and give an account number, which is also called BO ID
(Beneficiary Owner Identification number).
21
DEMAT ACCOUNT
The DP may revise the charges by giving 30 days notice in advance. SEBI has rationalized
the cost structure for dematerialization by removing account opening charges, transaction
charges for credit of securities, and custody charges vide circular dated January 28, 2005.
Further, SEBI has vide circular dated November 09, 2005 advised that with effect from
January 09, 2006, no charges shall be levied by a depository on DP and consequently, by a
DP on a Beneficiary Owner (BO) when a BO transfers all the securities lying in his account
to another branch of the same DP or to another DP of the same depository or another
depository, provided the BO Account/s at transferee DP and at transferor DP are one and the
same, i.e. identical in all respects.
In case the BO Account at transferor DP is a joint account, the BO Account at transferee DP
should also be a joint account in the same sequence of ownership.
Rights
1.
2.
3.
You can open more than one depository account in the same name with single DP/
multiple DPs.
No minimum balance is required to be maintained in a depository account.
You can give a onetime standing instruction to your DP to receive all the credits
coming to your depository account automatically.
Procedure
1. Fill account opening form (available with your DP).
2. Give your DP the duly filled account opening form with introduction documents as may
be required.
3. Sign agreement with DP (agreement will state rights & obligations of both parties). The
agreement will contain the fee structure of your DP. Your DP would give you a copy of
this signed agreement for your record.
22
DEMAT ACCOUNT
4. DP would give you Client Id no. (Account no.) Once your depository account is opened.
This Client Id no. along with your DP Id no. Forms a unique combination. Both these
nos. should be quoted in all your future correspondence with DP/NSDL / Issuing
Company/their registrar & transfer (R&T) agent.
5. Your DP would give you pre-printed instruction slips for depository services viz.,
dematerialization, delivery instruction for trades, etc..Preserve these carefully.
6. Your DP would give you a list of deadlines for giving instructions for various depository
activities viz., transfer for effecting sale, purchase etc.. If not, check with the DP.
Required Documents
The extent of documentation required to open a demat Account may vary according to your
relationship with the institution. If you plan to open a demat account with a bank, a savings
account holder has an edge over the non-account holder. In fact, banks usually offer
additional
incentives
to
customers
who
open
demat
account
with
them.
Along with the application form, your photographs (with co-applicants) and proof of
identity/residence/date of birth have to be submitted. The DPs also ask for a DP-client
agreement to be executed on non-judicial stamp paper. Here is a broad list (you wont need
all of them though):
PAN card
A canceled check,
Voters ID
Passport
Ration card
Drivers license
23
DEMAT ACCOUNT
Employee ID card
Bank attestation
IT returns
While they only ask for photocopies of the documents, they will need the originals for
verification. You will have to submit a passport size photograph on which you sign across.
Procedure
1. Fill account opening form (available with your DP).
2. Give your DP the duly filled account opening form with introduction documents as may
be required.
3. Sign agreement with DP (agreement will state rights & obligations of both parties). The
agreement will contain the fee structure of your DP. Your DP would give you a copy of
this signed agreement for your record.
4. DP would give you Client Id no. (Account no.) once your depository account is opened.
This Client Id no. along with your DP Id no. forms a unique combination. Both these
nos. should be quoted in all your future correspondence with DP/NSDL / Issuing
Company/their registrar & transfer (R&T) agent.
5. Your DP would give you pre-printed instruction slips for depository services viz.,
dematerialization, delivery instruction for trades, etc..Preserve these carefully.
24
DEMAT ACCOUNT
6. Your DP would give you a list of deadlines for giving instructions for various depository
activities viz., transfer for effecting sale, purchase,etc.. If not, check with the DP.
Its convenient
You can access Edelweiss services through
The internet
Transaction kiosks
25
DEMAT ACCOUNT
The benefits:-
DEMAT ACCOUNT
Automatic
credit
into
demat
account
of
shares,
arising
out
of
bonus/split/consolidation/merger etc.
Holding investments in equity and debt instruments in a single account.
Demat account has become a necessity for all categories of investors for the following
reasons/ benefits:
27
DEMAT ACCOUNT
SEBI has made it compulsory for trades in almost all scrips to be settled in Demat
mode. Although, trades up to 500 shares can be settled in physical form, physical
physical form..
No stamp duty is levied on transfer of securities held in Demat form.
Instantaneous transfer of securities enhances liquidity.
It eliminates delays, thefts, interceptions and subsequent misuse of certificates.
Change of name, address, registration of power of attorney, deletion of deceased's
name, etc. - can be affected across companies by one single instruction to the DP.
Each share is a market lot for the purpose of transactions - so no odd lot problem.
Any number of securities can be transferred/delivered with one delivery order.
Therefore, paperwork and signing of multiple transfer forms is done away with. It
facilitates taking advances against securities on low margin/low interest.
Points To Remember
1.
You may choose your DP based on your evaluation of their reputation, service
standards, charges, other conveniences, etc.
2.
Open depository account with the same holding pattern as there on existing physical
securities. You will need to open separate accounts for every different combination of
holding pattern. Eg.: If 100 securities of company ABC & 200 securities of company
PQR are registered in the name of X as first holder & Y as second holder, one account in
name of X as first holder & Y as second holder is sufficient. Whereas, if 100 securities
of company ABC are registered in the name of X as first holder & Y as second holder &
200 securities of company PQR are registered in the name of Y as first holder & X as
second holder, you will need to open two accounts, one in the name of X as first holder
& Y as second holder and the second in the name of Y as first holder and X as second
holder.
3.
DEMAT ACCOUNT
4.
In case of holdings of a partnership firm, the account should be opened in the name of
the partner(s).
5.
In case of holdings of a HUF, the account should be opened in the name of the Karta.
6.
In case of a minor, the depository account should be opened in the name of the minor
and the guardians name should be mentioned. The guardian will sign as signatory on
behalf of the minor. For selling the securities of the minor, a court order should be
obtained.
7.
8.
9.
Only securities registered in the name of the account holder can be dematerialized.
10.
11.
Dematerialization would be done only when the issuer / their R&T Agent is satisfied
of genuineness of securities & ownership status
12.
13.
The pattern of holding in the DRF should match the pattern of holding on the share
certificate & the pattern in which account is opened.
14.
Demat requests with name(s) not matching exactly with the name(s) appearing on the
certificates merely on account of initials not being spelt out fully or put after or prior to
the surname, would be processed, provided the signature(s) of the client(s) on the DRF
tallies with the specimen signature(s) available with the issuer/ their R & T agent.
29
DEMAT ACCOUNT
15.
If the signature in the DRF does not match with the signature available with the
issuer/ their R & T agent, the issuer/ their R & T agent may at the time of demat
confirmation, ask for additional documentation (like bank attestation/ notarization, etc.)
to prove that the certificate belongs to the person who forwarded the DRF.
30
DEMAT ACCOUNT
The need of the study arises because of the reason that a trainee must understand the
company, its achievements and tasks, products and services and also to collect information
about its competitors, its products and services offered. So that, after understanding and
collecting information about the organization and its competitors, a trainee will be able to
work well for the organization.
From the study I have learned very much, about the company as well as the strategy of the
customers, which helps me a lot at my working days.
COMPETITORS
31
DEMAT ACCOUNT
HDFC BANK is one of the leading Depository Participant (DP) in the country with over 8
Lac demat accounts.
HDFC Bank Demat services offers you a secure and convenient way to keep track of your
securities and investments, over a period of time, without the hassle of handling physical
documents that get mutilated or lost in transit.
HDFC BANK is Depository participant both with National Securities Depositories Limited
(NSDL) and Central Depository Services Limited (CDSL).
As opposed to the earlier form of dealing in physical certificates with delays in transaction,
holding and trading in Demat form has the following benefits:
DEMAT ACCOUNT
In case you need any more information or have any queries , feedback & complaints , you
may please mail us at dphelp@hdfcbank.com
HDFC Bank Ltd provides convenient facility called 'SPEED-e' (Internet based transaction)
whereby account holder can submit delivery instructions electronically through SPEED-e
website (https://speede.nsdl.com). SPEED-e offers secured means of transaction processing
eliminating preparation of instruction slips and submission of the same across the counter to
33
DEMAT ACCOUNT
the depository participant. The 'IDEAS' facility helps in viewing the current transactions and
balances (holdings) of Demat account on Internet on real time basis.
Disclaimer:
Whatever have been stated above are in the good interest of the
Investor / Demat Applicants / holders to provide a brief picture about the
depository system. You are requested go through the guidelines of the
depositories before taking any further action. For detailed guidelines, you
are requested to approach your nearest HDFC Bank branch. HDFC Bank
will not be responsible for any misunderstanding / act based on the above.
Also HDFC Bank might ask for additional information / documentation than
what has been stated above to process your application / instruction.
34
DEMAT ACCOUNT
ICICI DIRECT
ICICI Direct (or ICICIDirect.com) is stock trading company of ICICI Bank. Along with stock
trading and trading in derivatives in BSE and NSE, it also provides facility to invest in IPOs,
Mutual Funds and Bonds.
ICICI Direct offers 3 different online trading platforms to its customers Type of
Account
DEMAT ACCOUNT
1. Online Mutual funds investment allows investor to invest on-line in around 19 Mutual
Fund companies. ICICI Direct offers various options while investing in Mutual Funds
like Purchase Mutual Fund, Redemption and switch between different schemes,
Systematic Investment plans, Systematic withdrawal plan and transferring existing
Mutual Funds in to electronic mode. This account also provides facility to invest in
Government of India Bonds and ICICI Bank Tax Saving Bonds.
2. Active Trader account gives more personalized investment options to the investors. It
allows investor to use online and offline stock trading. It also provides with
independent market expertise and support through a dedicated Relationship Manager
from ICICI.
OBJECTIVE
36
DEMAT ACCOUNT
To find the market potential and market penetration of Edelweiss broking product
account and their inclination towards various other brokerage firms e.g.
India bulls, Share khan, India in foline, Religare, Alan- kit, Unicon.
To expand the market penetration of Edelweiss broking ltd.
To provide pricing strategy of competitors to fight cut throat competition.
To increase the product awareness of Edelweiss broking as single window shop for
investment solutions.
RESEARCH METHODOLOGY
37
DEMAT ACCOUNT
INTRODUCTION
Research Methodology refers to search of knowledge .one can also define research
methodology as a scientific and systematic search for required information on a specific
topic.
The word research
meaning of research as a careful investigation or inquiry especially through research for new
facts in my branch of knowledge for example some author have define research methodology
as systematized effort to gain new knowledge.
TYPES OF RESEARCH
ANALYTICAL RESEARCH:It has to used facts or information already available and analyze these to make a critical
evaluation of material.
SAMPLE SIZE:
Considering the constraints it was decided to conduct the study based on sample size of
100 people in specific age groups.
DEMAT ACCOUNT
In the project work Primary data secondary data (both) sources of data has been used .
Through personal interviews:A rigid procedure was followed and we were seeking answers to many pre-conceived
questions through personal interviews.
Through questionnaire:Information to find out the investment potential and goal was found out through
questionnaires.
39
DEMAT ACCOUNT
TOOLS OF ANALYSIS
In the project work quantitative technique & percentage
method are has been used.
RESEARCH DESIGN
For the proper analysis of data simple quantitative technique such as percentage were used. It
help in marketing more accurate generalization From the data available .The data which was
collected from a sample of population was assumed to be representing entire population was
interested .Demographic factor like age, income and educational background was used for the
classification purpose .
40
DEMAT ACCOUNT
Percentage of
respondent
Mutual Fund
Bond
Online trading
75%
16%
7%
Derivative
2%
Result of Preference
of Investment
Interpretation:
This shows that although the mutual funds market is on the rise yet,
the most favoured investment continues to be in the Share Market. So, with a more
transparent system, investment in the Stock Market can definitely be increased.
Percentage of
41
DEMAT ACCOUNT
trading
respondent
Yes
No
72%
28%
Interpretation:
With the increase in cyber education, the awareness towards online share trading has
increased by leaps and bounds. This awareness is expected to increase further with the
increase in Internet education.
DEMAT ACCOUNT
Percentage of
Awareness of
Edelweiss Broking Ltd respondent
Yes
48%
No
52%
52%
48%
yes
no
Interpretation: This pie-chart shows that Edelweiss has a reasonable amount of Brand
awareness in terms of a premier Retail stock broking company. This brand image should be
further leveraged by the company to increase its market share over its competitors.
43
DEMAT ACCOUNT
36%
yes
64%
No
Interpretation:
Although there is sufficiently high brand equity among the target audience yet, it is to be
noted that the customers are not aware of the facilities provided by the company meaning
thereby, that, the company should concentrate more towards promotional tools and increase
its focus on product awareness rather than brand awareness.
DEMAT ACCOUNT
Company Name
Percentage of
respondent
Edelweiss
15
ICICI
20
HDFC
15
20
18
16
14
12
10
8
6
4
2
0
Edelweiss
ICICI
HDFC
45
DEMAT ACCOUNT
Company Name
Percentage of
respondent
Edelweiss Broking 22
Ltd.
HDFC
10
ICICI
18
25
20
15
10
5
0
Edelweiss
HDFC
ICICI
INTERPRETATION:
44% have respondent of Edelweiss Broking Ltd, 20% have respondent of
HDFC, 36% have respondent of ICICI.
46
DEMAT ACCOUNT
Company Name
Percentage of
respondent
Edelweiss
15
HDFC
13
ICICI
22
25
20
15
10
5
0
Ede lwe iss
HDFC
ICICI
INTERPRETATION:
47
DEMAT ACCOUNT
Percentage of
respondent
Edelweiss
22
HDFC
11
ICICI
17
25
20
15
10
5
0
Ede lwe iss
HDFC
ICICI
INTERPRETATION:
48
DEMAT ACCOUNT
Company Name
Percentage of
respondent
Edelweiss
22
HDFC
10
ICICI
18
25
20
15
10
5
0
Edelweiss
HDFC
ICICI
49
DEMAT ACCOUNT
ICICI
HDFC
28%
41%
31%
50
DEMAT ACCOUNT
OBSERVATION
To study the sales and distribution management and improve the Customer
Acquisition Process by analyzing the consumer behavior, response and
mindset towards the product and services the company offers.
1.
Preference of Investment:
Consumers want to invest 75% in Mutual funds, 16% in Bonds, 7% in online
trading and 2% in Derivatives.
5. Availability of Bank
30% have respondent of Edelweiss Broking Ltd, 30% have respondent of HDFC,
40% have respondent of ICICI.
DEMAT ACCOUNT
LIMITATION
The time constraint was one of the major problems.
The study is limited to the different schemes available under the Demat
account selected.
The lack of information sources for the analysis part.
Geographical locations.
SUGGESTION
DEMAT ACCOUNT
To get initial success in this field is very difficult. Although the business generation
becomes easier with time as we serve more people who then get added up in the loyal
clientele. Thus time and service are two most factors to get in this field.
Also the corporate remains a very important segment which gets business in bulk but
CONCLUSION
Edelweiss Demat Account is better than other Demat account. Edelweiss Broking Ltd. have
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 conclusion be concluded by that Edelweiss Broking Ltd. is still growing industry in
India
Edelweiss Broking Ltd. account have less brokerage rate .
It provide a security with the use of special type of key .
53
DEMAT ACCOUNT
BIBLIOGRAPHY
Websites:
www.edelweiss.in
www.hdfc.com
www.icicidirect.com
www.demataccount.com
www.google.com
Reference books:
1. FINANCIAL INSTITUTIONS AND MARKETS
2.INVESTMENT MANAGEMENT
54
DEMAT ACCOUNT
ANNEXURE
MARKET RESEARCH
QUESTIONNAIRE
PLEASE TICK MARK THE
APPROPRIATE CHOICES
DEMOGRAPHIC
NAME:
Address
Phone no:
..
Types of business:
..
Gender
55
DEMAT ACCOUNT
a. Male
b. Female
QUESTIONNAIRE
Shares
Bonds
Mutual Funds
Derivatives
Yes
No
56
DEMAT ACCOUNT
Yes
No
Yes
No
Edelweiss Broking
HDFC
ICICI Direct
DEMAT ACCOUNT
DEMAT ACCOUNT
59
DEMAT ACCOUNT
60