Introduction To Study

Analysis of share khan brokering firm
INTRODUCTION TO STUDY
The field of investment traditionally divided into security analysis and portfolio
management. The heart of security analysis is valuation of financial assets. Value in turn is
the function of risk and return. These two concepts are in the study of investment .Investment
can be defined the commitment of funds to one or more assets that will be held over for some
future time period.
Therefore, in the present scenario the Portfolio Management Services (PMS) is fast
gaining importance as an investment alternative for the High Net worth Investors.
Portfolio Management Services (PMS) is an investment portfolio in stocks, fixed income,
debt, cash, structured products and other individual securities, managed by a professional
money manager that can potentially be tailored to meet specific investment objectives.
When you invest in PMS, you own individual securities unlike a mutual fund investor,
who owns units of the entire fund. You have the freedom and flexibility to tailor your
portfolio to address personal preferences and financial goals. Although portfolio managers
may oversee hundreds of portfolio, your account may be unique.
Investment Management Solution in PMS can be provided in the following ways:
i. Discretionary
ii. Non Discretionary
iii. Advisory
Discretionary: Under these services, the choice as well as the timings of the investment
decisions rest solely with the Portfolio Manager.
Non Discretionary: Under these services, the portfolio manager only suggests the
investment ideas. The choice as well as the timings of the investment decisions rest solely
with the Investor.
However the execution of trade is done by the portfolio manager.
Advisory: Under these services, the portfolio manager only suggests the investment ideas.
The choice as well as the execution of the investment decisions rest solely with the Investor.
Rule 2, clause (d) of the SEBI (portfolio managers) Rules, 1993 defines the term
“Portfolio” as “total holding of securities belonging to any person”.
SHRI S.V.PATEL COLLEGE COMPUTER SCIENCE AND BUSINESS MANAGEMENT Page 1

As a matter of fact, portfolio is combination of assets the outcomes of which cannot be
defined with certainty new assets could be physical assets, real estates, land, building, gold
etc. or financial assets like stocks, equity, debenture, deposits etc.
Portfolio management refers to managing efficiently the investment in the securities held
by professional for others.
Merchant banker and the portfolio management with a view to ensure maximum return by
such investment with minimum risk of loss of return on the money invested in securities held
by them for their clients. The aim Portfolio management is to achieve the maximum return
from a portfolio, which has been delegated to be managed by manger or financial institution.
There are lots of organization in the market on the lookout for the people like you who
need their portfolios managed for them .They have trained and skilled talent will work on
your money to make it do more for you.
Therefore, if any investors still insist on managing their own portfolio, then ensure you
build discipline into their investment. Work out their strategy and stand by it.
INTRODUCTION COMPANY
Sharekhan is one of the leading retail broking House of SSKI Group which was running
successfully since 1922 in the country.It is the retail broking arm of the Mumbai-based SSKI
Group, which has over eight decades of experience in the stock broking business. Share khan
offers its customers a wide range of equity related services including trade execution on
BSE.NSE, Derivatives, depository services, online trading, investment advisory, Mutual
Fund Advisory etc.
The firm's online trading and investment site www.sharekhan com was launched on Feb
8. 2000. The 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 site has a registered base of over two lakh customers, The number of trading
members currently stands More than 8 Lacs.While online trading currently accounts for just
over 8 percent of the daily trading in stocks in india. Sharekhan alone acconts for 32 percent
of the volumes traded online.

The content rich and research oriented portal has stood out among its cause of its
steadfast dedication to offering customers best-of-breed technology and superior market
information.The objective has been to let customers make informed decisions and to simplify
the process of investing in stocks.
on April 17. 2002 Sharekhan launched Speed Trade, a net-based executable application
at emulates the broker teminals along with host of other information relevant to the Day
traders.This was for the first time that a net-based trading station of this caliber was offered to
e traders.In the last six months Speed Trade has become a de facio standard for the Day
trading community over the net.
On October 01, 2007 Sharekhan again launched his another integrated Software based
product Trade Tiger, a net-based executable application that emulates the broker terminals
along with host of other information relevant to the Day Traders. It has another quality which
differs it from other that it has the combined terminal for EQUITY and COMMODITIES
both.
Share khan's ground network includes over 1005 centers in 410 cities in India, of which
210 are fully-owned branches. Sharekhan has always believed in investing in technology to
build its business. The company has used some of the best-known names in the IT industry,
like Sun Microsystems, Oracle, Microsoft, Cambridge Technologies, Nex genix, Vignetne,
Verisign Financial Technologies India Ltd. Spider Software Pvt. Ltd to build its trading
engine and content. Previously the Morakiya family holds a majority stake in the company
but now a world famous brand CITIGROUP has taken a majority stake in the company.
HSBC. Intel & Carlyle are the other investors.
With a legacy of more than 80 years in the stock markets, the SSKI group ventured into
institutional broking and corporate finance 18 years ago, Presently SSKI is one of the leading
players in institutional broking and corporate finance activities. SSKI holds a sizeable portion
of the market in each of these segments. SSKI's institutional broking arm acoounts for 7% of
the market for Foreign Institutional portfolio investment and 5% of all Domestic Institutional
portfolio investment in the country, It has 60 institutional clients spread over India, Far East.
UK and US. Foreign Institutional Investors generate about 65%of the organization's revenue,
with a daily turnover of over USS 4 million. The Corporate Finance section has a list of very
prestigious clients and has many firsts to its credit, in terms of the size of deal, sector tapped
etc. The group has placed over USSI billion in private equity deals. Some of the clients

include BPL Cellular Holding. Gujarat Pipavav, Essar, Hutchison. Planetasia, and Shopper’s
Stop.
ABOUT SHAREKHAN – ALWAYS THE FIRST

Founded in 2000 and a subsidiary of BNP Paribas since November 2016, Sharekhan was
one of the first brokers to offer online trading in India. With 16 lakh customers, 153 branches
and more than 2400 business partners spread across over 575 locations, Sharekhan is one of
the largest brokers in India. Sharekhan offers a wide range of savings & investment solutions
including equities, futures and options. currency trading, portfolio management, research and
mutual funds and investor education. On an average, Sharekhan executes more than 400,000
trades daily
Guiding India's retail stock investors for 16 years
 Registered with NSE and BSE for capital market, futures and options and currency segments
and CDSL and NSDL for depository services.
 A full-service stock broking firm providing online services right from online account opening
to trading and investments.
 Created India’s best online trading platforms: Website (www.sharekhan.com), TradeTiger
(the ultimate desktop trading software), Sharekhan App (available for Android and iOS
devices) and Sharekhan Mini (a low bandwidth website especially for mobile browsers)
 A strong brick-and-mortar network with over 2600 outlets in 575+ cities
 Research-based financial advice on all asset classes to suit all investing and trading styles
 Dedicated Education and training courses for investors and traders in association with Online
Trading Academy
About our group

BNP Paribas is a leading bank in Europe with an international reach. It has a presence in
75 countries, with more than 189,000 employees. It has had a presence in India for over 150
years having established its first branch in Kolkata, in 1860. With this unparalleled
experience of the Indian market, it is among the leading corporate banks in the country.
Through its branches in eight key cities — Mumbai, Delhi, Kolkata, Chennai, Hyderabad,
Bangalore, Ahmedabad and Pune — BNP Paribas offers sophisticated solutions in its three
core businesses — corporate and institutional banking, investment solutions and retail
banking — many of them in association with strong local partners. The bank also offers
services for individual clients in Wealth Management

OBJECTIVES OF THE STUDY
 To conduct a survey for the company to find about the awareness of various investment
options.
 To find out the awareness among working professional’s about the awareness of
Sharekhan as a Financial Service provider..
 To learn the behavior of consumers in respect of the various investment opportunities
available.
 To study the risk and return combination associated with the various investment
opportunities and whether the general public is aware about them.

 To study the online platform adopted by share khan ltd. And its various facilities.
 To understand the stock exchange, their function, regulatory bodies and the trading
system in india.
COMPANY PROFILE
COMPANY NAME : SHAREKHAN LIMITED
YEAR OF ESTABLISHED : SINCE 1922
HEAD QUARTER : SHAREKHAN SSKI A-206 PHONEX
HOUSE ,PHENOIX MILLS COMPOUND
LOWER PAREL, MUMBAI
MAHARASHTRA , INDIA-400013
NATURE OF BUSINESS : SERVICE PROVIDER

SERVICES : DEPOSITORY SERVICE
ONLINE SERVICE AND
TECHNICAL RESEARCH
NUMBER OF EMPLOYEES : 1000 TO 5000 EMPLOYEE
WEDSITE : www.sharekhan.com
SLOGAN : YOUR GUIDE TO FINANCIAL JUNGLE
REVENUE : $5 TO $10(USD) MILLION PER YEAR
DIFFERENT TYPE OF PRODUCT AND
SERVICES OFFERED BY SHARE KHAN LTD.

 EQUITY &DERIVATIVES TRADING
 DEPOSITOORY SERVICE
 ONLINE SERVICE

 COMMODITIES TRADING
 DAIL-N-TRADE
 PORTFOLIO MANAGEMENT
 SHARE SHOPS
 FUNDAMENTAL RESEARCH
 TECHNICAL RESEARCH
 OTHER SERVICE PROVIDED BY SHARE KHAN
1. Online Services
2. Offline Services
3. Depository Services: Demat & Remat Transactions
4. Derivatives Trading (Futures and Options)

5. Commodities Trading
6. IPOs & Mutual Funds Distribution
7. Fundamental Research
8. Technical Research
9. Portfolio Management
10. Free access to investment advice from Sharekhan's Research team
11. Sharekhan Value Line (a monthly publication with reviews of recommendations, stocks
to watch out for etc)
12. Daily research reports and market review (High Noon & Eagle Eye)
13. Pre-market Report (Morning Cuppa)
14. Daily trading calls based on Technical Analysis
15. Cool trading products (Daring Derivatives and Market Strategy)
16. Personalised Advice
17. Live Market Information
18. Internet-based Online Trading: SpeedTrade

 Awards & Achievements of SHAREKHAN
 2001 - Web Award winner of Chip magazines

Best Financial Website Award.
 2004 - Best Local Brokerage by Advisory Poll

of Poll 2004.
 2005 - Awaaz Consumer Awards Best Broking

House by CNBC channel.
Sharekhan is amongst top 3 online

Brokers in India
RESEARCH
DESIGN
Exploratory Descriptive
SHRI S.V.PATEL COLLEGE COMPUTER SCIENCE AND BUSINESS MANAGEMENT Casual
Page 10
Research Research Research
RESEARCH DESIGN :-
- Research methodology is the plan structure &strategy of investigation
conceived so as to obtain answers to research question .
- There are two types of research design one is the exploratory research
and other os descriptive research.
 Exploratory research :-
- We studied the company report talked to the customer and
employee of the company .we identified that inspite of the
providing various opportunities customers may not be aware of
derivative and commodity product.
 Descriptive research :-
- Survey method was adopted for this research.
DATA SOURCE:-

 Secondary data :-
Secondary data means data which are collected by any one for a particular research
purpose and which are used by others for different purpose.
I have also used the secondary data for the study like some company resources
like broachers, websites etc
 Sampling Plan:
“Sampling is the process to analyze the whole population

by analyzing a part of it.”
 The effectiveness of the report depends on the sample size selected from the population.
 Sampling Unit:
Here, target population is decided who are the actual and potential investors, each
sample has the chance to be selected on an equal basis & this research has been conducted
through surveying the whole of the equity market of Surat city
 Sample Size:
For getting better result of the given problem I have to determine the perfect sample
size as on 90% confidence level which is calculated statically by the given formula.
 Sampling frame:
Sampling frame is the actual set of units from which a sample has been drawn. In
sampling frame, I have used simple random sampling method for conducting survey. In a
simple random sample ('SRS') all units from the sampling frame have an equal chance to be
drawn and to occur in the sample.
Here, I have used sampling frame as an actual and potential investors from whole of
the equity market of Surat city and also from Sharekhan Securities Pvt. Ltd. Here, each
sample has the chance to be selected on an equal basis because I have used simple random
sampling method for surveying purpose.

 Response Rate:
 The response rate was average.

 I have used questionnaire method for the financial information of the respondent, most of
the people hesitated to provide the required information and also the questionnaire
contained some financial terms that were technical in nature, which resulted into reduced
response rate.
 I have visited nearly 200 potential respondents, out of which only 175 gave proper
response.
Hence,
 Response Rate = 175/200 = 87.5%
 Data analysis tools:
 I have used SPSS software (Statistical Package for the Social Sciences) for analysis
purpose.
 In that I have used Mean, Median, Mode, Frequency Table, and Cross Tabulation,
Graphical representation & interpretation with each graphs and charts.
 Microsoft Office is used for data typing formatting and analyzing the data.

CHAPTER -5
DATA ANALYSIS AND
INTERPRETATION

1. Do you know about the Investment Option available?
NO
15%
YES
85%
Interpretation
As the above table shows the knowledge of Investor out of 100 respondent
carried throughout the Hyderabad Area is only 85%. The remaining 15% take
his/her residential property as an investment. According to law purpose this is
not an investment because of it is not create any profit for the owner. The
main problem is that in this time from year 2008-2009 , the recession and the
Inflation make the investor think before investing a even a Rs. 100.So , it also
create the problem for the Investor to not take interest in Investment option.
2. What is the basic purpose of your Investments?

Others
Risk Covering
Tax Benefits
Capital Appreciation
Return
Liqidity
0%
10%
20%
30%
%AGE
Interpretation
As with the above analysis, it is found 75% people are interested in liquidity,
returns and tax benefits. And remaining 25% are interested in capital
appreciations, risk covering, and others. In the entire respondent it is common
that this time everyone is looking for minimizing the risk and maximizing their
profit with the short time of period.
As explaining them About the Portfolio Management Services of Share

khan, they were quite interested in Protech Services.
3. What is the most important factor you consider at the time of

Investment?

80%
60% 65%
40%
20% 12% 23%
0%
Risk
Return
Both
%AGE
Interpretation
As the above analysis gives the clear idea that most of the Investors
considered the market factor as around 12% for Risk and 23% Return, but most
important common things in all are that they are even ready for taking both
Risk and Return in around 65% investor.
Moreover, the Market is fluctuating now days, so as it also getting

improvement. So, Investor are looking for Investment in long term and Short-
term.

4. From which option you will get the best returns?
PERCENATGE OF RESPODENTS
Others 2%
Property 14%
Bonds 8%
Fixed Deposits 18%
Commodities Market 16%
Shares 22%
Mutual Funds 20%
Interpretation
Most of the respondents say they will get more returns in Share Market.
Since Share Market is said to be the best place to invest to get more returns.
The risk in the investment is also high.
Similarly, the Investor are more Interested in Investing their money in

Mutual Fund Schemes as that is also very important financial product due to
its nature of minimizing risk and maximizing the profit. As the commodities
market is doing well from last few months so Investor also prefer to invest
their money in Commodities Market basically in GOLD nowadays.
Moreover, even who don’t want to take Risk they are looking for investing
in Fixed Deposit for long period of time.
5. “Investing in PMS is far safer than Investing in Mutual Fund”. Do you

agree?

80%
60%
40% 76%
20%
0% 24%
Yes
No
Yes No
%Age of Respodents 76% 24%
Interpretation
In the above graphs it’s clear that 24% of respondent out of hundred feel
that investing their money in Mutual Fund Scheme are far safer than Investing
in PMS. This is because of lack of proper information about the Portfolio
management services. As the basis is same for the mutual fund and PMS but
the investment pattern is totally different from each other and which depends
upon different risk factor available in both the Financial Products.
6. How much you carry the expectation in Rise of your Income from
Investments?

8%
12% UPTO 15%
48% 15-25%
32% 25-35%
Morethan 35%
Interpretation
The optimism is shown in the attitude of the respondents. The confidence was
appreciable with which they are looking forward to a rise in their investments.
Major part of the sample feels that the rise would be of around 15%. Only 8%
of the respondents were confident enough to expect a rise of up to 35%.
As all the respondents were considering the Risk factor also before filling
the questionnaire and they were asking about the performance report of all
the PMS services offered by Share khan limited.
7. If you invested in Share Market, what has been your experience?

40%
34% 40%
20%
20%
0% 6%
Satisfactory return %Age of

received Burned Fingers Respond…
Unsatisfactory
results No
Satisfactory return Unsatisfactory

Burned Fingers No
received results
%Age of Respondents 20% 34% 6% 40%
Interpretation
20% of the respondents have invested in Share market and received

satisfactory returns, 40% of the respondents have not at all invested in Share
Market. Some of the investors face problems due to less knowledge about the
market. Some of the respondents don’t have complete overview of the
happenings and invest their money in wrong shares which result in Loss. This is
the reason most of the respondents prefer Portfolio Management Services to
trade now a days, which gives the Investor the clear idea when is the right time
to buy and right time to sell the shares which is recommended by their Fund
Manger.
8. How do you trade in Share Market?

% Respondents
45%
55% Speculation
Investment
Interpretation
As we know that Share market is totally based on psychological parameters

of Investors, which changed as per the market condition, but at the same time
the around 45% investor trade on the basis of speculation and 31% depend
upon Investment option Bonds, Mutual Funds etc.
9. How do you manage your Portfolio?

%of Respodents
Depends on
the Company
for Portfolio
43%
Self
57%
Interpretation
About 57% of the respondents say they themselves manage their portfolio
and 43% of the respondents say they depend on the security company for
portfolio Management. 43% of the respondents prefer PMS of the company
because they don’t have to keep a close eye on their investment; they get all
the information time to time from their Fund Manager.
Moreover, talking about the Share khan PMS services they are far satisfied
with the Protect and Prop rime Performance during last year. They are satisfied
with the quick and active services of Share khan customer services where, they
get the updated knowledge about the scrip detail everyday from their Fund
Manager.
10. If you trade with Share khan limited then why?

Research Services
35% 22%
Investment
Tips are good
Brokerage 15%
28%
Interpretation
As the above research shows the reasons and the parameters on which
investor lie on Share khan and they do the trade.
Among hundred respondents 35% respondents do the trade with the

company due to its research Report, 28% based on Brokerage Rate whereas 22
% are happy with its Services.
Last but not the least, 15% respondents are depends upon the tips of Share
khan which gives them idea where to invest and when to invest.
At the time of research what I found is that still Share khan need to make
the clients more knowledge about their PMS product.
11. Are you using Portfolio Management services (PMS) of Share khan?

No
44%
Yes
56%
Interpretation
As talking about the Investment option, in most of clients it was common

that they know about the Option but as the PMS of Share khan have different
Product offering, Product Characteristics and the Investment amount is also
different this makes the clients to think differently.
It is found that 56% of Share khan client where using PMS services as for
their Investment Option.
12. Which Portfolio Type you preferred?

50%
45% 45%
40%
35%
30%
28%
25%
27%
20%
15%
10%
5%
0%
Equity Debt Balanced
%Age of Respodents 45% 27% 28%
Interpretation
The above analysis shows, in which portfolio the investor like to deal more
in PMS.
As 45% investor likes to go for Equity Portfolio and 28% with Balanced
Portfolio, whereas around 27% investor like to, go for Debt Portfolio.
13. How was your experience about Portfolio Management services (PMS)
of Share khan Limited?

No Profit No Loss Situation
Faced Loss
Earned
0% 10% 20% 30% 40% 50% 60%
No Profit No Loss
Earned Faced Loss
Situation
%Age of Respondents 52% 18% 30%
Interpretation
In the above analysis it is clear that the Investor have the good and the bad
experience both with the Share khan PMS services.
In this current scenario 52% of the Investor earned, whereas around 18%
have to suffer losses in the market. Similarly 30% of the Respondents are there
in Breakeven Point (BEP), where no loss and no profit.
14. Does Share khan Limited keep it PMS process Transparent?

37%
63%
Yes
No
Interpretation
The above analysis is talking about the Share khan Transparency of their
PMS services. In hundred respondents 63% said that they get all the
information about their scrip buying and selling information day by day, where
as 37% of respondents are not satisfied with the PMS information and
Transparency because they don’t get any type of extra services in PMS as they
were saying.

CHAPTER-6
CONCULSION
AND
SUGGESTIONS

OBSERVATION AND FINDING
 About 85% Respondents knows about the Investment Option, because remaining
15% take his /her residential property as Investment, but in actual it not an
investment philosophy carries that all the Investment does not create any profit for
the owner.
 More than 75% Investors are investing their money for Liquidity, Return and Tax
benefits.
 At the time of Investment the Investors basically considered the both Risk and
Return in more %age around 65%.
 As among all Investment Option for Investor the most important area to get more
return is share around 22%after that Mutual Fund and other comes into existence.
 More than 76% of Investors feels that PMS is less risky than investing money in
Mutual Funds.
 As expected return from the Market more than 48% respondents expect the rise in
Income more than 15%, 32% respondents are expecting between 15-25% return.
 As the experience from the Market more than 34% Investor had lose their money
during the concerned year, whereas 20% respondents have got satisfied return.
 About 45% respondents do the Trade in the Market with Derivatives Tools
Speculation compare to 24% through Hedging .And the rest 31% trade their money
in Investments.
 Around 57% residents manage their Portfolio through the different company
whereas 43%Investor manage their portfolio themselves.
 The most important reasons for doing trade with Share khan limited is Share khan
Research Department than its Brokerage rate Structure.

 Out of hundred respondents 56% respondents are using Share khan PMs services.
 Investors preferred more than 45% equity Portfolio, 28%Balanceed Portfolio and
about 27% Debt Portfolio with Share khan PMS.
 About 52% Respondents earned through Share khan PMS product, whereas 18%
investor faced loses also.
 More than 63% Investor are happy with the Transparency system of Share khan
limited.
 As based on the good and bad experience with Share khan limited around 86% are
ready to recommended the PMS of Share khan to their peers, relatives etc.
LIMITATION OF THE PROJECT

 As only Hyderabad was dealt in the survey so it does not represent the view of the
total Indian market.
 The sample size was restricted with hundred respondents.
 There was lack of time on the part of 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.
 Some people were not willing to disclose the investment profile.
CONCLUSION AND SUGGESTIONS
On the basis of the study it is found that Share khan Ltd is better services provider than
the other stockbrokers because of their timely research and personalized advice on what
stocks to buy and sell. Share khan Ltd. provides the facility of Trade tiger as well as

relationship manager facility for encouragement and protects the interest of the investors.
It also provides the information through the internet and mobile alerts that what IPO’s are
coming in the market and it also provides its research on the future prospect of the IPO. We
can conclude the following with above analysis.
 Share khan Ltd has better Portfolio Management services than Other Companies
 It keeps its process more transparent.
 It gives more returns to its investors.
 It charges are less than other portfolio Management Services
 It provides daily updates about the stocks information.
 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 the
time to play stock game on his own.
 People are not so much ware aware about the Investment option available in the
Market.
Suggestions

 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.
 Investor’s accounts must be more transparent as compared to other companies.
 Share khan limited must try to promote more its Portfolio Management Services
through Advertisements.
 Share khan needs to improve more it’s Customer Services
 There is need to change in lock in period in all three PMS i.e.Protech, Proprime, Pro
Arbitrage.
BIBILOGRAPHY
REFERENCES
 www.sharekha.com
 www.sebi.gov.in

 www.moneycontrol.com
 www.karvy.com
 www.valueresarchonline.com
 www.yahoofinance.com
 www.theeconomist.com
 www.nseindia.com
 www.bseindia.com
Book Referred
 Value guide by Share khan

 Investors Eyes by Share khan
 Business world.
 The economist

Introduction To Study

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Introduction To Study

Uploaded by

Copyright:

Available Formats

Analysis of share khan brokering firm

SHRI S.V.PATEL COLLEGE COMPUTER SCIENCE AND BUSINESS MANAGEMENT Page 1

SHRI S.V.PATEL COLLEGE COMPUTER SCIENCE AND BUSINESS MANAGEMENT Page 2

SHRI S.V.PATEL COLLEGE COMPUTER SCIENCE AND BUSINESS MANAGEMENT Page 3

ABOUT SHAREKHAN – ALWAYS THE FIRST

Guiding India's retail stock investors for 16 years

About our group

SHRI S.V.PATEL COLLEGE COMPUTER SCIENCE AND BUSINESS MANAGEMENT Page 4

OBJECTIVES OF THE STUDY

Sharekhan as a Financial Service provider..

 To learn the behavior of consumers in respect of the various investment opportunities

opportunities and whether the general public is aware about them.

SHRI S.V.PATEL COLLEGE COMPUTER SCIENCE AND BUSINESS MANAGEMENT Page 5

COMPANY NAME : SHAREKHAN LIMITED

YEAR OF ESTABLISHED : SINCE 1922

HEAD QUARTER : SHAREKHAN SSKI A-206 PHONEX

HOUSE ,PHENOIX MILLS COMPOUND

LOWER PAREL, MUMBAI

NATURE OF BUSINESS : SERVICE PROVIDER

SHRI S.V.PATEL COLLEGE COMPUTER SCIENCE AND BUSINESS MANAGEMENT Page 6

ONLINE SERVICE AND

NUMBER OF EMPLOYEES : 1000 TO 5000 EMPLOYEE

SLOGAN : YOUR GUIDE TO FINANCIAL JUNGLE

REVENUE : $5 TO $10(USD) MILLION PER YEAR

DIFFERENT TYPE OF PRODUCT AND

SERVICES OFFERED BY SHARE KHAN LTD.

SHRI S.V.PATEL COLLEGE COMPUTER SCIENCE AND BUSINESS MANAGEMENT Page 7

 EQUITY &DERIVATIVES TRADING

SHRI S.V.PATEL COLLEGE COMPUTER SCIENCE AND BUSINESS MANAGEMENT Page 8

 OTHER SERVICE PROVIDED BY SHARE KHAN

4. Derivatives Trading (Futures and Options)

SHRI S.V.PATEL COLLEGE COMPUTER SCIENCE AND BUSINESS MANAGEMENT Page 9

 Awards & Achievements of SHAREKHAN

 2001 - Web Award winner of Chip magazines

 2004 - Best Local Brokerage by Advisory Poll

 2005 - Awaaz Consumer Awards Best Broking

Sharekhan is amongst top 3 online

- Research methodology is the plan structure &strategy of investigation

conceived so as to obtain answers to research question .

and other os descriptive research.

- We studied the company report talked to the customer and

employee of the company .we identified that inspite of the

providing various opportunities customers may not be aware of

derivative and commodity product.

- Survey method was adopted for this research.

SHRI S.V.PATEL COLLEGE COMPUTER SCIENCE AND BUSINESS MANAGEMENT Page 11

“Sampling is the process to analyze the whole population

SHRI S.V.PATEL COLLEGE COMPUTER SCIENCE AND BUSINESS MANAGEMENT Page 12

 The response rate was average.

 Data analysis tools:

SHRI S.V.PATEL COLLEGE COMPUTER SCIENCE AND BUSINESS MANAGEMENT Page 13

DATA ANALYSIS AND

SHRI S.V.PATEL COLLEGE COMPUTER SCIENCE AND BUSINESS MANAGEMENT Page 14

2. What is the basic purpose of your Investments?

SHRI S.V.PATEL COLLEGE COMPUTER SCIENCE AND BUSINESS MANAGEMENT Page 15

As explaining them About the Portfolio Management Services of Share

3. What is the most important factor you consider at the time of

SHRI S.V.PATEL COLLEGE COMPUTER SCIENCE AND BUSINESS MANAGEMENT Page 16

20% 12% 23%

Moreover, the Market is fluctuating now days, so as it also getting

SHRI S.V.PATEL COLLEGE COMPUTER SCIENCE AND BUSINESS MANAGEMENT Page 17

Fixed Deposits 18%

Commodities Market 16%