Share Market and Mutual Fund " For: "A Study of Performance and Investors Opinion About

A
PROJECT REPORT
ON
“A STUDY OF PERFORMANCE AND INVESTORS OPINION ABOUT

SHARE MARKET AND MUTUAL FUND” FOR
Submitted to C K SHAH VIJAPURWALA INSTITUTE OF MANAGEMENT
IN PARTIAL FULFILLMENT OF THE REQUIREMENT OF THE AWARD FOR THE

DEGREE OF
MASTER OF BUSINESS ADMINISTRATION
Under
Gujarat Technological University
UNDER THE GUIDANCE OF
Faculty Guide Company Guide
Dr. Ankit Shah, Asst. Prof. & Mr. Sarfaraj Pinjara
Training & Placement Officer Territory Manager
Submitted by
Dharmesh Khemchandani
Enrollment No.: 167050592029
M.B.A – SEMESTER III

C K Shah Vijapurwala Institute of Management M.B.A PROGRAMME Affiliated to
Gujarat Technological University,
Ahmedabad, July 2017
1
PREFACE
For a management student training plays an important role during his/her study. Training provides
a corporate or real world platform to learn practically. MBA degree without any training or
corporate world experience is just like life without oxygen. So industrial training provides a great
learning experience about management concepts and its applications.
This training provides us an opportunity to know the current market. To know the current market
situations, prevailing competitions, behavioural environment of different people etc. It provides us a
platform whereby we can apply our theoretical knowledge and we can solve many practical
problems. And hence it can help us to be a successful manager in future.
Thanks to all those who directly or indirectly help me to complete this project within a short time
limit. For preparation of this report I would like to thanks to faculty members of our college and staff
members of SHARE KHAN LTD. I would like to especially thank to Dr. Ankit shah and
Mr. Sarfaraj Pinjara who were become so helpful me during my summer project.
2
ACKNOWLEDGEMENT
I am very much thankful to the administration and staff of C K Shah Vijapurwala Institute of
Management for providing us the opportunity to undertake this project as a part of academic
requirement.
I wish to offer our sincere gratitude and deep appreciation to my guide who enabled us in
designing the tool for the project and then in undertaking our further study. It was because
of his timely advice and expert guidance and suggestion, that I was able to completed my
project.
I am very much thankful to Mr. Sarfaraj Pinjara (Territory Manager) Sharekhan Ltd. who
permitted me to undertake my Summer Training project in their company as well as supported
us during the course of our project.
We are also thankful to all our friends and family members who have directly and
indirectly supported us in the project.
3
EXECUTIVE SUMMARY
This report is all about the “A STUDY OF PERFORMANCE AND INVESTORS OPINION
ABOUT SHARE MARKET AND MUTUAL FUND” at Sharekhan ltd. And the main aim of
this report is to have an adequate knowledge of products and services of share market and
also increase awareness among people of this company. Sharekhan is a brokering firm
which deals in the stock market.
Conceptually the mechanism of stock market is very simple. People who are exposed to the
same risk come together and agree that if anyone of the person suffers loss the other will
share the loss & make good to the person who lost.
The initial part of the project focuses on the job & responsibilities. I was allotted as a
summer trainee. It also makes the readers aware about the techniques & methodology used
to bring this report alive.
It enlightens the readers about Sharekhan ltd. strategies to acquire new customers. Further
the project tells us the profile of the company. It provides knowledge to the readers
regarding the company’s history, mission, vision, customers base & the reason to be
associated with the company. Also it gives special emphasis on the selling of products &
management of the company.
There is growing competition between brokerage firms in post reform India. For investor it is
always difficult to decide which brokerage firm to choose. Research was carried out to find
which brokerage house people prefer and to figure out what people prefer while investing in
stock market.
4
This study suggests the overall process of sales at Sharekhan Ltd., from the scratch i.e.
from tele calling to fixing appointments with the client, from which a rigid analysis was
carried out.
In the broking firm the client and the client database is the asset of the company, the
management of such an asset is very important. The client database keeps on growing if it
is well managed, on addition of the new clients we should not compromise with the service
of the old clients. By this project we came to know how the database is managed in the
company.
Through this report I was also able to understand, what are our Company’s i.e. Sharekhan
Ltd. positive and strong points, on the basis of which I come to know what can be the basis
of pitching to a potential client. I also gave suggestions to the company, what improvement
can be done to our product.
The next part of the project throws light upon my findings & analysis about the company.
5
DECLARATION
I, Dharmesh khemchandani, hereby declare that the report for “Summer Internship Project” entitled
“A STUDY OF PERFORMANCE AND INVESTORS OPINION ABOUT SHARE MARKET AND
MUTUAL FUND”
is a result of my own work and my indebtedness to other work publications, references, if any,
have been duly acknowledged.
Place: Vadodara
Date: / /2017 Dharmesh Khemchandani
6
TABLE OF CONTENTS
SR. PAGE
PARTICULARS
NO. NOS.
PART – I GENERAL INFORMATION
1 1.1 About the Industry 11
1.2 Indian Market 19
1.3 Growth of the industry 21
2 major competitors of the Sharekhan 24
3 Product Profile (Major Products) / Models or Tools 31
PART – II PRIMARY STUDY
4 4.1 Introduction of the Study 42
4.2 Literature Review 42
4.3 Problem Statement 43
4.4 Objectives of the Study 43
5 Research Methodology
5.1 Research Design 45
5.2 Data Collection Method 45
5.3 Sampling Method 46
5.4 Date Collection Instrument 46
5.5 Data Processing 46
6 Data Analysis and Interpretation of the Study 47
7 Findings 65
8 Limitations of the Study 66
9 Conclusion 67
10 Suggestions 68
11 ANNEXURE 69
7
LIST OF TABLES
SR. TABLE
PARTICULARS PAGE NOS.
NO. NOS.
1 Investing in Share market or Mutual fund 1 47
2 Segment of Investment 2 48
3 Purpose of Investment 3 49
4 Experience 4 50
5 Source of investment 5 51
6 Expected Return 6 52
7 Trade in Equity Market 7 53
8 Satisfaction with Broker 9 54
9 Age Group 9 55
10 Gender 10 56
11 Education Qualification 11 57
12 Occupation 12 58
13 Monthly Income 13 59
14 Preferable Day for Seminar 14 60
15 ANOVA 15 61
Investing in Share market or Mutual fund and
16 16 63
Education Qualification
17 Purpose of investment and Monthly income 17 63
18 Source of Investment and Monthly Income 18 64
8
LIST OF GRAPHS
SR. GRAPH
PARTICULARS PAGE NOS.
NO. NOS.
1 Investing in Share market or Mutual fund 1 47
2 Segment of Investment 2 48
3 Purpose of Investment 3 49
4 Experience 4 50
5 Source of investment 5 51
6 Expected Return 6 52
7 Trade in Equity Market 7 53
8 Satisfaction with Broker 9 54
9 Age Group 9 55
10 Gender 10 56
11 Education Qualification 11 57
12 Occupation 12 58
13 Monthly Income 13 59
14 Preferable Day for Seminar 14 60
9
PART – I GENERAL INFORMATION
10
CHAPTER: 1
1.1 About the Industry
Sharekhan is India's 2nd largest stock broker providing brokerage services through its online
trading website Sharekhan.com and 1950 Share shops which includes branches & Franchises in
more than 575 cities across India. Sharekhan has seen incredible growth over last 10+ years
though it's very successful online trading platform and the chain of franchises located in almost
every part of India. Sharekhan has over 10 lakh retail and institutional customers.
Sharekhan.com is the finest investment portal for India stock market. The well designed website
provides wide range on investment options, latest stock market updates and many tools for
investors.
Sharekhan also offers 'SharekhanTradeTiger, one of the most popular trading terminals, for retail
investors. The TradeTiger is quite similar to Broker Terminal and allows frequent traders to place
and execute their orders at a high speed. It also provides live data and other tools on the same
screen to help the users with their trades.
Sharekhan’s 'ShareMobile' platform offers trading facility though mobile application. Mobile apps
are available for popular iPhone, iPad, Blackberry, Android and other phones. Services offered by
Sharekhan include trading in equity, F&O and Commodity and investment in IPO's, Mutual Funds,
Insurance, Bonds and NCD's. Company also provide Sharekhan Demat Account and registered as
a depository participant with NSD and CDS.
Sharekhan offers verity of accounts to suite customer requirement. These accounts include
Sharekhan First Step Account, Sharekhan Classic Account, Sharekhan Trade Tiger Account and
Portfolio Mgmt. Services (PMS) though Sharekhan Platinum Circle Account.
Sharekhan has its own research teams which regularly publishes investment advices, stock tips,
quarterly company result analysis and news alerts to its customer though email, SMS and on
11
Sharekhan.com. Sharekhan has an excellent knowledge canter on its website to help stock and
commodity market investors of all kind. It also offers free online and classroom seminars /
workshops to investors. Each Sharekhan Accounts comes with online and in person help from
Sharekhan representative.
VISION AND MISSION-

 To be the top most company for providing investment advisory and financial planning service
in India.
 To be a leading investment intermediary for transaction through both online and offline
mediums.
 To tradition asset portfolio to retail finance.
Sharekhan provides 4 – in -1 account-
 D-mat account – Keeps shares in electronic form.
 Trading account- For trading purpose
 Bank Account- For fund transfer
 Dial and Trade- For offline trading / for query relating trading
Board of Directors
Mr. Jaideep Arora - Chief Executive Officer and Whole-Time Director
Mr. Shankar Vailaya - Whole-Time Director
Mr. PathikGandotra - Head of Research
Mr. Rishi Kohli - Vice President of Equity Derivatives
12
Benefits
o Free Depository A/c.
o Secure Order by Voice Tool Dial-n-Trade.
o Automated portfolio to keep track of the value of your actual purchases.
o 24X7 Voice Tool access to your trading account
o Personalized Price and Account Alerts delivered instantly to your Cell
o phone & E-mail address.
o Special Personal Inbox for order and trade confirmations.
o On-line Customer Service via Wed Chat.
o Anytime Ordering.
o NSDL Account
o Instant Cash Transferable.
o Multiple Bank Option.
o Enjoy Automated Portfolio.
o Buy or sell even single share.
Branch – Head Office

A-206, Phoenix House, 2nd Floor,
SenapatiBapat Marg. Lower pate.
Mumbai - 400013.
Email
myaccount@sharekhan.com
13
Process of account opening:
14
Share market
Primary Market:
The primary market is also known as new issues market. Here, the transaction is conducted
between the issuer and the buyer. In short, the primary market creates new securities and offers
them to the public.
For instance, Initial Public Offering (IPO) is an offering of the primary market where a private
company decides to sell stocks to the public for the first time. An important point to remember here
is that in the primary market, securities are directly purchased from the issuer.
15
Secondary Market
In secondary market, the securities issued in the primary market are bought and sold. Here, you
can buy a share directly from a seller and the stock exchange or broker acts as an intermediary
between two parties.
The secondary market is actually formed by another layer of investors who deal with primary
market investor to buy and sell financial securities such as bonds, futures and stocks. These
dealings happen in the proverbial stock exchange. National Stock Exchange (NSE) and Bombay
stock exchange (BSE) are some popular stock exchanges. Majorly, there are 23 number of
exchanges available in market. the trade happens between investors without any involvement with
the company that issued the securities in the primary market.
TRANSACTION PROCESS
DECISION TO
TRADE
PLACING
ORDER
TRADE
EXECUTION
CLEARING
OF TRADES
SETTLEMENT
OF TRADES
16
Bank Connections
Sharekhan has affiliation with 17 banks which allow its customer to enjoy the facility and transfer of
funds from his saving account to his sharekhan account. These banks are as follows.
o SBI Bank
o Kotak Mahindra Bank
o City Bank
o HDFC Bank
o ICICI Bank
o Union Bank of India
o IDBI Bank
o Axis Bank
o Yes Bank
o Bank of India
Support from sharekhan

o Staff Training
o Joint Client Awareness Program in Association with Exchange
o Execution Support specially in Evening Session
o Trading Products
SHAREKHAN OFFERS FOLLOWING MARKET SEGMENTS
I. Equity Market Segment
II. Commodity Market Segment
III. Currency Market Segment
17
I. EQUITY MARKET SEGMENT
Equity market is market in which shares are issued and traded either through exchanges or over-
the-counter markets. it is one of the most vital areas of a market economy as it provides
companies with access to capital and investors with a slice of ownership in the company and the
potential of gains based on the company's future performance. It consists of trading in shares of
the companies which are registered in BSE and NSE stock market.
II. COMMODITY MARKET SEGMENT
Commodity market refers to physical or virtual transactions of buying and selling involving raw or
primary commodities through MCX and NCDEX.
It consists of following:
o Precious metals
o Base metals
Natural Energy Products A soft commodity generally refers to commodities harvested as products
like wheat, coffee, cocoa, sugar, corn, wheat, soybean, and fruit traded in the commodity market.
Hard commodities usually refer to commodities that are extracted such as (gold, silver, rubber, oil).
While commodities may be grouped for regulation purposes etc., in large classes such as energy,
agricultural including livestock, precious metals, industrial metals, other commodity markets, these
are broken down into about a hundred primary commodities (soybean oil, recycled steel).
III. CURRENCY Market SEGMENT
Sharekhan also offers trading in following main basic currency.

o US DOLLAR
o YEN
o EURO
o JAPNESS
18
1.2 Indian Market
Sharekhan Ltd is India’s leading online retail broking house with its presence through 2000+
‘Share Shops’ in over 650 locations and serving more than 11,50,000 customers across the nation.
Sharekhan offers its clients trade execution facilities for cash as well as derivatives, on BSE and
NSE, depository services, mutual funds, initial public offerings (IPOs), and commodities trading
facilities on MCX, NSEL and NCDEX. Besides high quality investment advice from an experienced
research team Sharekhan provides market related news, stock quotes fundamental and statistical
information across equity, mutual funds, IPOs and much more.
Sharekhan Ltd has set category leadership through pioneering initiatives like ‘Speed Trade’, a net
based executable application that emulates a broker terminal besides providing information
relevant to Day traders. Their second initiative, ‘First Step’ is targeted at empowering first time
investors.
Sharekhan has also set their global footprints through the ‘India First’ initiative, a series of
seminars conducted by Sharekhan to help NRIs participate and benefit from the huge investment
opportunities in India.
Sharekhan enjoys a strong presence in the market with the help of a unique financial franchise
concept. This is a business concept that helps entrepreneurs to meet their goals in life.
19
Branches all over India
20
1.3 Growth of the industry
Sharekhan Ltd continues to hold a strong position in the retail broking space, servicing
around 14 lakh retail clients as on December 31, 2016. The main business activity of the
company is retail equity broking with a small presence in portfolio management services
and in the distribution of financial products. For FY2016, on a consolidated basis, equity
broking income accounted for 63% of the total revenues of the company. The other
prominent sources of income for the company include – net interest income (19%), trading
income (11%), income from depository services (3%) and miscellaneous income (4%).
On a consolidated level, Sharekhan Ltd.’s net operating income decreased by 4% in

FY2016 to Rs. 547 crores from Rs. 570 crores in FY2015, mainly on account of decrease in
broking income due to moderation of yields and decrease in dividend income. With
moderation in the branch count during FY2016, SKL’s operating expenses (as a % of
Average Total Assets) decreased to 18.50% for FY2016 as compared to 19.65% for
FY2015. The pace of decrease of expenses was slower than the decrease of operating
income which resulted in the decline in PAT to Rs. 145 crores for FY2016 as compared to
Rs. 181 crores for FY2015. Similarly, net profits as % of Average Total Assets (ATA)
decreased to 6.90% in FY2016 vis-a-vis 9.23% in FY2015.
NET ASSENT
60
50
49.05
40 43.8 45.54
39.25 40.94
30
20
10
0
2013 2014 2015 2016 2017
21
Cash Flow of Sharekhan
Profit and Loss ac of Sharekhan Ltd
22
Balance sheet of Sharekhan ltd
23
CHAPTER : 2
2.1 major competitors of the Sharekhan
Sharekhan is one of the major player in online trading. It has many competitors as follows: -
o Motilal Oswal
o Kotak Securities
o Angel Broking Ltd.
o Religare Enterprises
o India Info Line
o India Bulls
o Reliance Money
o Marfatia Stock Broking
o Khandwala Securities
o Karvy securities Shares
24
Company Background:
o HDFC Securities Ltd is promoted by the HDFC Bank, HDFC and Chase Capital Partners
and their associates. Pioneers in setting up Dial-a-share service with the largest team of
Tele-brokers.
Online Account Type:
o HDFC Online Trading A/c:
o Plain Vanilla Account with focus on 3 in 1 advantage.
Pricing of HDFC Account
o Account Opening: Rs 750
o Demat: NIL, 1st year charges included in Account Opening
o Initial Margin: Rs 5000/- for non HDFC Bank Customers (AQB)
Brokerage:
o Trading 0.15%* each side + GST
o Delivery 0.50%** each side + GST
25
Account Opening:
o Schemes: For short periods Rs 750 is refundable against brokerage generated in a qtr.
These schemes are introduced 3-4 times a year.
o Demat: NIL, 1st year charges included in Account Opening Plus a facility to open additional
4 DP’s without 1st year AMC. Only Rs 100 as linking charges per DP
o Initial Margin: Nil
o Brokerage: ICICI’s brokerage rates are inclusive of Stamp duty (0.002%) for trading and
0.010% for delivery while service tax (10.2%) on BROKERAGE land turnover tax is EXTRA.
o Delivery Vol per QTR Brokerage Square Vol P.M.
Brokerage
Delivery Vol per QTR Brokerage Square Vol P.M Brokerage
< 10 lakhs 0.75% < 50 lakhs .10% Both Sides
10 – 25 lakhs 0.70% 50 lakhs – 2 Cr .08% Both Sides
25 – 50 lakhs 0.55% 2Cr-5Cr .05% Both Sides
50 lakhs - 1 Cr 0.45% 5Cr- 10 Cr .04% Both Sides
2 Cr – 5 Cr 0.30% > 20 Cr .03% Both Sides
> 5 Cr 0.25% --- --- ---
26
Company Background:
India Bulls is a retail financial services company present in 70 locations covering 62 cities. It offers
a full range of financial services and products ranging from Equities to Insurance. 450 + Relationship
Managers who act as personal financial advisors.
Online Account Type:
o Signature Account:
Plain Vanilla Account with focus on Equity Analysis. The equity analysis is a paid service even for
A/c holders.
o Power India bulls:
Pricing of IB Accounts:
Signature Account Power India Bulls
* Account Opening: Rs 250 * Account Opening: Rs 750
* Demat: Rs 200 if POA is signed, * Demat: Rs.200 if POA is signed,
No AMC for this DP No AMC for this DP
* Initial Margin: NIL * Initial Margin: NIL
* Brokerage: Negotiable * Brokerage: Negotiable
Account with sophisticated trading tools, low commissions and priority access to R.M.
27
Online Account Type
o Twin Advantage / Green Channel: 2 DP’s, Limit against shares
o Free Way: Flat Rs 999 Cover Charge p.m., 0.03% per transaction
o High Trader: 6 Times Exposure Cash & Derivatives, Auto sq off 2:55
o Cash Expressway: Spot payment, additional 0.5% charges
o For Kotak Fastlane / Keat Lite / Keat Desktop are trading interfaces.
o Keat Desktop with advanced tools comes at a charge of Rs 500 p.m., Non-refundable.
PRICING OF KOTAK
o Demat: Rs 22.5 p.m.
o Initial Margin: Rs 5000(Compulsory)
o Min Margin Retainable: Rs 1000
o Brokerage Slab wise: Higher the volume, lower the brokerage.
Even older customers (on 0.25% & 0.40%) have been moved to the slab wise structure w.e.f
1/4/2004
28
Company Background
Indiainfoline was founded in 1995 and was positioned as a research firm In 2000 e-broking was
started under the brand name of 5paisa.com. Apart from offering online trading in stock market the
company offers mutual funds online.
It also acts as a distributor of various financial services i.e. GOI securities, Company Fixed
Deposits, Insurance. Limited ground network, present in 20 cities
Online Account Types
o Investor Terminal: Investors / Students
o Trader Terminal: Day Traders / HNI’s PRICING FOR RETAIL CLIENTS Investor
Terminal
o Demat 1st Yr.: Rs 250
Initial Margin: Rs 2500 (Compulsory)

Min Margin Retainable: Rs 1000
Brokerage: Trading 0.10% each side + GST Delivery 0.50% each side + GST
o PRICING FOR HNI CLIENTS Trader Terminal
o Demat 1st Yr.: Rs 250
o Initial Margin: Rs 5000(Compulsory)
o Min Margin Retainable: Rs 1000
Brokerage:
Trading 0.10% each side +GST Delivery 0.50% each side + GST
(Negotiable to 0.05% each side & 0.25%)
Account Access Charges
o Monthly Rs 800, adjustable against Brokerage
o Yearly Rs 8000, adjustable against brokerage
29
Competitors:
30
CHAPTER: 3
3 Product and Services of Sharekhan Ltd:
The different types of products and services offered by Sharekhan Ltd. are as follows:
o Equity and derivatives trading
o Depository services
o Online services
o Commodities trading
o Dial-n-trade
o Portfolio management
o Share shops
o Fundamental research
o Technical research
o Live Streaming Quotes
Stock Quote changes as they change in the exchange. You don't miss even a second
o Access all Trading Calls
Get Trading calls from ShareKhan’s Technical Desk, fundamental research and day calls
Advanced Charting features
See information as you would like to see it, as it is all about spotting opportunities
31
o Customized Technical Rules
Create your own chart based or
mathematical model based trading rules
o Trade in BSE & NSE
Buy in NSE, spot an opportunity in BSE
& sell within seconds.
o Pattern Finder
Get automatic alerts with Technical
Events based on chart patterns
Salient Features of Trade Tiger:
o A single platform for multiple exchange BSE & NSE (Cash & F&O), MCX, NCDEX,
Currency, Mutual Funds, IPOs
o Multiple Market Watch available on a Single Screen
o Multiple Charts with Tick by Tick Intraday and End of Day Charting powered with various
Studies
o Graph Studies include Average, Band-Bollinger, Know SureThing, MACD etc
o Apply studies such as Vertical, Horizontal, Trend, Retracement & Free lines
o User can save his own defined screen as well as graph template, that is, saving the layout
for future use.
o User-defined alert settings on an input Stock Price trigger
o Tools available to gauge market such as Tick Query, Ticker, Market Summary, Action
Watch, Option
32
o Premium Calculator, Span Calculator
o Shortcut key for FAST access to order placements & reports
o Online fund transfer activated with 14 Banks
Share Mobile is mobile application software that is very useful for trading. It has great features and
customers can get ease of trading from anywhere by using Share Mobile.
Feature of Share Mobile App:
o In-depth analysis using advanced charts
o Top gainers & losers, top trader’s volume & turnover
o Introduction of currency segment
o Three clicks to any action
Sharekhan Mini - Mobile Login & Features
Sharekhan Mini is designed for mobile phone users and users who want to access Sharekhan on
low bandwidth.
Sharekhan Mini can be accessed at https://strade.sharekhan.com/rmmweb/lbw/login/login.jsp
Best viewed on below mobile interfaces
o Opera mobile
o Android
o Iphone
33
Features that can be accessed
o NSE and BSE Charts
o Equity and MF Portfolio
o Research and Live News
o Option Chain and Greeks
o NSE and MCX Currency
o Mutual Fund Buy & sell
o Global Indices
o Cash Transfer
o Advanced Watch list
Hassle Free Investing, Online, Anytime Anywhere
Presenting the easiest way to control your investments with a click of a button. With live stock
prices, online cash transfer and instant order execution you get complete freedom from boring
paper-work. Our friendly customer service representatives are accessible via toll-free phone, email
and live online chat
Proven Research, Timely Advice.
Get live analysis before, during & after-market hours. From daily intra-day calls to long-term stock
recommendations, you will get timely advice with well-defined profit targets. In addition, you can
invest in the companies that form part of our Top Picks research basket.
34
REGISTERED OFFICE
Address: Lodha iThink Techno Campus, 10th Floor, Beta Building, off. JVLR, Opp.
Kanjurmarg Station, Kanjurmarg (East), Mumbai - 400 042.
Telephone no: 022 - 61150000
DUBAI OFFICE ADDRESS
Address: 213, Nasir Lootah Bldg, Khalid Bin Walid Street (Bank Street), P.O.
Box: 120457, Dubai, U A E - 120457
Telephone no: 971-4-3963869 / 3889
Dial-N-Trade Features at A Glance
Quick and secure 3 Step process to place your orders. Just enter your phone id and tpin and
select the segment you want from our varied offering [1 for Equity, 2 for Currency and 3 for
Commodity]”
35
Availability of all Sharekhan research advice on all segments:
o Intraday
o Momentum Call
o Smart Chart Calls
o Inter Commodity Spread Calls
o Fundamental Calls
o Facility to discuss and understand trends and factors affecting the markets
o Guidance and education on Market concepts
o Pan-India accessibility
o No limit on calls made for trading
o Complete recording infrastructure for all calls
o Quick and secured access to dealers
o toll-free numbers
36
PORTFOLIO MANAGEMENT SERVICES (PMS)
PMS is a portfolio of securities (equity, debt or other securities) held in a client’s name, but
managed by a professional manager with specific investment objectives. Portfolio Management
Services is also a sophisticated investment vehicle that offers a range of specialized investment
strategies to capitalize on opportunities in the market.
Sharekhan’s Portfolio Management Services (PMS) use the expert management skills of our
independent Fund Managers, backed by the expertise of 35 Financial Research Analysts, to get
the best possible returns for you.
PMS is facility for those customers who have atleast 25 lakh rupees investment. It is one of the
best facility for HNI customers.
Adviseline is one type of facility that Sharekhan provides to its customers for their investment
purpose.
With Adviseline customers do not have to tune into the news or search through endless pages of
reports to know about the market movements or to decide on which are the best stock investments
to make. Sharekhan continually keep you updated on the global and local market conditions
through Adviseline facility. Customers are also, specially advised on the portfolio they build
through Sharekhan.
37
Thus, Adviseline is online messaging alerts sent by company to its customers. Adviseline has
following alert types:
o Recorded Messages
o E-mail messages
o SMS alerts
o Yahoo
An IPO, or Initial Public Offering, is the sale of shares by a company to the public for the first time.
Colloquially, it is said that a company is 'going public.'
How is then that companies like ONGC and GAIL which are already listed are going for an 'IPO'
again?
The government is the majority stockholder in these companies and it is offering a percentage of
its stock now to the public. So strictly speaking, public sector companies that are already listed are
not having their 'IPO' but they are going for a 'public offering' of their shares. It's a technical
distinction and one that should not bother individual investors. To apply to an IPO, you have to fill
an IPO application form.
REASONS TO CHOOSE SHAREKHAN LIMITED
Experience
o SSKI has more than eight decades of trust and credibility in the Indian stock market. In the
Asia Money broker's poll held recently, SSKI won the 'India's best broking house for 2004'
award. Ever since it launched Sharekhan as its retail broking division in February 2000, it
has been providing institutional-level research and broking services to individual investors.
38
Technology
o With our online trading account, you can buy and sell shares in an instant from any PC with
an internet connection. You will get access to our powerful online trading tools that will help
you take complete control over your investment in shares.
Accessibility
o Sharekhan provides ADVICE, EDUCATION, TOOLS AND EXECUTION services for

investors. These services are accessible through our centers across the country (Over 588
locations in 148 cities) over the internet (through the website www.sharekhan.com) as well
as over the Voice Tool.
Knowledge
o In a business where the right information at the right time can translate into direct profits,
you get access to a wide range of information on our content-rich portal, Sharekhan. You
will also get a useful set of knowledge-based tools that will empower you to take informed
decisions.
Convenience
o You can call our Dial-N-Trade number to get investment advice and execute your
transactions. We have a dedicated call-center to provide this service via a Toll Free Number
1800-22-7500 & 1800-22-7050 from anywhere in India.
Customer Service
o Our customer service team will assist you for any help that you need relating to
transactions, billing, demat and other queries. Our customer service can be contracted via a
toll-free number, email or live chat on www.sharekhan.com.
Investment Advice
o Sharekhan has dedicated research teams of more than 30 people for fundamental and
technical research’s. Our analysts constantly track the pulse of the market and provide
timely investment advice to you in the form of daily research emails, online chat, printed
reports and SMS on your mobile phone.
39
AWARDS AND ACHIEVEMENTS
o Rated among the top 20 wired companies along with Reliance, HUJI, Infosys etc. by
"BUSINESS TODAY" January 2004 edition.
o Awarded "Top Domestic Brokerage House" four times by Euro Money and Asai Money.
o Pioneers of online trading n India amongst the top 3 online trading websites from India.
Most preferred financial destination among online broking customers.
o India's most preferred brokers within 5 years "Awaaz Customers Award 2005"
o The team has completed over US $5 billion worth of deals in last 5 years - making it
amongst the most significant players raising equity in the Indian market.
40
II - PRIMARY STUDY
41
CHAPTER : 4
4.1 INTODUCTION OF THE STUDY
o The main aim of any company is to increase and manage the customer satisfaction level.
For that, companies try to provide better services than others.
o It is important to manage the Customer Satisfaction, as it is influences long term profitability

of the firm.
o Customer Satisfaction has become the goal of the organization because if customers are
satisfied than an exponential revenue stream will follow and profitability will increase.
o Hence on this basis, project is made on the opinion of Customer towards whether they
Satisfied towards Sharekhan Limited or not. As a researcher, during this training period
theoretical aspect are correlated into practical one. The purpose of this project is to know
the level of Customer Satisfaction, needs and problems of customers and their solutions.
4.2 REVIEW OF LITERATURE
1. Intention to Adopt Online Trading: Identifying the Future Online Traders
Yinghao Mickey Li, Jinkook Lee and Brenda J. Cude
o This paper is based on the first author's thesis, which won the 2002 American Council on
Consumer Interests thesis award. The dataset was provided to the second author by Larry
Cohen, the director of Consumer Financial Decisions of SRI Consulting Corporation.
o This paper proposes that investors' intention to adopt in the future is influenced by
investment, psychology, technology and demographic factors. Data from the 2000-01 Macro
Monitor database are employed in this study. Macro Monitor is a biennial survey conducted
by the Consumer Finance Decision section of SRI Consulting Corporation. The sampling
method of the survey is two-stage random sampling. The first step is a stratified
disproportionate random sampling. And the second step is a simple random sampling.
Sample size was 3759 household in 2000 in U.S.
42
o Among the investors, there were 389 current online investors and 1,066 current offline
investors. On average, online investors were younger than offline investors and had more
education than offline investors. Online investors traded 29.2 times a year, while offline
investors traded only 7.1 times a year. In terms of trading volume, online investors also
traded a larger sum of money than offline investors.
2. Impact of online trading on customer satisfaction in Tehran stock exchange DelbarJafar

Pour, Lulea University of technology - master thesis, continuation courses - marketing and e-
commerce.
o The aim of the study is to indicate how Indian traders rank quality factors and if online
trading system could enhance their satisfaction level or not?
o For research distributive and explorative research designs are used and for data collection
survey method is used. There were 300 invitees were invited for the purpose of survey.
o Result shows that there is a meaningful difference between traders’ satisfaction in

conventional stock exchange. And existence of online trading system in stock exchange can
raise the degree of traders’ satisfaction.
4.3 Problem statement
o In India, most of the investors don’t know where to invest Money in various form it might be
share Market or Mutual fund which involves various constraints; includes high making
charges, loss of value, safety issue and storage/locker charges. The present study creates
awareness among investors in investing in various forms of investment.
4.4 Objectives of the study:
o To study the various options available for investors to in share Market or Mutual fund
investment.
o To study the investors awareness on various forms of investment.
o To study the pros and cons of various forms of Share Market or Mutual fund investment.
o To assist in creating awareness among investors on various Share Market Or Mutual fund
investment.
43
CHAPTER: 5
RESEARCH METHODOLOGY
44
5.1 Research Design
There are three types of research design. Which are as follo
o Descriptive
o Exploratory
o Explanatory
In this research, the research design adopted is Descriptive research design.
Descriptive Research Design
o It is designed to describe something, such as demographic characteristics of consumers

who use the products. It deals with determining frequency with something occurs or how
two variables vary together.
Importance of Descriptive Study
o During the analysis of characteristics of certain groups, for e.g. users of a product with
different age, sex, education etc.
o To forecast the future trends, e.g. sales of a company’s product in each of next five years.
o To study whether certain variables are associated, e.g. income and usage of a product.
5.2 Method of Data Collection
The task of collecting data being after a research problem has been defined and plan is chalked
and plan is chalked out. This study pertains to collect data from primary sources primary data and
from secondary sources secondary data.
Primary Data Source
o The Primary Data is collected from customers with the help of well-defined questionnaire.
The primary data can be collected from following sources.
45
1. Interview
2. Questionnaire
3. Group Discussion
4. Observation.
Secondary Data Source
o The Secondary Data is collected with the help of company’s website, organizational
booklets, company reports, and records available/provided by the company, Internet,
Newspaper etc.
5.3 SAMPLE SIZE:
o The sample size taken by researcher has 100 customers. Because of the company’s rule
they cannot provide the detail information of the customers then also allowed me to take the
feedback of the 100 customers.
5.4 DATA COLLECTION INSTRUMENT:

o The data is collected through structured questionnaire.
5.5 DATA PROCESSING

o Sample is selected by using non-probability convenient sampling method.
46
CHAPTER: 6
6. Data Analysis and Interpretation of the Study
Table – 1: Investing in Share market or Mutual fund
Particular Frequency
yes 86
No 14
Total 100
Graph– 1: Investing in Share market or Mutual fund
INTERPRETATION:
From the above chart, we can conclude that there are 86% people are doing investment in stock
market or Mutual fund and 14% people are not doing investment in stock market or mutual fund.
47
Table – 2: Segment of Investment
particular Frequency
Equity 41
Mutual fund 29
commodity 11
Currency 5
Total 86
Graph– 2: Segment of Investment
INTERPRETATION:
From the above chart, we can conclude that there are 86% people are doing investment in stock
market or Mutual fund and 14% people are not doing investment in stock market or mutual fund.
48
Table – 3: Purpose of Investment
Particular Frequency Percent

Tax saving 16 16.0
Cost of inflation 8 8.0
Retirement 2 2.0
Risk covering 4 4.0
Child education 8 8.0
Emergency expenses 2 2.0
Speculation 38 38.0
other 8 8
none 14 14
Total 100.0 100
Graph – 3: Purpose of Investment
INTERPRETATION:
From the above chart, we can conclude that out of 86 peoples. There are 38 customers investing
for speculation purpose, 16 customers investing for tax saving purpose,8 customers investing for
cost of inflation purpose, 8 customer investing for child education purpose and remaining for risk
covering and Emergency expenses.
49
Table – 4: Experience

less than 3 56 56.0
years
3 to 5 years 30 30.0
not filled 14 14.0
Total 100 100.0
Graph – 4: Experience
INTERPRETATION:
From the above chart, we can conclude that out of 86 peoples. There are 65% customers having
experience less than 3 year in share Market while only 35% customers having experience between
3 to 5 years in share Market.
50
5: Source of Investment

Own saving 74 74
Borrowing 6 6
Both 6 6
not filled 14 14
Total 100 100
Graph – 5: Source of Investment
SOURCE OF INVESTMENT
Both 6
Borrowing 6
Own saving 74
0 20 40 60 80
INTERPRETATION:
From the above chart, we can conclude that out of 86 peoples. There are 74 customers are
investing with their own saving while 6 customers invest with both own money as well as
borrowing.
51
Table – 6: Expected return on Investment

10% to 20% 4 4.0
20% to 30% 74 74.0
More than 30% 8 8.0
not filled 14 14.0

Total 100 100.0
Graph – 6: Expected return on Investment
INTERPRETATION:
From the above chart, we can conclude that out of 86 peoples. There are 74 customers expected
return is fall in 20% to 30%, and only 4 customers expected return is between 10% to 20%.
52
Table – 7: Trade in Equity Market

Delivery 50 50.0
Futures 4 4.0
Intraday 32 32.0
not filled 14 14.0
Total 100 100.0
Graph – 7: Trade in Equity Market
INTERPRETATION:
From the above chart, we can conclude that out of 86 peoples. There are 50 customers are trade
in equity Market on the basis of delivery, 32 customers trade on the basis of intraday and only 4
customers trade on the basis of futures.
53
Table – 8: Satisfaction with Broker

Highly satisfied 8 8.0
Satisfied 64 64.0
Neutral 14 14.0
not filled 14 14.0
Total 100 100.0
Graph – 8: Satisfaction with Broker
INTERPRETATION:
From the above chart, we can conclude that out of 100 people. There are 64% customers are
Satisfied with their broker and 8% are highly satisfied with services provided by their broker..
54
Table – 9: Age

20 to 40 82 82.0
40 to 60 16 16.0
Above 60 2 2.0
Total 100 100.0
Graph – 9: Age
INTERPRETATION:
From the above chart, we can conclude that out of 100 people. There are 82% customers are fall
in 20 to 40 age group while only 2% customers are fall in above 60 age group.
55
Table – 10: Gender

Male 88 88.0
Female 12 12.0
Total 100 100.0
Graph – 10: Gender
INTERPRETATION:
Males and only 12% customers are Female.
.
56
Table – 11: Education Qualification

School Education 16 16
Graduate 36 36
Post Graduate 46 46
Professional 2 2
Total 100 100
Graph – 11: Education Qualification
INTERPRETATION:
From the above chart, we can conclude that out of 100 people. There are 46% customers are Post
Graduate, 36% Graduate, 16% School Education and Only 2% Professional.
57
Table – 12: Occupation

Salaried 82 82.0
Professional 4 4.0
Business 4 4.0
Other 10 10.0
Total 100 100.0
Graph – 12: Occupation
INTERPRETATION:
Salaried, 4% Professional, 4% Business man and 10% are others.
58
Table – 13: Monthly Income

Below Rs. 20,000 30 30
Rs, 20,000 to Rs, 40,000 64 64
Above Rs, 40,000 6 6
Total 100 100
Graph – 13: Monthly Income
INTERPRETATION:
From the above chart, we can conclude that out of 100 people. There are 64% customers Monthly
income fall in Group Rs. 20,000 to Rs. 40,000 and only 6% customers Monthly Income fall in group
Above Rs. 40,000.
59
Table – 14: Preferable Day for Seminar
Particulars Frequency
Friday 23
Saturday 59
Sunday 18
Total 100
Graph – 14: Preferable Day for Seminar
INTERPRETATION:
prefer seminar on Saturday and only 18% customers are prefer seminar on Sunday.
60
ANOVA
H0: There is no relationship between Education, Age group, monthly Income With Opinion of
Investors of Sharekhan.
H1: There is relationship between Education, Age group, monthly Income With Opinion of
Investors of Sharekhan.
Table – 15
Age Monthly
Particular Education
Group Income
Between
Groups F Sig. F Sig. F Sig.
Within
Investing in Share market or Mutual fund Groups 2.60 0.06 1.80 0.17 7.56 0.00
Total
Between
Groups
Within
Segment of investment Groups 3.37 0.02 0.96 0.39 1.10 0.34
Total
Between
Groups
Within
Purpose of investment Groups 1.14 0.34 3.14 0.05 2.96 0.06
Total
Between
Groups
Within
Experience in the market Groups 1.63 0.19 1.70 0.19 2.55 0.08
Total
Between
Groups
Within
Source of investment Groups 2.07 0.11 0.40 0.67 7.57 0.00
61
Total
Between
Groups
Expected return from Share market or Within
Mutual fund Groups 1.95 0.13 2.01 0.14 5.99 0.00
Total
Between
Groups
Within
Trade in Equity market Groups 5.75 0.00 0.86 0.43 5.80 0.00
Total
Between
Groups
Within
Satisfaction with service provided by Broker Groups 3.69 0.01 1.81 0.17 8.57 0.00
Total
Interpretation:
As shown in table (15) there are nine variables where the ANOVA value is less than 0.05. Hence
for all these nine variables the null hypothesis is not accepted at 5% level of significance. Hence
for these six variables we can conclude that there is a relationship between services of Sharekhan
& reason for satisfaction with Sharekhan.
From the Table-15 we can see that the all respondents’ views are indifferent in terms of Satisfaction
about good and services from investment irrespective of their age, education, income.
In the Above table, it is clearly defined that there is relationship between Income group and investing
in Share market or Mutual fund, Source of investment, expected return from Share market or Mutual
fund, Trade in Equity market and Satisfaction with service provided by Broker on the basis of
Education it shows a significant relationship as p-value is less than 0.05.
In the Above table, it is clearly defined that there is relationship between Education group and
Segment of investment on the basis of Education it shows a significant relationship as p-value is
less than 0.05.
In the Above table, it is clearly defined that there is relationship between Education group and
Segment of investment, Trade in Equity market and Satisfaction with service provided by Broker on
the basis of Education it shows a significant relationship as p-value is less than 0.05.
62
CHI-SQUARE
Table – 16: Investing in Share market or Mutual fund and Education Qualification
Asymp. Sig. (2-

Column1 Value Df sided)
Pearson 7.514 a 3 .050
Chi-Square
Likelihood 8.405 3 .038
Ratio
Linear-by- 6.430 1 .011
Linear
Association
N of Valid 100
Cases
3 cells (37.5%) have expected count less than 5. The minimum expected count is .28.
Interpretation:
As shown in table (16) there are two variables where the CHI-SQUARE value is less than 0.05 and
cells are 37.5%. Hence for these two variables the null hypothesis is not accepted at 5% level of
significance. Hence for these two variables we can conclude that there is a relationship between
Investing in Share market or Mutual fund and Education Qualification.
Table – 17: Purpose of investment and Monthly income
Asymp. Sig. (2-

Particular Value Df sided)
Pearson 52.433 a 16 .000
Chi-Square
Ratio
Linear-by- 5.373 1 .020
Linear
Association
N of Valid 100
Cases
63
Interpretation:
cells are 74.1%. Hence for these two variables the null hypothesis is not accepted at 5% level of
Purpose of investment and Monthly income.
Table – 18: Source of Investment and Monthly Income
Asymp. Sig. (2-

Particular Value Df sided)
Pearson 15.107 a 6 .019
Chi-Square
Ratio
Linear-by- 12.729 1 .000
Linear
Association
N of Valid 100
Cases
Interpretation:
cells are 75%. Hence for these two variables the null hypothesis is not accepted at 5% level of
Source of Investment and Monthly Income.
64
CHAPTER : 7
FINDINGS: -
o In Sharekhan there are mostly male customers are investing money in share Market as well
as Mutual fund as because as per my analysis it shows me that so we can conclude that out
of 100 people. There are 88% customers are Males and only 12% customers are Female.
o More men invest through Sharekhan as compared to women.
o Most of the people choose Sharekhan as their broker because of its reputation in the
market. 25% of the people choose it because of its services and 23% of the people choose
it because of its low account opening charges.
o More than 50% customers are satisfied with the services provided by Sharekhan.
o From the information, it shows most of the customers who comes to Sharekhan having less
than 3 years of experience so it can conclude that out of 100 people. There are 88%
customers are Males and only 12% customers are Female.
o Almost every Customer of Sharekhan is provided with the Demo of their trading software
named "Trade Tiger".
o In Sharekhan most of customers are come for speculation purpose so we can conclude
that out of 86 peoples. There are 38 customers investing for speculation purpose, 16
customers investing for tax saving purpose,8 customers investing for cost of inflation
purpose, 8 customer investing for child education purpose and remaining for risk covering
and Emergency expenses.
o There are maximum customers who are educated with post graduate so it can conclude
that out of 100 people. There are 46% customers are Post Graduate, 36% Graduate, 16%
School Education and Only 2% Professional.
o Most of the customers are overall satisfied with Sharekhan and are willing to refer it to their
friends
65
CHAPTER : 8
Limitations of the Study
The study has the following limitations.
o The study was conducted only in Vadodara City. This may not give generalized conclusion.
o The respondents were less interested in answering the questionnaire, as they felt that it was
an interruption to their regular work.
o The number of respondents was limited to 100 only.
o The analysis is based on the data provided by the respondents. The views of those who did
not participate in the survey is not included.
o The conclusions are based on the opinions expressed by the customers. Hence, they
cannot be assured to unbiased or true representation of reality.
66
CHAPTER: 9
CONCLUSION
o SHAREKHAN is one such place or organization where a customer is overall satisfied by the
varied range of services provided by them which includes De-mating of shares, stock
broking, investments in equities, derivatives, commodities, PMS, advisory services, mutual
funds, IPO's, best research reports but there is still some scope of improvement in the
brokerage rates and the trading software (TRADE TIGER) which is provided by the
Sharekhan. It is a place which is providing various services all under one roof it is also
known to be a Share khan’s Share Shops.
o They help the customers by providing timely updates about the market and various services
and products available with them.
o From this analysis, it is seen that the satisfaction level about the overall service does not
depend on response time or price but depends on the level of satisfaction with quality. It is
therefore clear that the customer's perception about service level depends on their
perception about quality.
o It is also seen that satisfaction level with quality depends on the rejection rates experienced
by the customers. Therefore, the company should make efforts to ensure that the rejection
level at the customer end is minimized. This will improve the customer's perception about
quality as well as service level.
o Since the period of response and price levels do not influence perception about service
level, it is adequate if the company maintains the present level but concentrate on its effort
in reducing rejections experienced by the customer.
67
CHAPTER : 10
RECOMMENDATIONS
o The company should come up with schemes wherein the brokerage is less than the earlier
existing scheme.
o The company should reduce the account maintenance charges.
o The company can increase the customer base if it reduces the minimum margin
requirement which will boost the competition.
o The company should give training to their Sales executive regarding the behaviour to be
adopted in front of the Customers.
o The company should focus on the customer satisfaction and provide them with full care and
advice.
o Company has to get periodical feedback from all its customers and it can track them
constantly to know their queries.
68
CHAPTER: 11
Questionnaire
Dear Sir/Madam,
Thanking you for agreeing to participate in this survey. I am a student of CKSVIM conducting this
survey as a part of our management study. The survey is conducted for academic purpose only.
Information provided by you will be used for academic purpose and kept strictly confidential.
Thanking you
1. Are you investing in Share market or mutual fund?
Yes N no
2. If no than what are the reasons for not investing in stock market?
Completely Nutral Completely

Particular Agree Disagree
agree disagree disagree
Lack of knowledge
High risk
High amount of
investment
Low return
Time constraints
Negative return
3. If yes than in which segment do you invest?
Equity Currency Commodity Mutual fund

4. What is purpose of investment? (please give rank)
Tax saving Cost of inflation Retirement Risk covering
Child Education Emergency Expenses Speculation Other

5. Experience in the market
Less than 3 years 3-5 years 5 years & above
6. State the source of investment
Own savings Borrowings Both
(1 to 2)
69
7. How much return do you expect from Equity market or from Mutual fund?
Up to 10 % 10% - 20% 20% - 30% More than 30 %
8. In equity segment where do you like to trade?
Delivery Futures Intraday Option
9. How much satisfied are you with the services provided by Sharekhan ltd?
Highly satisfied Satisfied Neutral Dissatisfied
Highly Dissatisfied
DEMOGRAPHIC PROFILE:
1. Age : 20 – 40 years 40-60 years above 60 years
2. Sex : Male Female
3. Marital Status : Married Unmarried
4. Educational Background : School Education Graduate
Post-Graduate Professional
5. Occupation/Profession : Salaried Professional Business

others, specify
6. Monthly Income : below Rs. 20,000, Rs. 20,000 – Rs. 40,000
Rs. 40,000 & above
7. Type of job : Private Public
Any suggestions: -
Thanks for your cooperation.
70
BIBLOGRAPHY: -
Lists of books:
o Sharekhan’s brochures
o Investment and portfolio management and basic of share market
o lc book author
Gupta, L. C. (1998). Indias stock market crisis. Delhi: Society for Capital Market Research and
Development.
N. (n.d.). http://www.ncdex.com/index.aspx
BSE Ltd. (Bombay Stock Exchange) | Live Stock Market Updates for S&P BSE SENSEX, Stock
Quotes & Corporate Information. (n.d.). Retrieved August 05, 2017, from http://www.bseindia.com/
Derivative. (2017, August 02). https://en.wikipedia.org/wiki/Derivative
Market Activity. (n.d.). https://www.mcxindia.com/
News, Analysis, Tools and Fund Content - MutualFunds.com. (n.d.).

http://www.bing.com/cr?IG=7A4FCA91C55443E8942AB06478533C45&CID=1723F860FF2C6DD
E2DF7F2B5FE2A6C23&rd=1&h=ZoktBaoMeJ1yxnSZpY9BEQlyHd5cReDIhFlju5f64xo&v=1&r=htt
p%3a%2f%2fmutualfunds.com%2f&p=DevEx,5063.1
NSE - National Stock Exchange of India Ltd. (n.d.). http://www.nseindia.com/
Sharekhan. (n.d.)., from http://www.sharekhan.com/
Website:
71
NSE - National Stock Exchange of India Ltd. (n.d.). , http://www.nseindia.com/
N. (n.d.).http://www.ncdex.com/index.aspx
NSE - National Stock Exchange of India Ltd. (n.d.).http://www.nseindia.com/
Sharekhan. (n.d.). , from http://www.sharekhan.com/
Market Activity. (n.d.). https://www.mcxindia.com/
N. (n.d.)., from http://www.ncdex.com/index.aspx
Sharekhan. (n.d.). , 2017, from http://www.sharekhan.com/

Quotes & Corporate Information. (n.d.). Retrieved August 05, 2017, from http://www.bseindia.com
Market Activity. (n.d.). https://www.mcxindia.com
72
NSE - National Stock Exchange of India Ltd. (n.d.). http://www.nseindia.com
Sharekhan. (n.d.). , from http://www.sharekhan.com
Derivative. (2017, August 02) .https://en.wikipedia.org/wiki/Derivative
Market Activity. (n.d.). https://www.mcxindia.com

Sharekhan. (n.d.), from http://www.sharekhan.com/
73

Share Market and Mutual Fund " For: "A Study of Performance and Investors Opinion About

Hochgeladen von

Dokumentinformationen

Originaltitel

Copyright

Verfügbare Formate

Dieses Dokument teilen

Dokument teilen oder einbetten

Freigabeoptionen

Stufen Sie dieses Dokument als nützlich ein?

Sind diese Inhalte unangemessen?

Copyright:

Verfügbare Formate

Share Market and Mutual Fund " For: "A Study of Performance and Investors Opinion About

Hochgeladen von

Copyright:

Verfügbare Formate

A

“A STUDY OF PERFORMANCE AND INVESTORS OPINION ABOUT

Submitted to C K SHAH VIJAPURWALA INSTITUTE OF MANAGEMENT

IN PARTIAL FULFILLMENT OF THE REQUIREMENT OF THE AWARD FOR THE

MASTER OF BUSINESS ADMINISTRATION

Gujarat Technological University

UNDER THE GUIDANCE OF

Faculty Guide Company Guide

Dr. Ankit Shah, Asst. Prof. & Mr. Sarfaraj Pinjara

Training & Placement Officer Territory Manager

Enrollment No.: 167050592029

M.B.A – SEMESTER III

Ahmedabad, July 2017

Date: / /2017 Dharmesh Khemchandani

VISION AND MISSION-

 To tradition asset portfolio to retail finance.

Sharekhan provides 4 – in -1 account-

 D-mat account – Keeps shares in electronic form.

 Trading account- For trading purpose

 Bank Account- For fund transfer

Mr. Jaideep Arora - Chief Executive Officer and Whole-Time Director

Mr. Shankar Vailaya - Whole-Time Director

Mr. PathikGandotra - Head of Research

Mr. Rishi Kohli - Vice President of Equity Derivatives

o Free Depository A/c.

o Secure Order by Voice Tool Dial-n-Trade.

o Automated portfolio to keep track of the value of your actual purchases.

o 24X7 Voice Tool access to your trading account

o Personalized Price and Account Alerts delivered instantly to your Cell

o phone & E-mail address.

o Special Personal Inbox for order and trade confirmations.

o On-line Customer Service via Wed Chat.

o Instant Cash Transferable.

o Multiple Bank Option.

o Enjoy Automated Portfolio.

o Buy or sell even single share.

Branch – Head Office

o Kotak Mahindra Bank

o Union Bank of India

Support from sharekhan

o Joint Client Awareness Program in Association with Exchange

o Execution Support specially in Evening Session

SHAREKHAN OFFERS FOLLOWING MARKET SEGMENTS

I. Equity Market Segment

II. Commodity Market Segment

III. Currency Market Segment

II. COMMODITY MARKET SEGMENT

III. CURRENCY Market SEGMENT

Sharekhan also offers trading in following main basic currency.

On a consolidated level, Sharekhan Ltd.’s net operating income decreased by 4% in

Profit and Loss ac of Sharekhan Ltd

2.1 major competitors of the Sharekhan

o Angel Broking Ltd.

o India Info Line

o Marfatia Stock Broking

o Karvy securities Shares

Online Account Type:

o HDFC Online Trading A/c:

o Plain Vanilla Account with focus on 3 in 1 advantage.

Pricing of HDFC Account

o Account Opening: Rs 750

o Demat: NIL, 1st year charges included in Account Opening

o Initial Margin: Rs 5000/- for non HDFC Bank Customers (AQB)