By -:

Ankit
01315603909
MBA Sec A
 OBJECTIVES
 To visit different broking companies to know about their
products.

 To collect the data from the clients of competitors.

 To get information from web, magazines and journals.

 To aware the clients about the services of the Share khan.

 To compare the services of Share khan with its competitors.


 To conduct a survey and recommending Sharekhan on
weak areas on the basis of findings of the study.
 Methodology of the project
starts with
 In the first phase we are trained and they teach
us different thing about market.
 After that they conduct a mock viva, in this they
ask about the real life problem faced by the
customers.
 Then after that we have to provide details of
product and convince them
 Then we have to visit them and get the formed
filled from them.
 Maintaining dairy of clients and contacting them
at regular basis.
 Target assigned by the
company

 The target assigned to my team is to open

25 demat accounts in a month

 Make 6 appointments in a week

 Do punch at least 15 forms in a week

 Do at least 80-90 calls a day

 STRATEGY
 Tele-calling 

 Personal appointments
 
 Making arrangements for the
requirements

 Open Demat Account 

 Documents required to
opening of demat account:
-
 Proof of identity: You can submit a copy of Passport,
Voters ID card, Driving license or PAN card with
photograph.

 Proof of address: You can submit a copy of Passport,

Voters ID card, Driving licence, PAN card with photograph,
Ration card or Bank passbook as proof of address. You must
remember to take original documents to the DP for
verification.

 Passport-size photograph.

 The above are mandatory requirements as per Securities

and Exchange Board of India.
Comparative Analysis Of
Different Competitors
 The major competitors in
online trading

 • 5paisa.com
 • KotakStreet.com
 • IndiaBulls.com
 • ICICIDirect.com
 • HDFCsec.com
ACCOUNTING CHARGES-
 IC
KO IC

0.47%
0.48%
0.49%
0.50%
0.51%
0.52%
0.53%
0.54%
0.55%
0.56%
TA ID
K IR
SE EC
C T
U
IN R
D I
IA TIE
BU S
H LL
D
FC S
SE
C
5P .
AI
SE
FO
R
TI
S
SH U
AR TI
EK
H
AN
BROKERAGE CHARGES
nique selling charges OF SHAREKHAN
Unique selling charges of SHAREKHAN is the free transaction of shares.
Customers of SHAREKHAN can make transactions anytime,
anyhow and without paying any charges that’s why the customers are happy
deal more with the SHAREKHAN. Competitors of SHAREKHAN are charging for every transaction.

Buy Transactions:

3.00% 2.50%
2.50%
2.00%
1.50%
1.00%
0.50% 0.02% 0 0.02% 0 0 0.00% 0
0.00%

U
T
I
D
IN
A
IC

U
B
S
L

E
IS
A
P
5
C
IR
E
TD
 Sell Transactions :

4.50% 0.04
4.00%
3.50%
3.00% 2.50%
2.50%
2.00%
1.50%
1.00%
0.50% 0.04% 0.04% 0.04% 0
0.00%
S
T

TI
C.

N
EC

LL

IS

HA
U
SE

A
BU
IR

EK
5P
FC
ID

IA

AR
D
IC

SH
IN
IC
 RESEARCH REPORT
•SHAREKHAN is the leader under this segment with 36%.

KOTAK SEC.
SHAREKHAN 75.00%
86.00% 31%
36%

INDIA BULLS
80.00%
33%
 EXPOSURE
SHAREKHAN exposure is 11% : Leverages 4 to 5 times
5 PAISA is the leader here with 24% : leverages 7 to 8 times

,Series1 Series1, ICICI

,SHAREKHAN ,DIRECT
11% ,400.00% 11% ,400.00%
Series1, INDIA
,Series1, UTI ,BULLS
20% ,700.00% 17% ,600.00%

Series1, HDFC
,Series1
,SEC., 600.00%
,5PAISE
17%
24% ,800.00%
FINDINGS 
 TWELVE BANKS –
Tied up with twelve banks i.e.-
 ICICI BANK
 HDFC BANK
 AXIS BANK
 YES BANK
 CENTURIAN BANK OF PUNJAB
 OBC
 UNION BANK OF INDIA
 CANARA BANK
 INDUSIND BANK
 BANK OF INDIA
 IDBI
 CITI

 MUCH TIME –
They take too much time to open a Demat account as against
promised.
 PAN CARD MANDATORY –
PAN Card is mandatory to open a demat account and this
increased our work to make arrangements for issuing a PAN Card.
 HIGH CHARGES –
High Account opening charges as compared to others.
 TWO BANK A/Cs –
Only two bank accounts can be linked at a time.
 LIMITED BRANCHES –
It is having limited number of branches in India and that’s
why it created problem in opening the accounts of Non-NCR
region people.

 UNCONTROLLED BRANCHES –
No control on the branches, only Mumbai branch / online
trading is good.

 GOOD RESEARCH REPORTS –

But also provide good research reports after their technical
and fundamental analysis only from online account.
 SALIENT FEATURES 

 Share khan is charging low rate of Brokerage

among the entire brokerage house. 
 Providing both types of trading to its customers
       ONLINE a well as OFFLINE. 
 One of the largest broking houses in India.
 It is the first broking house with the Concept of
     ONLINE TRADING. 
 Maximum Satisfactory for its clients and for
Employees too. 
 CONCLUSION
“From the above study, it can be
concluded that although
SHAREKHAN has earned some
reputation but it will take some
time to get established and
standardized its branches.”
 RECOMMENDATIONS 
 MORE BRANCHES –
 Need to open more branches to be a topper in market Because it
has a low distribution network. 
 LESS TIME –
 They should try to make some arrangements to reduce account
opening time by verifying documents at branch it selves. 
 LESS CHARGES –
 Since they are charging more in comparison to others, they should
reduce the account opening charges.
 LINK-BANK A/Cs –
 Linked as many accounts as client wants to its online account.
 NEW BANKS IN THE KITTY –
 Need to tie up with major banks like SBI, Allahabad Bank, Bank of
Baroda etc.
 CUSTOMER SATISFACTION –
 The company should focus on the customer satisfaction not on
just taking money from their pocket.
 CONTROLLED BRANCHES –
 The company would have to make some arrangements to control
the branches and make standardized procedures for all of them
for their better control and performance appraisal.