final presentationon sharekhan

7/29/2019 final presentationon sharekhan

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PRESENTAION ON PROJECTREPORT

Rajat Sharma

12BSP1941

Investors attItude towardstrading via online and offlineat sharekhan ltd


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ObjectivesTo know the customers perception towards stock trading

via online and offline.

To learn the concepts and working of stock market.

To open DMAT accounts and bringing business to the

company

Providing genuine data for the companys database andworking on existing database of the company.


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Introduction TO THECOMPANY

Name: Sharekhan Company Limited

Punch line: Your Guide To The Financial Jungle

Website : WWW.SHAREKHAN.COM

CEO : Tarun Shah

working under SSKI (S. S. Kantilal Ishwarlal) Ltd

Sharekhan is Indias leading retail broking house. Sharekhan is one of the largest stock

broking houses in the country.

Sharekhan Ltd. offers its customers a wide range of equity related services like

execution on BSE, NSE, derivatives, depository services, online trading, etc.
http://www.sharekhan.com/http://www.sharekhan.com/


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Services


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RESEARCH METHODOLOGY

The methodological approach to this study is descriptive

The phenomena to be studied is consumer attitudes and behaviour

METHODOLOGY

COLLECTION OF DATA

For collecting the primary data from the users a questionnaire was designed. Thisquestionnaire was administered to the individuals who already are investing or

trading in the stock market.

secondary data needed for the study was collected from the database of the customers of

Sharekhan Ltd

SAMPLING METHODOLOGY

Sampling locationsDelhi NCR.

Sampling unitspeople investing in stock market.

Sampling techniquesprobability sampling (convenient sampling).

Sample size100

Mode of surveyPersonalized interviews

- Questionnaire


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INTERPRETATION ON DATA

COLLECTED What mode you prefer when investing in stock market?

Do you confirm from your broker after the order is executed?


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Mark the following parameters according to your preferences for

online share trading. (1being not preferred and 5 being most

preferred.)


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What were the sources from where you got the information about the stock

broker to invest in the stock market ?


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Please rate your appetite of risk taking on a scale of 1 to 5 (moving

horizontally from low risk taking to high risk taking)


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How do you utilize your savings?


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RECOMMENDATIONS

Create awareness of other segments of stock market

Shift focus on other source of media rather than E-MARKETING

Increase tie ups with other banks Educate investors

Focus should be more on online trading because of greater

transparency

Turn existing customers (who are trading in Equity only) towardsDerivatives & Commodities


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LIMITATIONS

Time duration

Myths regarding stock market Lack of awareness among people

No predefined objectives while investing money

Misleading concepts

Lack of knowledge


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My Learning

Working on live terminals of NSE and BSE

Managing the relationship and time with clients.

Knowledge of different segments of stock market

Knowledge of several financial instruments

Opportunity to explore many things

Selling tactics

How to deliver Presentation to the clients

Patience was the thing that I learned as I have to approach various persons towhom I had to explain same things again and again while approaching or calling

them at regular Intervals.


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MY TASKS AND ACHIEVEMENTS Achieved 20% return on my investment

Secured highest marks in the test conducted by territory manager

Teaching and leading new trainees

Giving presentations on various topics

Visited post offices and banks to compare different schemes

Given business of more than 1 lakh to the company

Opened 9 DMAT accounts

Helping new clients in conducting their trade

Working on and updating companys database

Fixing appointments with clients

Make the clients understand how to use the software of Sharekhan.


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final presentationon sharekhan

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