sharekhan presentation
TRANSCRIPT
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SHAREKHAN
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EQUITIES &
DERIVATIVES
PORTFOLIO
MANAGEMENT ANDSTRUCTURED PRODUCTS
DEPOSITOR
Y
SERVICES IPO, MUTUAL FUND
RESEARCH
COMMODITIES
Your Guide to the
Financial Jungle
Sharekhan
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OUR MISSION
..to educate and empower the individual
investor to make better investment
decisions through
QUALITY ADVICE
INNOVATIVE PRODUCTS and
SUPERIOR SERVICE
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SHAREHOLDERS & THE
MANAGEMENT TEAMSHAREHOLDERS HOLDING
%
CITI VENTURE CAPITAL AND OTHER PRIVATEEQUITY FIRMS
81
IDFC 9
EMPLOYEES 10
MANAGEMENT TEAM
TARUN SHAH CEO
JAIDEEP ARORA DIRECTOR- PRODUCTS &TECHNOLOGY
SHANKAR VAILAYA DIRECTOR- OPERATIONS
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SHAREKHAN- WIDE NETWORK
Online Business is 60%
7,00,000 Customers &
Growing
Share Shops960350across Cities
4,000 employees
Most preferred broking website in
India
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SHAREKHANS e-PARTNER BANKS CURRENTLY
HDFC Bank
ICICI Bank
Axis Bank
Citi Bank
Indusind Bank
Yes Bank
Oriental Bank of
commerce
Union Bank of India
Bank of India
IDBI Bank
Erstwhile Centurion
Bank of Punjab more to be added in
future
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OUR SERVICE DELIVERY MODEL-
BLEND OF TRADITION AND TECHNOLOGY
1. Share Shops
2.Online Trading Choice of 3 trading interfaces
3. Dial-n-Trad
SPEEDTRADE EXE FOR
ACTIVE TRADERS WEB BASED CLASSIC INTERFACEFOR INVESTORS
WEB BASED APPLET FAST TRAD
FOR INVESTORS
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ADVISE & RESEARCH IS OUR KEY STRENGTH
Products For Diverse Customers
Retail Friendly & Dejargonised
Differentiated Packaging
Multilingual Research
CAPABILIT
Y
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SERVING ALL CUSTOMER PROFILES
FIRST STEP FOR THOSE INVESTING FOR THE FIRST TIME IN THE STOCKMARKET
CLASSIC FOR THOSE FOR WHO TRANSACT OCCASIONALLY
SPEEDTRADE
FOR DAY TRADERS AND FOR THOSE WHO TRADE ACTIVELY INTHE MARKET
PLATINUM
CIRCLE
FOR HNIS LOOKING FOR PERSONALIZED AND EXCLUSIVE
INVESTMENT AND PORTFOLIO MANAGEMENT SERVICES (PMS)
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CUSTOMER EDUCATION A CORE AGENDA
Seminars/ Workshops- First Step Seminars for new investors
- Portfolio clinics for HNIs
- Seminars for traders on various trading strategies
- Seminars on Equity investment strategies
Booklets/ Reports- Investing and trading
- Derivatives
- Commodities
- Beginners Guide to stock market
- Online school on website- articles and videos
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CUSTOMER CARE IS OUR STRENGTH
DOMAIN KNOWLEDGE
TECHNOLOGY ENABLEDSERVICE ORIENTATION
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Fast and Reliable
executionFast and Reliable
execution
Easy to understand reportsEasy to understand reports
HASSLE FREE TRANSACTION EXPERIENCE
Paperless settlement
of Stocks/FundsPaperless settlement
of Stocks/Funds
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SHAREKHANS IT ARCHITECTURE IS ROBUST AND
SCALABLE
Back Office
Share
Accounting
DP
Accounting
Exchange
NSE IPOMutual
Funds
MCX /
NCDE
XBSE
Risk Management System
ONLINE
ISP 1 ISP 2
OFFLINE
P-VSAT*
OFFLINE
VSAT*
NSDL CDSL
Back-office handles~500,000 transactionsper day
200,000 trades throughoff-line model; ~200,000trades through onlineplatform)
50,000 contracts per day
1000 accounts openedper day
3,500 pay-ins / pay-outsper day
Current scale of
transactions
Potential to handle up to750,000 transactions perday
Scalability enhanced bygate-way architecture
ScalabilityCTCL / IML Gateways*
J2EE Java based application, deployed on BEA weblogic
servers
Conventional web-browser basedHTMl/applet-based interface
SSL technology
Security
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SPREADING ITS WINGS
OVERSEAS
NRI SERVICES- ONE STOP SHOP FOR ALLINVESTMENT NEEDS
Online trading platform for NRIs for Equities and MutualFunds
Our representative office is operational in Dubai & plansto open more in Middle East
Dedicated Relationship Manager for advisory servicesand Operational issues
Simplified transactions statement Customized research reports
Daily Market updates Access to research newsletters/ reports
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Thank You