Sharekhan ppt

ANAN OBSERVATIONAL STUDY OBSERVATIONAL STUDY

ON ON FINANCIAL JUNGLEFINANCIAL JUNGLE

WITH WITH SHAREKHAN AS YOUR GUIDE SHAREKHAN AS YOUR GUIDE

ANUJ DIWAKAR ANUJ DIWAKAR

OVERVIEW OF INDUSTRY AS A OVERVIEW OF INDUSTRY AS A WHOLEWHOLE

A A stock marketstock market is a public market for the trading of company stock and is a public market for the trading of company stock and derivatives at an agreed price; these are securities listed on a stock derivatives at an agreed price; these are securities listed on a stock exchange as well as those only traded privately.exchange as well as those only traded privately.

Indian stock markets are one of the oldest in Asia.Indian stock markets are one of the oldest in Asia. In 1860-61 the American civil war broke out and supply of cotton from the In 1860-61 the American civil war broke out and supply of cotton from the

United States to Europe was stopped.United States to Europe was stopped. At the end of the American civil war, the brokers who thrived out of civil At the end of the American civil war, the brokers who thrived out of civil

war in 1874, found a place in the street [now appropriately known as Dalal war in 1874, found a place in the street [now appropriately known as Dalal Street] where they would conveniently assemble and transact the business.Street] where they would conveniently assemble and transact the business.

In 1920, the Demure city of Madras had the maiden thrill of a stock In 1920, the Demure city of Madras had the maiden thrill of a stock exchange functioning in its midst, under the name “The Madras Stock exchange functioning in its midst, under the name “The Madras Stock Exchange” with 100 members. However, when boom faded, the number of Exchange” with 100 members. However, when boom faded, the number of members stood, reduced from 100 to 3, by 1993, and so it went out of members stood, reduced from 100 to 3, by 1993, and so it went out of existence.existence.

From 1921-1990, more than twenty one recognized stock exchanges were From 1921-1990, more than twenty one recognized stock exchanges were established. established.

NATIONAL STOCK EXCHANGE (NSE)NATIONAL STOCK EXCHANGE (NSE) It is the largest stock exchange in INDIA in terms of daily turnover and It is the largest stock exchange in INDIA in terms of daily turnover and

number of trades, for both equity and deratives.number of trades, for both equity and deratives. It is mutually owned.It is mutually owned. It is the third largest Stock Exchange in the world in terms of the number It is the third largest Stock Exchange in the world in terms of the number

of trades in equities.of trades in equities.

BOMBAY STOCK EXCHANGE (BSE)BOMBAY STOCK EXCHANGE (BSE) It is the oldest stock exchange in Asia and has the greatest number of It is the oldest stock exchange in Asia and has the greatest number of

listed companies in the world.listed companies in the world. With over 4700 Indian companies list on the stock exchange, and it has a With over 4700 Indian companies list on the stock exchange, and it has a

significant trading volume.significant trading volume.

SHAREKHANSHAREKHAN

MISSIONMISSION To educate and empower the individual investor to make better investment To educate and empower the individual investor to make better investment

decisions through quality advice and superior service.decisions through quality advice and superior service.

VISSIONVISSION To be the best retail broking brand in the Indian Stock Market.To be the best retail broking brand in the Indian Stock Market.

OBJECTIVEOBJECTIVE To increase the number of accounts.To increase the number of accounts.

SWOT ANALYSISSWOT ANALYSIS StrenghtsStrenghts It charges low and negotiable brokerage.It charges low and negotiable brokerage. It has been able to maintain high level of accuracy in its terminal, leaving all It has been able to maintain high level of accuracy in its terminal, leaving all

the organizations behind.the organizations behind. Most experienced organization and possess high level of technology.Most experienced organization and possess high level of technology.

Instant cash transformation and tie ups with eleven banks; too much more Instant cash transformation and tie ups with eleven banks; too much more than its competitors. than its competitors.

Is the only organization in this business which has its own research and Is the only organization in this business which has its own research and development centre.development centre.

Good brand image helps to strengthen the customer base. Good brand image helps to strengthen the customer base.

WeaknessesWeaknesses Most of the people do not know about Sharekhan and its features.Most of the people do not know about Sharekhan and its features. It takes 7 to 10 days to open an account.It takes 7 to 10 days to open an account.

Opportunities Opportunities They can provide new schemes to attract new customers.They can provide new schemes to attract new customers. Still a large customer base is available.Still a large customer base is available. They can change the mind set of customer towards the risk in the market.They can change the mind set of customer towards the risk in the market.

Threats Threats Aggressive promotional Strategies by close competitors may hamper Aggressive promotional Strategies by close competitors may hamper

Sharekhan’s acceptance by new clients.Sharekhan’s acceptance by new clients. Downturn or volatility of securities and commodities market.Downturn or volatility of securities and commodities market.

Slowdown of Indian and global economySlowdown of Indian and global economy Change in government and economic policies including personal taxation Change in government and economic policies including personal taxation

may affect our volume and fund mobilisation.may affect our volume and fund mobilisation. New competitorsNew competitors SEBI guidelinesSEBI guidelines

RESEARCH METHODOLOGYRESEARCH METHODOLOGY

• Primary DataPrimary Data Data collection method: QuestionnaireData collection method: Questionnaire Sampling technique: Convenience samplingSampling technique: Convenience sampling Research design: DescriptiveResearch design: Descriptive Location: DelhiLocation: Delhi Research duration: 2 monthsResearch duration: 2 months Respondents: 350 peopleRespondents: 350 people

• Secondary DataSecondary Data Newspaper.Newspaper. Internet.Internet. Books.Books.

MARKETING STRATEGIESMARKETING STRATEGIES

1.1. Tele –CallingTele –Calling

2.2. Leads management system Leads management system

3.3. Yellow pagesYellow pages

4.4. Canopy’sCanopy’s

5.5. Direct marketingDirect marketing

6.6. AdvertisingAdvertising

7.7. References References

8.8. Competitiveness Competitiveness

9.9. Internet Internet

DATA ANALYSISDATA ANALYSIS Q.1 Where do you invest your money?Q.1 Where do you invest your money?

This figure shows investment made by the respondents in different fields. It This figure shows investment made by the respondents in different fields. It can be clearly seen that respondents prefer bank deposit more, as followed can be clearly seen that respondents prefer bank deposit more, as followed by share market, mutual fund and postal savings.by share market, mutual fund and postal savings.

Bank Deposit

46%

Shares29%

Mutual Fund18%

Postal Savings

7%

Q.2 How much return do you expect on your investment?Q.2 How much return do you expect on your investment?

This figure shows that most of the respondents expect more and more This figure shows that most of the respondents expect more and more returns on their investment. So we can see that investors main motive is to returns on their investment. So we can see that investors main motive is to earn more and more money.earn more and more money.

0-5%

5-10%

10-15%

15-20%

FINDINGSFINDINGS From the survey it was found that most respondents From the survey it was found that most respondents

invest either in banks or in share market.invest either in banks or in share market. It can be clearly seen that most respondents expect It can be clearly seen that most respondents expect

maximum return on their investment.maximum return on their investment. From the survey it was found that most respondents From the survey it was found that most respondents

prefer long term investment than short term investment.prefer long term investment than short term investment. Most respondents do not invest or do not like to invest Most respondents do not invest or do not like to invest

much amount into share market.much amount into share market. A large number of respondents are aware of the brand A large number of respondents are aware of the brand

Sharekhan.Sharekhan. It can also be seen that nearly all the respondents prefer It can also be seen that nearly all the respondents prefer

online trading.online trading. From the survey it was found that most respondents like From the survey it was found that most respondents like

to trade on a daily basis.to trade on a daily basis. It can also be seen that Sharekhan, Religare, ICICIDirect It can also be seen that Sharekhan, Religare, ICICIDirect

almost share the same amount of preferences as almost share the same amount of preferences as compared to other broking firms.compared to other broking firms.

RECOMMENDATIONSRECOMMENDATIONS

To identify regions where promotions are required.To identify regions where promotions are required. Try to reduce cost, so that benefits can be passed Try to reduce cost, so that benefits can be passed

on to customers. on to customers. If charges can’t be reduced because of costs If charges can’t be reduced because of costs

involved, make the services customized.involved, make the services customized. Concept of margin funding should be introduced, Concept of margin funding should be introduced,

as more and more people are asking for it. as more and more people are asking for it. Share Khan should contact their clients regularly Share Khan should contact their clients regularly

for knowing the problems faced by them.for knowing the problems faced by them. To launch slab wise brokerage structure as Share To launch slab wise brokerage structure as Share

Khan has fixed brokerage structure which can not Khan has fixed brokerage structure which can not be negotiated. be negotiated.

It must also tap the rural sector where penetration is poor; It must also tap the rural sector where penetration is poor; it can be made possible by better offer with its product i.e. it can be made possible by better offer with its product i.e. margin level, loan on low percentage.margin level, loan on low percentage.

It must also improve its brand awareness through shelling It must also improve its brand awareness through shelling out more expenditure on advertisement and other out more expenditure on advertisement and other promotional tools.promotional tools.