5. Product Variety:
Sharekhan provide two different accounts in its on line product:
Classic account
Trade Tiger
Quality:
User Friendly,
Attractive &
Colorful Website.
Design:
The site is user friendly allowing even a layman to easily operate
without any hassles.
Brand Name:
SHAREKHAN
6. Brokerage: On Trading: 0.1% On Delivery: 0.5%
Service Tax:8% on Brokerage.
Turnover tax + Stamp duty:- 0.015% (Rs. 15 on
every turnover of Rs. 100000)
Custody Charge: Re. 1 per script held per month.
Discounts: For investors with High Net
worth, there are slabs in brokerage rates
Credit terms: 1/4th of total margin
7. • Advertising
• Direct Marketing
• Telemarketing
• Online promotion
• Social Networking sites advertisement
8. Channels
Share khan uses various channel alternatives to reach to its customers
Through:
• Internet
• Tele Marketing
• Retail Share Shops
• Franchisee Owners
• Power Brokers
• Sales Force
Coverage
• Access to the website from any part of the globe.
10. • Locality of the office
• Office Environment
• Interiors and Infrastructure
11.
12.
13.
14. • Small investment
• Professional fund management
• Spreading risk
• Transparency
• Choice
• regulation
15. • The amount of brokerage charged will not exceed 2.5% of the
premium amount or Rs 100, whichever is higher.
• 2.25% was charged as entry load for all my Mutual fund accounts.
• Minimum margin exposure: 4-6.7 times
16. • With more and more private and global players entering
the mutual market, the market has become quite
competitive in the recent past.
• Mutual funds, as an investment option, are now competing
with commercial banks and other financial institutions for
the investor’s savings.
• Mutual fund companies need to differentiate themselves
from the other investment avenues in the market and
position their services exclusively in the customers
mind.
• They need to adopt innovative promotional strategies
like strategic tie-ups
17. • The various distribution channels employed by
mutual fund companies include their own
employees, agents, third party distribution
companies, banks and post offices.
• The third party distribution companies started
flourishing with the entry of private players into the
industry in 1993.
• UTI and the government players relied completely on
their agents for distributing the funds.
18. • The process of investment decision-making in a mutual
fund company determines the importance of the
individuals in the company.
• If the fund manager has a free hand to decide the fate of
savings of thousands of unit holders, he needs to be
very competent and judicious in his decision-making.
• In such companies, people become the most important
element of the marketing mix.
• In fact companies publicize the success of their fund
manager who has delivered consistent results, to
promote their services.
19. • Locality of the office
• Office Environment
• Interiors and Infrastructure
20. Mutual Fund Online Process
• Registered users can log into their Invest Online account and specify
amount, folio number, etc & submit details with Sharekhan mutual fund
online.
• Investor will be then taken to banks homepage. One can use his/her net
banking user id & password & transfer funds directly using any of these
banks. ICICI, HDFC and UTI bank.
• These transaction details then Sharekhan would download & process the
transaction & transfer funds to respective mutual funds.
• The confirmation would be send to investor by Sharekhan & by Mutual
Fund.
• Feel free to write to us for any further queries on
queries@sharekhan.com
