Summer enternship presentation on KSBL

1. PRESTIGE
INSTITUTE OF MANAGEMENT AND REASEARCH
SUBMITTED TO:-
SIP PROJET TITEL
“COMPARATIVE STUDY OF KARVY WITH OTHER BROKER’S”
SUBMITTED BY:
AYUSH YADAV
MBA (FA), 3RD SEM, ‘A’
ROLL NO. 09
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SCH. NO. 1121806727

2. SUMMER TRAINING ORGNIZATION
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3. INTRODUCTION OF COMPANY
 KARVY is a Stock broking company which provides financial services like insurance, mutual funds,
demat account services, general insurance, portfolio management services etc.
 It was established in year 1979-80 by 5 Chartered Accountants, its work was confined to audit and
taxation only.
 Later on it diversified into financial and accounting services during the year 1981-82 with a capital
of Rs. 150000.
 It achieved its first milestone after its first investment in technology. KARVY became a known name
during the year 1985-86 when was first into capital market as registrar.
 It is listed in NSE, BSE & MCX. Also ISO certified.
 Its having more than 400 branch's all over India. 3

4. MISSION & VISSION STATEMENT
Vision of KARVY:
 To achieve & sustain market leadership, KARVY shall aim for complete
customer satisfaction, by combining its human and technological resources, to
provide world class quality services. In the process KARVY shall strive to meet
and exceed customer’s satisfaction and set industry standards.
Mission statement:
 “Our mission is to be a leading and preferred service provider to our
customers, and we aim to achieve this leadership position by building an
innovative, enterprising, and technology driven organization which will set
highest standards of service and business ethics.”
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5. SERVICES OFFERED BY KARVY
 1. Stock broking
 2. Demat services
 3. Investment product distribution
 4. Investment advisory services
 5. Corporate finance & Merchant banking
 6. Insurance
 7. Mutual fund services
 8. IT enabled services
 9. Registrars & Transfer agents
 10. Loans
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6. OBJECTIVE’S OF STUDY
The objective of my project include the following:-
 To compare the services of KARVY STOCK BROKING Ltd. with their
competitors.
 To find out potential customers for KARVY STOCK BROKING Ltd.
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7. METHODOLOGY
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8. METHODOLOGY
 For fulfil the objective of the study I have selected competitors of KARVY
as fallows:- ANGEL BROKING LTD, INDIA INFO LINE LTD, RELIGARE
SECURITIES LTD, KOTAK SECURITIES LTD etc.
 Done analysis on the basis various services offered by them such as:-
Annual maintenance charges, Intraday brokerages, Delivery
brokerages, Margin money, Limits on Intraday and Delivery, Account
opening charges.
 By taking these services I have done comparison between KARVY STOCK
BROKING Ltd. with other stock broking firms.
 And given a ranking according to best services offered by the firm’s. 8

9. WHAT IS INTRADAY AND DELEVERY?
INTRADAY:- Intraday that means buying and selling
securities on the same day.
DELEVERY:- Delivery means if securities are not
traded on the same day or securities were delivered
to the buyer.
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10. COMPARISION OF KARVY WITH OTHER BROKERS
S . No COMPANY NAME AMC
(IN RS.)
ACCOUNT
OPENING
CHARGES(IN RS.)
MARGIN
MONEY(IN RS.)
INTRADAY DELIVERY
1 INDIA INFOLINE LTD. 50 750 25000 10 TIMES 5 TIMES
2 RELIGARE SECURITIES
LTD.
500 350 10000 10 TIMES 4 TIMES
3 KARVY STOCK BROKING
LTD.
350 650 5000 8 TIMES 2 TIMES
4 ANGEL BROKING LTD. 330 380 25000 7 TIMES 4 TIMES
5 SHAIRKHAN STOCK
BROKING LTD.
400 500 10000 10 TIMES 2 TIMES
6 KOTAK SECURITIES LTD. 600 750 10000 5 TIMES 5 TIMES
7 ARIHANT CAPITAL LTD. 407 660 25000 3 TIMES 3 TIMES
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8 ANAND RATHI LTD. 552 602 10000 2 TIMES 2 TIMES
9 RELAINCE CAPITAL LTD. 500 500 10000 2 TIMES 2 TIMES

11. DIFFERENT CHARGES OF BROKING COMPANIES
S . No Company Name Intraday Charges Delivery Charges
1 ANAND RATHI LTD. 0.02% 0.20%
2 INDIA INFOLINE LTD. 0.03% 0.25%
3 KARVY STOCK BROKING LTD. 0.03% 0.30%
4 ARIHANT CAPITAL LTD. 0.03% 0.30%
5 ANGEL BROKING LTD. 0.03% 0.30%
6 SHAIRKHAN STOCK BROKING LTD. 0.03% 0.30%
7 RELIGARE SECURITIES LTD. 0.03% 0.30%
8 KOTAK SECURITIES LTD. 0.03% 0.30%
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9 RELAINCE CAPITAL LTD. 0.03% 0.50%

12. METHODOLOGY
To find out the potential customers for KARVY STOCK BROKING Ltd. For which I
have approach to various customers discuss oral interview that interview based
on following oral questions:
These questions are:-
 If they stopped trading:-
Why you have stopped trading with us?
What are the problems you are facing with us?
 If they are active customers:-
Would you like to buy/sell the securities?
Would you like to invest more money in Equity? 12

13. METHODOLOGY
Chart Title
TRADED
15%
NOT
TRADED
85%
TRADED
NOT TRADED
 I have found potential customers
through oral interview.
 Total customers- 100
 Traded-15
 Not Traded- 85
 I have also found new customer for
KARVY by opening 17 Demat
account in my training period .
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14. FINDING
After conducting the personal interview. I reached at a particular point. The
major findings about related information of karvy are described as below:-
 In a single roof, we found that Karvy Stock Broking Ltd. is not only facilitating
stock broking services to their customers but also different other financial
services are being provided to the customers such as Mutual fund, Insurance,
Commodities, DP, Merchant & Inv. Banking etc.
 The financial product of KSBL has good credibility as compared to its
competitors. The objective of the company is not only to facilities better
services to the customers but also to built-up long term mutual relationship.
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15. CONCLUSION & SUGGESTION
 I came to know about the demat account, its benefits, how does it provides
services the customers of which I was totally ignorant when I started my project.
 I gathered much more knowledge about Karvy Stock Broking Ltd. Its services, its
strategies, and how every employees of it work hard to achieve the organizational
goal I.e. achieve the maximum market share through customer satisfaction.
 One thing that I noticed during my field work that many people not much more
awarded about the various financial products and services of Karvy which had to
be there. They are ignorant about demat account and lack of knowledge and
information about it scared them of investing money in share market. So to
generate awareness among them advertising campaign can result in fruitful
results. Only a limited percentage of people are enjoying investing money in share
market .
 Karvy has favourable and unfavourable aspects. The favourable aspect is that it
provides lot of benefits to its customers which some of its competitors fail to
provide and again less awareness about it among people is its negative side which
hinders them to invest their fund confidently.
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16. 16
Q & A

17. THANK YOU…….
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