Description about Indian equity market andmance a survey representing customer's thinking about equity. overview of Reliance Security in Equity Market and its oerfor

1. Reliance Securities
Considering Financial Need
Analysis of Customer
Himanshu Masram
DM17A24

2. Sector Information
▪ A stock market, equity market or share market is the aggregation of buyers
and sellers
▪ Driven by strong participation from retail investors and creation of awareness by
Securities and Exchange Board of India (SEBI).
▪ Equity mutual funds have registered a record net inflow of Rs. 20,362 crore (US$
3.18 billion)
▪ Total value of Private Equity (PE)/venture capital (VC) investments crossed US$ 2
billion with a 29 per cent year-on-year increase in the number of deals in April
2017.

3. Company Information
▪ Reliance Securities, the broking arm of Reliance Capital.
▪ Which deals in different financial product.
▪ It was founded in 2005.
▪ It is one of the India's largest or retail broking houses which over 7lakh customer
and a pan India present at more than 1700 locations.
▪ They have work power of 1500 employee.

4. Product Portfolio
Trading Instruments
▪ Equity
▪ Gold bonds
▪ IPOs
▪ Mutual funds
▪ Corporate FDs
▪ Securities Lending's and
Borrowings
Trading Product
▪ Cash N Carry
▪ NRML
▪ MIS
▪ Demat Accounts
▪ RSP Plans
▪ Tick Pro (Application)

5. Competitor Analysis
Share Khan HDFC Securities Reliance Securities
ICICI Securities Angel Broking’s
• Equity market is still in lead and other
private sector are gradually growing.
• Share Khan is in the top of the market
whereas Reliance Securities should take
some major steps for people awareness
about the company.

6. Product Features
0
5
10
15
20
25
30
35
Regular money back
at important
milestones
Variable returns Benefits to family if I
am not around
Future risk bearings
• Guaranteed return is first
preferred by more than
86% of them and then
next comes is high
return.
• So, Reliance Capital
should at least fulfill one
of these feature to grab
the interest of the
customers and to retain
the existing customers.

7. Internship Summary
One week
Training
Program
Step
1
Field work
for lead
generation
Step
2
Meeting
people &
survey
Step
3
Learnings
and
findings
Step
3 Title

8. Learnings and
Suggestions

9. Learnings
▪ People prefer to buy a SIP which has less years of payment term
▪ Share Khan is still the market leader in equity market
▪ Tax benefits are also a major factor why people like to buy a SIP
▪ Brand image and past record of performance are major stimuli in buying decision
▪ They are interested more in monthly payment options rather than annually or half yearly
▪ Reliance Securities has limited reach to perspective customers as compared to other
companies

10. Learnings
Protection Wealth Creation Regular Savings
Child secure
future
Retirement
Planning
Protection for
lifetime
Respondents 31 23 36 27 16 35
0
5
10
15
20
25
30
35
40
NoofRespondent`
Financial Goals

11. Suggestions
▪ More plans should be made that involve less period of payment.
▪ Our reach needs to be increased through social media, television, newspapers,
etc.
▪ Our SIP should have a range of premium to suit every pocket size.
▪ Our advertisements should cover the benefits of our plans and what differentiates
our plans from those of other companies.
▪ Our company should have more offices at smaller towns and uncovered segment
in the cities.
▪ We need to tap the young crowd and convince them for purchasing the same.

12. Thank You