EQUITY & DERIVATIVE MARKET

1. A STUDY OF CUSTOMER BEHAVIOUR TOWARDS
EQUITY & DERIVATIVE MARKET
AT
ANGEL BROKING
Presented By:-
Namita
152562029
Presented To:-
Ms. Amandeep Sandhu
Mr. Rohit Sharma

2. Topics To Be Covered
• Introduction
•
• Research Methodology
• Data Analysis & Interpretation
• Findings & Suggestions
• Conclusion

3. Introduction

4. COMPANY PROFILE
• Angel Broking is an Indian Stock Broking firm
established in 1987. The company is a member of the
Bombay Stock Exchange (BSE), National Stock
Exchange (NSE), National Commodity & Derivatives
Exchange Limited (NCDEX) and Multi Commodity
Exchange of India Limited (MCX). It is a depository
participant with Central Depository Services Limited
(CDSL). The company has 8500+ sub-brokers and
franchisee outlets in more than 900 cities across
India.

5. COMPETITOR’S INFORMATION

6. ANGEL’S LOGO

7. ANGEL’S VISION

8. BUSINESS PHILOSOPHY

9. • Motto: To have complete harmony between
quality-in-process and continuous improvement
to deliver exceptional service that will delight our
Customers and Clients.
• CRM Policy: “A Customer is the most Important
Visitor on our premises. He is not dependent on
us, but we are dependent on him. He is not an
interruption in our work. He is the purpose of it.
He is not an outsider in our business. He is part
of it. We are not doing him a favor by serving
him. He is doing us a favor by giving
us an opportunity to do so.”- Mahatma
Gandhi
• Quality Assurance Policy: We are committed to
providing world-class products and services
which exceed the expectations of our customers,
achieved by teamwork and a process of
continuous improvement.

10. ANGEL BUSINESS
Equity Broking BSE, NSE
Commodity
Broking
NCDEX,
M
C
X
Broking Business
Currency Trading NSE, MCX
E-Broking
Core Business
Life Insurance BSLI
Portfolio
managementWealth Management and
Distribution
Business Mutual Funds
IPO Advisory

11. PRODUCTS AND SERVICES
• PRODUCTS
1. EQUITIES TRADING
2. COMMODITIES TRADING
3. DERIVATIVES
4. CURRENCY AND FOREX TRADING
5. LIFE INSURANCE
6. MUTUAL FUND INVESTMENTS

12. • SERVICES
1. PORTFOLIO MANAGEMENT SERVICES (PMS)
2. DEMAT ACCOUNT
3. ANGEL BROKING DEPOSITORY SERVICES
4. INTRADAY TRADING TIPS
5. INVESTMENT MANAGEMENT ADVISORY
6. NRI INVESTMENT SERVICES

13. ANGEL BROKING’S ACCOUNT
TYPES
• Angel Classic
• Angel Preferred
• Angel Premier
• Angel Elite

14. ANGEL BROKING’S TRADING
PLATFORMS
• Angel Mobile App
• Angel SpeedPro
• Angel Eye

15. Angel Broking Pros and Cons
Angel Broking Advantages
• User friendly browser-based / application based online trading platform.
• Investors have different investment options like Equity Trading, F&O, Commodities, PMS, Mutual Funds, Life Insurance,
Personal Loans, IPO and Depository Services available under one roof.
• The auto square off time is at 3:15 and an investor can buy up to 4 times the value in his account.
• Trading account can be linked with popular private banks like HDFC Bank, ICICI Bank, UTI bank etc.
• Presence in 900+ cities
• Single access to BSE, NSE, MCX & NCDEX and to all market segments.
• Comprehensive daily, weekly and specialized research reports from Expert.
• Trade across devices like Desktops, Tablets, Smartphones or Mobile Phones (browser- and application-based trading)
• Personalized support from Centralized Help Desk and through Phone, E-mail, Live Chat and SMS
Angel Broking Disadvantages
• Angel Broking doesn't offer 3-in-1 account.
• Online money transfer from trading account to bank account is not available.
• Trading account can be linked with popular private banks like HDFC Bank, ICICI Bank, UTI bank etc. A trader can transfer
money from his bank to the trading account online. But the reverse transactions are not available online. This means money,
a trader gets after selling shares doesn't get credited in his bank account directly. The trader has to call Angel Broking and
request for the deposit. This takes couple of working days.
• This is unlike ICICIDirect where 3 accounts (Bank account, trading account and demat account) are connected so seamlessly
that no manual interfere requires. In ICICIDirect, a trader gets the money back into his ICICI Bank account as soon as the
trader settle down.
•

16. EQUITY MARKET
• PRIMARY EQUITY MARKET
There are four ways in which a company may raise
equity capital in the primary market.
1. PUBLIC ISSUE
2. RIGHTS ISSUE
3. PRIVATE PLACEMENT
4. PREFERENTIAL ALLOTMENT
• SECONDARY EQUITY MARKET

17. DERIVATIVES
• A derivative is a financial instrument, which derives
its value from some other financial price. This “other
financial price” is called the underlying. The
underlying asset can be equity, FOREX, commodity
or any other asset.

18. TYPES OF DERIVATIVES
DERIVATIVES
Options Futures Swaps Forwards
Commodity Security
Interest Rate CurrencyPut Call

19. SCOPE OF THE STUDY
• This will help the company, how to make people aware
about Equity Market by imparting best education.
• This will help the company to know the taste of masses
and turn it towards Equity Market.
• This will help the company to frame effective
Marketing Strategy.
• This will also help to select right medium for trading in
Equity Market segment.
• This will help the company to reduce the obstacles
which come in the way for the development of Equity
Market segment.

20. OBJECTIVES
• To study customers trading behaviour with
reference to ANGEL BROKING.
• To know what major factors effects or influence
customer’s trading behaviour.
• To know the satisfaction level of customers towards
ANGEL BROKING services.

21. RESEARCH METHODOLOGY
RESEARCH PROBLEM
Many people invest in stock market but most of the investor trading on
equity while the other segments are remains inaccessible.
Very few people are trading in derivatives and commodity while there
is an immense opportunity for developing of these segments.
Angel Broking as a stock broking company needs to focus on
increasing interest in stock market investment because if trading on
these instruments increase Angel Broking will be benefited by
earning revenue in terms of brokerage.

22. LIMITATION OF THE STUDY
• Personal Bias
• Time Limit
• Area
• Sample Size

23. DATA ANALYSIS &
INTERPRETATION

24. 1.What is your Qualification?
INTERPRITATION:-
According to this survey 40% of people are undergraduate ,60% of
people are graduate and 20% of people are postgraduates.
20
30
10
No. of Responds
Undergraduate
Graduate
Postgraduate

25. 2.What is your Occupation?
INTERPRITATION:-
If we talk about Occupation 20% of people are Professional ,40% of people
are Businessman, 10% of people are Govt Employees and 30% of people
are Pvt Employees.
10
20
5
15
No. of Responds
Profassional
Businessman
Govt. Employees
Pvt. Employees

26. 3.What is your Annual Income
Bracket?
INTERPRITATION:-
If we talk about the Annual Income Bracket of the customers there are
10% b below 1,20,000; 30% are in 1,20,000-,3,00,000; 20% are in
3,00,000-5,00,000 and 40% are in Above 5,00,000 amount .
5
15
10
20
No. of Responds
Below 1,20,000
1,20,000-,3,00,000
3,00,000-5,00,000
Above 5,00,000

27. 4.What age group is best for the
investment according to you?
INTERPREATION:-
If we talk about the age group of the customers there are 10% of the customers from the age group 18to
25 years and 50% from the age group 25 tp 40 years old, 30% from the age group 40 tp 55 years old
and 10% of the customers from the age group of the more than 55years.
5
25
15
5
No. of Responds
18-25
25-40
40-55
Above 55

28. 5.In which you prefer to do
investment?
INTERPREATION:-
If we talk about the customers preference about investment then there are
70% of the customers use to invest in equities and 30% of the customers
use to invest in derivatives.
35
15
0
No. of Responds
Equities
Derivatives
Others

29. 6.What attracts you to Equity
Market?
INTERPREATION:-
Customers about 40% attracted due to high return, 4% due to
speculation, 16% due to dividend and 40% see liquidity.
20
2
8
20
No. of Responds
High Return
Speculation
Dividend
Liquiduty

30. 7.What investment option are you
considering?
INTERPREATION:-
According to the survey 20% of people consider stock as investment option, 16 %
consider mutual funds, 14% consider small savings, 30% consider gold/silver
investment option and 20% people consider real estate investment option.
10
8
7
15
10
No. of Responds
Stock
Mutual Funds
Small Savings
Gold/Silver
Real Estate

31. 8.What sources of funds do you utilize to
invest or trade in the Stock market?
INTERPREATION:-
According to the survey 60% of people utilize savings for
investment, 16 % utilize loans for investment and 24% pledge
for investment and to trade in stock market.
308
12
No. of Responds
Saving/Personal
Loans
Pledging

32. 9. What is your purpose of trading?
INTERPREATION:-
According to the survey purpose of trading in stock market is 50%
investment; 30% earnings; 16% people profession and 4% other purposes.
25
0
15
8
2
No. of Responds
Investment
Financial Support
Earning
Profession
Other

33. 10.Are you investing into Equity
Market?
INTERPREATION:-
According to the survey 98% customers invest in stock
market whereas 2% people not.
49
1
No. of Responds
Yes
No

34. 11. If Yes, What type of investor are
you?
INTERPREATION:-
According to the survey 50% short term investors, 36%
midterm investors and 14% are long term investors.
25
18
7
No. of Responds
Short Term
Mid Term
Long Term

35. 12.What type of trading do you
prefer?
INTERPREATION:-
According to the survey 90% people prefer online trading
whereas 10% people prefer offline trading.
45
5
No. of Responds
Online
Offline

36. 13.What type of trading you prefer to
do?
INTERPREATION:-
If we talk about type of trading people use more is intraday
whereas intraday and f&o is same level preference.
3010
10
No. of Responds
Intraday
Delivery Based
F&O

37. 14.Which type of Angel Broking
account type you are having?
INTERPREATION:-
If we talk about people having type of account with angel broking then 40%
having premier A/c, 30% having preferred,20% classic and 10% elite.
10
15
20
5
No. of Responds
Angel Classic
Angel Preferred
Angel Premier
Angel Elite

38. 15.Which of the Angel Broking
trading platform you are using?
INTERPREATION:-
According to the survey 64% people are using angel mobile app, 12% are
using angel speed pro and 24% are using angel eye for trading purpose.
32
6
12
No. of Responds
Angel Mobile App
Angel SpeedPro
Angel Eye

39. 16.What is the frequency of your
trading?
INTERPREATION:-
According to the survey 32 % people trade weekly, 28% monthly,
22%alternate day, 14% Twice a week and 4% people on daily basis.
2
11
7
16
14
No. of Responds
Daily
Alternate Day
Twice a Week
Weekly
Monthly

40. 17.Are you satisfied with the service
provided by the Angel Broking?
INTERPREATION:-
According to the survey 96% people are satisfied with
company’s services whereas 4% are not.
48
2
No. of Responds
Yes
No

41. 18.From how many years you are
trading in stock market?
INTERPREATION:-
According to the survey 48% people having trading experience of 1-3
year, 24% people having trading experience of 0-1 year, 16% people
having trading experience of 3-5 year and 12% people having
trading experience of more than 5 years.
12
24
8
6
No. of Responds
0-1 Year
1-3 Year
3-5 Year
More than 5 years

42. FINDINGS & SUGGESTIONS
• Angel Broking needs to make its marketing team strong and also it should increase marketing activities such as
promotional campaigns.
• Angel Broking should educate the investors about Derivatives & Commodities by organizing classes, corporate
presentations, taking part in consumer fairs, organizing events.
• Company should show the benefits of trading on Derivatives & Commodities
• Angel Broking can also use Newspapers and Local New Channels as a medium of advertising.
• Angel Broking may also use its helpline number for giving education on stock market.
• Company may appoint special team for giving education & attracting people towards trading in stock market.
• Exiting customers should be provided better response & services so that by their good Word Of Mouth Company
will get more customers.
• Advertisements should be given in the magazines related to Business, Management service, Electronics media, and
business world or by installing stalls in different-different areas etc.
• Awareness should be created among the prospective clients
• Company should focus on the age group of 25-40.

43. CONCLUSION
• Most of the people in are investing in fixed return Instruments.
• But there are investors who use Equity as an investment tool.
• Those people who want to invest in Derivatives &
Commodities are investing mainly for reducing risk and they
consider them as investment tool.
• People generally want to take trading decisions independently
or under the guidance of Friends or Well Known Stock
Broking Houses.
• Literature and Self Experience can be taken as the best method
to impart education about stock market.
• More than 40% of the respondents are interested to invest into
the stock market.

44. HAPPY INVESTMENT WITH LOTS OF
PROFITS
THANK YOU
************