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Guided By-
Dr. S.K Baral
(Director of KIIMS)
Prof.R.R Mishra
(Prof. of Finance,KIIMS)
Dr. M.M Moharana
(HOD of MBA,KIIMS)
By-
Tanmaya Mohanty
MBA(1st
Year)
KIIMS
Shriram insight share broker ltd. is Incorporated in 1995 and was
promoted by professional entrepreneurs and incubated by Shriram
Groups.
Shriram insight commenced operation with corporate
membership of NSE in cash segment in 1996.
Membership in Derivatives segment on NSE acquired in 2003.
Currently registered member of NSE and BSE for equities and
Derivatives CDSL for dipository.
Product and Service of Company.
 Trading in Equities,Derivatives and Commodities.
 Online trading with highly secured payment
gateway through leading banks in India.
 Trading and Demat account at very low cost.
 Call and trade.
 Margin funding, daily technical analysis, Intraday
and position calls, daily market report, company
result analysis.
OBJECTIVES OF THE
STUDY. To take an overview of the Indian Stock Market
and encapsulate the various investment avenues
available.
 To know various options available in the Capital
Market to invest.
 To know investor’s perception regarding
investment in stock market.
 To study the factors that affects investment
decision.
 To know the satisfaction level of investors
regarding return of different investment avenues.
Sample size and sources of
information.
Sample size – A sample size of 50 Investors was taken.
Sources of information-
 Secondary sources- The secondary data was
collected through web sites, books and magazines.
 Primary sources- The primary data was collected
through direct personal interviews with investors and
day traders.
Data Analysis and Interpretation.
Statement 1. To know whether respondents invest.
Investment
Decision
No. of
Respondents
Percentage of
Respondents
Yes 45 90%
No 05 10%
Total 50 100%
Statement 2. Awareness regarding types of
Investment Instruments
Types of Investment
Instruments
No. of Respondents Percentage of
Respondents
Shares 15 30%
Mutual Funds 23 46%
Debentures 05 10%
Bonds 05 10%
Derivatives 02 04%
Total 50 100%
Statement 3 .To know the type of
investment option the person has been
investing
Investment
alternative
No. of Respondents Percentage of
Respondents
Shares 15 30%
Mutual Funds 15 30%
Debentures 10 20%
Bonds 05 10%
Derivatives 05 10%
Total 50 100%
Statement 4. To know the respondent’s
influence on Investment decision.
Sources No. of Respondents Percentage of
Respondents
Self 24 48%
Friends & Relatives 10 20%
Service providers &
consultants
06 12%
Newspapers &
Advertisement
05 10%
Agents 03 06%
Workshops & Seminars 02 04%
Total 50 100%
FINDINGS OF THE STUDY
1. Maximum investors are aware of all the
investment options.
2. Investors do not invest in a single avenue. They
prefer different avenues and maximum investors
prefer to invest in shares, mutual funds &
debentures.
3. The investment decision of investors is
influenced by their own decision and through
friends & relatives.
4. Different factors considered by investors while
investing are return, risk, tax benefits, capital
appreciation and the most prominent factor is
the return on any investment avenue.
Problems encountered
Due to lack of time and resources a
countrywide survey was not possible. Hence
only Cuttack city has been taken for the study.
The information given by the respondents
might be biased because some of them might
not be interested to given correct
information..
Some of the respondents could not answer the
questions due to lack of knowledge.
Some of the respondents of the survey were
unwilling to share information.
SUGGESTIONS
 Shriram Insight would have to give special
preferences to trading via branch network,
telephones and Internet account.
 Integrated Trading and Depository Account
should have to modify according to the need of
the investors.
 One Screen for both Cash and Derivatives Trading
system have to be revised and modified..
 Equity Research Department at Shriram Insight
would have to study the market and provides
information.
THANK YOU

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Presentation_-_Tanmay

  • 1. Guided By- Dr. S.K Baral (Director of KIIMS) Prof.R.R Mishra (Prof. of Finance,KIIMS) Dr. M.M Moharana (HOD of MBA,KIIMS) By- Tanmaya Mohanty MBA(1st Year) KIIMS
  • 2. Shriram insight share broker ltd. is Incorporated in 1995 and was promoted by professional entrepreneurs and incubated by Shriram Groups. Shriram insight commenced operation with corporate membership of NSE in cash segment in 1996. Membership in Derivatives segment on NSE acquired in 2003. Currently registered member of NSE and BSE for equities and Derivatives CDSL for dipository.
  • 3. Product and Service of Company.  Trading in Equities,Derivatives and Commodities.  Online trading with highly secured payment gateway through leading banks in India.  Trading and Demat account at very low cost.  Call and trade.  Margin funding, daily technical analysis, Intraday and position calls, daily market report, company result analysis.
  • 4. OBJECTIVES OF THE STUDY. To take an overview of the Indian Stock Market and encapsulate the various investment avenues available.  To know various options available in the Capital Market to invest.  To know investor’s perception regarding investment in stock market.  To study the factors that affects investment decision.  To know the satisfaction level of investors regarding return of different investment avenues.
  • 5. Sample size and sources of information. Sample size – A sample size of 50 Investors was taken. Sources of information-  Secondary sources- The secondary data was collected through web sites, books and magazines.  Primary sources- The primary data was collected through direct personal interviews with investors and day traders.
  • 6. Data Analysis and Interpretation. Statement 1. To know whether respondents invest. Investment Decision No. of Respondents Percentage of Respondents Yes 45 90% No 05 10% Total 50 100%
  • 7. Statement 2. Awareness regarding types of Investment Instruments Types of Investment Instruments No. of Respondents Percentage of Respondents Shares 15 30% Mutual Funds 23 46% Debentures 05 10% Bonds 05 10% Derivatives 02 04% Total 50 100%
  • 8. Statement 3 .To know the type of investment option the person has been investing Investment alternative No. of Respondents Percentage of Respondents Shares 15 30% Mutual Funds 15 30% Debentures 10 20% Bonds 05 10% Derivatives 05 10% Total 50 100%
  • 9. Statement 4. To know the respondent’s influence on Investment decision. Sources No. of Respondents Percentage of Respondents Self 24 48% Friends & Relatives 10 20% Service providers & consultants 06 12% Newspapers & Advertisement 05 10% Agents 03 06% Workshops & Seminars 02 04% Total 50 100%
  • 10. FINDINGS OF THE STUDY 1. Maximum investors are aware of all the investment options. 2. Investors do not invest in a single avenue. They prefer different avenues and maximum investors prefer to invest in shares, mutual funds & debentures. 3. The investment decision of investors is influenced by their own decision and through friends & relatives. 4. Different factors considered by investors while investing are return, risk, tax benefits, capital appreciation and the most prominent factor is the return on any investment avenue.
  • 11. Problems encountered Due to lack of time and resources a countrywide survey was not possible. Hence only Cuttack city has been taken for the study. The information given by the respondents might be biased because some of them might not be interested to given correct information.. Some of the respondents could not answer the questions due to lack of knowledge. Some of the respondents of the survey were unwilling to share information.
  • 12. SUGGESTIONS  Shriram Insight would have to give special preferences to trading via branch network, telephones and Internet account.  Integrated Trading and Depository Account should have to modify according to the need of the investors.  One Screen for both Cash and Derivatives Trading system have to be revised and modified..  Equity Research Department at Shriram Insight would have to study the market and provides information.