EDELWEISS’ PRODUCTS , CLIENT ADVISORYSERVICES AND ASSET ALLOCATION PRESENTED BY : CELESTINE PETER ADAMS ROLL NO : 333 ROOM NO: 14 UNDER THE GUIDANCE AND SUPERVISION OF PROF. S.M. GOMES.
OBJECTIVES OF THE STUDY To know the market share of Edelweiss Capital Limited. To convert most of the existing clients to online trading facility. To provide satisfactory client advice. To know the perception of customers regarding share trading. To know the factors influencing the choice of customers regarding which company to invest in.
PRIMARY DATA: THROUGH QUESTIONNAIRES AND OVER THE TELEPHONE VISITING THE CLIENTS AND COLLECTING FACE TO FACEINFORMATION AND FEEDBACK.SECONDARY DATA: COMPANY WEBSITE AND COMPANY’S ANNUAL REPORT. INTERNET, MAGAZINES, NEWSPAPERS, BOOKS ANDJOURNALS REGARDING THE SHARE MARKET.
Date of establishment: 1995 Registered Office: 14th Floor Express Towers, Nariman Point,Mumbai-400021,Maharashtra, INDIA. Website: www.edelcap.com Edelweiss Capital (NSE: EDELWEISS, BSE: 532922)Type of industry: Investment banking, brokerage and asset management firm.Total market capitalization: About Rs. 13,000 cr.Total number of employees: 1700 approximately.
Board of Directors: Rashesh Shah, Vekant Ramaswamy, Kunnasagaran Chinniah, Narendra Jhaveri, Sunil Wadhwani, Navtej S. Nandra.Company Secretary: B. Renganathan.Statutory Auditors: B S R & Associates.Internal Auditors: M.P.Chitale & Co.
MAJOR FINDINGS Business Volatility- The business in which the company is in is very volatile and keeps changing with the market situation. So to keep a good pace of growth is the challenge that lies ahead Competition- The competition is fierce among different market players and standing in this situation is a challenge Risk management- The business is prone to a high risk and minimizing risk is the need of the time People- the Company should maintain the good working force that it has with it at present and improve it to gain competitive advantage.
RECOMMENDATIONS Untapped Retail Segment- The Company has a huge opportunity before it as it has a vast untapped retail segment. Increasing affluent class- The rise of the affluent class will aid the growth of the company. Competitive edge – The research of the company is its Unique Selling Proposition and the retail segment looks for good and reliable research.
LIMITATIONS Research work was carried out in Kolkata only the finding may not be applicable to the other parts of the country because of social and cultural differences. The sample was collected using connivance- sampling techniques. As such result may not give an exact representation of the population. Shortage of time is also reason for incomprehensiveness. The views of the people are biased therefore it doesn’t reflect true picture.