project report ON working and trading procedure of Indianstock market with reference of ANAND RATHI Presented by Kamlesh kumar maurya
About the Anand Rathi Anand rathi is an India ‘s leading brokerage co. This company founded by Mr. ANAND RATHI in 1994 Mr. Pradeep Gupta (Co-founder &Vice chairman) Mr. Amit Rathi (Managing Director) Anand rathi works for their investor benefit. Anand rathi provides many products and services.
stock marketWhere the publicly held company’s shares andassociated financial instrumentsEx , bond ,debenture etcTwo type of market- primary and secondarymarket
Primary market deals with the new issue of securitiesSecondary market deals with the trading ofsecuritiesEx -
There are nationalized exchangesBSE in 1875 (sensex listed 30 co) NSE in 1995-96(nifty listed 50 co.) SEBI formed sebi act 1992 To protect the interest of investors in securities To developed and regulate security market
Demat accountThat a/c in which you can held yourshares in electronic formLike a bank account1-Demat application form2- KYC application form3-A copy of pan card4-address proof, bank proof5-Cancelled cheque6-Passport size photograph
Demat a/c opening charges 525Rs+2000 (closing a/c refundable) 10000Rs (closing a/c refundable)) Annual maintenance fee: 299 .RS/year Remat a/cRematerilisation is the process by which electronicshares in the demat can be converted into physicalCertificate.
CDSL- promoted sensex index 30listed company(ABG,CIPLA,HDFC) NSDL- promoted Niffty index 50 Listed company (vedanta res, godrej)
Offline Trading •Broker use trade rights •Deal for the client benefits •Direct broker and indirect client involve •Involve some contracts attorney contract •DIS slip •Linked by phone
Online trading Client direct connected by internet, which provided by the DP with a/c user id and password.. For the position trade Real time trade Trading secure
DerivativesFinancial instruments whosevalue derives from some underlinevariable. Ex- sugar future pricedrived from present priceTypes of derivativesFuture-specified futuretime,place,quantity and price ofassets .for ex buying a reliancefuture of December in NSE 100share @ 1200 Rs.
Forwards –An agreement to buy or sell specifiedtime,quantity.Ex-after one month wheat 20 kg @ 20 Rs.Option – two option –call and put call putBuyer right to buy right to sellSeller obligation to obligation to buy sell all assets buy and sell with the specified price
CommodityA physical or virtual marketplace for buying, selling and trading raw or primary products.Two type of commoditiesHard soft(Agree(Resources) culture and gold, rubber livestock), oil, wheat, coffee, MCX-metal comm. exchangeNCDEX-National commoditiesderivatives exchange
Mutual fundA pool of funds collected from many investors for the purpose of investing in securities such as stocks, bonds, money market instruments. Mutualfunds are operated by AMC, who investthe funds capital and attempt toproduce capital gains and income forthe funds investors.Type of investment-lump sum, SIP,S withdrawal plan, S transfer plan
Insurance• Insurance = collective bearing of risk• A promise of compensation for specific potential future losses in exchange for a periodic paymentLife insurance-It is part of family financial plan Two parameters for investment risk and returns • Early death • living too long • risk cover • tax planning •Regulated by IRDA 1999
general insurance-which comes as a great relief tosecure all that and give you peace of mind wheneverything assets is secured against future loss. Fire insurance Med claim Motor vehicle Regulated by GIC 1999 Both regulated by insurance act.1938
Portfolio management Portfolio-collection of somethings portfolio management- Art and science of making decisions objective to investment balancing of risk performance against risk maximize the returns
How to Select Good Portfolio AnalysisFundamental Global Balance sheet currency rates profit & loss interest rates EPS WarOwn economy Industry Inflation Industry growth rates Budget R&D Agriculture Performance Rates
SWOT AnalysisIndia Leading broking Not having ownhouse unique productOff and online same product alltrading facility broking firmProducts -mutualfund,insuranceFinancial sector Many new brokersboom entered in this fieldOpening new Price war accordingbranches competitors( karvy ,Client satisfaction share khan)
CORPORATE LEARNINGS• A practical exposure of Financial world.• Time management• How to open DEMAT & MUTUAL FUND A/C• Grooming• How to fill ledger a/c• How to handle word excel• Some knowledge about STOCK MARKET