Sharekhan Ltd. provides various financial products and services including buying and selling stocks online and offline, derivatives trading, mutual funds, commodities, IPOs, portfolio management, insurance, fixed deposits, and advisory services. It offers two types of online share trading accounts - Classic and Trade Tiger. Sharekhan uses advertising, direct marketing, telemarketing, online promotion, and social media to promote its brand and attract customers. It has an extensive network of retail shops, franchise owners, brokers, and sales agents for coverage and reaching customers across India and globally through its website.

1. Presented By
Akhter-2b2-04
Harish-2b2-14
Sarbesh-2b2-24
Naresh-2b2-34
Karthik-2b2-44

2. Sharekhan ltd. Provide different
Product as follows
1. Share online & offline
2. Derivatives
3. Mutual fund online
4. Commodities online
5. IPO online
6. Portfolio Management Services
7. Insurance
8. Fixed deposits
9. Advisory products
10.Currency trading

4. SHARE ONLINE &
SHARE OFFLINE

5. Product Variety:
Sharekhan provide two different accounts in its on line product:
 Classic account
 Trade Tiger
Quality:
 User Friendly,
 Attractive &
 Colorful Website.
Design:
The site is user friendly allowing even a layman to easily operate
without any hassles.
Brand Name:
SHAREKHAN

6.  Brokerage: On Trading: 0.1% On Delivery: 0.5%
 Service Tax:8% on Brokerage.
 Turnover tax + Stamp duty:- 0.015% (Rs. 15 on
every turnover of Rs. 100000)
 Custody Charge: Re. 1 per script held per month.
 Discounts: For investors with High Net
worth, there are slabs in brokerage rates
 Credit terms: 1/4th of total margin

7. • Advertising
• Direct Marketing
• Telemarketing
• Online promotion
• Social Networking sites advertisement

8. Channels
Share khan uses various channel alternatives to reach to its customers
Through:
• Internet
• Tele Marketing
• Retail Share Shops
• Franchisee Owners
• Power Brokers
• Sales Force
Coverage
• Access to the website from any part of the globe.

9. • Employees
 Selection
 Training
 Motivation
• Research Team
• Customers

10. • Locality of the office
• Office Environment
• Interiors and Infrastructure

14. • Small investment
• Professional fund management
• Spreading risk
• Transparency
• Choice
• regulation

15. • The amount of brokerage charged will not exceed 2.5% of the
premium amount or Rs 100, whichever is higher.
• 2.25% was charged as entry load for all my Mutual fund accounts.
• Minimum margin exposure: 4-6.7 times

16. • With more and more private and global players entering
the mutual market, the market has become quite
competitive in the recent past.
• Mutual funds, as an investment option, are now competing
with commercial banks and other financial institutions for
the investor’s savings.
• Mutual fund companies need to differentiate themselves
from the other investment avenues in the market and
position their services exclusively in the customers
mind.
• They need to adopt innovative promotional strategies
like strategic tie-ups

17. • The various distribution channels employed by
mutual fund companies include their own
employees, agents, third party distribution
companies, banks and post offices.
• The third party distribution companies started
flourishing with the entry of private players into the
industry in 1993.
• UTI and the government players relied completely on
their agents for distributing the funds.

18. • The process of investment decision-making in a mutual
fund company determines the importance of the
individuals in the company.
• If the fund manager has a free hand to decide the fate of
savings of thousands of unit holders, he needs to be
very competent and judicious in his decision-making.
• In such companies, people become the most important
element of the marketing mix.
• In fact companies publicize the success of their fund
manager who has delivered consistent results, to
promote their services.

19. • Locality of the office
• Office Environment
• Interiors and Infrastructure

20. Mutual Fund Online Process
• Registered users can log into their Invest Online account and specify
amount, folio number, etc & submit details with Sharekhan mutual fund
online.
• Investor will be then taken to banks homepage. One can use his/her net
banking user id & password & transfer funds directly using any of these
banks. ICICI, HDFC and UTI bank.
• These transaction details then Sharekhan would download & process the
transaction & transfer funds to respective mutual funds.
• The confirmation would be send to investor by Sharekhan & by Mutual
Fund.
• Feel free to write to us for any further queries on
queries@sharekhan.com