This document appears to be the introductory sections of a project report on portfolio management at ICICI Direct. It includes sections like the title page, declaration, certificate, abstract, acknowledgements and table of contents. The introduction provides an overview of portfolio management and its importance. It also describes some key aspects of portfolio management like research, asset allocation, timing and relationship management. The following chapters seem to cover the research problem, need for the study, scope, objectives, methodology and literature review. Subsequent sections will likely profile the investment industry and the company ICICI Direct.
This document contains a 15-page summer internship project report submitted by Yash Bhati to Jai Narayan Vyas University. The report details Yash Bhati's internship at Angel Broking Pvt. Ltd., a stock brokerage firm, under the guidance of Mr. Kailash Purohit. The report includes sections on stock exchanges, capital markets, Angel Broking's business, products/services, account opening, equity/derivatives trading, research methodology, findings and conclusions. It also acknowledges those who helped with the internship and research.
A PERFORMANCE EVALUATION OF MUTUAL FUND Nirav Thanki
This document provides an overview of the mutual fund industry globally and in India. It discusses that mutual funds first originated in the United States in 1929 and have since grown to $12 trillion in assets globally by 2007, making them the largest financial investment vehicles. In India, the mutual fund industry was established in 1963 with the formation of Unit Trust of India. The industry has grown significantly since privatizing in 1993, and now has over 45 fund houses and approximately $20 billion in assets. The document outlines the key benefits of mutual funds for investors and discusses the continued growth potential of the industry in India.
An analysis of demat account and online tradingProjects Kart
This document provides an overview of online share trading and dematerialization in India. It includes an executive summary that outlines the key benefits of online trading and dematerialization, such as faster trading and reduced costs compared to physical brokers. It also lists the objectives and scope of the project report. The industrial overview provides background on the history of online trading. The company profile section gives details on Indiabulls Financial Services, including its history, profile, products/services and growth. Overall, the document aims to analyze awareness of online trading and dematerialization among investors in India.
IIFL Holdings Limited is an Indian financial services company headquartered in Mumbai that was founded in 1995. It was originally called Probity Research and Services Private Limited, providing research on the Indian economy and businesses. Over time, it transformed into its current structure and brand. IIFL offers a wide range of financial products and services through its various subsidiaries, and has over 2500 offices across India. It has received several awards for its performance and growth in the Indian brokerage industry.
The document provides an overview of the stock broking industry in India. It discusses the history of stock exchanges in India dating back to the 1830s. It then covers major players in the industry, the roles of stockbrokers, and the transaction cycle. It analyzes the industry using Porter's Five Forces model, examining suppliers, buyers, potential entrants, substitutes, and competitive rivalry. Key points include that suppliers like depositories and exchanges have some bargaining power, while individual investors have more bargaining power than large institutions. Significant capital requirements, technology, regulations and existing industry networks pose barriers to new entrants. Competitors include established national players and new online brokers offering lower fees.
This document provides an overview of Swastika Investmart Ltd., a stock broking and financial services company based in India. It details the company's vision, mission, leadership team, services offered including stock broking, derivatives, commodities, currency, and depository services. The summary highlights the company's growth over time in obtaining memberships in various exchanges and expanding its service offerings and client base to become a leading financial services provider in India with over 250 employees and 30 branches nationwide.
This document contains a 13 question survey about trading in the derivative markets. The questions ask for the respondent's name, gender, age, education level, income, reasons for not trading derivatives if applicable, which derivative instruments they trade, what percentage of their income they trade, how they participate in the market, if they use strategies, their expected rate of return, and if they are satisfied with the current performance of the derivative market.
Summer Internship Project Report on Comparative Analysis of Investment Option...Prakhar Srivastava
For every Stock Broking Company one has to compulsorily know how the people are taking their decision regarding the investments. Herewith, I have tried to compile the COMPARATIVE ANALYSIS OF INVESTMENT OPTIONS AVAILABLE IN THE MARKET AND CUSTOMER BUYING PREFERENCE. in Lucknow City. Therefore I have selected this topic in order to know the mindset of the people and how they decide with which company, they should deal with. Ieve tried to find out various aspect of the investor in Lucknow City. For that I have taken the help of graphs to represent the research data in a graphical manner. This project report also gives brief information of the other companies and all the four-departmental activities of Karvy Ltd.This project will also help to understand the investors facet before investing in any of the investment tools and thus to scrutinize the important aspects for the investors before investing that further helped in analyzing the relation between the features of the products and the investors‘ requirements.
This document contains a 15-page summer internship project report submitted by Yash Bhati to Jai Narayan Vyas University. The report details Yash Bhati's internship at Angel Broking Pvt. Ltd., a stock brokerage firm, under the guidance of Mr. Kailash Purohit. The report includes sections on stock exchanges, capital markets, Angel Broking's business, products/services, account opening, equity/derivatives trading, research methodology, findings and conclusions. It also acknowledges those who helped with the internship and research.
A PERFORMANCE EVALUATION OF MUTUAL FUND Nirav Thanki
This document provides an overview of the mutual fund industry globally and in India. It discusses that mutual funds first originated in the United States in 1929 and have since grown to $12 trillion in assets globally by 2007, making them the largest financial investment vehicles. In India, the mutual fund industry was established in 1963 with the formation of Unit Trust of India. The industry has grown significantly since privatizing in 1993, and now has over 45 fund houses and approximately $20 billion in assets. The document outlines the key benefits of mutual funds for investors and discusses the continued growth potential of the industry in India.
An analysis of demat account and online tradingProjects Kart
This document provides an overview of online share trading and dematerialization in India. It includes an executive summary that outlines the key benefits of online trading and dematerialization, such as faster trading and reduced costs compared to physical brokers. It also lists the objectives and scope of the project report. The industrial overview provides background on the history of online trading. The company profile section gives details on Indiabulls Financial Services, including its history, profile, products/services and growth. Overall, the document aims to analyze awareness of online trading and dematerialization among investors in India.
IIFL Holdings Limited is an Indian financial services company headquartered in Mumbai that was founded in 1995. It was originally called Probity Research and Services Private Limited, providing research on the Indian economy and businesses. Over time, it transformed into its current structure and brand. IIFL offers a wide range of financial products and services through its various subsidiaries, and has over 2500 offices across India. It has received several awards for its performance and growth in the Indian brokerage industry.
The document provides an overview of the stock broking industry in India. It discusses the history of stock exchanges in India dating back to the 1830s. It then covers major players in the industry, the roles of stockbrokers, and the transaction cycle. It analyzes the industry using Porter's Five Forces model, examining suppliers, buyers, potential entrants, substitutes, and competitive rivalry. Key points include that suppliers like depositories and exchanges have some bargaining power, while individual investors have more bargaining power than large institutions. Significant capital requirements, technology, regulations and existing industry networks pose barriers to new entrants. Competitors include established national players and new online brokers offering lower fees.
This document provides an overview of Swastika Investmart Ltd., a stock broking and financial services company based in India. It details the company's vision, mission, leadership team, services offered including stock broking, derivatives, commodities, currency, and depository services. The summary highlights the company's growth over time in obtaining memberships in various exchanges and expanding its service offerings and client base to become a leading financial services provider in India with over 250 employees and 30 branches nationwide.
This document contains a 13 question survey about trading in the derivative markets. The questions ask for the respondent's name, gender, age, education level, income, reasons for not trading derivatives if applicable, which derivative instruments they trade, what percentage of their income they trade, how they participate in the market, if they use strategies, their expected rate of return, and if they are satisfied with the current performance of the derivative market.
Summer Internship Project Report on Comparative Analysis of Investment Option...Prakhar Srivastava
For every Stock Broking Company one has to compulsorily know how the people are taking their decision regarding the investments. Herewith, I have tried to compile the COMPARATIVE ANALYSIS OF INVESTMENT OPTIONS AVAILABLE IN THE MARKET AND CUSTOMER BUYING PREFERENCE. in Lucknow City. Therefore I have selected this topic in order to know the mindset of the people and how they decide with which company, they should deal with. Ieve tried to find out various aspect of the investor in Lucknow City. For that I have taken the help of graphs to represent the research data in a graphical manner. This project report also gives brief information of the other companies and all the four-departmental activities of Karvy Ltd.This project will also help to understand the investors facet before investing in any of the investment tools and thus to scrutinize the important aspects for the investors before investing that further helped in analyzing the relation between the features of the products and the investors‘ requirements.
This document is a project report submitted to Krishna University by Nitish Nair in partial fulfillment of an MBA degree. The report studies and analyzes the top 3 large cap equity mutual fund schemes across the Indian mutual fund industry. It provides background on mutual funds, their history and growth in India. The report will analyze specific mutual fund companies and their large cap equity schemes through data collection and interpretation to make findings and suggestions.
Finance project report on a study on financial derivatives ...Mba projects free
This document is a study on financial derivatives (futures and options) submitted for a Master's degree in Business Administration. It discusses the emergence and growth of derivatives markets as a way for economic agents to hedge against price risks. Derivatives derive their value from an underlying asset and are used by banks, firms, and investors for hedging, speculation, and arbitrage. The main types of derivatives are futures, options, warrants, LEAPS, baskets, and swaps. The study analyzes derivatives trading in India and examines how it impacts market volatility.
This document is a project report submitted by Chandrasekhar Goud for his MBA in finance. The report studies online trading and stock broking at Sharekhan Pvt Ltd. The objectives are to analyze changes after moving from outcry to online trading, study Sharekhan's departments, understand their online trading system, and explore future developments. The methodology includes interviews with Sharekhan and collecting secondary data from materials, magazines, and books. Some limitations include brokers providing little market insight and potential queuing delays accessing markets through brokers.
This document compares different stock broking firms. It provides an overview of the Indian stock market and exchanges. It then profiles Microsec Capital Ltd, describing the services it offers such as equity and derivatives trading, commodities trading, investment banking, insurance, depository services, portfolio management, mutual funds and mediclaim. The document also discusses demat accounts and their benefits. Finally, it mentions that the document will analyze activation charges and brokerage rates of different firms.
This document is a summer internship project report submitted by Gujarati Mitesh to fulfill the requirements of an MBA degree. The report explores consumer behavior towards online trading in the stock market. It includes sections on the research methodology used, which was a questionnaire distributed to 100 people. The findings suggest that most current stock market traders still use offline methods and there is significant scope to convert them to online trading. Younger traders and employees are seen as important potential customer groups for stock broking companies to target through education on the benefits of online trading platforms and transparency in services.
Summer internship project on angel brokingMehak Mehta
This document provides an overview of Angel Broking, an Indian stock broking and wealth management firm. It discusses Angel Broking's history, vision, departments, awards, and services. Some key points:
- Angel Broking was founded in 1987 and has grown to become one of India's largest retail broking houses.
- It provides stock broking, commodities broking, currency trading, wealth management, portfolio management, and insurance distribution services.
- Angel Broking has received several awards recognizing its contributions to investor education and retail focus.
- It aims to provide best value for money to investors through innovative products and personalized service.
Awareness of commodity market a project report on mba financeBabasab Patil
This document provides information about Karvy, a financial services firm in India. It discusses Karvy's history beginning in 1981 as a small group of accountants [1]. Over the past 20 years, Karvy has grown into a premier integrated financial services provider through quality services, innovations, and a focus on customers [2]. Karvy offers a wide range of financial services including stock broking, depository services, distribution of financial products, insurance broking, commodities broking, and more [3].
Comparative study of mutual funds in india Rahul Todur
This document provides a project report on a comparative study of mutual funds in India with reference to HDFC Mutual Fund and SBI Mutual Fund. It includes an introduction to mutual funds, their history and development in India. It also outlines the objectives of the study, which are to analyze the growth of the mutual fund industry and evaluate the performance of schemes from major public and private sector funds. The report further describes HDFC Mutual Fund and SBI Mutual Fund in detail and includes a literature review, research methodology, data collection process and findings/suggestions from the comparative analysis.
A project report on demat account at unicon securities pvt. ltd.Projects Kart
This document outlines a summer training project report submitted for an MBA program. It provides information on the company Unicon Securities Pvt. Ltd., including their mission, vision, management team, and products/services. The bulk of the report appears to analyze the process of opening a demat account based on research conducted during the author's summer training at Unicon Securities.
Research project report on investors perception towards derivative marketMaqbool Ahmad
This document provides information about India Infoline Pvt. Ltd., including:
- It describes the company's vision, values, business strategy, and customer strategy.
- The company offers a range of financial services including financing, wealth management, asset management, broking, and investment banking.
- It has a presence across India with over 2,500 locations and aims to serve retail customers as well as small and medium enterprises.
Study of Investor Perception towards Mutual FundsMeghnaJaiswal6
This document appears to be a minor project report submitted as part of an MBA program. It includes an introduction providing background on mutual funds, acknowledgments, a declaration by the author, and a certificate by the project guides. It also includes tables of contents and chapters on the introduction, literature review, research methodology, data analysis, findings and conclusions, and recommendations. The literature review chapter discusses several past research studies that have evaluated mutual fund performance using various risk-adjusted measures and techniques like Sharpe ratio, Treynor's ratio, Jensen's alpha, and conditional performance evaluation models.
This document is a project report submitted as part of an MMS program. It analyzes the telecom sector of the Indian economy through equity research. The project was guided by Prof. Mayur Malviya and conducted during an internship at BMA Wealth Creators Ltd. The report includes an executive summary, introduction, history of the organization, basic concepts of equity analysis including fundamental and technical analysis, and a live study of stock charts. The objective is to analyze telecom companies, assess their viability as investments, estimate future performance, and determine appropriate investment positions.
Project on mutual funds as an investment avenueProjects Kart
This document provides a summary of mutual funds as an investment avenue in India. It discusses the history and evolution of mutual funds in India from 1964 to present. It describes the key structures that make up a mutual fund including sponsors, trustees, asset management companies, registrars, custodians and depositories. It also outlines the different types of mutual fund schemes based on structure and investment objectives such as open-ended, close-ended, interval schemes, equity funds, debt funds, gilt funds and more.
A study on investment avenues for investor niyazniyaztvm
The document discusses investment avenues available for investors, with a focus on business people in Tiruvannamalai Town. It begins with an introduction on wealth creation and the importance of understanding investment opportunities and financial planning. It then outlines four main types of investment avenues: 1) financial securities, 2) non-secured financial securities, 3) mutual fund schemes, and 4) real assets. The document also reviews literature on past studies of investment habits and sets objectives and methodology for its own study.
This document is a project report submitted by T. Srinivas for a post graduate diploma in management. The project report studies derivatives (futures and options) at Sharekhan Stock Broking Co. Ltd. The report includes an introduction, company profile of Sharekhan, literature review on relevant topics like the derivatives industry and regulation, data analysis of specific stocks, findings and conclusions. The objective is to analyze investors' familiarity and awareness of derivatives and study profits/losses from trading various derivative instruments.
INVESTING AT EQUITY MARKET VIA SHAREKHAN FROM NISHANT PATELNishant Patel
This document provides an introduction to Sharekhan Limited, a retail brokerage firm in India. It discusses Sharekhan's history, services, management team, products, customers, and market share. Some key details include:
- Sharekhan was established in 2000 as a retail broking arm of the SSKI Group, which was established in 1930.
- It has over 3,500 employees and offers equity trading, research, depository services, online trading, IPO services, and portfolio management.
- Major customers include business professionals, HNIs, government employees, and young/working adults.
- Sharekhan has a market share of approximately 20% in online/internet trading in
The Bombay Stock Exchange (BSE) was established in 1875 and is the oldest stock exchange in Asia, facilitating trading of stocks, derivatives and other financial instruments for over 5,000 listed companies. The S&P BSE SENSEX is the main index for the BSE, tracking the performance of 30 large, liquid Indian companies across major sectors. The BSE has seen tremendous growth over the decades and several milestones as the SENSEX index has increased from under 1,000 points in 1990 to over 25,000 points in 2014.
Perception of derivatives @ smc investment project reportBabasab Patil
This document provides a summary of a study conducted on investors' perceptions of derivative products in Hubli City. Key findings from the study include:
1) Around 50% of people surveyed in Hubli were unaware of derivatives.
2) Risk, returns, and volatility were the main factors investors considered when investing in derivatives.
3) While derivatives were seen as potentially high returning, they were also viewed as volatile and risky investments.
The document concludes by suggesting ways for SMC Investment Solutions & Services to increase awareness of derivatives in Hubli in order to gain more investors, such as educational seminars and maintaining ongoing contact with customers.
INVESTMENT PATTERN OF SALARIED INDIVIDUALSRanjana Singh
This document discusses the investment patterns of salaried individuals in India. It aims to understand the different investment avenues available, the level of awareness and risk tolerance among salaried individuals when investing their savings. The document contains chapters on the background and objectives of the study, a literature review of past studies, the research methodology, data collection and analysis, findings, and a conclusion with scope for future work. Tables of data collected from salaried individuals are presented on their awareness of various investment options from safe low-risk to high-risk avenues, as well as the factors considered when selecting investments.
This document appears to be a report on a summer internship at Angel Broking Ltd, an Indian brokerage firm. It includes sections on the company profile of Angel Broking, a competitor analysis of ICICI Direct and Indiabulls, the research methodology used in the internship, and findings, conclusions and recommendations. The introduction provides background on the history of stock exchanges in India and online trading processes.
This document provides an overview of ADBOK Technology India Pvt. Ltd., a wealth advisory firm that serves as a "Multi Family Office" for high net-worth individuals. It discusses the company's mission, vision, and services which include tax planning, property advisory, mutual funds advisory, wealth management, retirement and estate planning, business loan assistance, investment and portfolio management, and insurance advisory. The document also includes a SWOT analysis, noting strengths such as experienced consultants, corporate tie-ups, and a solution-focused approach, as well as weaknesses around IT infrastructure, marketing, and formal training programs.
HO₹US Financial Consultants provides unbiased financial planning services using a proprietary technology platform. It was founded in 2009 and currently serves over 150 customers with an 80% retention rate. The company aims to become the leading provider of fee-based financial planning in India by connecting financial planners with clients and supporting planners with its Open Portfolio Philosophy and technology platform. The presentation outlines HO₹US' business model, services, target markets, growth plan, and financial projections showing profitability within 3 years and high potential returns for investors.
This document is a project report submitted to Krishna University by Nitish Nair in partial fulfillment of an MBA degree. The report studies and analyzes the top 3 large cap equity mutual fund schemes across the Indian mutual fund industry. It provides background on mutual funds, their history and growth in India. The report will analyze specific mutual fund companies and their large cap equity schemes through data collection and interpretation to make findings and suggestions.
Finance project report on a study on financial derivatives ...Mba projects free
This document is a study on financial derivatives (futures and options) submitted for a Master's degree in Business Administration. It discusses the emergence and growth of derivatives markets as a way for economic agents to hedge against price risks. Derivatives derive their value from an underlying asset and are used by banks, firms, and investors for hedging, speculation, and arbitrage. The main types of derivatives are futures, options, warrants, LEAPS, baskets, and swaps. The study analyzes derivatives trading in India and examines how it impacts market volatility.
This document is a project report submitted by Chandrasekhar Goud for his MBA in finance. The report studies online trading and stock broking at Sharekhan Pvt Ltd. The objectives are to analyze changes after moving from outcry to online trading, study Sharekhan's departments, understand their online trading system, and explore future developments. The methodology includes interviews with Sharekhan and collecting secondary data from materials, magazines, and books. Some limitations include brokers providing little market insight and potential queuing delays accessing markets through brokers.
This document compares different stock broking firms. It provides an overview of the Indian stock market and exchanges. It then profiles Microsec Capital Ltd, describing the services it offers such as equity and derivatives trading, commodities trading, investment banking, insurance, depository services, portfolio management, mutual funds and mediclaim. The document also discusses demat accounts and their benefits. Finally, it mentions that the document will analyze activation charges and brokerage rates of different firms.
This document is a summer internship project report submitted by Gujarati Mitesh to fulfill the requirements of an MBA degree. The report explores consumer behavior towards online trading in the stock market. It includes sections on the research methodology used, which was a questionnaire distributed to 100 people. The findings suggest that most current stock market traders still use offline methods and there is significant scope to convert them to online trading. Younger traders and employees are seen as important potential customer groups for stock broking companies to target through education on the benefits of online trading platforms and transparency in services.
Summer internship project on angel brokingMehak Mehta
This document provides an overview of Angel Broking, an Indian stock broking and wealth management firm. It discusses Angel Broking's history, vision, departments, awards, and services. Some key points:
- Angel Broking was founded in 1987 and has grown to become one of India's largest retail broking houses.
- It provides stock broking, commodities broking, currency trading, wealth management, portfolio management, and insurance distribution services.
- Angel Broking has received several awards recognizing its contributions to investor education and retail focus.
- It aims to provide best value for money to investors through innovative products and personalized service.
Awareness of commodity market a project report on mba financeBabasab Patil
This document provides information about Karvy, a financial services firm in India. It discusses Karvy's history beginning in 1981 as a small group of accountants [1]. Over the past 20 years, Karvy has grown into a premier integrated financial services provider through quality services, innovations, and a focus on customers [2]. Karvy offers a wide range of financial services including stock broking, depository services, distribution of financial products, insurance broking, commodities broking, and more [3].
Comparative study of mutual funds in india Rahul Todur
This document provides a project report on a comparative study of mutual funds in India with reference to HDFC Mutual Fund and SBI Mutual Fund. It includes an introduction to mutual funds, their history and development in India. It also outlines the objectives of the study, which are to analyze the growth of the mutual fund industry and evaluate the performance of schemes from major public and private sector funds. The report further describes HDFC Mutual Fund and SBI Mutual Fund in detail and includes a literature review, research methodology, data collection process and findings/suggestions from the comparative analysis.
A project report on demat account at unicon securities pvt. ltd.Projects Kart
This document outlines a summer training project report submitted for an MBA program. It provides information on the company Unicon Securities Pvt. Ltd., including their mission, vision, management team, and products/services. The bulk of the report appears to analyze the process of opening a demat account based on research conducted during the author's summer training at Unicon Securities.
Research project report on investors perception towards derivative marketMaqbool Ahmad
This document provides information about India Infoline Pvt. Ltd., including:
- It describes the company's vision, values, business strategy, and customer strategy.
- The company offers a range of financial services including financing, wealth management, asset management, broking, and investment banking.
- It has a presence across India with over 2,500 locations and aims to serve retail customers as well as small and medium enterprises.
Study of Investor Perception towards Mutual FundsMeghnaJaiswal6
This document appears to be a minor project report submitted as part of an MBA program. It includes an introduction providing background on mutual funds, acknowledgments, a declaration by the author, and a certificate by the project guides. It also includes tables of contents and chapters on the introduction, literature review, research methodology, data analysis, findings and conclusions, and recommendations. The literature review chapter discusses several past research studies that have evaluated mutual fund performance using various risk-adjusted measures and techniques like Sharpe ratio, Treynor's ratio, Jensen's alpha, and conditional performance evaluation models.
This document is a project report submitted as part of an MMS program. It analyzes the telecom sector of the Indian economy through equity research. The project was guided by Prof. Mayur Malviya and conducted during an internship at BMA Wealth Creators Ltd. The report includes an executive summary, introduction, history of the organization, basic concepts of equity analysis including fundamental and technical analysis, and a live study of stock charts. The objective is to analyze telecom companies, assess their viability as investments, estimate future performance, and determine appropriate investment positions.
Project on mutual funds as an investment avenueProjects Kart
This document provides a summary of mutual funds as an investment avenue in India. It discusses the history and evolution of mutual funds in India from 1964 to present. It describes the key structures that make up a mutual fund including sponsors, trustees, asset management companies, registrars, custodians and depositories. It also outlines the different types of mutual fund schemes based on structure and investment objectives such as open-ended, close-ended, interval schemes, equity funds, debt funds, gilt funds and more.
A study on investment avenues for investor niyazniyaztvm
The document discusses investment avenues available for investors, with a focus on business people in Tiruvannamalai Town. It begins with an introduction on wealth creation and the importance of understanding investment opportunities and financial planning. It then outlines four main types of investment avenues: 1) financial securities, 2) non-secured financial securities, 3) mutual fund schemes, and 4) real assets. The document also reviews literature on past studies of investment habits and sets objectives and methodology for its own study.
This document is a project report submitted by T. Srinivas for a post graduate diploma in management. The project report studies derivatives (futures and options) at Sharekhan Stock Broking Co. Ltd. The report includes an introduction, company profile of Sharekhan, literature review on relevant topics like the derivatives industry and regulation, data analysis of specific stocks, findings and conclusions. The objective is to analyze investors' familiarity and awareness of derivatives and study profits/losses from trading various derivative instruments.
INVESTING AT EQUITY MARKET VIA SHAREKHAN FROM NISHANT PATELNishant Patel
This document provides an introduction to Sharekhan Limited, a retail brokerage firm in India. It discusses Sharekhan's history, services, management team, products, customers, and market share. Some key details include:
- Sharekhan was established in 2000 as a retail broking arm of the SSKI Group, which was established in 1930.
- It has over 3,500 employees and offers equity trading, research, depository services, online trading, IPO services, and portfolio management.
- Major customers include business professionals, HNIs, government employees, and young/working adults.
- Sharekhan has a market share of approximately 20% in online/internet trading in
The Bombay Stock Exchange (BSE) was established in 1875 and is the oldest stock exchange in Asia, facilitating trading of stocks, derivatives and other financial instruments for over 5,000 listed companies. The S&P BSE SENSEX is the main index for the BSE, tracking the performance of 30 large, liquid Indian companies across major sectors. The BSE has seen tremendous growth over the decades and several milestones as the SENSEX index has increased from under 1,000 points in 1990 to over 25,000 points in 2014.
Perception of derivatives @ smc investment project reportBabasab Patil
This document provides a summary of a study conducted on investors' perceptions of derivative products in Hubli City. Key findings from the study include:
1) Around 50% of people surveyed in Hubli were unaware of derivatives.
2) Risk, returns, and volatility were the main factors investors considered when investing in derivatives.
3) While derivatives were seen as potentially high returning, they were also viewed as volatile and risky investments.
The document concludes by suggesting ways for SMC Investment Solutions & Services to increase awareness of derivatives in Hubli in order to gain more investors, such as educational seminars and maintaining ongoing contact with customers.
INVESTMENT PATTERN OF SALARIED INDIVIDUALSRanjana Singh
This document discusses the investment patterns of salaried individuals in India. It aims to understand the different investment avenues available, the level of awareness and risk tolerance among salaried individuals when investing their savings. The document contains chapters on the background and objectives of the study, a literature review of past studies, the research methodology, data collection and analysis, findings, and a conclusion with scope for future work. Tables of data collected from salaried individuals are presented on their awareness of various investment options from safe low-risk to high-risk avenues, as well as the factors considered when selecting investments.
This document appears to be a report on a summer internship at Angel Broking Ltd, an Indian brokerage firm. It includes sections on the company profile of Angel Broking, a competitor analysis of ICICI Direct and Indiabulls, the research methodology used in the internship, and findings, conclusions and recommendations. The introduction provides background on the history of stock exchanges in India and online trading processes.
This document provides an overview of ADBOK Technology India Pvt. Ltd., a wealth advisory firm that serves as a "Multi Family Office" for high net-worth individuals. It discusses the company's mission, vision, and services which include tax planning, property advisory, mutual funds advisory, wealth management, retirement and estate planning, business loan assistance, investment and portfolio management, and insurance advisory. The document also includes a SWOT analysis, noting strengths such as experienced consultants, corporate tie-ups, and a solution-focused approach, as well as weaknesses around IT infrastructure, marketing, and formal training programs.
HO₹US Financial Consultants provides unbiased financial planning services using a proprietary technology platform. It was founded in 2009 and currently serves over 150 customers with an 80% retention rate. The company aims to become the leading provider of fee-based financial planning in India by connecting financial planners with clients and supporting planners with its Open Portfolio Philosophy and technology platform. The presentation outlines HO₹US' business model, services, target markets, growth plan, and financial projections showing profitability within 3 years and high potential returns for investors.
Attached is a simple Grequently Asked Questions outline on many of the things that are rasied as a part of the interview process with prospective interns
We hope that the document is clear and concise as to many of hte basic questions that are asked
This document provides an overview of the software industry and Softorix Technologies Pvt Ltd. It discusses the history and size of the global software industry, describing key sectors and companies. Softorix is an Indian IT services and staffing firm that provides recruitment and career development services to technical students and colleges. It specializes in campus recruitment through job fairs, workshops and training to prepare candidates for interviews.
Summer internship project on mutual funds awarenessDeepika ..
This document is a project report submitted by Lucky, roll number GU-2016-0245, to partial fulfillment of the requirements for a Master of Business Administration degree from GNA University, Phagwara. It includes a declaration by Lucky that the report is their original work, a certificate by the guide Mr. Ashutosh Sarna confirming the project fulfills requirements, and acknowledgements. The report is on the topic of "People's Awareness of Mutual Funds" and contains various sections such as introduction, organization structure, methodology, analysis, findings and suggestions, and conclusion.
Since 2005, the International Finance Institute has delivered high quality investment banking, financial modeling, and corporate valuation training to both current finance professionals and all individuals seeking to enter the finance industry. As the Global Leader in Finance and Investment Banking Training, no other firm has trained more current Analysts in more international cities.
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This document is an excerpt from a training book on project management published by the International Organization for Project Management (IO4PM). It introduces key concepts in project management including the definition of a project, operational vs project work, the five process groups and nine knowledge areas of project management, and the relationships between projects, programs and portfolios. It also discusses the role of a Project Management Office and the importance of business value and objectives in project management.
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A study of portfolio management at icici direct
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A
Project Report on
“A STUDY OF PORTFOLIO MANAGEMENT AT ICICI DIRECT”
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DECLARATION
I, …………………………… hereby declare that, this project titled “A STUDY OF
PORTFOLIO MANAGEMENT AT ICICI DIRECT” is an original work carried out by
me, under the guidance of …………………….. The report submitted by me is a bonafide
work carried by me of my own effort and it has not to be submitted to any other university or
published any time before.
Date: …………
Place: …………..
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CERTIFICATE BY THE GUIDE
This is to certify that the project report titled “A STUDY OF PORTFOLIO
MANAGEMENT AT ICICI DIRECT” Submitted in partial fulfillment of Masters of
Business Administration, at ……………………………………… was carried out by
“……………………… under the guidance of…………………………………….This work
has not been submitted to any Institution for the award of any Degree/Diploma/Course.
Signature of the Internal Guide Signature of External
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ABSTRACT
Portfolio management is the process of making decisions about matching investments to
objectives, investment mix and policy, asset allocation for individuals and institutions, and
balancing risk against performance. Portfolio management is all about determining strengths,
weaknesses, opportunities, and threats in the choice of debt vs. equity, domestic vs.
international, growth vs. safety, and much other trade-offs encountered in the attempt to
maximize return at a given appetite for risk.
The terms "portfolio management" and "financial planning" are not synonyms; they are not
the same. Portfolio management is the act of creating and maintaining an investment account.
Whereas, financial planning is the process of developing financial goals and setting up a plan
of action to achieve them. Professionally licensed portfolio managers are responsible
for portfolio management on behalf of others, while individuals may plan their own
investments and build their own portfolio. The end goal of portfolio management is to
maximize the investments expected return, given an appropriate level of risk exposure.
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ACKNOWLEDGEMENT
It is my proud privilege to express my profound gratitude to my project
guide………………………….. and the entire faculty of department,
………………………………………………………………and teachers of department for
providing me with opportunity to avail the excellent facilities and infrastructure. The
knowledge and values inculcated have proved to be of immense help at very start of my
career.
I would like to express my gratitude to all my friends for their invaluable support and co-
operation during the course of the project.
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TABLE OF CONTENT
I. Title Page
II. Declaration
III. Certificate of the guide
IV. Abstract
V. Acknowledgment
1. Introduction to the topic
2. Research problem
3. Need of the study
4. Scope of the study
5. Objectives of the study
6. Hypothesis of the study
7. Research methodology
8. Limitation of the study
9. Literature review
10. Introduction to the Industry
11. Company profile
12. Data analysis and interpretation
13. Finding
14. Suggestion
15. Conclusion
16. Bibliography
17. Annexure
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INTRODUCTION
PORTFOLIO MANAGEMENT:
Portfolio Management:
Investing is simple but not easy. when it comes to managing your hard-earned money,
making sure it goes that extra mile is a task best left to the experts. And who better to do it for
you than the ICICI DIRECT.COM. The recently launched Portfolio Management Service is
sheer music to investors' ears with the perfect symphony of our varied expertise honed over
the years with our experience in the stock markets.
The whole raison d'etre of the Portfolio Management Service is ensuring that your money
goes that extra mile or earns that extra return, which dramatically improves the returns
structure for your investments.
To highlight the kind of value that we add to your investments, let us consider a small
example. From the age of 25 if you were to invest INR10000/ month and manage your
investments and consequently earn a good average of 14% p.a., your wealth at the time of
retirement (at the age of 60) would be INR 11.77 million. Simultaneously if we were to
manage your investment of a similar nature (INR10000/ month from the age of 25) using all
the skills, experience technology and infrastructure at our disposal and make an increment in
your returns of just 2% p.a., your wealth at the time of retirement would be INR 21.63
million which is a whopping increment of about INR 10 million.
There are a number of factors, which contribute to earning such a great return on your
investments.
Research:
We have a team of over 15 research analysts, each with impeccable professional credentials.
With a collective experience spanning several hundred years, a veritable treasure-trove of
experience and understanding of the markets and of various sectors and companies, it comes
as no surprise that we are the obvious choice for none other than Forbes when it came to
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choosing the Best of the Web for Asia. Under the Asian investing category, Forbes rates us as
`…a must read for investors across Asia'.
Asset allocation:
Our investment committee led by two of our directors with impeccable reputation for stock
picking decides on asset allocation across sectors and product categories. They bring to the
table their enormous experience and knowledge of economy, market sentiment and sectoral
trends. For every portfolio, the investment strategy is decided after a careful assessment of
several factors like your investment needs, preferences and risk profile. To ensure a
consistent performance, we apply rigorous methods to measure and control risk. As our
investment philosophy is not driven by brokerage income, you may find a surprisingly low
churn in the portfolios managed by us.
Timing:
Proponents of the traditional long-term investment would have you believe that in the long-
term, timing hardly makes any difference. But given the extent of volatility that is prevalent
in the modern markets, stocks could swing more even in a given day more than a
conservative investor’s targeted return for an entire year. We have a team of dealers and
technical analysts who can help you capitalize on precisely these fluctuations in the markets.
Relationship management:
As a Portfolio management customer you will have the services of your very own
Relationship Manager. Relationship Managers at India Info line are chosen after stringent
checks related to the character, integrity and the overall competence post which they undergo
extensive training. You can think of your Relationship Manager as your one point of contact
for all your queries related to your investments
BackOffice:
An online back office means you always have online and anytime access to your ledger
account, your contract notes, bills and portfolio performance report. This is the result of our
immense investment in technology and systems over the years.
Apart from these you will discover many small and thoughtful features, which will add value
to your experience, literally
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RESEARCH PROBLEM
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NEED FOR THE STUDY
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SCOPE OF THE STUDY
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OBJECTIVES OF THE STUDY
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RESEARCH HYPOTHESIS
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RESEARCH METHODOLOGY
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Chapter – 2
LITERATURE REVIEW
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LITERATURE REVIEW
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