This document summarizes a study on Edelweiss Capital Limited, an Indian investment banking and brokerage firm. The objectives are to understand Edelweiss' market share, convert clients to online trading, provide client advice, and understand customer perceptions and investment choices. Primary data was collected through questionnaires, calls, and visits. Secondary data came from the company website and reports. Key findings include business volatility, competition, risk management, and the importance of employees. Recommendations center on tapping the retail segment as it grows and leveraging the company's research capabilities. Limitations include a limited geographic scope and potential bias.

1. EDELWEISS’ PRODUCTS , CLIENT ADVISORY
SERVICES AND ASSET ALLOCATION
PRESENTED BY :
CELESTINE PETER ADAMS
ROLL NO : 333
ROOM NO: 14
UNDER THE GUIDANCE
AND SUPERVISION OF
PROF. S.M. GOMES.

2. 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.

3. PRIMARY DATA:
THROUGH QUESTIONNAIRES AND OVER THE TELEPHONE
VISITING THE CLIENTS AND COLLECTING FACE TO FACE
INFORMATION AND FEEDBACK.
SECONDARY DATA:
COMPANY WEBSITE AND COMPANY’S ANNUAL REPORT.
INTERNET, MAGAZINES, NEWSPAPERS, BOOKS AND
JOURNALS REGARDING THE SHARE MARKET.

4.  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.

5. 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.

6. 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.

7. 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.

8. 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.