IIFL is one of India's leading brokerage firms, offering services like equity trading, depository services, and investment advice. The study analyzes customer investment decisions and satisfaction. It finds that most customers are influenced by brokers when investing. While equity investment is most popular and seen as higher returning, over half of customers surveyed were dissatisfied with their current investments. The top factors considered before investing in a company were found to be its financial position and current market position.

1. SUBMITTED BY UNDER THE GUIDANCE OF
SALEEM BAIG MRS. RIZWANA ATIQUE
B.B.A 3rd year
INTEGRAL UNIVERSITY
LUCKNOW
SUMMER TRAINING PROJECT
REPORT ON
(Observation & Learning Share Trading at(IIFL)

2. EXECUTIVE SUMMARY
Indian Capital Market has been linked to the International Financial
Market and the Standard has been increased in terms of efficiency and
transparency through Dematerialization of the Indian Capital Market in
terms of handling and dealing in securities in paper mode , the main
objective of this study is to analyze trends in growth of dematerialization
process was not keeping pace with the Indian Capital Market due to un
popularity of Demat, lack of information , and short direction after the
inception of the scheme or the earliest time taken to evaluate its popularity.
My project is base on study about dematerialization in the Indian Capital
Market .The project covers issues related to depository and India info line
as depository .Project start with objective , Methodology ,and limitation of
project than it highlight company profile with product details, than it
explains capital market and depository part of this capital market . This
project cover trading in equity of capital market, settlement of trade in
depository, comparative analysis of structure and services offers in the same
industry , analysis of structure and services offers in the same industry,
analysis of dematerialization , issues related to demat e.g. opening account
, nomination dematerialization ,transmission ,freezing defreezing.

3. COMPANY PROFILE
IIFL is one of the leading brokerage firms in the country. It is the
broking arm of the Mumbai-based IIFL Group, which has over eight
decades of experience in the stock broking business. IIFLoffers its
customers a wide range of equity related services including trade
execution on BSE, NSE, Derivatives, depository services, online trading,
investment advice etc.
On April 17, 2002 IIFL launched speed trade, a net-based executable
application that emulated the broker terminals along with host of other
information relevant to the day traders. This was for the first time that a
net-based trading station of this caliber was offered to the traders. In the
last six months

4. BRIEF HISTORY OF IIFL
IIFL (India Infoline Finance Ltd.) was founded in 1995 by Mr. Nirmal
Jain (Chairman and Managing Director) as an independent business research and
information provider. It gradually evolved into a financial services solution provider.
IIFL has a network of 3000 business locations spread over more than 500 cities and
towns across India.

5. Vision
To be recognized nationally and internationally as a specialized
construction organization comparable with the best in the field covering
the entire spectrum of construction activities and services in the
infrastructure sector.
Mission
i) To effectively position the Company so as to meet the construction
needs of infrastructure development of the changing economic scene in
India and abroad.
ii) To earn global recognition by providing high quality products and
services in time and in conformity with the best engineering practices.

6. CORPORATE STRATEGY OF IIFL
The corporate strategy has been to let customers make informed
decisions and to simplify the process of investing in stocks. To know the
brokerage system of the share market. to know the various exchanges of
share markets all over the world. Provide best product and services to
the customer. To know the rules and regulation of SEBI.

8. BRIEF PROFILE OF THE ORGANISATION
Name of the organization- India Infoline
Address of Office - 3rd floor platinum mall, ghatkoper east , mumbai, india
Phone/Mobile – 09987635072
year of registration – 1995
Branch Manager – Mr. Rushdi Mukri
Relationship Manager – Mr. Aas Mohd Baig
Assistant Relationship Manager – Mrs. Anjali Tripathi
Branch co-ordinator – Prashant Patangrao

9. Reasons to choose IIFL
Experience - IIFL has more than eight decades of trust
and credibility in the Indian stock market.
Technology- With our online trading account you can
buy and sell shares in an instant from any PC with an Internet
connection.
Accessibility- IIFL provides ADVICE, EDUCATION,
TOOLS AND EXECUTION services for investors.

10. Knowledge - In a business where the right
information at the right time can translate into
direct profits, you get access to a wide range of
information on our content-rich portal,
sharekhan.com. You will also get a useful set of
knowledge-based tools that will empower you
to take informed decisions.
Convenience -You can call our Dial-N-
Trade number to get investment advice and
execute your transactions. We have a dedicated
call-centre to provide this service via a toll free
number from anywhere in India.

11. Customer Service - Our customer service team will assist
you for any help that you need relating to transactions, billing,
Demat and other queries. Our customer service can be contracted via
a toll-free number, email or live chat on IIFL.com.
Investment Advice - IIFL has dedicated research teams for
fundamental and technical research. Our analyst constantly track the
pulse of the market and provide timely investment advice to you in
the form of daily research emails, online chat, printed reports and
SMS on your phone

12. BENEFITS
•Secure Order by Voice Tool Dial-n-Trade.
•Automated Portfolio to keep track of the value of your actual
purchases.
•24x7 Voice Tool access to your trading account.
•Personalized Price and Account Alerts delivered instantly to your
cell phone &email address.
•Special Personal Inbox for order and trade confirmations.
•On-line customer service via web chat.
•Anytime Ordering.

13. PRODUCTS OF IIFL
1- Equity Trading Platform
(Online/Offline).
2- Commodities Trading Platform
(Online/Offline).
3- Portfolio Management Service.
4- Mutual Fund Advisory and Distribution.
5- Insurance Distribution.
6- Depository Services.
7- Research Report.

14. MUTUAL FUND FLOW CHART

15. Company
Companies get themselves listed on popular stock exchanges like BSE and NSE.
Stock Exchange
Individual
Investors
SECONDARY MARKET

16. Buyer Broker
Stock Exchange Broker Seller
He pays the money
to his broker
His broker pays it to
the exchange
The exchange pays it to
the seller’s broker
Seller’s broker finally
pays the money to the
seller
Similar process happens for the transfer of shares from the seller’s end.
Dynamics of the Share Market

17. Weekly Activities
Week 1
Overview of IIFL
Visit to local area and observe the views regarding the IIFL.
Week 2& Week 3
Visit the office of IIFL and learn about the share trading of Company.
Week 4
Visit the office of IIFL and learn about the working of Company.
Meet with Senior officers and know more about working of IIFL and get
training Certificate after personal interview.

18. Data analysis & interpretation
OPTIONS NO OF RESPONDENTS
Equity 59
Mutual fund 25
Fixed deposits 9
insurance 7
INTERPRATATIONS:
This pie chart shows that maximum saving by respondent in Equity with 59 persons and
minimum by 7 in insurance.
Q1. Where do you invest your savings?

19. Q2. Your investment decisions are influenced by
Options No of respondents
Oneself 24
Broker 36
Eco policies 20
Market research 12
Friends/relatives 8
Any other
24
36
20
8
0
5
10
15
20
25
30
35
40
Percentage
Investment Decisions
Oneself
Brokers
Eco. Policies
Market Ramous
Friends/Relatives
INTERPRATATIONS:
How do investors take their investment decisions is presented in this bar graph. In this graph it is
evident that mostly investment decision are taken on the insistence of the brokers firms and
companies and that percentage is 36%.

20. Q3. Are you satisfied with your current investment?
OPTIONS NO OF RESPONENTS
YES 42
NO 58
INTERPRATATIONS:
That chat is show the satisfaction level of current investment( in share) and long term
investment(mutual fund) than here shows that the satisfaction level in current investment (shares)
is 58% and satisfaction in long term investment (mutual fund) is 42%.

21. Q4. What are the factors which you considered before
investing in particular company?
OPTIONS NO OF RESPONDENTS
Financial potions 24
Current market position 36
Goodwill 20
Future prospects 12
Any other
24
36
20
12
8
0
5
10
15
20
25
30
35
40
Percentage
factors
Financial Positions
Current market Positions
Goodwill
Future Prospects
Any other

22. Q5. Which sectors give more return?
OPTIONS NO OF RESPONDENTS
Share market 77
Mutual fund 23
77%
23%
Sharemarket Mutual funds
INTERPRATATIONS:
This pie chart shows that share market give return 77% as compared to mutual fund at 23% return.
It signifies mostly more people go for share market as compared to mutual funds.

23. OBSERVATIONS & FINDINGS
•most people go for at 1st EQUITY investment then for MUTUAL
FUND, FIXED DEPOSITS AND INSURANCE. Because equity
gives good return in short time as well as long term as compared to
mutual fund.
•77% as compared to mutual fund at 23% return. It signifies mostly
more people go for share market as compared to mutual funds.
•mostly investment decision are taken on the insistence of the
brokers firms and companies and that percentage is 36%. In this
area Sharekhan has its own research report and that strike rate has
80%. This is an advantage to the customers of IIFL.

24. OBJECTIVES OF THE STUDY
•To know the work culture and methodology of the share market
•To know the rules and regulation of SEBI.
•To know the rules and regulation of AMC (Assets Management Company)
•To know the brokerage system of the share market
•To know the difference between share market and mutual funds.
•To know the various competitors in the mutual funds market.
•To know the various exchanges of share markets all over the world.
•To know the timing of the share market.
•To know how the value of shares and mutual funds is calculated.
•To know the various factors on which prices of shares and mutual funds
fluctuates.
•To know the benefits of investing in share market and mutual funds.
•To know about the services of the share market and mutual funds.

25. CONCLUSION
The strategy adopted by me in completion of this project help me a lot
till now in making comparison between share market and mutual funds.
From the analysis we can say that if there is more risk there is more return
and we can say that share market is totally dependent on the risk taken by
the investors in investing in shares. And in mutual funds there is less risk
as the money of investors invested in different sectors so it can divide the
risk in different portfolio adopted by mutual funds companies.
At last I can say that money invested in this rise and fall market it is
better to invest in mutual funds for those investors who are risk adverse
and for those who are risk taker it is better for them to invest in share
market.

26. SUGGESTIONS
After interpretation and analysis, I am giving certain
suggestions to the company which I hope may be helpful
for the company.
•The company should utilize its stock more efficiently.
•The company should pay attention towards the proper
and efficient utilization of working capital.
•The company can reduce the time for purchase order.
The buffer should be maintained incase of emergency.
Insurance should be covered especially fire in case of
transit journey also.