This presentation provides an overview of the Indian financial markets and the role of equity advisors. It discusses Moneyplex, an equity advisory firm, including its leadership, services, and SWOT analysis. Key points covered include an overview of the Indian stock markets (BSE and NSE), past performance trends, reasons for investing in equities, and suggestions to improve Moneyplex's operations. The objectives are to understand the equity advisory role, track market performance, explore trading mechanisms, and analyze Moneyplex's industry presence.

1. Presented By:-
Ravi Kumar
MBA14F33(Finance)
Presentation on

2. AGENDA
1. Objective of the Study
2. Sector Overview & Financial Market
3. Company Overview
4. SWOT Analysis
5. About Stock market, BSE & NSE
6. Why to Invest in Equity

3. OBJECTIVES
1.The role and responsibilities of an equity advisor
2. Track the performance of the market
3. Explore the trading mechanism that are being used in trading
4. To explore how Moneyplex is managing its presence in this industry

4. SECTOR OVERVIEW
Financial Market: Markets that are used to raise
finance.
It is one of the oldest Market and is considered to be the
fastest growing and best emerging market among all
the economies.
1.Money Market
2.Capital Market-Primary & Secondary
3.Comodity
4.Insurance

5. COMPANY OVERVIEW--
Key People:- Mr. Viraj Chodankar (M.D)
Mr. Ravi Vyas (Director)
Mr. Tushar Shah (Executive Director)
 Active Member of BSE and NSE.
 In the year 2014, Moneyplex was awarded as best emerging company to
promote retail participation.
Product & Services
o Equity
o Derivatives
o Currency Trading
o Commodity (Business active very soon)

6. SWOT ANALYSIS
Strength
 Equity research team one of the best in market which
constantly track the pulse of the market and provide timely
investment advice.
 The company leading by the young entrepreneurs who bring
new ideas to the company.
Weakness
 Lack of sufficient branch-office for prompt delivery of service.
 Lack of awareness among customers about the share market
and non-aggressive promotion strategies of the company.

7. CONTINUE…..
Opportunities
 Can easily tap the retail investors with small savings through
promotional channel like print media, electronic media etc.
 More and more small investors are entering and some are
willing to enter into share market.
Threats
 Aggressive promotional strategies by close competitors may
hamper Moneyplex’s acceptance by new clients.
 More and more players are venturing into this domain.

8. INDIAN STOCK/SHARE MARKET
Established in 1875 1992
No. of listed
companies
5725 1700
Main Index BSE Sensex S&P CNX Nifty
Index value 28112.31 8521.55
Key Person Mr.Ashish Chauhan(MD
& CEO)
Ms. Chitra
Ramakrishna(MD &
CEO)
Claim of Fame Oldest stock exchange
in Asia
Largest stock
exchange in India in
terms of daily turnover
& no. of trades
Geographical Spread Presence in more than
417 cities
Presence in 1486
cities
OVERVIEW OF BSE & NSE

9. WHY TO INVEST IN EQUITY
 Effect of the new Governance and new Govt. Initiatives- “Make-in-India”
 Increased interest and participation of the both retail & foreign investors towards
Indian Share market
 According to Bank of America Merrill Lynch (BOFA-ML)
India was the most favorite equity market for the global investors for the year
2015 at 43 % followed by China 26%.

10. STOCK PERFORMANCE-NSE
In the year 2015, NIFTY has crossed the 8000 point and now it is trading @
8521 point.
1995 2000 2005 2010 2015 2020
500
1800
2600
5100
8600
9500
0
1000
2000
3000
4000
5000
6000
7000
8000
9000
10000
Year
Point

11. BSE…
 Currently, it is trading @ 28,112 and it is estimated that this mark will cross the
30,000 point in upcoming year.
1975 1980 1985 1990 1995 2000 2005 2010 2015 2020
100
354 781
3116
4960
9350
20076
28000
32000
0
5000
10000
15000
20000
25000
30000
35000
Year
Point

12. SUGGESTIONS/ RECOMMENDATION
 Company must take necessary steps regarding D-mat A/c.
 The charges (brokerage and taxes) need to be disclosed to
Investors.
 A method should be established to award the employees who
provide maximum profit to their client.
 Reduce cost, so the more benefits can be passed on to
customers.
 As to make space in the customer mind the company should
go for Advertisement/Promotion.

13. FINDINGS & LEARNINGS
 Buy on rumors Sell on news.
 Keep updated with daily news.
 Never love any stocks/company just observes the profitable
stock.
 Be updated with various financial terms.
 Purchase and sale at the right time.
 Do 2 things Trust and Faith.
 Don’t Scare and Greed.
 Use the best software for trading which is directly link to BSE
& NSE.