This presentation discusses the need for financial advisors for online stock market investments. It analyzes data collected from 204 investors in Ahmedabad through interviews and research on various investment avenues. The findings show that most investors prefer investing in equities online and seek financial advisors due to lack of time or knowledge. Investors rated Sharekhan as the top broking company and IL&FS Investsmart as third. The conclusion is that financial advisors remain necessary, as many investors lack awareness and prefer brands they trust for guidance. Recommendations include improving awareness of IL&FS through advertising, providing free tips to attract more clients, and enhancing personalized services.
Sensex closed down 92.66pts@19691.432;Nifty closed down 27.75pts@5988.40.The
Market fell on Monday, posting its first losing session, as investors booked profits in
recent out-performers such as SBI after a four-day winning streak had sent indices to
two year highs. Oil eased to $111 a barrel on Monday as some investors booked profits.
The finance minister's statement about deferring GAAR provisions for a year provided a
much needed boost to the markets and both benchmark indices closed with significant
gains. Capital goods, consumer durables, power and metal were the best performers in
today's session while FMCG, oil & gas and IT remained the biggest laggards.
Sensex closed down 92.66pts@19691.432;Nifty closed down 27.75pts@5988.40.The
Market fell on Monday, posting its first losing session, as investors booked profits in
recent out-performers such as SBI after a four-day winning streak had sent indices to
two year highs. Oil eased to $111 a barrel on Monday as some investors booked profits.
The finance minister's statement about deferring GAAR provisions for a year provided a
much needed boost to the markets and both benchmark indices closed with significant
gains. Capital goods, consumer durables, power and metal were the best performers in
today's session while FMCG, oil & gas and IT remained the biggest laggards.
Sensex closed flat up 7.42 pts @18,762.87, Nifty closed flat up 6.50 pts @ 5704.20.
Indian market edged up but flat, led by gains in defensive stocks such as ITC and Dr.
Reddy's Laboratories, while auto stocks such as Bajaj Auto fell on profit-taking, reversing
October sales gains, outperforming global peers. Country’s largest lender SBI fell 0.44%.
The Sensex and Nifty recouped more than half of losses in second half of trade to close
0.5% lower on Wednesday, even after the Indian rupee fell over 1% to hit a record low of
56.18 to the dollar and more than 2% decline in European markets. European markets
like France's CAC, Germany's DAX and Britain's FTSE were down 2% each.
Forensic Accounting & Auditing ForumDeepak Patil
Every day there seems to be another major headline about
fraudulent schemes, scandals, litigation and corporate turmoil. As a
result, there’s never been a bigger demand for forensic accounting
professionals. Financial discrepancies and financial fraud have serious
implication and not to be taken lightly. When you want to know why
your numbers don’t match, it’s time for an in depth forensic investigation.
The Sensex gained 7 points & Nifty rose 2.6 points to end at 4,924. The Indian rupee
appreciated by 26 paisa to 55.39 a dollar. Underscoring the vulnerability of US
companies to events in the Eurozone, Greece's future in the euro zone remains a
primary risk for stocks. Dow component Hewlett-Packard rose 3.3% to USD 21.77.
Future contracts are contractual agreements to buy or sell particular financial instruments, such as commodities, at a pre-determined price in the future. Two parties agree to a set of terms in order to transact a set of financial instruments for future delivery at a particular price and they agree to the quality and the quantity of the underlying asset. Buyers of future contracts agree to buy an asset that a seller has not yet produced at a set price. Some futures contracts require physical delivery of the asset while others are settled in cash.
Sensex closed flat up 7.42 pts @18,762.87, Nifty closed flat up 6.50 pts @ 5704.20.
Indian market edged up but flat, led by gains in defensive stocks such as ITC and Dr.
Reddy's Laboratories, while auto stocks such as Bajaj Auto fell on profit-taking, reversing
October sales gains, outperforming global peers. Country’s largest lender SBI fell 0.44%.
The Sensex and Nifty recouped more than half of losses in second half of trade to close
0.5% lower on Wednesday, even after the Indian rupee fell over 1% to hit a record low of
56.18 to the dollar and more than 2% decline in European markets. European markets
like France's CAC, Germany's DAX and Britain's FTSE were down 2% each.
Forensic Accounting & Auditing ForumDeepak Patil
Every day there seems to be another major headline about
fraudulent schemes, scandals, litigation and corporate turmoil. As a
result, there’s never been a bigger demand for forensic accounting
professionals. Financial discrepancies and financial fraud have serious
implication and not to be taken lightly. When you want to know why
your numbers don’t match, it’s time for an in depth forensic investigation.
The Sensex gained 7 points & Nifty rose 2.6 points to end at 4,924. The Indian rupee
appreciated by 26 paisa to 55.39 a dollar. Underscoring the vulnerability of US
companies to events in the Eurozone, Greece's future in the euro zone remains a
primary risk for stocks. Dow component Hewlett-Packard rose 3.3% to USD 21.77.
Future contracts are contractual agreements to buy or sell particular financial instruments, such as commodities, at a pre-determined price in the future. Two parties agree to a set of terms in order to transact a set of financial instruments for future delivery at a particular price and they agree to the quality and the quantity of the underlying asset. Buyers of future contracts agree to buy an asset that a seller has not yet produced at a set price. Some futures contracts require physical delivery of the asset while others are settled in cash.
A Study of Agriculture Loan of Kotak Mahindra Bank (MBA Finance)Avinash Labade
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Epic Research is a leading financial services provider with presence in Indian and other global capital markets. Provides Stock Tips, Forex Tips, Commodity Tips, MCX Tips, Equity Tips, Tips, Intraday Tips, NSE Tips, BSE Tips, COMEX Tips, PCG Pack and NCDEX Tips. We provide services in equity, commodity and Forex market.
This presentation is created for education purpose only. This presentation gives information about various aspects of stock broking services in India. Following are the various points covered regarding stock broking services:-
Types of broker, Nature of Work,Regulation for brokers , Eligibility Criteria for Membership, Admission Procedure for New Membership, Role & function of brokers, responsibility of broker, Worker ethics for broker ,Process of order execution ,Ways through broker earn money, Major brokerage firms in India.
Epic Research is a leading financial services provider with presence in Indian and other global capital markets. Provides Stock Tips, Forex Tips, Commodity Tips, MCX Tips, Equity Tips, Tips, Intraday Tips, NSE Tips, BSE Tips, COMEX Tips, PCG Pack and NCDEX Tips. We provide services in equity, commodity and Forex market.
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Sensex closed 15 months high, raised 188.46 pts @19,058.15 while Nifty hit 17 months
high, raised 56.35 pts @ 5787.60, ahead of the Cabinet meeting to discuss foreign direct
investment in the insurance and pension sectors, among other key Bills. Apart from
positive sentiment, the rally is also being driven by a massive inflow of foreign funds.
The Sensex and Nifty rallied to its highest close since mid- March & rallied more than 1%
on Tuesday on strong European cues and addition of fresh long positions by traders
after a consolidation phase started since last week. Eurozone finance ministers agreed
a deal which will release euro 30 billion of bailout funds for Spain's troubled lenders.
Epic Research is a leading financial services provider with presence in Indian and other global capital markets. Provides Stock Tips, Forex Tips, Commodity Tips, MCX Tips, Equity Tips, Tips, Intraday Tips, NSE Tips, BSE Tips, COMEX Tips, PCG Pack and NCDEX Tips. We provide services in equity, commodity and Forex market.
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Need Of Financial Advisor For Investment In Stock Market
1. PRESENTATION ON NEED OF
FINANCIAL ADVISOR FOR
INVESTMENT
PRESENTED TO PRESENTED BY
MS NEHA NAIR TARA NAND CHOUDHARY
2. CONTENTS
Project title
Objective of project
Methodology
Sampling
Sip
About IL&FS Investsmart
Learnings
Analysis and Finding
Conclusions
Recommendation
3. PROJECT TITLE
NEED OF FINANCIAL ADVISOR
FOR INVESTMENT IN STOCK
MARKET IN ONLINE TRADE
4. OBJECTIVES
Objective of the Project:
Primary objective-
To find out if there is NEED OF FINANCIAL ADVISORS FOR
ONLINE INVESTMENT IN STOCK MARKET
Secondary objective-
To know offline and online investment in stock market.
Investor’s perceptions on online investment.
Investor’s perception of financial advisors for online investment.
How much worthy these financial advisors for online investment?
Why/why not do people choose online investment?
Which of different broking organization gives the most reliable
information/tips?
To find out the work of IL&FS INVESTSMART.
To find out the reasons of success of ILFS INVESTSMART.
5. METHODOLOGY
Both primary as well as secondary data collection.
In primary method ,a quantitative exploratory study was
conducted by interviewing the investors in Ahmedabad. This
was done by formulating a proper questionnaire.
In the secondary method we browsed through various
websites, books, magazines, newspapers, periodicals etc. to
find out various avenues available for financial advisor.
6. SAMPLING
Working population : investors in stocks, mutual funds,
real estate, gold etc. at selected brokerage firms,
investment consultants; working professional.
We personally interacted with the working professional
who had made investments.
We had used simple random-sampling within the
selected working population.
Sample size selected was 204 because working population
is homogenous (i.e. interacting directly with the
investors). Moreover, there are constraints like time,
money
7. PROBLEMS FACED & STRATEGIES
TO SOLVE THEM…..
1. Data calling /Meeting to customer
1). Why should customer pay in advance for services?
ANS. “MODEL PORTFOLIO”
2). Why offline trader need to shift to online services
TOLL FREE NO:- 1800-22-4444
DO IT THEIR OWN
3). What is guarantee of Investment return?
ANS. From company side, I can say 15% but not written.
8. CONTD…
2. Canopy activity
Size of canopy (Dispute in Maninager)
Too heavy to carry
3.Umbrella activity
Too light weight so some time falls down
One person required to stand along with umbrella
4.Calling to references
Where did you get my no.
5. Trainee recruitment activity
Not enough references
9. CONTD…
6. Called calling
1) In corpotates
I. Get stuck at “reception”
Sol: Make a call & get an appointment.
II. Permission for “corporate presentation”
Ex. NID(National Institute of Design)
Sol. Permission was not given from higher authority so, We
did cold calling on the road out side NID
2) By Road side
I. Hot weather- No one wants to stand even for 5 min.
Sol. Do called calling either in Morning (Like at IIM)
OR in evening (like in GHATLODIA).
15. TYPE OF INVESTOR * MODE OF
INVESTMENT
Which mode do
you use for your
investment?
Offlin
Online e Both Total
Which type of Sho
investor you are? rt
43 5 5 53
ter
m
Lon
g
12 16 10 38
ter
m
Bot
13 9 53 75
h
16. INVESTMENT AVENUES AND
THEIR MEAN
Investment option Mean
Equity 4.31
Bonds 1.64
Mutual funds 3.60
fixed deposite 3.74
life insurance 3.78
real estate 2.24
gold & silver 2.70
17. INVESTMENT AVENUE
Mutu gold
al fixed life real &
Equi Bon fund depo insur estat silve othe
ty ds s site ance e r rs
rated
140 5 3 2 1 13 5
1
rated
8 3 22 14 34 4 10
2
rated
4 7 5 19 41 3 10
3
rated
4 5 4 4 11 4 9
0
rated
5 1 0 1 1 2 0 3
Total
153 20 35 40 89 24 37
21. TYPE OF INVESTOR * RATE OF
FINANCIAL ADVISOR
How would you rate the overall need of Financial Advisors for
investment in stock market? Total
1 2 3 4 5 6 7 8 9 10 1
Which Short
type of term
investor 7 4 2 3 9 6 9 7 5 1 53
you
are?
Long
term 4 1 2 5 5 7 5 5 2 2 38
Both
4 0 2 4 6 15 16 14 13 1 75
Total 15 5 6 12 20 28 30 26 20 4 166
23. SERVICES OF A FINANCIAL
ADVISOR
Rank Mean Rank
PMS
2.01
RMS
2.07
+ve investment result
1.91
24. RANK OF BROKING COMPANIES
Broking Companies Mean Rank
Rank of sharekhan
2.25
Rank of ICICIdirect
2.67
Rank of IL&FS Investsmart
3.00
Rank of Kotak Security
4.13
Rank of India Infoline
4.26
Rank of Reliance Money
4.69
25. INVESTORS’ BROKING
COMPANY & IL&FS PERCEPTION
Do you think IL&FS INVESTSMART
Securities Limited is the best Financial
Advisor Company?
yes no can't say total
With which Sharekhan 2 16 3 21
Broking ICICIdirect 2 3 7 12
Company/Co IL&FS
mpanies you Investsmart 37 7 4 48
are
Kotak
associated? 2 7 8 17
Securities
India Infoline 1 12 8 21
Relaince Money
1 8 4 13
Total 45 53 34 132
32. LEARNINGS FROM “SIP”
Training of products
Marketing & selling
Data calling
Canopy and Umbrella marketing –
Cold-calling -
Meeting with references
Trainee recruitment activity
33. FINDINGS
During the survey service class people showed
positive attitude in share trading.
Most investors are trading online and daily and
choosing equity.
Those who have Interest in share trading most of
them are either trading themselves or taking help
of financial advisor.
Most of people are satisfied with their financial
advisor.
The investor of Ahmedbad grading sharekhan as
the best broking company and IL&FS as third
from the top.
34. CONCLUSION
More investors are willing to invest in stock
market rather than investing in debt and bonds
instruments.
Equity is the preferred instrument.
People choose financial advisor due to lack of
time and lack of knowledge.
Lack of knowledge among investors.
Investors are brand and service as well as
brokerage charge conscious.
Communication gap between investors and
IL&FS.
35. RECOMENDATIONS
Need to create awareness about the brand.
Can attract more clients by providing free tips to them.
Need to focus on advertisement.
Need to create awareness among investors.
More efforts towards personalized services.
Financial results of the company should be provided to
investors.
Their should be some decentralization.