Manu Nepali presented a project report on equity analysis and portfolio management at PGDM Batch from 2013-2015. The presentation included an overview of Trustline Securities Pvt. Ltd, explanations of equity analysis and the portfolio management process, research objectives to evaluate investment portfolios and analyze scheme performance and charges, a description of the research methodology used, key findings from analyzing client data, and suggestions such as maintaining regular client contact and increasing advertising.

1. Project Report Presentation
On
Equity Analysis &
Portfolios Management
Presented By:
Manu Nepali
PGDM Batch (2013-15)

2. Content of Presentation
1. Company Profile
2. Project Topic Explanations
3. Research objectives
4. Research methodology
5. Findings
6. Suggestions
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3. Trust line Securities Pvt. Ltd
Trust line made a humble beginning in 1989 as a proprietary stock
broking company and is now a public limited company called
Trustline Securities Limited.
A Company registered under the Companies Act, 1956 is a Member
of the National Stock Exchange (NSE) & Bombay Stock
Exchange (BSE).
Strength
• 400 plus Offices across 160 cities, towns & villages in India.
• Over 1,00,000 registered clients.
• Approx 10,000 investors trained through stock market related
education.
• INR 30crores plus net worth
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4. Equity Analysis & Portfolios Management
Equity Analysis
An equity analyst is a person who analyzes financial data and trends
for a company.
There are two most useful analysis which helps in equity Analysis.
1. Fundamental Analysis
2 .Technical Analysis
Portfolio Management
A portfolio is an appropriate mix of or collection of investments held
by an institution or a private individual.
Portfolio Management process
1. Identification of objective
2. Formulation of the portfolios strategy
3. Selection of asset Mix
4. Portfolio execution:
5.Portfolio revision
6.Portfolio performance evaluation
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Research Objective
• To evaluate and create an ideal portfolio consisting the best
schemes which will earn highest possible returns and will
minimize the risk.
• Basically to understand the concept of portfolio management
and investment in investment instruments available in the
market.
• Also to analyze the performance of schemes on the basis of
various types of charges induced on clients/customers.
• To provide best options for investment to the
clients/customers.

6. Working Cycle of Brokerage Firm’s
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Client ClientStock
Exchange
Transactions Cycle
Brokerage
Firm’s
Brokerage
Firm’s

7. Research Methodology
Sample Size:
Sample size refers the numbers of respondents researchers have
selected for the survey. I have selected 100 people who directly or
indirectly related with brokerage firms.
Questionnaire:
The questionnaire is prepared well structure. The type of question
included in the questionnaire are open ended and multiple choice.
Data Collection:
Date was collected through two sources
Primary Date: Primary data was collected directly from the client
through a questionnaire
Secondary Data: The secondary sources was the company website
and publications.
Data Analysis
Data analysis was done mainly from the data collected through the
clients. The data collected from secondary sources is also used to
analyze on a one particular parameter
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8. Research Finding
• It’s good to find that younger generation is more involved in share
trading
• 60% customer are investing in share comparison to other
securities.
• 67% of clients responded that they are charged higher.
• 51% of clients replied that because of the factor more return in less
time clients prefer to invest in securities.
• 40% clients feel that information provided by broker is not
sufficient.
• Nearly 62% clients trade online.
• People prefer online trading because of features like friendly, time
saving and convenient.
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9. Suggestion
 Trustline should contact with their clients regularly for
knowing the problems faced by them. This will help
Ashlar in providing best services to customers.
 Awareness among the public is needed regarding the
organization because many people was unaware of this
organization.
 More of advertisements can be done in order to make
people familiar with the product and services available
with organization for customers.
 This will result in additional customer base by getting
further references from satisfied clients.
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