SUMMER INTERNSHIP PROJECT TITLE : TO STUDY VARIOUS FACTORS ON INVESTOR’S INVESTMENT DECISIONS & THEIR LEVEL OF SATISFACTION AT TRADEBULLS.

1. A Presentation on
TO STUDY VARIOUS FACTORS ON INVESTOR’S
INVESTMENT DECISIONS & THEIR LEVEL OF
SATISFACTION AT TRADEBULLS
Presentation
By:
Urvin Patel
MBA

2. Presentation Flow
1. About Industry
2. About Company
3. Introduction of Topic
4. Literature Review
5. Research Methodology
6. Analysis & Interpretation
7. Findings
8. suggestion

3. About Industry
• The market for long term securities like bonds, equity stocks and preferred
stocks is divided into primary market and secondary market. Primary
market deals with the new issues of securities. Outstanding securities are
traded in the secondary market, which is commonly known as stock market
or stock exchange.
• Generally the investment principle of high risk high gains, low risk low
gains applies to the stock markets. This is one of the main reasons that
many people turn to seasoned professionals to help them make better
decisions for buying and selling in the share market. Understanding the
share market is vital to your investment strategy. In addition to this, these
professionals also guide you in decision making based on share market
trends, fluctuations and the best times to buy and sell shares.

4. About Company
• Journey of forming tradebulls was started by Mr. Dinesh Thakkar
(Chairman & Managing Director, tradebulls ) as a sub broker with 2
employees In 9 June 2009. Which is located in Ahmedabad.
• Tradebulls was formed with one basic principle in mind to create a
professional workforce of youngsters to provide fair and transparent prices
and services to the clients.
• Vision : To provide world-class Wealth Management Services by
arranging all conceivable financial services under one-roof at affordable
costs through cost effective delivery systems, and to achieve organic
growth in business by adding newer lines of business, with the help of self
motivated and aggressive team of young professionals.

5. Introduction of Topic
• Investing has been an activity confined to the rich and business class in the
past. But today, we find that investment has become a house hold word and
is very popular with people from all walks of life.
• Knowledgeable investing requires the investing to be aware of his needs
the amount of money he can invest and the investment options available to
him. These will relate to the investment decision process. A typical
investment decision goes through a five step procedure which is known as
investment process these steps are :
a) Defining the investment objective
b) Analyzing securities
c) Construct a portfolio
d) Evaluate the performance of portfolio
e) Review the portfolio

6. Literature Review
• Hussein A. H, (2007) found that expected corporate earnings, get rich
quickly, stock marketability, past performance of the firm’s stock,
government holdings, and the creation of the organized financial markets
are the investors considerations.
• Cohn et al. (1975) provided tentative evidence that risk aversion decreases
as the investor’s wealth increases, while Riley and Chow showed that risk
aversion decreases not only as wealth increases, but also as age, income
and education increase. This study examined the factors that appear to
exercise the greatest influence on the individual stock investor, and
included not only the factors investigated by previous studies and derived
from prevailing behavioral finance theories, but also introduced additional
factors generated through personal interviews that have been found to
influence the stockholders’ investment decisions.

7. Research Objective
• To study importance of various factors
affecting investor’s investment decision
in stock exchange.
• To study the level of satisfaction of
investors of tradebulls.

8. Research Methodology
• Research design is also known as framework or blueprint of the research.
There are two types of research design:
1. Exploratory Research
2. Descriptive Research
• Sample size :- 50
• Sampling Element: -An Investor of Tradebulls security pvt. ltd.
• Extent:-Ahmedabad.
Non-probability Sampling Procedure:-
• All the units of population do not get known and equal chance to be
selected as samples.
• For the data analysis, I used SPSS Software.

9. Analysis & Interpretation
78%
22%
GENDERTable 1
From above analysis, research shown that 78% of the
respondents are male and 22% of the respondent are female.
Gender wise Males are more interested in stock market as
compare to Female.

10. Analysis & Interpretation
Table 2 Age
From above analysis . Age group 29 to 38 is more interested in
stock market. Their after Age group 39 to 49. And age group of
above 50 and age group of 18 to 28 are Respectively Less
Interested In stock market.
48%
36%
10%
6%

11. Analysis & Interpretation
Table 3 Occupation
36%
38%
6%
20%
From above analysis. 36% people having a Government
Job. 19% people have own business. And only 10% people
are salaried.

12. Analysis & Interpretation
Table 4 Annual Income
From above analysis. Total 68% People earn 7 lakh to 10 lakh. And
only 6% people earned 10 lakh and above. Only 10% people earned
2 lakh to 5 lakh.
68%
6% 16%
10%

13. Analysis & Interpretation
Table 5 Education
From above analysis. Research found that 52% of respondents
are graduate and 26% people are under graduate. 18% people are
post graduate. And only 4 % people are doctorate.
52%
26%
18%
4%

14. Analysis & Interpretation
Table 6 Invest money
From above analysis. 98% people are invest their money in
stock market.
98%
2%

15. Analysis & Interpretation
Table 7 Amount Invest
From above analysis. 36 % people invest 5 to 7 lakh in stock
market. 30% people invest only 1 to 3 lakh in stock market. And 4%
people invest 7 lakh and above in stock market.
36%
30%
26%
8%

16. Analysis & Interpretation
Table 8
Investment sector
From above analysis. 46 % people invest their money in stocks and
26% people invest their money in Derivatives. Their after 16% and
10% people are invest their money Respectively in currency and
commodities.
46%
26%
16%
10%
2%

17. Analysis & Interpretation
Table 9 Investment decision
26%
2%
18%
14%
22%
14%
4%
From above analysis. At time of investment 26% people invest their
money according to their income. 22% people invest their money after
watching market forecast. 18% people first check company’s profile and
then they invest. 14% people check management outlook and cash –
flow budget before invest. Only 2% people see market situation before
invest their money.

18. • Table 15
• H0 : Null Hypothesis : There is no association between investor’s age and
investment type.
• H1 : Alternative Hypothesis : There is association between age and
investment type.
Analysis & Interpretation
Value df Asymp. Sig. (2-sided)
Pearson Chi-Square 2.378a 6 .882
Likelihood Ratio 2.642 6 .852
Linear-by-Linear
Association
.070 1 .791
N of Valid Cases 50
Age and Investor type
From the above table Pearson Chi-Square value is 0.882 and
it’s less than0.05. So I accept null hypothesis.

19. Findings
A factor analysis was conducted to find out the factors affecting the investment decisions.
• Research found that Total 78% males and 22% women's are interested to invest
their money in stock market.
• Research found that Age group of 28 to 39 years are more interested.
• Research found that 36% people having a Government Job. 19% people have own
business. And only 10% people are salaried.
• Research found that total 68% People earn 7 lakh to 10 lakh. And only 6% people
earned 10 lakh and above. Only 10% people earned 2 lakh to 5 lakh.
• Research found that overall 52% people are graduate and 26% people are under
graduate. 18% people are post graduate. And only 4 % people are doctorate.
• Research found that total 98% people are invest their money in stock market.
• Research found that report 36 % people invest 5 to 7 lakh in stock market. 30%
people invest only 1 to 3 lakh in stock market. And 4% people invest 7 lakh and
above in stock market.
• Research found that 46 % people invest their money in stocks and 26% people
invest their money in Derivatives. Their after 16% and 10% people are invest their
money Respectively in currency and commodities.

20. Suggestion
• Tradebulls firm should give more focus on male having high percentage to
increase the their client ship. Also, company should make female
awareness programs to increase the awareness of various services of the
company towards female clients.
• Tradebulls firm should give more focus on age groups between 18 to 38
years client for proper investment decision in the stock market . Also,
company should arrange some seminar on investment decision program for
the client’s age between 38 to 69.
• Tradebulls firm should give more focus on Government job ‘s respondent.
And company should improve their service for salaried respondent.
• Tradebulls firm should give more focus on clients who have income
between 7 lakh to 10 lakh. having high percentage to take proper
investment decision of their clients.
• Tradebulls firm should give more focus on Graduate’s respondents to to
take proper investment decision in various products of stock market.
• Tradebulls firm should give more focus on that respondent who invest more
than 5 to 7lakhs. To take better investment decision.