You are on page 1of 15

PRESENTAION ON PROJECT REPORT

Investors attItude towards trading via online and offline at sharekhan ltd

Rajat Sharma 12BSP1941

Objectives
To know the customers perception towards stock trading via online and offline. To learn the concepts and working of stock market. To open DMAT accounts and bringing business to the company Providing genuine data for the companys database and working on existing database of the company.

Introduction TO THE COMPANY


Name: Sharekhan Company Limited Punch line: Your Guide To The Financial Jungle Website : WWW.SHAREKHAN.COM CEO : Tarun Shah working under SSKI (S. S. Kantilal Ishwarlal) Ltd Sharekhan is Indias leading retail broking house. Sharekhan is one of the largest stock broking houses in the country. Sharekhan Ltd. offers its customers a wide range of equity related services like execution on BSE, NSE, derivatives, depository services, online trading, etc.

Services

RESEARCH METHODOLOGY
The methodological approach to this study is descriptive The phenomena to be studied is consumer attitudes and behaviour METHODOLOGY
COLLECTION OF DATA

For collecting the primary data from the users a questionnaire was designed. This questionnaire was administered to the individuals who already are investing or trading in the stock market.
secondary data needed for the study was collected from the database of the customers of Sharekhan Ltd SAMPLING METHODOLOGY

Sampling locations Delhi NCR. Sampling units people investing in stock market. Sampling techniques probability sampling (convenient sampling). Sample size 100 Mode of survey Personalized interviews - Questionnaire

INTERPRETATION ON DATA COLLECTED


What mode you prefer when investing in stock market?

Do you confirm from your broker after the order is executed?

Mark the following parameters according to your preferences for online share trading. (1being not preferred and 5 being most preferred.)

What were the sources from where you got the information about the stock broker to invest in the stock market ?

Please rate your appetite of risk taking on a scale of 1 to 5 (moving horizontally from low risk taking to high risk taking)

How do you utilize your savings?

RECOMMENDATIONS
Create awareness of other segments of stock market Shift focus on other source of media rather than E-MARKETING Increase tie ups with other banks Educate investors Focus should be more on online trading because of greater transparency Turn existing customers (who are trading in Equity only) towards Derivatives & Commodities

LIMITATIONS
Time duration Myths regarding stock market Lack of awareness among people No predefined objectives while investing money Misleading concepts Lack of knowledge

My Learning
Working on live terminals of NSE and BSE Managing the relationship and time with clients. Knowledge of different segments of stock market Knowledge of several financial instruments Opportunity to explore many things Selling tactics How to deliver Presentation to the clients Patience was the thing that I learned as I have to approach various persons to whom I had to explain same things again and again while approaching or calling them at regular Intervals.

MY TASKS AND ACHIEVEMENTS


Achieved 20% return on my investment Secured highest marks in the test conducted by territory manager Teaching and leading new trainees Giving presentations on various topics Visited post offices and banks to compare different schemes Given business of more than 1 lakh to the company Opened 9 DMAT accounts Helping new clients in conducting their trade Working on and updating companys database Fixing appointments with clients Make the clients understand how to use the software of Sharekhan.

You might also like