A REPORT ON

DETAIL STUDY OF INVESTMENT PATTERN AMONG YOUNG MANAGER IN LUCKNOW

By (SYED MOHD ABBAS ) (PGDBA )

(.SHAREKHAN Ltd) A REPORT ON

DETAIL STUDY OF INVESTMENT PATTERN AMONG YOUNG MANAGER IN LUCKNOW

BY (SYED MOHD ABBAS ) (PGDBA 2006-08)

A report submitted in partial fulfillment of The requirement of MBA program (Class of 2008)

ICFAI National College

DECLARATION
I am SYED College, here by declare that the survey report titled.

MOHD ABBAS student of PGDBA at ICFAI National

DETAIL STUDY OF INVESTMENT PATTERN AMONG YOUNG MANAGER IN LUCKNOW

is the result of my own effort & it based on the guidance given by the company guide & faculty guide time to time.

(SYED MOHD ABBAS)

ACKNOWLEDGEMENT
Although survey project is considered to be the result of an individual effort and the credit goes to the ultimate person conducting the analysis. But it is really a team effort Without the individual co-operation of some person involved in work this report could not have achieved the shape it has. I am thankful to Mr. Samant Bisaria (Territory Manager), Mr. Dinesh Kumar(Assistant Manager) of SHAREKHAN Pvt. Ltd, where I have undergone my training. I am deeply indebted to Mr. Anil Tandon (Principal) & Mr. Yogesh Puri (Faculty guide), ICFAI National college, whose constant guidance encouraged me to complete this report. Last but not the least, I am also thankful to my friends for the moral support, as and when required while dealing the completion of this project. SYED MOHD ABBAS (Management Trainee)

TABLE OF CONTENTS
ACKNOWLEDGEMENT Executive Training
Objective Target/Task Strategy Achievement Limitation Conclusion

PROJECT
Summary Introduction Report Analysis Charts Finding Industry Profile Annexure References

OBJECTIVE
The objective of on the Executive Training is to.
1- To give business to the company though opening of demat accounts. 2- To meet different type of customers and convince them to open demat accounts and motivate them to trading through the company and make investment in stock market. 3- Get full knowledge about the stock market and different type of customers. 4- Get full knowledge and make myself full aware of the products of the company. 5- Make myself full aware about the rule and regulations followed by the company. 6- Get full knowledge about the competitors, who is present in the market an to know that how far the competitors are different from my company and how their products are different from us and my company. 7- Know about the jobs offered by the company and all the competing companies and differences in jobs offered. 8- Make the market full aware of the company, its products, its features, its uniqueness and jobs offered by the company. 9- Learn the ground reality of the corporate world. 10 - To learn documentation. 11 - To learn about the corporate behavior.

TARGET/TASKS
The target of E. T. is to meet different type of customers and find out the prospective customers for the company. I have to convert all the

prospective customers into clients by convincing them to open a demat account and invest in stock market.

I have to open at least two demat accounts within a week or an average of eight demat accounts per month.

The target is also containing motivating all the people (all those persons who have get opened with demat accounts) to trade in shares.

STRATEGY
The strategy of E. T. is to find out the prospective customers database that are willing to invest in share market. First of all we make cold calls to them and take an appointment from them to give the product knowledge of the company. This is a part of Direct Marketing. Mainly in direct marketing we do.
(1) Database Marketing - Direct marketers mine the database to identify

prospects that would have the most interest in an offer.

(2) Tele Prospecting - Generating and qualifying new leads for closure by

another sales channel. If any customer is looks like more potential and more profitable for the company then I have to fix an appointment of that customer with my company guide.
(3) Presentation and Documentation - We present the product story to the

buyer. We use a FABV (Features, Advantage, Benefits, Value) approach. Features describe the economic, technical, job and social benefits delivered by the offerings. Values describe the worth of offerings (how much a person can achieve by investing through our company). To ensure the customer satisfaction and repeat the business we follow up with them. We also deliver the details to the customer on the matter of purchase and sales and other maters that are important and beneficial to the customer.

LIMITATIONS
I have to open demat accounts and I have find following limitations of my E.T.
(1) Pan card is compulsory for opening a demat account and if a

person wants to open his demat account with second holder or third holder, all of them must have pan card. (2) (3) (4) (5) A demat account cannot be opened by the name of a minor. Bank proof is compulsory to open a demat account. Address proof is compulsory to open a demat account. To open a demat account and trading in shares MICR cheque is

compulsory. (6) The photograph affixed on account opening form must be

matched with the photograph available on the pan card. (7) All the signatures of account opening form must be matched

with the signature of the pan card.

CONCLUSION
We have to meet different type of people and convince them to convert a client by opening demat account and induce them to invest in share market.

We have to search for the potential clients and if they want any extra facility I have to fix an appointment with my immediate senior, that is Mr Apporv Mathur, Assistant Manager of Sharekhan Limited.

I have achieved my target till now. Some more training classes can improve my performance. The tasks and targets can be better achieved if company gives some attention on the advertisement in the city.

The company should do benchmarking of the competitors on the basis of advertisement expenses, road shows and services offered by the company.

PROJECT

SUMMARY OF THE PROGRESS TILL DAY

My project name is DETAIL

STUDY OF

INVESTMENT PATTERN AMONG YOUNG MANAGER IN LUCKNOW

When I was assigned the project first of all to understand the completely the project that what actually have to do in the project. I understood in detail the project from our faculty guide as well as our company guide. After complete knowledge of project I made a questionnaire for the primary data based on the project. I got approve it from my company guide and faculty guide also. After approved the questionnaire I started the primary data collection based on questionnaire. I went different area of Alambagh and Chowk with questionnaire. My target people were professional, high-class salaried people, well established businessmen, Showrooms etc. After collecting the data from Alambagh and Chowk then I started data analysis.

INTRODUCTION
The overall goal of the project is to A

CRITICAL STUDY OF

PROMOTIONAL TOOLS USED BY

.

SHAREKHAN IN LUCKNOW

The need of the project for the company is that now a days many share brokers companies are coming in the existing in the market and these are affecting the business of the company. So analyze the reasons to affecting the business.

Through this project I have to find out the customers believe in the better services, market penetration of the company, Believe in local share trading companies, Own research or reference, Brokerage rate, growth etc.

Through this project I will find that market share of company, positioning of the companies, and unknown people from the company and most preferable company in the Lucknow market.

 To proceed this project I have designed a questionnaire. It have included close ended and open-ended question. Then I will go for the primary data for my project in the market.

The reason of conducting of this project is to know the perception of the clients towards share market as well as stock broking companies and now a days share market growing day by day but what customer are also investing more to more if not what are the reasons.

After collection the primary data I have compiled it and find out the result base on the questionnaire and suggestion for the company.

OBJECTIVE
The expected outcome from the project is
Investor awareness for the Sharekhan.. Most preferable stock broking company in Lucknow market. Customer base of the company Target customers of the company. Brand awareness of the company. Customers dealing with share market. Type of customers. Positioning of the company in the market. Positioning of the others competitors in the market. Reason of the having interest /not interest in share market. Feed back of the different clients towards different companies. Market penetration strategy of the different companies.

RESEARCH METHODOLOGY
For the questionnaire:
I have used the methodology for the questionnaire close ended and open ended.

Close-ended Method:
i.

Dichotomous Multiple choices Rating Scale

ii. iii.

Open-ended Method:
i.

Completely unstructured Sentence completion

ii.

For the project:

i.

Descriptive research Applied research Qualitative research Conclusion oriented Scientific method Sample survey Computer application

ii. iii. iv. v. vi. vii.

Method of data collection:

i.

Collection of primary data Collection of data through questionnaire Data collection through schedule

ii. iii.

PROJECT METHODOLOGY
Descriptive research:
Descriptive research includes surveys and fact-finding enquires of different kinds. The major purpose of descriptive research is description of the state of affairs, as it exists at present.

Applied Research:
Applied research aims at finding a solution for an immediate problem facing a society or an industrial/business organization.

Qualitative Research:
Qualitative research on the other hand is connected with qualitative phenomenon i.e., phenomenon relating to or involving quality or kind. For instance when we are interest in investing from the reasons for human behavior i.e., why people think or do certain things.

Conclusion Oriented:
While doing conclusion-oriented research, awareness is free to pick up a problem redesigning enquires as the proceeds and is prepared to conceptualize as he wishes.

Scientific Methods:
The scientific method is one and same in the branches (of sciences) and that method is the method of all logically trained minds. The utility of all sciences consists alone in its methods, not its material: the man who classifies

facts of any kind whatever, who sees their mutual relation and describe their sequences, is applying the scientific method and is a man of science.

Sample survey:
The respondents selected should be as representative of the total population as possible in order to produce a miniature cross-section. The selected respondents constitute what is technically called a Sample and the selection process is called sampling Technique. The survey so conducted is known as sample survey.

Computer Application:
Computer can be used by just about anyone Doctor, Engineers and recently even house wives. Computers are used not only in numeric application but also in non numerical such as proving theorems, playing chess, Share trading, Preparing menu, Preparing projects and so on. Without computers we might not have achieved a number of things.

RESEARCH INSTRUMENT
Significance of study: This report will give you an overview about the
DETAIL

STUDY OF INVESTMENT

PATTERN AMONG YOUNG MANAGER IN LUCKNOW.

Sample Size: Sample size refers to the number that has been collected from
the universe to conduct a survey. I have selected a group four hundred people. Till the date of interim report we have surveyed two hundred people.

QUESTIONNAIRE:
Questionnaire are formal set of questions prepare to collect the required information. This is one of the most effective and popular techniques used in surveys. However, one has to be careful while drawing up questionnaire. Before deciding on the questions, it is important to understand the exact nature of the information required and who should be interviewed. The contents, phrasing and the sequence of the questionnaire should also be clear and unambiguous. The knowledge levels of the target of respondents should be kept in the mind while drawing up the questions.

MECHANICAL INSRUMENTS
SAMPLING:

A sample is a subset of a unit or populations, collected as a representation of it. A sample is used to discover one or more properties of the population. Collected of sample is called SAMPLING. Proper sampling design is essential in marketing research. The sample has to be collected in such a way that is represents the populations.

SAMPLING UNITS:
In sampling researches, decide who will be surveyed. The portion of population that researches need to target and that represents the entire population is known as SAMPLING UNITS. The target population is should be selected in such a way that everyone in the population has that equal chances of being included in the sample.

SAMPLE SIZE:
The sample size is an important element in research process. As the size of the sample has the direct effect of a research. It is essential for researchers to select an appropriate sample size. As the size of a sample increases, accuracy and reliability of research also increases however, the cost of research also increases. Therefore, research need to make a trade off between the accuracy and cost of research.

SAMPLING PROCEDURE:
Sampling procedure is the way in while we selected a sample. The method for selecting samples includes stratified and unstratified sampling. Probability and nonprobability sampling, single stage sampling and multistage sampling and single unit sampling and clusters of unit samplings.

In the survey I have used OUESTIONNAIRE, as the research insrument sampling size of the survey is 200.

ANALYSIS
SAMPLE SIZE: 500

INTERPRETATION

1 Occupation:

80 70 60 No.of People 50 40 30 20 10 0
Em loyed Selfem ployed Business Professional Housew ife Others

Occupation

INTERPRETATIONOut of 500 people 150 are Employed, 60 are Self Employed, 90 are Businessmen, 50are Professionals, 70are Housewives and 80 are others.

3. Age group:

120 100 No.of People 80 60 40 20 0 18-35 35-50 Age Group (Years) Above 50

INTERPRETATIONOut of 500 people 150 are between 18-35s age group, 250are between 35-50s age group, 100 are Above 50 age group.

4.Awareness of share market:

No 31%

Yes 69%

5. Source of Awareness:

90 80 70 60 50 40 30 20 10 0

No. of People

Investor

Television

Friend

Newspaper

Others

Source of Awareness

INTERPRETATIONOut of 500 people 225 are Investor and among 275 people most of them source of awareness are TV as well as Newspaper and friend also. It means we can say that one person have two or more source of awareness.

6. Reason of unawareness of Share Market:

Never Heard of Stock Market

Heard but no Interest

Heard but no Knowlwdge

Others

45 40 35 30 25 20 15 10 5 0

Reason of unawareness

INTERPRETATIONOut of 200 people 14 are never heard of Stock Market, 42 are heard but they have no interest of Stock Market, 2 are heard but no knowledge of Stock Market and 4 have other reason like financial problem, Time problem etc.

7. Type of investment in Stock Market:

100 90 80 70 60 50 40 30 20 10 0

No. of People

Equity Trading

Mutual Fund Debenture Type of Investment

Others

INTERPRETATION-

No. of People

Out of 112 people 96 doing Equity trading, 9 have Mutual Fund, 2 have Debenture and 5 have other type investment.

8. Experiences in Stock Market:

50 No. of People 40 30 20 10 0
<1Year 1 - 3 Years 3 - 5 Years More than 5 Years

Experiences

INTERPRETATIONOut of 96 Equity traders people 28 have less than 1 year, 46 have between 1-3 years, 16 have 3-5 years and 6 have more than 5 years experience.

9. Selected companies by Equitys Investors:

35 30 25 20 15 10 5 0

INTERPRETATIONOut of 96 Equity trading people 8 have selected Sharekhan, 10 Indiabulls, 33 Karvy, 14 ICICI direct.com, 7 Kotak, 5 India Infoline (5paisa.com), 10 Seeeta, 3 Motilal Oswal, 1 Fortis and 5 have selected other companies.

10. Market Share of Different companies:

Sh ar ek In han di ab ul ls IC IC Ka I rv Ko dir ec y ta t. k Se com cu In di ritie a In s fo l in e M ot See i la t lO a sw al Fo rt i O s th er s

No. of People

Companies

Fortis Motilal Oswal Others 1% 5% 3% Seeta 10% India Infoline 5% Kotak Securities 7% ICICI direct.com 16%

Sharekhan Indiabulls 8% 10%

Karvy 35%

Position 1 2 3 3 4 5 6 7 8 9

Company Karvy ICICI direct.com Indiabulls Seeta Sharekhan Kotak India Infoline Motilal Oswal Fortis Others

Market Share 35% 16% 10% 10% 8% 7% 5% 3% 1% 5%

11. Reason of selection the companies:

30 25 No. of People 20 15 10 5 0

Sp ec i

INTERPRETATIONOut of 96 Equity trading people 10 have selected through Mouth Publicity, 16 better services, 7 specialization consultancy, 15 growth rate, 9 convenience, 28 less brokerage, 3 different services offered, 8 others.

12. How did they select these companies?

Pu B b et at te lici io r n Se ty C on rvi su ce lt G ro an cy w Co th R n D i ff Le ve ate n er s en s B ien t S ro ce k er vi er a ce g O e O f th er fere d R ea so n li z

Reason of se lection

ou t

45 40 35 No. of people 30 25 20 15 10 5 0

Th ro ug h

INTERPRETATIONOut of 96 Equity trading people 15 have selected through Representtative, 44 Advertisement, 11 References, 9 Own Research, 6 Randomly, 11 others.

13. Satisfaction from the companies.

Re pr es en ta Ad t iv ve e rt is em en Re t fe re O w nc n e Re se ar ch Ra nd om ly O th er s
Source of selection

60 50 40 30 20 10 0
nt d d ll e oo oo G ce G Ex ry Ve ir Fa or Po

INTERPRETATIONOut of 96 Equity trading people 6 are excellence satisfied, 12 Very good, 52 good, 22 fair and 4 have poor satisfaction.

14. Monthly Transaction -

30 25 20 15 10 5 0 1000-5000 5000-10000 10000-25000 25000-50000 50000-100000 Monthly Transaction 100000200000

INTERPRETATIONOut of 96 Equity trading people between 0-5000 are 14 people, 5000-10000 are 18, 10000-15000 are 30, 15000 above .

No. of People

INDUSTRY PROFILE

SHAREKHAN
SSKI, a veteran equities solutions company with over 8 decades of experience in the Indian stock markets.

The experience language, presentation style, contents or for that matter the online trading facility, there is a common thread; one that helps to make informed decisions and simplifies investing in stocks. The common thread of empowerment is what Sharekhan's all about! Sharekhan is also about focus. Sharekhan does not claim expertise in too many things. Sharekhan's expertise lies in stocks and that's what he talks about with authority. So when he says that investing in stocks should not be confused with trading in stocks or a portfolio-based strategy is better than betting on a single horse, it is something that is spoken with years of focused learning and experience in the stock markets. And these beliefs are reflected in everything Sharekhan does for you! To sum up, Sharekhan brings to you a user- friendly online trading facility, coupled with a wealth of content that will help you stalk the right shares. It has 240 branches and retail outlets over the India. The CEO of Sharekhan is Mr Tarun Shah. Those of you who feel comfortable dealing with a human being and would rather visit a brick-and-mortar outlet than talk to a PC, you'd be glad to know that Sharekhan offers you the facility to visit (or talk to) any of our share shops across the country. In fact Sharekhan runs India's largest chain of share shops with over hundred outlets in more than 80 cities

BENEFITS WITH SHAREKHAN:

We are getting 20 time exposer in MCX &10 time in NCDEX depends on commodity to open an account.

We have SMS facility where you getting market information as well as buy/sell call We are also getting yahoo chat, Where our dealer/RM are always help for market information as well as buy/sell call

SERVICES
Sharekhan, one of India's leading brokerage houses, is the retail arm of SSKI With over 240 share shops in 110 cities, and India's premier online trading portal www.sharekhan.com, customers enjoy multichannel access to the stock markets. The services provided by Sharekhan are-: 1. Equity and derivatives trading 2. Technical research 3. Fundamental research 4. Share shops 5. Commodities trading 6. Online trading 7. Depository services 8. Portfolio management 9. Dial-n-trade

COLLABORATION WITH BANKS:

1.CITI BANK 2.HDFC BANK 3.UTI BANK 4.UNION BANK 5.INDIAN OVERSES BANK
6. INDUS IND BANK

7 ICICI BANK 8.YES BANK

9.CENTRAL BANK OF INDIA 10.BANK OF INDIA

Sharekhan voted the most preferred stock broking brand in India

In a countrywide study, Sharehhan emerges as the favorite of consumers.
8 July, 2005, Mumbai: Sharekhan, the retail broking arm of SSKI Group and one of the largest stock broking houses in the country, has won the prestigious Awaaz Consumer Vote Awards 2005 for the Most Preferred Stock Broking Brand in India, in the Investment Advisors category.

Sharekhan's equity related services include trade execution on BSE, NSE, Derivatives, commodities, depository services, online trading and investment advice. Sharekhans online trading and investment site www, sharekhan.com was launched in 2000. Sharekhans ground network includes over 250 centers across 123 cities in India and having around 120000 customers and an equal number of demat customers.

Sharekhan won the award by the vote of consumers around the country, as part of Indias largest consumer study cover 7000 respondents 21 products and services across 21 major cities. The study, initiated by Awaaz Indias first dedicated Consumer Channel and member of the worldwide CNBC Network, and AC Nielsen ORG Marg, was aimed at understanding the brand preferences of the consumers and to decipher what are the most important loyalty criteria for the consumer in each vertical.

In order to select the award recipient, spontaneous responses, rather than prompted responses were garnered, with an intention to glean unbiased preferences. Opinions were garnered from owners of each of the categories, to

get experiential responses, which are likely to be more realistic and grounded in nature. Further, preference also indicates future intentions of repeat purchases.

The reasons behind the preferences for brands were unveiled by examining the following:

Tangible features of product / service Softer, intangible features like imagery, equity driving preference Tactical measures such as promotional / pricing schemes

Share khan is honored to be voted as the Most Preferred Stock Broking Brand
in India. Our focus has always been to demystify the stock market and empower the investors to take informed decisions, said Jaideep Arora, Director, Share khan. The Award increases Sharekhans responsibility to persistently delight our customers with user-friendly trading experience and we shall continue our focus to evolve business strategies that keep us aligned with our customers needs.

KARVY

KARVY, is a premier integrated financial services provider, and ranked among the top five in the country in all its business segments, services over 16 million individual investors in various capacities, and provides investor services to over 300 corporate, comprising the who is who of Corporate India. KARVY covers the entire spectrum of financial services such as Stock broking, Depository Participants, Distribution of financial products - mutual funds, bonds, fixed deposit, equities, Insurance Broking, Commodities Broking, Personal Finance Advisory Services, Merchant Banking & Corporate Finance, placement of equity, IPOs, among others. Karvy has a professional management team and ranks among the best in technology, operations and research of various industrial segments. The birth of Karvy was on a modest scale in 1981. It began with the vision and enterprise of a small group of practicing Chartered Accountants who founded the flagship company Karvy Consultants Limited. We started with consulting and financial accounting automation, and carved inroads into the field of registry and share accounting by 1985. Since then, we have utilized our experience and superlative expertise to go from strength to strengthto better our services, to provide new ones, to innovate, diversify and in the process, evolved Karvy as one of Indias premier integrated financial service enterprise.

INDIABULLS

Indiabulls is India's leading retail financial services company with 135 locations spread across 95 cities. While our size and strong balance sheet allow us to provide you with varied products and services at very attractive prices, our over 1000 Client Relationship Managers are dedicated to serving your unique needs. Indiabulls is lead by a highly regarded management team that has invested crores of rupees into a world class Infrastructure that provides our clients with real-time service & 24/7 accesses to all information and products. Our flagship Indiabulls Professional NetworkTM offers real-time prices, detailed data and news, intelligent analytics, and electronic trading capabilities, right at your fingertips. This powerful technology is complemented by our knowledgeable and customer focused Relationship Managers. We are creating a world of Smart Investor. Indiabulls offers a full range of financial services and products ranging from Equities to Insurance to enhance your wealth and hence, achieve your financial goals. Indiabulls' Client Relationship Managers are available to you to help with your financial planning and investment needs. To provide the highest possible quality of service, Indiabulls provides full access to all our products and services through multi-channels.

KOTAK SECURITIES

Kotak Mahindra is one of India's leading financial institutions, offering complete financial solutions that encompass every sphere of life. From commercial banking, to stock broking, to mutual funds, to life insurance, to investment banking, the group caters to the financial needs of individuals and corporate.

The group has a net worth of around Rs.2000 crore and the AUM across the group is around 120 billion and employs over 6000 employees in its various businesses. With a presence in 216 cities in India and offices in New York, London, Dubai and Mauritius, it services a customer base of over 10,00,000.

The group specializes in offering top class financial services, catering to every segment of the industry.

ICICI direct .com

ICICI Bank Demat Services boasts of an ever-growing customer base of over 8 lacs account holders. In our continuous endeavor to offer best of the class services to our customers we offer the following features: E-Instructions: You can transfer securities 24 hours a day, 7 days a week through Internet & Interactive Voice Response (IVR) at a lower cost. Now with "Speak to transfer", you can also transfer or pledge instructions through our customer care officer. Consolidation Demat Account: Dematerialize your physical shares in various holding patterns and consolidate all such scattered holdings into your primary demat account at reduced cost. Digitally Signed Statement: Receive your account statement and bill by email. Corporate Benefit Tracking: Track your dividend, interest, bonus through your account statement. Mobile Request: Access your demat account by sending SMS to enquire about Holdings, Transactions, Bill & ISIN details.

Mobile Alerts: Receive SMS alerts for all debits/credits as well as for any request, which cannot be processed. Dedicated customer care executives specially trained at our call center, to handle all your queries. Countrywide network of over 235 branches, you are never far from an ICICI Bank Demat Services outlet.

INDIA INFOLINE
The India Infoline Group comprises the holding company, India Infoline Ltd, which has 4 wholly-owned subsidiaries engaged in distinct yet complementary businesses which together offer a whole bouquet of products and services to make your money grow. As on date, the Group employs 4000 plus employees, in over 60 locations, across India. The corporate structure has evolved to comply with oddities of the regulatory framework but still beautifully help attain synergy and allow flexibility to adapt to dynamics of different businesses. The parent company, India Infoline Ltd owns and manages the web properties www.indiainfoline.com and www.5paisa.com. It also undertakes research, customized and off-the-shelf. Launched on 11 May 1999,

www.indiainfoline.com is Indias leading and most comprehensive business and financial information website. The site provides quality information and analysis - earlier restricted to a few people - to the common man, absolutely free! The site has met with an overwhelming response and has been reviewed as the most comprehensive financial content website in India by BBC World - Money Watch, Business World, Business Line and others. The company also won the Golden Mouse Award in India Internet World 2000 for the "Best Finance" site. In May 2001, our website was included in the Top 200 Best of the Web list by Forbes Global under the Asia Investing category. We were the only website from India to be featured in any category. Since then it has been nominated twice to this list. In its last review, Forbes editors have said,

"www.indiainfoline.com is a must read for the investors in South Asia..."

ANNEXURE

QuestionnaireINVESTOR AWARENESS AND MARKET PENETRATION OF SHAREKHAN (DEMAT ACCOUNT) IN ALAMBAGH AND CHOWK, LUCKNOW

Name OccupationEmployed Professional Age Group(18 35) (35 50) Self Employed House Wife

Sex: Male

Female

Business Others

(Above 50)

Are you aware of Stock market? Yes If yes, how? Investor TV Friend News Paper No

Others If no, why? Never heard of Stock market others Do you intend to invest in stock market in near future? Yes No Heard but no interest Heard but no knowledge

If yes, which company would you like to trade? Sharekhan India Infoline Indiabulls Seeta Karvy Motilal Oswal ICICI direct.com Kotak Securities Fortis

Others..

 Do you hold any investment in the Stock market? Yes No

If yes, then what type investment do you have in the Stock market? Equity trading Others For how long you have been investing in the Stock market? <1year 1 3 years 3 5 years More than 5 years Debentures Mutual funds

Which company did you select for online trading? Edelweiss India Infoline Indiabulls Seeta Karvy Motilal Oswal ICICI direct.com Kotak Securities Fortis

Others.. Why did you select this company? Mouth publicity Convenience Other Reason.. How did you select this company? Through Representative Own Research Advertisement Randomly Reference Better Services Specialization in consultancy Different services offered Growth rate

Less Brokerage

Others.. Are you satisfied with this company? Excellent If no, why? . If you are given a chance to choose another company, it would beVery Good Good Fair Poor

Company Name Why will you select the other company?

Stick with the existing company

. What is the brokerage system of your existing company? Intra Day. What is your monthly transaction in shares? (Rs.) 1000-5000 50000-100000 5000-10000 100000-200000 10000-25000 200000-500000 25000-50000 Above 500000 Delivery Period

How much brokerage do you pay to your company every month? (Rs.) 10-100 Above 5000 Do you want any extra service from your company? .. Any recommendation(s) for the company? . Date: Phone: (O) (M) (R) 100-500 500-1000 1000-2500 2500-5000

REFERENCES

1. Marketing Management (Philip Kotler and Kevin Lane) 2. Research Methodology (C.R. Kothari) 3. Marketing Management (ICFAI)
4. 5. 6. 7. 8. 9. 10.

www.google.com www.sharekhan.com www.karvy.com www.indiabulls.com www.icicidirect.com www.indiainfoline.com www.kotaksecurities.com