Académique Documents
Professionnel Documents
Culture Documents
ON
(SHAREKHAN LIMITED)
Submitted in partial fulfillment of the Requirement
For the award of
By
ASHUTOSH KUMAR SINGH
PGDM-2008-10
(Registration No: 08/014)
Mr. Naresh Verma
Mr.Suman K. Adepu
&
&
Prof. Jitender Govindani Mr. Y
Mahesh Kumar
ICBM-SCHOOL OF BUSINESS EXCELLENCE
When you invest in PMS, you own individual securities unlike a mutual fund inves
tor, who
owns units of the entire fund. You have the freedom and flexibility to tailor yo
ur portfolio to
address personal preferences and financial goals. Although portfolio managers ma
y oversee
hundreds of portfolio, your account may be unique.
Investment Management Solution in PMS can be provided in the following ways:
i. Discretionary
ii. Non Discretionary
iii. Advisory
Discretionary: Under these services, the choice as well as the timings of the in
vestment
decisions rest solely with the Portfolio Manager.
Non Discretionary: Under these services, the portfolio manager only suggests the
investment
ideas. The choice as well as the timings of the investment decisions rest solely
with the Investor.
However the execution of trade is done by the portfolio manager.
Advisory: Under these services, the portfolio manager only suggests the investme
nt ideas.
On or about 9th day of July,1875, a few native brokers doing brokerage business
in shares
and stocks resolved upon forming in Bombay an association for protecting the cha
racter, status
and interest of native share and stock brokers and providing a hall or building
for the use of the
Members of such association.
As a meeting held in the broker Hall on the 5th day of February, 1887, it was res
olved to
execute a formal deal of association and to constitute the first managing commit
tee and to
appoint the first trustees. Accordingly, the Articles of Association of the Exch
ange and the Stock
Exchange was formally established in Bombay on 3rd day of December, 1887. The As
sociation
is now known as The Stock Exchange .
The entrance fee for new member was Re.1 and there were 318 members on the list,
when
the exchange was constituted. The numbers of members increased to 333 in 1896, 3
62 in
1916and 478 in 1920 and the entrance fee was raised to Rs.5 in 1877, Rs.1000 in
1896, Rs.2500
CLASSIC ACCOUNT
This is a User Friendly Product which allows the client to trade through website
www.sharekhan.com and is suitable for the retail investors who is risk-averse an
d hence prefers
to invest in stocks or who does not trade too frequently.
Features
.
Online trading account for investing in Equity and Derivatives via www.sharekhan
.com
ICBM-SCHOOL OF BUSINESS EXCELLENCE
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. Live Terminal and Single terminal for NSE Cash, NSE F&O & BSE.
. Integration of On-line trading, Saving Bank and Demat Account.
. Instant cash transfer facility against purchase & sale of shares.
. Competitive transaction charges.
. Instant order and trade confirmation by E-mail.
. Streaming Quotes (Cash & Derivatives).
. Personalized market watch.
. Single screen interface for Cash and derivatives and more.
. Provision to enter price trigger and view the same online in market watch.
SPEEDTRADE
SPEEDTRADE is an internet-based software application that enables you to buy and
sell in
an instant. It is ideal for active traders and jobbers who transact frequently d
uring day s session
to capitalize on intra-day price movement.
Features
. Instant order Execution and Confirmation.
. Single screen trading terminal for NSE Cash, NSE F&O & BSE.
. Technical Studies.
. Multiple Charting.
. Real-time streaming quotes, tic-by-tic charts.
. Market summary (Cost traded scrip, highest clue etc.)
. Hot keys similar to broker s terminal.
ICBM-SCHOOL OF BUSINESS EXCELLENCE
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. Alerts and reminders.
. Back-up facility to place trades on Direct Phone lines.
. Live market debts.
DIAL-N-TRADE
Along with enabling access for trade online, the CLASSIC and SPEEDTRADE ACCOUNT
also gives Dial-n-trade services. With this service, one can dial Sharekhan s dedi
cated phone
lines 1800-22-7500, 3970-7500. Beside this, Relationship Managers are always ava
ilable on
Office Phone and Mobile to resolve customer queries.
SHARE MOBILE
Sharekhan had introduced Share Mobile, mobile based software where one can watch
Stock
Prices, Intra Day Charts, Research & Advice and Trading Calls live on the Mobile
. (As per SEBI
regulations, buying-selling shares through a mobile phone are not yet permitted.
)
PREPAID ACCOUNT
Customers pay Advance Brokerage on trading Account and enjoy uninterrupted tradi
ng in
their Account. Beside this, great discount are also available (up to 50%) on bro
kerage.
Prepaid Classic Account: - Rs. 2000
Prepaid Speed trade Account: - Rs. 6000
IPO ON-LINE
Customers can apply to all the forthcoming IPOs online. This is quite hassle-fre
e, paperless
and time saving. Simply allocate fund to IPO Account, Apply for the IPO and Sit
Back &
Relax.
Each research study has its own specific purpose. It is like to discover to Ques
tion through
the application of scientific procedure. But the main aim of our research to fin
d out the truth that
is hidden and which has not been discovered as yet. Our research study has two o
bjectives:
OBJECTIVES
Circumstance
I
II
III
Return
10%
12%
15%
Probability
0.2
0.3
0.4
(p)
0.2
0.3
0.4
0.1
2.0
3.6
6.0
1.9
Expected Return (Spx) = 13.5%
Deviation from
expected Return (x -x)
-3.5%
-1.5%
+1.5%
p (x -x)2
2.45
.68
1.90
Indifference Curve
Expected Return
50%
55%
70%
100%
120%
230%
Risk
0%
5%
10%
15%
18%
25%
Growth Portfolio:
Objective: Growth. This strategy might be appropriate for investors who have
a preference for growth and who can withstand significant fluctuations in market
value.
PMS
PRO PRIME PRO ARBITRAGE PRO TECH
Pro Prime
Product Approach
Investment will be keeping in mind 3 investment tenets.
NIFTY THRIFTY
Date NAV Sensex
01/02/2006
10.00
9859.26
29/04/2009
19.43
11403.25
Returns
(%)
94.30 15.66
3. What is the most important factor you consider at the time of Investment?
A) Risk B) Return C) Both
4. From which option you will get the best returns?
A) Mutual Funds
B) Shares C) Commodities Market D) Bonds
E) Fixed Deposits F) Property G) Others
5.
Investing in PMS is far safer than Investing in Mutual Fund . Do you agree?
A) Yes B) No
6. How much you carry the expectation in Rise of your Income from Investments?
A) Upto 15% B) 15-25% C) 25-35% D) More than 35%
7. If you invested in Share Market, what has been your experience?
A) Satisfactory Return B) Burned Finger C) Unsatisfactory Results
D) No
8. How do you trade in Share Market?
A) Hedging
C) Investment
B) Speculation
ICBM-SCHOOL OF BUSINESS EXCELLENCE
Page 109
9. How do you manage your Portfolio?
A) Self B) Depends on the company for portfolio
10. If, you trade with Sharekhan limited then why?
A) Research B) Brokerage C) Services D) Investments Tips
11. Are you using Portfolio Management services (PMS) of Sharekhan?
A) Yes B) No
12. Which Portfolio Type you preferred?
A) Equity B) Debt C) Balanced
13. How was your experience about Portfolio Management services (PMS) of Sharekh
an
Limited?
A) Earned B) Faced Loss C) No profit No loss
14. Does Sharekhan Limited keep it PMS process Transparent?
A) Yes B) No
15. Do you recommend Sharekhan PMS to others?
A) Yes B) No
REFERENCES
Book Referred
. Value guide by Sharekhan
. Investors Eyes by Sharekhan
. Business world.
. The economist
ICBM-SCHOOL OF BUSINESS EXCELLENCE
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