ICICI Securities Ltd.

MUTUAL FUND SIMPLIFIED

ICICI Group
The Industrial Credit and Investment Corporation of India
Limited (ICICI) incorporated at the initiative of the World
Bank.

ICICI Bank
ICICI Prudential Life Insurance Company
ICICI Securities Limited
ICICI Lombard General Insurance Company
ICICI Prudential Asset Management Company
ICICI Venture

About ICICI securities

ICICI Securities Ltd is an integrated securities firm offering a
wide range of services including investment banking,
institutional broking, retail broking, private wealth
management, and financial product distribution.
Headquarter : Mumbai
Operates 66 cities and towns in India .
Global offices in Singapore and
New York.

Key people

Ms. Chanda D. Kochhar,Chairperson

Mr. Uday Chitale, Independent Director
Mr. Vinod Kumar Dhall, Independent Director
Ms. Zarin Daruwala, Director
Ms. Shilpa Kumar, Director
Mr. Anup Bagchi, Managing Director & CEO
Mr. Ajay Saraf, Executive Director

Products and Services

Equity
Derivatives
Currency
Mutual Funds
ETF
Life Insurance
General Insurance
FD/Bonds
Loans
Tax
eLocker
Trade Racer

Market share
ICICI Securities Ltd is the largest integrated securities firm
covering the needs of corporate and retail customers through
investment banking, institutional broking, retail broking and
financial product distribution businesses.
No. 1 in Securities Market in India
Top player in Mutual fund industry.
Providing all the services through ICICI
Direct online portal

Major Competitors

HDFC SECURITIES
INDIA BULLS
KOTAK SECURITIES
SHARE KHAN SECURITIES
MOTILAL OSWAL
ANGEL BROKING

Revenue model

Future plans
Securities Transaction Tax (STT) at 0.025% on turnover(Sell transactions only)
SEBI turnover charges at 0.0002% on turnover.
Interest on Late Payment will be charged @ 0.065% per day on all delayed payments

CSR initiatives
DoorStepSchool-One of the most
long standing associations has been
with Door Step, a NGO focused on
spreading education to children
residing in the slums.
Muktangan - ICICI Securities has
also adopted the pre-primary section
of a municipal school in Lower
Parel, Mumbai. This school is run by
the Paragon Charitable Trust through
their CSO called Muktangan

Mutual Fund
A mutual fund is the trust that pools the savings of a number of
investors who share a common financial goal.

Anybody with an investible surplus of as little as a few hundred rupees

can invest in Mutual Funds.
The money thus collected is then invested by the fund manager in different
types of securities.
It gives the market returns and not assured returns.
Investment in Mutual Fund is the most cost efficient as it offers the lowest
charge to the investor

Advantages of MF

Professional management
Reduction in transaction costs
Portfolio diversification
Convenience
Liquidity
Transparency
Tax benefits

Returns from a Mutual Fund

1.Capitalappreciation:
As the value of securities in the fund increases, the fund's unit price will
also increase. You can make a profit by selling the units at a price higher
than at which you bought .

2.IncomeDistribution:
The fund distributes part of the appreciation to the investors as
dividend.

SIP project

PROJECT OBJECTIVES
To understand the clients response toward mutual fund
through conducting meetings.
To find out the reasons why many clients not investing
through ICICI direct.
Making them aware about ICICI direct online portal .
Find out the reasons why they stop investing with ICICI
securities.
Make them aware how mutual fund works
Guide them step by step how they invest through ICICI direct
online portal.

feedback taken; 66

met; 75

appoimtment fixed; 84

contacted; 380
contacted
not contacted
appoimtment fixed
met
feedback taken

not contacted; 270

 FINDINGS and SUGGESTIONS

Learning

Interpersonal skills
Presentation skills
Negotiation skills
Financial products knowledge

THANK YOU