SUMMER TRAINING PROGECT

REPORT
CUSTOMER BUYING PREFERENCE
AND CURRENCY EXCHANGE
AT
RELIGARE SECURITIES LTD

PRESENTED BYSHWETA JAIN

MBA 3RD SEM
ROLL NO-1406770071

OBJECTIVES OF THE STUDY

TO UNDERSTAND DIFFERENT INVESTMENT
AVENUES AVAILABLE AT RELIGARE.
TO KNOW HOW INVESTOR GET INFORMATION
ABOUT VARIOUS FINANCIAL INTRUMENTS.
TO STUDY VARIOUS FINANCIAL PRODUCT LIKE
EQUITY, MUTUAL FUND, COMMODITY AND
CURRENCY.
TO KNOW VARIOUS FACTORS THAT ARE
CONSIDERED BEFORE INVESTING.

LIMITATIONS
Due to time and cost constraints the
study could only be conducted in the
selected area.
Reluctance of the people to provide
complete information about them can
effect the validity of responses.
The information can be biased due to
use of questionnaire.

Religare enterprises ltd is a global

financial services group promoted by the
Ranbaxy group.
The company was originally incorporated
as Vajreshwari cosmetic private ltd on
January 30, 1984
Religare securities ltd (RSL) is a wholly
owned subsidiary of REL and securities firm
in India.
Major activities and offering of the
company includes equity broking both online
and offline, depository participants, and

PRODUCT PORTFOLIO
RELIGARE
EQUITY
DERIVATIVE
S

CURRENCY

RELIGARE
SECURITIES
LTD

MUTUAL
FUND

RELIGARE
COMMODITI
ES

RELIGARE
INSURANCE

IPO
REAL
ESTATE

FOREX
Where money in one currency is
exchanged for another currency.
Classification:There are 4 main scripS.n
o.

currenc
y

country

exchange

1.

Dollar (USD)

USA

NEWYORK EXCHANGE &

NASDAQ

2.

YEN(JPY)

JAPAN

JAPAN EXCHANGE GROUP

3.

EURO(EUR)

EUROPE

NASDAQ OMX, NORDIC

EXCHANGE

4.

POUND(GBP
)

GREAT BRITAIN LONDON STOCK EXCHANGE

GROUP

Entities Involved In Currency

Trading
Trading Member ( RELIGARE)
Clearing member (NSCCL)
Trading cum clearing member
Professional clearing member ( Banks
and Custodian)
Participants:

Hedger
Businessman
Importer/ Exporter
Arbitrager

RESEARCH METHODOLOGY
Sample size- 50 people
1. Businessman(15) 3. HNIS(4)
2. Service man (12)
4.Individuals(19)
. Sample unit- Religare securities ltd
. Method of sampling- convenience
sampling
. Method of data collection- Primary
. Research design- Descriptive

DATA ANALYSIS
Do you know about the following
financial products at religare?
50 50 44 47

26

43

Where do you invest mostly?

48

46

43
12

26

How do you get information about

these financial product?
32

27

18

14

What are the various factors that

you consider when investing ?
44

31 25

47

36 29

FINDINGS
It was found that generally Risk Taking Ability
is the crucial constraint.
The services/facilities given to them and
ROI(return on investment).
Time duration of the investment and
reputation of the company in the market.
Generally people whom I contacted they were
from
different domains like business, HNIs
, service & student.
How to appreciate capital by investing in
different scripts like: Commodity, Equity &
Currency.

SUGGESTIONS
Return on investment is must but risk should
also be minimised at the same time.
Service are must so the company should
concentrate on that aspects as well.
Should enhance the customer care
departments where queries can be timely
solved.
Should decrease brokerage and other
charges.

CONCLUSION
Religare has a ready market. The
company has the advantage of
existing customers where their level of
faith and their views about the
company to the outside world will be
helping hand for the company to
expand business.

THANK YOU.