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Summer Training

Report
CONTENT
ACKNOWLEDGEMENT

DECLARATION

CERTIFICATE OF COMPLETION

EXECUTIVE SUMMARY

INDUSTRY PROFILE

COMPANY PROFILE
CONTENT contd……
RESEARCH METHODOLOGY

FINANCIAL ANALYSIS

PROJECT EVALUATION (Based on Questionnaire, if Any)

LIMITATIONS OF STUDY

CONCLUSION

SUGGESTIONS & RECOMENDATIONS

BIBLIOGRAPHY & ANNEXURE


ACKNOWLEDGEMENT
• This project has been prepared as a part of summer training during the
summer training of MBA program 2009-2011.
• I am really happy and exited in representing this summer training project
report before you.

• I must express my gratitude towards Karvy stock broking ltd for giving me
opportunity to work on this report.
• I express my deep sense of respect to Dr. HBL Vohra (HOD, SSBM) for
providing me an opportunity to work as a management trainee in Karvy
Stock Broking Limited.

• I wish to extend my deep and sincere gratitude to Mr. YOGESH
SHARMA (Cluster Head) who provided me his guidance right from day
one. I would also like to express my greetings to him for his immense
support and guidance in the selection of the project, its study and
preparation of the report.
ACKNOWLEDGEMENT

• And of course i am very much thankful to our Prof. Mr. Bikramjeet


Singh Khanna (project guide) for giving me opportunity and his
guidance helps me throughout preparing this report. He has
provided me a valuable suggestions and excellence guidance about
this training, which proved very helpful to me.
• At last i am also thankful to my friends, to all known and unknown
individuals who have given me their constructive advice, suggestion,
encouragement and motivation to prepare this report.
DECLARATION
• I Onkar student of Surya School of Management Studies have done
two months training at Karvy Stock Broking Limited, Rajpura during
1st of June 2010 to 15th of July 2010. I have worked on the project
“Comparative Study of Various Investment Instruments”. I have put
on my best efforts for the completion of this project and no part of
this project has been taken from any similar project. The project was
undertaken as a part of the course curriculum of MBA full time
program.
• I solemnly declare that all information and documents contained
therein are true and genuine in all respects. The matter presented in
this report will not be used for any other purpose and will be strictly
confidential.
CERTIFICATE OF COMPLETION
• This is to certify that, Onkar student of Surya School of Management
- Bapror, has successfully completed the project on “comparative
study of various investment options” under the guidance of Mr.
Yogesh Sharma (cluster head of Karvy stock broking limited), Mr.
Bikramjeet Singh Khanna, lecturer of MBA.
• During the project he has shown keen interest in learning and has
shown competence in the assignment that has been enthused to
him.
• We wish him all the best in his future endeavors.
EXECUTIVE SUMMARY

• India’s economy is highly developing. The development is taken


place due to growth in the financial system. This financial system
provides the background to various investors regarded varied
options to invest. Thus development of the economy depends on
how these investors invest for the well-being in long run.
• As financial markets become more sophisticated and complex,
investors need a financial intermediatery that provides the required
knowledge and professional expertise on successful investing.
• For most people money is a delicate matter and when it comes to
investing they are vary. Simply because there are many investment
options out there each out promising the other. an important
question facing many investors is whether to invest in banks,
national savings, post-office, non-banking finance companies, fixed
deposits, shares etc.
EXECUTIVE SUMMARY
• 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 corporates,
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.

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