Documente Academic
Documente Profesional
Documente Cultură
INDIA
A PROJECT REPORT
Submitted by
VISHAL NEMA
BBA in E – COMMERCE
IN
2016 - 2019
1
CERTIFICATE BY COMPANY
2
CERTIFICATE
3
ACKNOWLEDGEMENT
4
DECLARATION
I. The work contained in the report is original and has been made
by me under the general supervision of my supervisor.
II. The work has not been submitted to any other institution for
any other degree/diploma/certificate in this university or any
other university of India or abroad.
III. I have followed the guidelines provided by the university in
writing the report .
IV. Whenever i have used materials (data, theoretical analysis, and
text) from other resources. I have given the credit to them in the
text of the report and giving their details to the reference.
VISHAL NEMA
5
Chapter 1 Introduction of 7-8
company
Chapter 4 Research 24
methedology
6.1 conclusion 42
Chapter 7 Scope 43
CHAPTER 1
INTRODUCTION OF COMPANY
6
We @ Only Profit India
Approach
We take pride in our ability to do execute and sustain. Our approach is
based on 6S Principles and 5S study, where we prove different from
others. We identify, analyze, research then execute.
Way of Thinking
We think that together we can grow. Our clients success is our success
and clients profit means our profit. We think that wealth creation is not
just a minute task but it’s a continous process.
Culture
Our Culture is unique and is based on the principles of leadership,
accountability and discipline. We give importance to complaince and
quality and that is our backbone of success.
Clients
7
We stand apart from others as a firm by the depth of our relationships
we maintain with our clients. Their interests and requirements are our
prime importance. Their success begets our own.
Believe
Mission
To provide our clients with wide-ranging, secured and Finest Financial
Solutions to achieve sustained growth.
Goal
Online Services
Offline Services
Depository Services: Demat & Remat Transactions
8
Derivatives Trading (Futures and Options)
Commodities Trading
IPOs & Mutual Funds Distribution
Fundamental Research
Technical Research
Portfolio Management
Free access to investment advice from only profit india's
Research team .
Only profit India Value Line (a monthly publication with
reviews of recommendations, stocks to watch out for etc)
Daily research reports and market review (High Noon & Eagle
Eye)
Pre-market Report
Daily trading calls based on Technical Analysis
Cool trading products (Daring Derivatives and Market
Strategy)
Personalised Advice
Live Market Information
Internet-based Online Trading: Speed Trade .
1. Online Services:
1) Online BSE and NSE executions (through BOLT &
NEAT terminals
2) Mutual Funds
3) Commodity Futures
4) PMS (Portfolio Management Services)
5) Technical PMS
6) Demat Services
7) Share shops
2. Offline Services:
1) Trading with the help of Dealer
2) Trading without credit
3) By calling to the Share shops
4) Credit facility (Only in Delivery-based)
9
5) Special website for Offline Clients: www.only profit
India.com
6) Physical contract notes
STRENGTHS:
10
Value added service for HNI client
Research Center
Membership of NSE & BSE
Trading option like Future & Option and
Commodities
Volume based differentiated product.
WEAKNESSES:
OPPORTUNITY:
THREATS:
CHAPTER 2
INTRODUCTION OF TOPIC
to determine what kind of clients you want to work with. Is your goal
11
to be an advisor who services nothing but High Net Worth individuals
or are you aiming for a more financially diverse client base? Do you
have a special knack for building rapport with a certain type of person?
your practice because without it, your attention and focus can get
diluted. When you understand who you want to work with, you’ll
You don’t necessarily need to target just one or two client segments but
if you become too broad in your focus, you may have difficulty
You have no shortage of stress and must-dos to contend with when you
ultra-diverse client bases, but for a new advisor, focus is key and can
12
SET THE CLIENT SERVICE STANDARD SKY HIGH
however, it is. The reputation you create for yourself in this overly
another body in a sea of competition, offering, for the most part, the
same thing as the guy down the street. Remember, without genuinely
happy customers, loyalties stray and your practice will never achieve
and maintain growth. Exceptional service is a must in your prospecting
activities just as much as in the service delivery phase of your career,
and with the exception of some extrademanding individuals, it doesn’t
take much to WOW people.
Here are a few ways to set yourself apart:
Do what you say you will:
13
abiding by it establishes the trust necessary for a longterm
relationship.
Be transparent:
Sometimes, even with the best of intentions, you’ll make a mistake.
underperforms. Mistakes happen and rather than avoiding a difficult
conversation, own up to the error and if necessary, apologize. You’re
human, your clients are human and to err is human. Be the kind of
advisor who can not only acknowledge mistakes but also overcome
them.
Give 110%:
You’re in the Financial SERVICES industry. Your job is to service
and you should make every possible effort to do it well. You don’t
control market performance and you can’t control unpredictable life,
economic or client circumstances. But you can certainly control your
14
behavior and your commitment to your clients’ success. Make them
feel good by genuinely smiling, extending a call or a meeting a few
minutes longer than scheduled, send birthday wishes and offer timely
sincere, and dedicated. Listen with both ears and full attention. Be and
do the things that so many other advisors won’t and you’ll establish the
type of client relationships that last through generations.
Life as a new advisor, while full of diversion, is often a soloact and
it’s every man for himself. Even within team dynamics, you are
responsible for your own level of production and contributing to the
failure). From hiring the right partner or administrative assistant, to the
office colleagues you approach for advice or camaraderie, the lessons
you learned as a child about choosing the right friends applies to your
role as a financial advisor well.
15
If you’re in a position to hire teammates, hire ones who are just as (or
more) ambitious and competent as you are. Make sure they can
provide proof of ability and references. Often your admin will be the
first line of contact for your clients and it’s critical to choose office
personnel who will enhance your clients’ experience.
If you’re an advisor at a larger firm, the interoffice relationships you
your productivity. Do you want to be the guy who’s joking around
with colleagues during market hours and in between meetings, or the
guy who’s attending a lunch and learn about a new asset allocation
portfolio soon available to clients? Don’t be tempted by “fun” office
distractions because there will be many. Did you get into this business
to have fun or to create wealth and opportunity for you and your
clients? Keep your focus on doing the things that will make your
clients more successful and you will be successful in building your
practice.
16
You’ll never be fully protected from risk in this industry and there will
always be obstacles to overcome, but when all else fails, focusing on
the three tips in this article will ground you and bring you back to a
place of doing the right things, for the right people, for the right
reasons. Financial advisors who make these tips a priority will be the
ones who grow, succeed and enjoy the freedoms, fulfillments and
demanding profession.
IMPORTANCE OF STUDY
17
Image Courtesy : covtrustblog.files.wordpress.com//financial-planning-diagram.jpg
Financial Planning
18
In the words of Gerestenbug financial planning includes:
(b) After estimating the requirement of funds the next step of financial
planning is deciding how to raise this finance. Finance may be
internally generated by the business or capital may have to be raised
from external sources such as equity shares, preference shares,
debentures, loans, etc.
19
Objectives of Financial Planning:
Financial Planning includes both short term as well as the long term
planning. Long term planning focuses on capital expenditure plan
whereas short term financial plans are called budgets. Budgets include
detailed plan of action for a period of one year or less.
20
financial planning is essential for success of any business enterprise.
Its need is felt because of the following reasons:
Funds can be arranged from various sources and are used for long
term, medium term and short term. Financial planning is necessary for
tapping appropriate sources at appropriate time as long term funds are
generally contributed by shareholders and debenture holders, medium
term by financial institutions and short term by commercial banks.
Financial plan suggests how the funds are to be allocated for various
purposes by comparing various investment proposals.
21
Financial planning acts as basis for checking the financial activities by
comparing the actual revenue with estimated revenue and actual cost
with estimated cost.
9. Helps in Coordination:
22
CHAPTER 3
LITERATURE REVIEW
This paper proposes that investors intention to adopt online trading in
the future is influenced by investment ,psychology , technology and
demographic factors.
Data from the 2000-2001 macro monitor database are employed in this
study.
23
On average , online investors were less aware about the aids rather
than offline investors have much knowledge than online investors.
CHAPTER 4
RESEARCH METHEDOLOGY
24
researcher since it includes surveys and fact-finding inquiries of
different kind.
Descriptive research is carried out with specific objective(s) and hence
it results in definite conclusions. This research tries to describe the
characteristics of the respondents in relation to stock company and
investment. Survey has been used frequently with descriptive research
to capture data from the respondents and come out with conclusion
after data analysis.
Tools and Technique: Survey technique has been used for primary data
collection through questionnaire and schedule. Secondary data was
collected from research papers, books, journal, internet and magazines.
OBJECTIVES OF STUDY
The main objective of this study is to find whether people know about
the financial services provided by the company and how much are they
useful to the people and how and where to invest the company.
25
CHAPTER 5
26
In the particular pie graph , we can see number of age
group involve in the financial services.
27
Second pie graph, shows demographical representation.
28
Third graph , shows the occupation of the people assembling in the
financial services.
29
2. 25% percent , that is 5 out of 20 people are in business sector
.
3. And rest that is , 4 people are from student field.
From , the current situation it is clear that most of the people
are from employed sector.
And others are from business sector and student sector which
invest in these sector for services.
30
Fourth pie graph, presents from the ideas taken by the people
for their investment.
31
Fifth pie graph shows, about financial advisory company.
32
In the following sixth pie graph , it represents involvement in equity
trading.
It shows the study related to the people who are involved in the
trading or financial advisory business.
1. It shows that 63.2% that is 12.008 or 12 responses showed
their interest in the equity trading , or they are the part of it.
2. Whereas , 36.8% that is 7 are not involved in the trading
business or never taken a part in it.
So , it does shows the increasing interest rate of people in
trading business.
33
In this seventh pie graph, we can study about the investment
objective of the people.
Why are they investing and for which purpose they are
investing.
1. It includes , 50% percent of the highest ratio involved in
reasonable income and safety.
2. 40% percent , in high income .
3. 35% percent that is 8 people in future welfare.
4. Others in either retirement or they rest never been the
part of this process.
Therefore , it is cleared most of the people are involved
in basic safety and reasonable purpose . they are not
much involved in taking the risk.and even , from above
data we can say they belong to the employed sector.
34
In eight pie graph , shows frequency of trading.
35
In this ninth pie graph, it is explained about the investment
considered in the financial services or in trading company.
36
This tenth pie graph represents, the number of year invested in
this field, or have been working in this field.
37
Eleventh pie graph shows, satisfaction of the people.
38
In the last pie graph, we examine about the trust and helpfulness of
the services provided. they are beneficial or not.
39
CHAPTER 6
FINDINGS
40
People prefer to invest in stock market rather than
trading
41
Take delivery and wait up to sufficient return.
42
CHAPTER 7
CONCLUSION
It is a good experience for me to conduct research
about study of investor investment behavior in stock market &
suggesting good investment strategy. It will prove very helpful to me
in my future career. While conducting this research I can understand
the strategies of the people who invest in stock market, their
preference for investment, their experience of
Stock market, frequency of investment, expected return, on
which basis they invest & their views to about to make money in
stock market.
CHAPTER 7
43
SCOPE FOR FUTURE STUDY
India is today one of the most vibrant global economies, on the
back of robust banking and insurance sectors. The relaxation of foreign
investment rules has received a positive response from the insurance
sector, with many companies announcing plans to increase their stakes
in joint ventures with Indian companies. Over the coming quarters
there could be a series of joint venture deals between global insurance
giants and local players.
REFERENCE
@. Websites:
44
1. www.only profit india.com
2. www.nseinda.com
3. www.bseindia.com
4. www.moneycontrol.com
5. www.investopedia.com
6. www.wikipedia.com
7. www.autherstream.com
ANNEXURE
45