Presentation on Project report

By
Gururaj Haval
(MBA05001010)
(Kousali institute of management studies)
DHARWAD


Under the guidance of


Mrs. Latika. Roy Dr. H .N. Shivaprasad
Area Manager Faculty in Management


Stock Holding Corporation of
India Ltd, Bangalore
Introduction to Depository
Securities kept electronic form
Similar to Bank
Depositories- NSDL & CDSL
Depository participants
Benefit to investors
SHCIL is the intermediary for NSDL
& CDSL
Basic Facts about SHCIL
It is incorporated on 28th July, 1986
Indias first & largest DP
142 offices in 80 cities(13 in
Karnataka)
Has wide rang of services
Stock broking Services

Investment
Investor
Investment Avenues
Portfolio
Diversification
Sources of study
Fundamental Analysis
Topic of Study
Study of Investors preferences and
trends

Objectives
To understand Investors behavior on investment
To study present trend for Investment
To study portfolio of investor and there basis of
study
To study Investors preferences and trends

Methodology
Collection of Data
Primary Source
Secondary Source
Selection of sample
Population
Sample Frame
Sample Size
Sample Method
Analysis & Findings

Relation between Income &
Investment


From above table and chart we can come to
know that the income of investor increases his
investment also increases and % increase of
investment is more than % increase in income.
28500
45000
70000
100000
0
20000
40000
60000
80000
100000
120000
Below 1.5
Lakhs
1.5 to 3
lakhs
3 to 4.5
Lakhs
4.5 lakhs
and Above
Annual income
Investment per
annum (Weightge
Average)
Type of Investment

The survey reveals that 36 (45%) investors invest for long
term period. And 27(34%) investors invest in both long term
and short term securities. And remaining investors 17(21%)
for short term period. The survey has shown that most of the
investors are investing for long term.
17
36
27
0
5
10
15
20
25
30
35
40
Short Term
Investment
Long Term
Investment
Both
Frequent of investment (gap between
two investments)
From the above graph we come to know that 31% of investors are
investing monthly. 25% investors are investing quarterly.
It shows 56% of investors are investing money either monthly or
quarterly. And among these most of them are employed.

13
25
20
11
11
Weekly
Monthly
Quarterly
Half Yearly
Yearly

Basis of Investment
From this we can come to know most of the investor (67%) base
their investment on self analysis and remaining 33% of investors
take advice from advisers such as brokers, financial advisors,
friends or relatives or chartered accountants for making their
investment decisions.
54
19
11 11
5
0
10
20
30
40
50
60
Self
Analysis
Financial
Advice
Broker
Advice
F/R
Advice
C A
Advice
Sources of study for investment
From the graph we can observe that source of
information for majority of investors is business dailies.
But, business news channels and business magazines
are also important sources of study.
Business
Channel
Business
Dailies
Business
Magazines
Internet
Percentage
27
36
27
20
Investment pattern affected by market
movement
From the chart we can come to know that for 53
(66%) investors investment pattern will be affected if
there are changes in market movement (BSE index,
Nifty etc). Market movement is very important factor
for changing in investment pattern
Yes, 53
No, 27
0
10
20
30
40
50
60
Frequency
Important factors to choice various
investment alternatives
From the chart we can see that for 30(37%) of investors the
most important factor considered for investment decision is
return on investment, second important factor is future
growth and then past performance of the company third
important factor considered for investment is the risk involved.
16
30
20
24
10
Risk Involved
Return they give
Past performance
Future Growth
Other factor
Findings
Investors undertake study of the markets, industry,
firms before taking decisions about investment.
Return on investment and credit rating these two
important factors for 70% investor who is interested in
investing in Bonds/Debenture.
Past record of the firm, Dividend record and Future
growth, these three important factor for 60% of
investor before taking any decision about investment in
equity.
Equity is the most important investment avenue among
all investment options. Second important investment
avenue among various alternatives are mutual fund
and insurance. Least important investment avenues
are investments in PPF and real estate.
Suggestion

Since the internet and web based communication is getting popular
SHCIL should update web site frequently and provide information up to
date

Since investors investment decision is based on study of different
sources of information. SHCIL should start giving advertisement in
business dailies and in business magazine.

Most of the investors portfolio is diversified so there is huge scope in
various new services. So SHCIL should come with new intermediaries
services.

SHCIL should conduct awareness program aggressively for its Stock
Brokering services as it is a new service provided by SHCIL awareness
among investors is very low.

SHCIL should start NSE futures and option index (Derivatives) and
commodity market trading very aggressively because most of the
investors are investing in equity. And these markets are growing very
fast.

Thank you