Demat Account Essay

I would like to thank my Branch Manager for existence a support throughout my Project work. Mr. Deepak Chaudhary has always back up me to hobble focused towards my bulge out no matter what the conditions be. I select what is more to thank my regard Project Guide Dr. Renuka Sharma who gave and confirmed this permission and encouraged me to go ahead with my Project. She always guided me in the right perpet proportionalityn whenever I asked her for cargon. I would also like to thank God for great(p) me the patience throughout my project and my parents who supported me and helped me in altogether(a) ways.Without all, I could not have successfully completed my project properly in time with adequate data and relevant substance in it. Thanking you, Mehak Mehta CUN120550046 3 Executive Summary This project is astir(predicate) creating a portfolio product that would help saint Broking. We all k instantaneously that linage grocery store menage is a encountery enthronement alternative for all notwithstanding it is good if investor preserve pay off money out of it. The regulatory body for the stock market is SEBI who controls all the activities of the market on daily basis and try to do exertion in a legal way so as to rid of the scams and to protect the interest of the investors.Now days there are many an(prenominal) Portfolio copers and Fund managers who invest on the behalf of the investors and they assured them fixed rate of redeem on their investment in a character referenceicular period of time. They all applied various kinds of model to measure the insecurity on tap(predicate) in the market and the tools to manage that luck. There are various kinds of assay which is in general categorize in two parts 1. Macro direct risk 2. Micro level risk I. Macro level risk - It populate of Systematic and Unsystematic Risk. Systematic risk is that which basinnot be reduced but Unsystematic risk can be controlled.Micro Level risk- It consist of various kinds of risk which are prevailing in the market like Business risk, Market risk, Liquidity risk, Exchange rate risk, pecuniary risk, Currency risk and Country risk The above are the capacious-cut categories of the risk in the market. As we can see from the recession that the globose markets also have their impact on the Indian market because now a days companies are doing melodic phrase at global level so the market of one country can affect the market of other countries also. So we cannot avoid the risk but we can manage the risk and minimize it.In my project I have through with(p) the same thing by controling the various models or tools which are laboursaving to manage the risk while doing an investment. Purpose/Objective of the study? ? The utilisation of the study is to give a portfolio product to ideal Broking as per the require of the population of Ludhiana region. Endeavour to create wealth over the medium to lengthy term through investments in equities, across market capitalization by focusing solely on the following? To measure the risk avail adapted in the market, taking into conside symmetryn the Nifty 50 stocks.To look wakeless into the fundamentals of the companies as well as the concerned industry. ? To calculate the judge return from the shortlisted stocks as well as from their concerned industry. ? To measure the risk/reward value of investors assets class pickaxes 4 Research methodological analysis employ in the ProjectType of research project is Descriptive and Exploratory. To hand a research project we need to see that whether there would be scene of this study or not, because if our study is not having scope indeedce the whole work do result not be effective.The scope of this study is there in the market because in today scenario e reallyone looks for the unhurt and risk free return but they dont bang how to manage the risk which is there in the market so by the help of this study and after seeing the releva nce, the financial managers or the investment companies can take benefit out of it. Because by this they get out get in to know about the tools to manage the risk and they will be able to sell more investment products because by using it they will be able to give safe return to the investors which will lead to an cast up in their goodwill in the market.Methodology used to reservation of this project is Descriptive research target. Once we decide with the type of research design we need also to know about the collection of data. I have used the secondary method to collect the data from the market. For this purpose contrary websites are being search out for the relevant information for making the project and various research paper and articles were also studied so as to get reference from those articles. Once I am through with the data collection and fundamental analysis, I then need to apply the tools.In my project I have used mainly quadruple tools BETA, CAPITAL ASSET PRICIN G MODEL (CAPM), STANDARD DEVIATION and SHARPE INDEX. Sharpe proponent tells us the excess return we can generate from the investment. important tells about the volatility of the risk. CAPM tells us about the Expected return on the stock, and Sortino ratio tells us that out of the stocks which are giving negative return which will be the stock that will give positive return in near future. Thus by applying all these models we come to know that we can also minimize our risk but for that analysis should be done so as to enjoy the safe return on the investment.Findings- after applying all the above models I have come to know the of import of my portfolio, expected return that my portfolio will generate. CAPM help us to know that how much(prenominal) would be expected return on the stock and then we can compare the actual return with the expected return and invest accordingly. Beta helps us to know the volatility of risk in the market and then we can do risk return tradeoff so as to invest in vanquish stock as per our analysis. And Result of Sharpe ratio helps us to compare with the expected return and then do the Sortino ratio if required. 5 Table of Contents I. existence to the corporation.Business carried on by parent familiarity and group companies along with brief history, promoters & vision Introduction to the parent firm Main competitors Number of employees Organization Structure engage of functioning of all the departments of the company SWOT Analysis fiscal educational activity Analysis Trend Analysis Strategies adopted Profitability Analysis redirect examination of Literature ? ? ? Review of articles Need of the study Objectives of the study III. Research Methodology adopted IV. Details of actual work undertaken V. Interpretation & Analysis VI. finding and Suggestions ? ? VII. Findings of the studyRecommendations of the study Glossary VIII. Bibliography 6 Chapter-1 Introduction to the corporation and company 7 Business carried on by the parent company 8 paragon Broking Registered Office Corporate Office G-1, Ackruti Trade Center, Road No -7, sixth Floor, Ackruti Star, primal Road MIDC, MIDC, Andheri (E), Mumbai 400 093. Andheri (E), Mumbai 400 093. Tel (022) 2835 8800 / 3083 7700 Tel (022) 3935 7600 9 about(predicate) the company angel Brokings tryst with excellence in client relations began in 1987. Today, nonpareil has emerged as one of the most respected line of credit-Broking and Wealth Management Companies in India.With its unique retail-focused stock trading business model, Angel is committed to providing Real Value for Money to all its clients. The Angel Group is a member of the Bombay Stock Exchange (BSE), National Stock Exchange (NSE) and the two leading Commodity Exchanges in the country NCDEX MCX. Angel is also registered as a Depository Participant with CDSL. Vision To nominate best value for money to investors through innovative products, trading/investments strategies, domain of the art technolog y and personalized service. Motto To have complete musical harmony between quality-in- regale and continuousimprovement to deliver exceptional service that will delight our Customers and Clients. 10 CRM Policy.A Customer is the most Important visitor on our premises. He is not dependent on us, but we are dependent on him. He is not an interruption in our work. He is the purpose of it. He is not an outsider in our business. He is part of it. We are not doing him a favour by serving him. He is doing us a favour by giving us an probability to do so. Mahatma Gandhi Business Philosophy ? ? ? ? Ethical practices transparency in all our dealings Customers interest above our own Always deliver what we harbinger Effective cost managementQuality Assurance Policy We are committed to providing world-class products and services which exceed the expectations of our customers, achieved by teamwork and a process of continuous improvement. 11 Evolution of Angel Group ? MR DINESH THAKKAR, CHAI RMAN MANAGING DIRECTOR, ideal GROUP, started this Journey as a SUB-BROKER in 1987 with 3 Employees and 25 Clients. 1997-2003 ? declension97 Incorporation of Angel Broking ? July98 Angel Research partition started ? Mar02 Web-enabled back office software developed 2004 ? Apr04 Incorporation of Commodities Broking ? family04 Launch of internet trading platform 2005Awarded prestigious Major brashness driver accord 12 2006 ? ? ? ? Jul06 PMS function launched Sep06 Commences MF and IPO distribution Oct06 Awarded Major volume driver award descent06 Crossed 2,500 business associates 2007 ? Oct07 Major volume driver award for tertiary serial time ? Nov07 Crossed 1. 5 lakh mark in DP account ? Dec07 IFC acquired 12. 35% stake in Angel Group 2008 ? ? ? ? ? Jan08 Commences insurance distribution Feb08 class-conscious 1st by NSE for Registered intermediaries may08 Third party distribution business ramped up Sep08 Ranked 1st on NSE for largest sub-broker networkMajor volume driver awa rd for the 4th consecutive time 2009 ? Jan09 Ranked 1st on NCDEX on the basis of turnover ? May09 Awarded the Best sell Broking plate and the Broking House with Largest dispersion Network by Dun Bradstreet ? Two psychoanalysts won the ET Starmine Analyst Award ? Major volume driver award for the 5th consecutive time 2010 ? Nov10 Major volume driver award for the 6th consecutive time 13 2011 ? Mar11 Awarded the Best section in Investor Education Category Enhancement of the Year Angel Broking Ltd and negotiate with Best Commodity Research of the Year Angel Commodities Broking Pvt.A very strong and dedicated Research and Advisory desk. ? One of the highest success ratios in both technical and fundamental calls. ? An excellent IT infrastructure in place with over 18144 trading terminals and 610 VSATs with a server uptime of 99. 9%. ? 100% Retail centric focus and total commitment towards retail customers. ? Some of the best fund managers running our Portfolio Management Service s to enable clients to minimize their risk, grow return and diversify their portfolios. ? gentility Programs to upgrade the knowledge base energy levels of our employees, channel partners even our end customers.Understanding clients risk return profile Offering the right blend of sector and stock exposure Giving dedicated enthronement Advisors Giving a choice of different schemes to drive every individual investor preferences Catering to Individuals, HUFs, Corporate, NRIs, Trusts ? Angel Commodities ? ? ? ? alter services through branches regional hubs Trading alliance Mgmt. Services in Bullion, Base Metals, Energy Agri. futures Opportunities in hedging portfolio diversification, speculation arbitrage Training Educational Seminars on Commodities ? Angel Currency Futures ? ? ? ?Comprehensive coverage on Currencies (Rupee to Euro, Dollar Index to Yen). Reports covering in-depth fundamentals of the currencies. latest economic data releases with their likely impact, alo ng with Technical levels Comprehensive reports on currencies ideally suited for any investor / trader. ? Angel golden ? ? ? ? individualisedized Investment Advisory Portfolio Restructuring Continuous Monitoring Guidance from Experienced Research group Periodic Group Meetings with Investors. ? Specialized Products coast Funding ? Facility to suspend clients to take higher exposure 20 ? ? ? Instant Liquidity for ClientsMargin is deposited in Cash as well as Collaterals Enabling Clients seize Earning Opportunity Pre-Paid brokerage ? ? ? ? ? ? Zero Account Opening Charges Attractive Brokerage Rates Free DP AMC for 1 year Assured gifts deserving thousands with every account Easy Fast Recharge Free Financial Investment Application with every account ? Depository Services ? ? ? ? ? No physical instruction required for the clients sell obligations last(a) transaction charges in the country Acceptance execution of instruction on fax A combined monthly Bill-Transaction-Holding cum Ledger relation Efficient pledge mechanism ? Value Added ServicesRequest reaction SMS Example DP Holding, Pool Holding, Ledger update etc ? insurance policy ? ? ? Products to butt the triple objectives of risk coverage, investment and tax planning Assessment of your Insurance needs after proper risk profiling A wide array of individual life cover plans to meet your Protection, Savings and retreat needs ? Mutual Funds ? ? ? ? ? Tie- ups with all major AMCs Dedicated Relationship Manager for Business Partners Exclusive MF Research Reports by Angel (Daily/ Weekly/Monthly Mutual Fund Reports) MF Portfolios as per Investors Financial GoalCommon Gateway for all Mutual Funds link queries ? Loans, IPO and Fixed Deposits Products distributed by Angel include Unsecured Loans ? Personal/Business Loans/Credit Cards Secured Loans ? Home Loans/ Loan Against Properties ? Loan Against Securities / Gold IPO Distribution, Advisory and Helpdesk Fixed Deposits NHB Term Deposits 22 Distribution M odel Short form Full form Details CSO Central Statistical Organization Mumbai RO Regional Offices 24 Branches Branches 190 SB Sub-Brokers ten thousand+ Clients Clients 1900000+ 23 Business carried on by the particular firm 24 Angel Broking Regional Office.Rewards Recognition 27 E-broking Unique Online Trading products customized to suit different Investment / Trading needs ? ? ? Angel Investor Angel fodder Angel Trade Back-Office Online Client Details includes ? Ledger balances ? Cash Deposits with Angel ? Securities Holdings ? ? Charges levied/paid in the clients account Last auction bridge / close-outs effected ? DP Holding for the last 3 transactions 28 Advisory Intraday calls BTST calls Long term calls Angel Trading 29 positional calls Main Competitors Major players in the region are as follows- 30 History of broking firms Brief history of some broking firms The birth of Karvy was on a modest scale in 1981. It began with the vision and enterprise of a lilliputian group of practicing Chartered Accountants who founded the flagship company, Karvy Consultants Limited. ? They started with consulting and financial accounting automation and carved inroads into the sphere of influence of registry and share accounting by 1985. ? Since then, karvy utilized its experience and upside expertise to go from strength to strength, to better their services, to innovate, diversify and in the process, evolved as one of Indias premier integrated financial service enterprise.