PROJECT REPORT ON INVESTORS PREFERENCE CONSIDERING BROKERAGE COMPANY AND ONLINE – OFFLINE SHARE TRADING FACILITY.

TEAM MEMBERS: ROMA ROY

KASTURI GUHA

.

INTERNAL GUIDE: Prof. AVIJIT CHAKROBORTY EXTERNAL GUIDE: Mr. SATRAJIT DUTTA MAJUMDAR

INTRODUCTION

About us

Edelweiss Group was established in Mumbai in the year 1995 by two IIM graduates Mr. Rashesh Shah and Mr. Venkat Ramaswami.

• Edelweiss means ideas. • Operates from 56 offices,in 21 indian cities, with 1600 employees

• The core inspiring thought of “ideas creating wealth and values protecting it “

RESEARCH OBJECTIVESRESEARCH OBJECTIVES1) TO KNOW THE INVESTOR’S PREFERENCE IN

DIFFERENT SECTORS OF INVESTMENT.2) TO KNOW WHAT ARE THE FACTORS INVESTOR

CONSIDER MOST IMPORTANT WHILE CHOOSING THEIR BROKING COMPANY.

3) TO KNOW THE PERCENTAGE OF INVESTOR WHO PREFER ONLINE AND OFFLINE SHARE TRADING.

4) TO KNOW THE INVESTORS AWARENESS ABOUT THE ONLINE AND OFFLINE FACILITY PROVIDED BY EDELWEISS BROKING HOUSE.

5) TO KNOW THE PROFILE OF THE CUSTOMERS.

METHODOLOGYMETHODOLOGYDATA SOURCE PRIMARY DATA SAMPLING TECHNIQUE : CONVINIENCE SAMPLING SAMPLE SIZE: 200ANALYZATION AND INTERPRETATION

OF DATA

OBJECTIVE-1TO KNOW THE INVESTOR’S PREFERENCE IN

DIFFERENT SECTORS OF INVESTMENT.

1. WHERE YOU WILL PREFERRED TO INVEST YOUR MONEY?

TABLE-1 CHART-1

40.00%

22.50%

14.00%

17.50%

6.00%FIXED DEPOSIT

EQUITY

MUTUAL FUND

INSURANCE

GOLD

RESULTRESULT NUMBERNUMBER %%

FIXED FIXED DEPOSITDEPOSIT

8080 40%40%

EQUITYEQUITY 4545 22.5%22.5%

MUTUAL MUTUAL FUNDFUND

2828 14%14%

INSURANCEINSURANCE 3535 17.5%17.5%

GOLDGOLD 1212 6%6%

2. WHICH IS THE GREATEST BARRIER BEHIND INVESTMENT IN EQUITY?

TABLE-2 CHART-2

12.50%

5.00%

20.00%

30.00%32.50%

LACK OF MONEY

LACK OFAWARENESSABOUT EQUITYMARKETVOLATILENATURE OFEQUITY MARKET

ORTHORDOXTHINKING

LACK OFEDUCATION

RESULTRESULT NUMBERNUMBER %%

LACK OF MONEYLACK OF MONEY 4040 20%20%

LACK OF LACK OF AWARENESS AWARENESS

ABOUT EQUITY ABOUT EQUITY MARKETMARKET

6060 30%30%

VOLATILE VOLATILE NATURE OF NATURE OF

EQUITY MARKETEQUITY MARKET6565 32.50%32.50%

ORTHODOX ORTHODOX THINKINGTHINKING 2525 12.5%12.5%

LACK OF LACK OF EDUCATIONEDUCATION 1010 5%5%

OBJECTIVE-2TO KNOW WHAT ARE THE FACTORS

INVESTOR CONSIDER MOST IMPORTANT WHILE CHOOSING THEIR BROKING

COMPANY.

3. HOW MUCH YOU ARE CONSIDERING “BRAND IMAGE” AS AN IMPORTANT FACTOR WHILE CHOOSING BROKING FIRM?

TABLE-3 CHART-3

26.50%

47.00%

11.50%

8.50% 6.50% STRONGLY AGREE

AGREE

UNDECIDED

DISAGREE

STRONGLY DISAGREE

RESULTRESULT NUMBERNUMBER %%

STRONGLY STRONGLY AGREEAGREE

5353 26.5%26.5%

AGREEAGREE 9494 47%47%

UNDECIDEDUNDECIDED 2323 11.5%11.5%

DISAGREEDISAGREE 1717 8.5%8.5%

STRONGLY STRONGLY DISAGREE.DISAGREE.

1313 6.5%6.5%

4. HOW MUCH YOU ARE CONSIDERING ‘ BROKERAGE’ AS AN IMPORTANT FACTOR WHILE CHOOSING BROKING FIRM?

TABLE-4 CHART-4

RESULTRESULT NUMBERNUMBER %%

STRONGLY STRONGLY AGREEAGREE 1515 7.5%7.5%

AGREEAGREE 2323 42%42%

UNDECIDEDUNDECIDED 8484 11.5%11.5%

DISAGREEDISAGREE 5454 27%27%

STRONGLY STRONGLY DISAGREE.DISAGREE. 2424 12%12%

7.50%

42.00%

11.50%

27.00%

12.00% STRONGLY AGREE

AGREE

UNDECIDED

DISAGREE

STRONGLY DISAGREE

5. ‘AFTER SALES SERVICE’ IS AN NECESSARY REQUIREMENT FOR SHARE TRADING?

TABLE-5 CHART-5

22.00%

41.00%

10.00%

12.50%

14.50%

STRONGLY AGREE

AGREE

UNDECIDED

DISAGREE

STRONGLY DISAGREE

RESULTRESULT NUMBERNUMBER %%

STRONGLY STRONGLY AGREEAGREE 4444 22%22%

AGREEAGREE 8282 41%41%

UNDECIDEDUNDECIDED 2020 10%10%

DISAGREEDISAGREE 2525 12.5%12.5%

STRONGLY STRONGLY DISAGREE.DISAGREE. 2929 14.5%14.5%

6. HOW MUCH YOU ARE CONSIDERING ‘INTERNET FACILITY’ AS AN IMPORTANT FACTOR WHILE CHOOSING A BROKERAGE FIRM?

TABLE-6 CHART-6

9.00%

5.50%

29.00%

44.00%

12.50%

STRONGLYAGREE

AGREE

UNDECIDED

DISAGREE

STRONGLYDISAGREE

RESULTRESULT NUMBERNUMBER %%STRONGLY STRONGLY

AGREEAGREE 5858 29%29%

AGREEAGREE 8888 44%44%

UNDECIDEDUNDECIDED 2525 12.5%12.5%

DISAGREEDISAGREE 1818 9%9%

STRONGLY STRONGLY DISAGREE.DISAGREE. 1111 5.5%5.5%

OBJECTIVE-3TO KNOW THE PERCENTAGE OF INVESTOR WHO PREFER ONLINE AND OFFLINE SHARE

TRADING.

7. HOW MUCH YOU ARE INTERESTED BY THE ONLINE AND OFFLINE FACILITIES PROVIDED BY A BROKERAGE COMPANY?

TABLE-7 CHART-7

34.50%

42.50%

12.50%

5.50% 5.00%STRONGLY INTERESTED

INTERESTED

UNDECIDED

NOT INTERESTED

STRONGLY NOT INTERESTED

RESULTRESULT NUMBERNUMBER %%

STRONGLY STRONGLY INTERESTEDINTERESTED

6969 34.5%34.5%

INTERESTEDINTERESTED 8585 42.5%42.5%

UNDECIDEDUNDECIDED 2525 12.5%12.5%

NOT NOT INTERESTEDINTERESTED

1111 5.5%5.5%

STRONGLY STRONGLY NOT NOT

INTERESTEDINTERESTED1010 5%5%

8. HOW MUCH YOU AGREE TO IMMEDIATE ACCESS OF MARKET FOR TRADING IS REQUIRED?

TABLE-8 CHART-8

32.50%

6.00%

44.00%

12.50%

5.00%STRONGLYAGREE

AGREE

UNDECIDED

DISAGREE

STRONGLYDISAGREE

RESULTRESULT NUMBERNUMBER %%

STRONGLY STRONGLY AGREEAGREE 8888 44%44%

AGREEAGREE 6565 32.5%32.5%

UNDECIDEDUNDECIDED 1010 5%5%

DISAGREEDISAGREE 2525 12.5%12.5%

STRONGLY STRONGLY DISAGREE.DISAGREE. 1212 6%6%

OBJECTIVE-4TO KNOW THE INVESTORS AWARENESS

ABOUT THE ONLINE AND OFFLINE FACILITY PROVIDED BY EDELWEISS BROKING

HOUSE.

9. FROM WHERE YOU COME TO KNOW ABOUT ONLINE AND OFFLINE FACILITIES

PROVIDED BY EDELWEISS BROKING LTD.?TABLE-9 CHART-9

2.50%

37.50%

28.50% 24.00%

7.50%

INTERNET

NEWSPAPER

MAGAZINE

COMPANYEXECUTIVE

OTHERS

RESULTRESULTNUMBENUMBE

RR%%

INTERNETINTERNET 4848 24%24%

NEWSPAPERNEWSPAPER 55 2.5%2.5%

MAGAZINEMAGAZINE 1515 7.5%7.5%

COMPANY COMPANY EXECUTIVEEXECUTIVE

7575 37.5%37.5%

OTHERSOTHERS 5757 28.5%28.5%

10. HOW MUCH YOU AGREE TO SHIFT YOUR ACCOUNT IN EDELWEISS BROKING LTD, IF ONLINE AND OFFLINE FACILITY ARE PROVIDED AT FREE OF COST?

TABLE-10 CHART-10

32.50%

25.00%

17.50%10.00%

15.00%

STRONGLYAGREE

AGREE

UNDECIDED

DISAGREE

STRONGLYDISAGREE

RESULTRESULT NUMBERNUMBER %%

STRONGLY STRONGLY AGREEAGREE 3535 17.5%17.5%

AGREEAGREE 6565 32.5%32.5%

UNDECIDEDUNDECIDED 3030 15%15%

DISAGREEDISAGREE 5050 25%25%

STRONGLY STRONGLY DISAGREE.DISAGREE. 2020 10%10%

OBJECTIVE-5 TO KNOW THE PROFILE OF THE

CUSTOMERS.

11.AGE SEGMENTATION ?TABLE-11 CHART-11

2.50%5.50%

21.00%

35.00%

36.00%

BELOW 25

25-30

30-35

35-40

ABOVE 40

AGEAGE NUMBERNUMBER %%

BELOW 25BELOW 25 55 2.5%2.5%

25-3025-30 1515 5.5%5.5%

30-3530-35 6868 21%21%

35-4035-40 7272 35%35%

ABOVE 40ABOVE 40 4040 36%36%

12.PROFESSION SEGMENTATION

TABLE-12 CHART-12OCCUPATIONOCCUPATION NUMBERNUMBER %%

BUSINESSBUSINESS 4545 57.5%57.5%

SERVICESERVICE 115115 22.5%22.5%

OTHERSOTHERS 4040 20%20%

57.50%

22.50%

20.00%

BUSINESS

SERVICE

OTHERS

FINDINGS MOST OF THE INVESTOR WOULD LIKE TO INVEST THEIR

MONEY IN FIXED DEPOSIT. INVESTORS MAINLY PREFER BRAND IMAGE,INTERNET FACILTY

AND AFTER SALES SERVICE AS THE MOST IMPORTANT FACTOR WHILE CHOOSING BROKING FIRM.

THEY WANT TO HAVE BOTH ONLINE AND OFFLINE TRADING FACILITY.

A QUITE GOOD NO. OF INVESTORS ARE READY TO SHIFT THEIR ACCOUNT TO EDELWEISS BROKING LTD. IF THEY ARE GETTING ONLINE AND OFFLINE TRADING FACILITIES AT FREE OF COST.

INVESTORS AWARENESS ABOUT EDELWEISS BROKING LTD. IS VERY LOW.

RECOMENDATION

AWARNESS ABOUT THE COMPANY FACILITY SHOULD BE INCREASED AMONG THE INVESTERS.