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8/6/2019 Hitesh Final

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PRESENT AND THE FUTURESCENARIO OFE-BROKING


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Prepared By:

Rajnikant Jadav

Reg No: 520910788


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CONTENTS

INTRODUCTION

EXECUTIVE SUMMARY MISSION AND VISION

PRODUCTS AND SERVICES

OBJECTIVE OF THE STUDY

SWOT ANALYSIS

CHALLENGES FACED

SUGGESTIONS

FINDINGS

COCNLUSION


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INTRODUCTION

1992...Marwadi Shares And Finance Pvt. Ltd. was incorporated

Marwadi is a Gujarat based financial service group dealing in equities /commodities broking and portfolio management services.

In the last 15 years they have grown into a network of more than 69branches with a 1115+ committed professional people and 743+channel partners across India.

They have kept the faith of over2 lakhs investors and it's growing.

After establishing supremacy in Gujarat, they now expandingnationwide and to fuel growth plans they recently raised capital fromUK-based investment companies


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EXECUTIVE SUMMARY

Marwadi shares and finance ltd is registered as a depositoryparticipant with CDSL. Marwadi Group has exceeded customers

expectations by providing world-class service. I was placed under themarketing and sales department and I have learned a lot in carryingout marketing task for Marwadi shares and finance ltd. I have donemarketing in retail client segment.

The questionnaire was used as data collection instrument and bothopen ended and close ended type of questions are used as per therequirement. From the survey it was found that currently the concept ofe-Broking is not so prevalent in the market, but its future can be madebright by properly conveying its benefits. More details about the projectare available in later part of this report.


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MARWADI SMISSION & VISION

"To be a world-class financial services

provider by arranging all conceivablefinancial services under one-roof at

affordable costs through cost effective

delivery systems, and achieve organic

growth in business by adding newer lines ofbusiness.


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PRODUCTS AND SERVICES

Stock Broking

Derivatives Trading Online Trading

Wholesale debt market operations

Depository services

Fundamental Research Services

Technical Research Services


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OBJECTIVESOF THE STUDY

Study of Marwadi Shares and Finance Limited (online share trading)

To study and analyze various marketing activities held at MarwadiShares and Finance Limited

Analytically find out the activities that contribute the most to attract theusers towards Marwadi Shares and Finance Limited services.

To study in detail about the various aspects of the most profitable

activity.

Based on various analyses, strategize and develop an action planwhich is feasible and profitable for the company.


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SWOT ANALYSIS

STRENGTHS:

Understanding the needs of a channel partner and retail investor very

well.

Deriving inspiration from their vision of providing the best value formoney to their clients.

Three times more credit

WEAKNESSES:

High Employee Turnover.

No lifetime facility for Demat A/c

No funding facility


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OPPORTUNITIES:

Middle class people turning towards trading

Marketing at rural and semi-urban areas.

THREATS:

Increasing number of local players.


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CHALLENGES FACED

The Sample size taken is

only 55 due to time

constraint; which may not

resulting very accurate

results.

Time limit taken for

conducting the researchwas very less which could

also be one of the

limitations of the study


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SUGGESTIONS

A person having sound knowledge about using the software can beappointed to solve the queries of customers.

The benefits of e-Broking must be marketed properly in order to makepeople use e-Broking. Through this the Company can increase theawareness of e-Broking. The Company can give training to thecustomers regarding e-Broking and keep seminars for the customers.


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FINDINGS

Business Class investors more proportion of their income in shares &

securities as compared to service class investors.

Majority of investors trade according to expert the daily traders.

Majority of investors take the decision on investment ( where/what

amount invest) on their own idea and some rely on experts opinion

and brokers advice.

In cash segment, capital gain is the prior motive of the investors

followed by regular of the investors followed by the regular income and

tax income and tax planning.

Professional advice available is not adequate regarding investment in

secondary market.

Most of the investors are not satisfied with phone services provided

by the brokers.


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CONCLUSIONS

The research carried out, it can be concluded that presently the

concept of e-Broking is not prevalent in the market

Still the traditional method of offline trading is preferred by the people.

As it is a new concept, it will take time for people to change their mode

of trading

If properly marketed, the concept of e-Broking can be penetrated in theminds of people.


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Thank You

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