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TRANSCRIPT
The ICICIdirect.com Advantage
PRAJAPATI INVESTMENTS
2
Agenda
Why ICICIdirect?
ICICIdirect.com 3 Aces
The ICICIdirect.com Advantages
3
The 3 Aces – Top 3 Reasons to open an
ICICIdirect.com account
A Unique 3-in-1on-line Trading Account
One Stop Financial Solution
Award Winning Research
The ICICIdirect.com 3-in- account
Savings
Account
Fully integrated Trading,Demat & Saving a/c. Movement of
securities/funds happens automatically post trade
Integrated 3 in 1 Account
Trade in shares without the hassle of tracking
settlement cycles, writing cheques and transfer
instructions
Seamless Trading
Optimum utilization of funds/securities by
instant allocation and de-allocation from
Bank/Demat account to Trading account and
vice versa
Instant Allocation
and Deallocation
Manage account on your own
No need to share information with othersSecurity
Latest quotes
Immediate order placementSpeed
Complete control on account function
No dependency for order placement
Precise use of funds and securities
Control
6
The 3 Aces – Top 3 Reasons to open
ICICIdirect.com account
A unique 3-in-1on-Line Trading Account
One Stop Financial Solution
Award Winning Research
One Stop Financial Solution - Wide
Range of Products
ICICIdirect.com Products
Broking Products
Investment & Protection Product
Distribution of Wealth Products
Asset
One Stop Financial Solution - Wide
Range of Products
ICICIdirect.com
Broking Products
Equity
Cash
Spot
BTST
Derivatives
Futures
Options
Future Plus
Shares as
Margin
IPO
Right Issues
Overseas
Trading
Buy Back
Equities
ETF
Stock Options
Index Options
Currency
Futures
Margin
Margin Plus
Easy Margin
OFS
Takeover
One Stop Financial Solution - Wide
Range of Products
Investment & Protection
Products
Life Insurance
General Insurance
Mutual Fund
Fixed Income (FD)
Wealth Products
PMS
Structured Products
Mutual Fund
Property Solution
Asset
Credit Card
Personal Loan
Home Loan
Mutual FundAuto Loan
Flexi cash
Other Products
Cash or Delivery
based Trading
Cash on Spot
BTST
SEP
10
ICICIdirect.com Product - Equity
Ideal for beginners and for investors who are looking for
medium and long term capital appreciation / wealth creation
from the equity market
A product which provides emergency fund requirements
through same day pay-out for sold shares
Buy Today Sell Tomorrow (BTST) is a service wherein you
would be able to sell the shares that you have purchased
even before you receive the delivery of the shares from the
stock exchange.
Simple and disciplined approach towards investment
Adopts Rupee Cost Averaging
Basis of Investment could be Amount or Quantity
Interval could be Daily/ Weekly/ Fortnightly/ Montly basis
VTC
Place a limit order, which remains valid upto 45 days
Order gets executed only when the stock reaches your
desired level
Facility available on NSE and BSE.
Margin
11
ICICIdirect.com Product - Equity
Buy stocks today with 11-39% funds and bring the remaining
funds in T+5 (for NSE) or T+90 ( for BSE) days
You may also square off position within T+5 / T+90 working
days without bringing the additional funds
To track position, visit Margin Position page (on T day) /
Pending for Delivery page (after T day)
LPC of 0.065% will be levied for the outstanding amount till
the time client brings the funds or the position is squared off
Client
Mode /
Flexi Cash
Intraday product (Position valid for a day)
Funds required to take position is as low as 5% of the entire
Transaction Value
Option to take delivery or exit by squaring off, anytime
during the trading hours
Option to carry forward the position by converting mode to
Client mode
Broker
Mode
Intraday Position with 0.5-4% margin
Position with Compulsory Stop Loss Trigger Price
Additional feature to place Limit Order to book profit with
Profit order
Margin Plus
ICICIdirect.com Product -Derivatives
In futures trading, you take buy/sell positions in index or
stock(s) contracts expiring in different months. To take the
buy/sell position on index/stock futures, you have to place
certain % of order value as margin.
Future
Options is trading on Index or Stocks contracts expiring in
different months with various strike prices. Suitable for
investors who prefer to cash in - on the trends in market, for
the purpose of high returns
Options
Future Plus
You could take buy/sell positions in future contracts with the
intention of squaring off the position on the very same day
before close of market hours.
Future Plus Stop Loss
Intraday Position with 0.5-4% margin
Position with Compulsory Stop Loss Trigger Price
Additional feature to place Limit Order to book profit with
Profit order
Future Plus
Position with less margins
Limited losses, as position taken with compulsory Stop loss
Trading in option attract lower STT
No overnight risk
Option Plus
ICICIdirect.com Product -Derivatives
Shares as margin is a service attached to
Futures and Options. Under this service you are
allowed to pledge your securities in favour of
ICICIdirect.com for limits against these
securities
Shares as Margin
Currency futures allows a customer to invest ,
trade and hedge in currency futures contracts
traded on NSE
Currency Futures
ICICIdirect.com - Products
An Initial Public Offering (IPO) could be applied
online by ICICIdirect.com .
You just need to allocate funds and select the
IPO
On allotment shares would be directly credited
to demat account, Completely hassle free
transaction
IPOs
This service facilitates all resident Indians to
invest an trade on the exchanges in USA like
NASDAQ, NYSE
You can trade in Equities, ETF, Stock Options
and Index Options
Overseas Trading
Corporate ActionsCorporate Actions like Buyback, Takeover &
Right Issues can also be applied online.
ICICIdirect.com -Investments &
Protection Product
Life Insurance, Retirement and Health Insurance
protect financial health and also creates wealth
Wealth Creation Plans give you the dual benefit of
protection along with the potentially higher returns of
market-linked instruments
Education insurance plans, to secure child's
education
Protection plans safeguard from the financial
implications of unfortunate circumstances
Retirement plan assures you to earn a satisfying
income, even when you are no longer working.
Buy all the insurance product online, Just by logging
to ICICIdirect.com with minimal or no paper work
Life Insurance
ICICIdirect.com -Investments &
Protection Product
General Insurance products cover Health, Home,
Motor and Travel
Health Insurance (popularly known as Mediclaim)
offers protection in case of unexpected medical
emergencies
Home Insurance policy secures the structure as well
as the contents of your home against natural and
man-made disasters
All policies Offered by ICICI Lombard General
Insurance are available online on ICICIdirect.com
General Insurance
ICICIdirect.com - Investments &
Protection Product
Invest and track the performance of the schemes you have
invested on-line through ICICIdirect.com with the latest
research and information easily available at a click
Mutual Funds
More than 2000 mutual funds scheme from major
Asset Management Companies (AMCs) online
Invest across equity, income, liquid, FMP and other
mutual fund
Mutual fund transaction platform is backed by a
comprehensive mutual fund research package
Choose to invest in funds based on their Star rating,
past track record or management history
Mutual Funds are an ideal investment for investors
who want to participate indirectly in stock market
Start investment with as small as Rs. 500
Mutual Funds
ICICIdirect.com -Investments &
Protection Product
Wide variety of fixed income products like fixed
deposits, bonds and non convertible
debentures (NCD)
Fixed Deposits with Non-banking Financial
Companies (NBFCs), Corporate and the
Government of India
Maturity period ranging from 12 months to 84
months
Investment can be done either through online
or offline
Fixed Income
ICICIdirect.com -Other products
Avail all kind of loans like personal loan, home
loan, Auto loan
Apply with convenience from your home or
office
Asset
We also offer customized financial solution like
PMS, Structured Products and Property solution
Wealth
Management
20
ICICIdirect.com 3 Aces – Top 3 Reasons to
open ICICIdirect.com account
A Unique 3-in-1on-Line Trading Account
One Stop Financial Solution
Award Winning Research
Award Winning Research– Daily
Recommendations
Comprehensive market view for the day, event update ,trading
calls, FII activity & more...Opening Bell
Profiles stocks with a trading outlook for a day based on
Technical analysisDaily Call
Overview of the daily derivatives market including intra day
trading strategiesDaily Derivative
Provides value-added advices on investment ideas, trading
calls on Stocks, Futures and Options during market hoursiClick-2-Gain
Low risk and hedged strategies based on expected market
directionDerivatives World
Research product basket: http://172.16.35.31/research/researchproduct.pdf
Award Winning Research-Weekly
Recommendations
Features 3 stocks every week with a trading outlook for a week
based on short term technical trends.Weekly Call
Weekly derivatives markets with statistics, trade data and
weekly strategiesWeekly Derivative
Features 2stocks every fortnight which are likely to show
significant up move (5% to 7%) in the next 15 days due to
change in trader sentiment
Stocks on the
Move
A fundamental stock idea every week with a time horizon of 3-
6 monthsPick of the Week
Equity Pulse for investors and Weekly FNO for traders
Wrap up of previous week and prediction for coming week
Weekly e -
Magazine
Award Winning Research–Long Term
Investment Recommendations
Stock picks based on technical analysis with long-term
investment horizonMonthly Call
In-depth analysis with business outlook with entry & target
priceCompany Reports
Quarterly reports on emerging sectors and new ideasSector Reports
A detailed report on stocks available in the portfolioCustomized report
Measure and share the performance of our recommendations with all our customer.
http://172.16.35.31/mailimages/scoreboard.pdf
24
Why ICICIdirect?
Agenda
ICICIdirect.com 3 Aces
The ICICIdirect.com Advantages
The ICICIdirect.com Advantages
ICICIdirect.com
Investment Guidance
Trade at your Convenience
Tracking investment and Market
Process Advantage
Investment Guidance
Special advisory services to high value traders/investors
Advisory is free of chargeAdvisory Services
Empowering the customers to take financial decision by
imparting the knowledge on financial planning and financial
products
Customer Education
Corporate information bank
Industry and Company News
Technical Charts
Sector/Company wise stock performance report in
Market@Desktop
Information Support
Trade at Your Convenience
Trade through mobile site & mobile application with GPRS
connection
ICICIdirect.com on
– the - move
Convenience to place order securely through phoneCall N Trade
Regenerate password instantly without any hassle
Online Password
Generation
Facilitate customers to place order who do not have time
during market hour
Overnight/limit
order
A Trading Terminal which provides customers to trade at high
speed
Trade Racer
Terminal
Tracking Investment and Market
Set SMS alerts to track favorite stockAlerts
Know the price of any stocks at any time by sending SMSI - quotes
Track performance of existing as well as sold
portfolio
Check the profit and loss incurred in each stocks
Portfolio Tracker
Create the Watchlist to track your favourite StocksWatchlist
Customised Alerts Get SMS and E-mail update stocks you own.
The Process Advantages
Our Pay in-Pay Out happen on same day when exchange
doesPay in-Pay out
We pay intrest on unutilzed allocated amount for trading
Interest on
Allocated Amount
We do not charge it separately, brokerage is inclusive of this
chargeDP Sell Charge
Customer has the flexibility to choose the brokerage plan
based on need
Variable and Fixed
Brokerage
30
Pricing Comparison
Brokerage Rate
Indiabulls
Delivery 0.59 0.5 0.5 0.5 0.45 0.5 0.55
0.06 0.1 0.06 0.05 0.05% 0.05 0.05
0.09 0.1 0.1 0.05 0.05% 0.04 0.05
No benefits
Kotak
Securities
Sharekha
n
Motilal
Oswal
India
Infoline
Relaince
( Varibale
Brokerage)
ICICIdirec
t.com
Intraday/t
ransactio
n
Futures/
Transacti
on
Futures
Intraday
Buy 0.07
sell 0.07
Buy 0.10
sell 0.02
No
benefits
No
benefits
No
Brokerage on
second leg
No
benefits
Flat Rs.15
on 2nd
leg
Options/l
ot/transac
tion
2.5% or Rs
100
(Higher)
Rs 80 or
1.5%
(Higher)
Rs 100 or
2.5%
(Higher)
1% or Rs
100(Higher
)
Rs.100 per
lot per
contract
100 or
2.5%
(Higher)
Rs.95 per
lot
Options
intraday
No
benefits
No
benefits
No
benefits
No
benefits
No
benefits
Flat Rs.15
on 2nd leg
31
Product Comparison
Sharekhan Relaince
Equity Y Y Y Y Y Y
Derivatives Y Y Y Y Y Y
IPO Y Y Y Y Y Y
Y Y N Y Y Y
Mutual Fund Y Y Y Y Y Y
Insurance Y N Y Y Y Y
Y N N N Y Y
NRI Services Y Y N Y Y Y
N N N N N Y
Govt Bonds Y N N N N Y
Loan N N N Y N Y
N Y N N N Y
Product
Name
Kotak
Securities
Motilal
Oswal
India
Infoline
ICICIdirec
t.com
Currency
futures
Overseas
Trading
Online
Corporate
Fixed depost
Online Tax
filing
ICICI Direct Trading Products - Equity
Cash & Delivery Based Products
Valid Till Cannel (VTC)
Manually tracking a stock price is difficult and you might miss
out on the opportunity to get your desired price on the stock.
Hence Valid till cancel option helps you place order at your
desired price and order remains valid upto 45 days
Order gets executed only when the stock reaches your
desired level
Cash & Delivery Based Products
Flexi Cash
There are opportunities in the Stock Market that you may
miss because of available immediate funds. You can take
advantage of them even if available resourced are limited.
With Flexi Cash you can buy stock today with funds as low
as 11%-31% of the trade value and bring remaining funds
in T+5 (NSE) or T+90 (BSE) days.
You can square of your position within this period or
convert to delivery fully or partially during this period.
Cash & Delivery Based Products
Flexi CashOrder can be placed through Cash buy page or Margin buy
page with Client Mode selection
Cash & Delivery Based Products
To Track position, visit Margin Position Page
(on T day) / Pending for Delivery page (post T
day).
On Amount Payable Late Payment Charge is
charged at 0.065%/day on daily basis.
Late Payment Charges can be checked from
Pending for delivery page.
Flexi Cash
Cash & Delivery Based Products
Simple and disciplined approach towards investment.
Adopts Rupee cost of averaging.
Basis of investment could be Amount or Quantity.
Interval of SEP Daily/Weekly/Fortnightly/monthly basis.
Can be invested in Stocks & ETFs through SEP.
Systematic Equity Plan
Intraday Products
Intraday product (Position valid for a day)
Funds required to take position is as low as 2% of the entire
Transaction Value
Option to take delivery or exit by squaring off, anytime
during the trading hours
Option to carry forward the position by converting mode to
Client mode
Margin Broker Mode
Intraday Products
Intraday Position with 0.5-4% margin, trade 200 times of the
value of your funds
Mandatory stop loss order/cover to be placed to close your
open position helps in limiting your losses
Protects Profit : You can place a cover profit order which will
get executed once the profit price has
reached.
Margin Plus with Profit Order
Margin Plus offers feature of
buying stocks on the basis of
Quantity or Quality. You can
choose to enter
either the amount you wish
to use as investment or
quantity you wish to buy in
With Profit order feature,
you can Place your Profit
order at your desired price to
capture upward movement
of your stock.
40
Thank you
PRAJAPATI INVESTMENTS
CALL 9998272519