Edelweiss Final 3s3us

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

 TEAM : ROMA ROY

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

INTRODUCTI ON

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 OBJECTIVES 1) 2)

3) 4)

5)

TO KNOW THE INVESTOR’S PREFERENCE IN DIFFERENT SECTORS OF INVESTMENT. TO KNOW WHAT ARE THE FACTORS INVESTOR CONSIDER MOST IMPORTANT WHILE CHOOSING THEIR BROKING COMPANY. TO KNOW THE PERCENTAGE OF INVESTOR WHO PREFER ONLINE AND OFFLINE SHARE TRADING. TO KNOW THE INVESTORS AWARENESS ABOUT THE ONLINE AND OFFLINE FACILITY PROVIDED BY EDELWEISS BROKING HOUSE. TO KNOW THE PROFILE OF THE CUSTOMERS.

METHODOLOGY

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

OBJECTIVE-1 TO KNOW THE INVESTOR’S PREFERENCE IN DIFFERENT SECTORS OF INVESTMENT.

1. WHERE YOU WILL PREFERRED TO INVEST YOUR MONEY? CHART-1 TABLE-1 RESULT NUMBER FIXED DEPOSIT EQUITY

80

%

6.00% FIXEDDEPOSIT

40% 17.50%

45

22.5%

28

14%

35

17.5%

12

6%

EQUITY

MUTUALFUND

14.00%

MUTUAL FUND INSURAN CE GOLD

40.00%

INSURANCE

22.50% GOLD

2. WHICH IS THE GREATEST BARRIER BEHIND INVESTMENT IN EQUITY? CHART-2 TABLE-2 RESULT NUMBE R LACK OF 40

MONEY LACK OF AWARENESS ABOUT EQUITY MARKET VOLATILE NATURE OF EQUITY MARKET ORTHODOX THINKING LACK OF

60

% 20%

5.00%

12.50%

LACKOFMONEY

20.00%

30% 32.50%

65

32.50%

25

12.5%

30.00%

LACKOF AWARENESS ABOUTEQUITY MARKET VOLATILE NATUREOF EQUITY MARKET ORTHORDOX THINKING

LACKOF EDUCATION

OBJECTIVE-2

TO 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?

CHART-3

TABLE-3 RESULT NUMBER STRONGLY AGREE AGREE UNDECIDE D DISAGREE

53

%

8.50%

6.50%

26.5% AGREE

94 23

26.50%

47% 11.5%

UNDECIDED

11.50%

DISAGREE

17

8.5%

47.00% STRONGLY DISAGREE.

STRONGLY AGREE

13

6.5%

STRONGLY DISAGREE

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

CHART-4

TABLE-4 RESULT NUMBER STRONGLY AGREE AGREE UNDECIDED DISAGREE STRONGLY DISAGREE.

15 23 84 54 24

% 7.5%

12.00%

7.50%

AGREE

42% 11.5%

STRONGLYAGREE

UNDECIDED

27.00%

42.00% DISAGREE

27%

STRONGLY DISAGREE

12% 11.50%

5.

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

CHART-5

TABLE-5 RESULT NUMBER

% STRONGLY AGREE

STRONGLY AGREE AGREE UNDECIDE D DISAGREE STRONGLY DISAGREE.

44 82 20 25 29

22% 41% 10% 12.5% 14.5%

14.50%

22.00%

12.50%

AGREE

UNDECIDED

10.00%

DISAGREE

41.00% STRONGLY DISAGREE

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

CHART-6

TABLE-6 RESULT NUMBER

%

STRONGLY AGREE AGREE

58 88

44%

UNDECIDE D DISAGREE

25

12.5%

18

9%

STRONGLY DISAGREE.

11

5.5%

29%

5.50%

STRONGLY AGREE

9.00%

AGREE

29.00% 12.50%

UNDECIDED

44.00%

DISAGREE

STRONGLY DISAGREE

OBJECTIVE-3

TO 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?

CHART-7

TABLE-7 RESULT NUMBER STRONGLY INTERESTE D INTERESTE D UNDECIDE D NOT INTERESTE D STRONGLY NOT

69

% 34.5%

5.00%

5.50%

STRONGLY INTERESTED INTERESTED

85

42.5%

25

12.5%

11

5.5%

12.50%

34.50% UNDECIDED

42.50%

NOT INTERESTED

STRONGLY NOT INTERESTED

10

5%

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

CHART-8

TABLE-8 RESULT

NUMBE R

%

STRONGLY AGREE

88

44%

AGREE

65

32.5%

UNDECIDED

10

5%

DISAGREE

25

12.5%

STRONGLY DISAGREE.

12

6%

5.00%

6.00% STRONGLY AGREE AGREE

12.50% 44.00% 32.50%

UNDECIDED

DISAGREE

STRONGLY DISAGREE

OBJECTIVE-4

TO 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.?

CHART-9

TABLE-9

RESULT

NUMBE R INTERNET 48 NEWSPAPE 5 R MAGAZINE 15 COMPANY EXECUTIVE

75

OTHERS

57

%

2.50% INTERNET

24% 2.5%

28.50%

24.00%

MAGAZINE

7.5% 37.5%

COMPANY EXECUTIVE

37.50% 7.50%

28.5%

NEWSPAPER

OTHERS

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

CHART-10

TABLE-10 RESULT

NUMBE R STRONGLY 35 AGREE AGREE

UNDECIDED

% 17.5%

65

32.5%

30

15%

17.50% 10.00%

STRONGLY AGREE AGREE

25.00%

UNDECIDED

32.50% DISAGREE

DISAGREE STRONGLY DISAGREE.

50 20

25% 10%

15.00%

STRONGLY DISAGREE

OBJECTIVE-5 TO KNOW THE PROFILE OF THE CUSTOMERS.

11.AGE SEGMENTATION ? TABLE-11 AGE

NUMBE R

%

BELOW 25

5

2.5%

25-30

15

5.5%

30-35

68

21%

35-40

72

35%

ABOVE 40

40

36%

CHART-11 2.50%

5.50%

BELOW 25 25-30

36.00%

21.00%

30-35 35-40

35.00% ABOVE 40

12.PROFESSION SEGMENTATION OCCUPATION

BUSINESS

SERVICE

OTHERS

CHART-12

TABLE-12 NUMBER

45

%

57.5%

BUSINESS

20.00 %

SERVICE 115

22.5%

22.50 %

57.50 % OTHERS

40

20%

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 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.