Lcm Summer Training Project Religare Broking House

8/7/2019 Lcm Summer Training Project Religare Broking House

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SUMMER TRAININGSUMMER TRAINING

PROJECT ONPROJECT ON

SERVICES PROVIDED BY RELIGARE BROKINGSERVICES PROVIDED BY RELIGARE BROKINGHOUSE IN BILASPUR HOUSE IN BILASPUR



COMPANY PROFILECOMPANY PROFILE

Religare is driven by ethical and dynamic process for wealth creation. BasedReligare is driven by ethical and dynamic process for wealth creation. Based

on this, the company started its endeavour in the financialmarket.on this, the company started its endeavour in the financialmarket.

HEADQUARTERSHEADQUARTERS ± ± AT DELHI.AT DELHI.

Industry:Industry: Financial ServicesFinancial Services

Type:Type: Public CompanyPublic Company Status:Status: OperatingOperating

Religare Enterprises Limited (A Ranbaxy Promoter Group Company) throughReligare Enterprises Limited (A Ranbaxy Promoter Group Company) through

Religare Securities Limited, Religare Finvest Limited, Religare CommoditiesReligare Securities Limited, Religare Finvest Limited, Religare Commodities

Limited and Religare Insurance Advisory Services Limited providesLimited and Religare Insurance Advisory Services Limited provides

integrated financial solutions to its corporate, retail and wealth managementintegrated financial solutions to its corporate, retail and wealth managementclients. Today, we provide various financial services which includeclients. Today, we provide various financial services which include

Investment Banking, Corporate Finance, PortfolioManagement Services,Investment Banking, Corporate Finance, PortfolioManagement Services,

Equity & Commodity Broking, Insurance and Mutual Funds.Equity & Commodity Broking, Insurance and Mutual Funds.



ABOUT RELIGAREABOUT RELIGARE

SECURITIES LTDSECURITIES LTDReligareReligare SecuritiesSecurities LimitedLimited (RSL)(RSL) isis aa leadingleading equityequity andandsecuritiessecurities firmfirm inin IndiaIndia.. TheThe companycompany currentlycurrently handleshandles sizeablesizeablevolumesvolumes tradedtraded onon NSE NSE andand inin thethe realmrealm of of onlineonline tradingtrading andand

investmentsinvestments if if currentlycurrently holdsholds aa reasonablereasonable shareshare of of thethe marketmarket thethemajor major activitiesactivities andand offeringsofferings of of thethe companycompany todaytoday areare EquityEquity

broking, broking, depositorydepository participant participant services,services, portfolio portfolio managementmanagementservices,services, institutionalinstitutional brokerage brokerage andand ResearchResearch InvestmentInvestment BankingBankingandand CorporateCorporate FinanceFinance.. ToTo broaden broaden servicesservices offeredoffered toto itsits

investors,investors, thethe companycompany hashas alsoalso recentlyrecently unveiledunveiled aa newnew avatar avatar of of itsits onlineonline investmentinvestment portal portal armedarmed withwith aa hosthost of of revolutionaryrevolutionaryfeaturesfeatures.. RSLRSL isis aa member member of of thethe National National Stock Stock ExchangeExchange of of India,India, BombayBombay Stock Stock ExchangeExchange of of India,India, DepositoryDepository participant participantwithwith National National SecuritiesSecurities DepositoryDepository securitiessecurities (In)(In) Limited,Limited, andand

SEBISEBI approvedapproved portfolio portfolio Manager Manager..



INTRODUCTION OF SERVICESINTRODUCTION OF SERVICES

TheThe company¶scompany¶s areare givinggiving thethe servicesservices toto thethe

investorsinvestors for for investinvest their their moneymoney inin thethe stock stock

marketmarket.. ServicesServices areare becoming becoming criticalcritical sourcesourceof of generategenerate thethe moneymoney.. TheThe ReligareReligare broking broking

househouse areare providing providing serviceservice toto thethe investorsinvestors toto

investinvest their their moneymoney inin equity,equity, commodities,commodities, portfolio portfolio managementmanagement service,or service,or mutualmutual fundfund..



INTRODUCTION OF STOCK MARKETINTRODUCTION OF STOCK MARKET

WhatWhat areare stocksstocks:: AA ³stock´³stock´ isis aa shareshare inin thethe ownershipownership of of aa companycompany..

AA stock stock representsrepresents aa claimclaim onon thethe company¶scompany¶s assetsassets andand earningsearnings.. AsAs youyou acquireacquire

moremore stocks,stocks, your your ownershipownership stakestake inin thethe companycompany becomes becomes greater greater..

Stock Stock MarketMarket:: Stock Stock marketmarket isis anan areaarea whichwhich fascinatesfascinates eacheach andand everyevery

individualindividual whowho isis cravingcraving for for moremore moneymoney.. StocksStocks marketmarket whichwhich areare alsoalso callcall asas

stock stock exchangesexchanges existexist toto facilitatefacilitate purchase purchase andand salesale of of securitiessecurities or or bonds bonds issuedissued by by thethe companiescompanies andand governmentgovernment.. AnyAny individualsindividuals whether whether incorporatedincorporated or or notnot

contitutedcontituted for for thethe purpose purpose of of regulatingregulating andand controllingcontrolling thethe business business of of buying, buying,

sellingselling or or dealingdealing inin securitiessecurities isis calledcalled aa stock stock exchangeexchange..



OBJECTIVES OBJECTIVES

ToTo analysisanalysis thethe marketmarket strategystrategy of of ReligareReligare BrokingBrokingHousesHouses inin Bilaspur Bilaspur citycity..

ToTo analysisanalysis thethe typetype of of servicesservices provides provides by by ReligareReligareBrokingBroking HousesHouses..

ToTo knowknow aboutabout mostlymostly whichwhich ageage groupgroup of of clientclient investinvest

inin shareshare marketmarket inin Bilaspur Bilaspur citycity..

ToTo analysisanalysis howhow manymany clientclient investinvest inin shareshare marketmarketthroughthrough ReligareReligare BrokingBroking HousesHouses atat Bilaspur Bilaspur citycity..



VISION AND MISSIONVISION AND MISSION

VisionVision:: ToTo built built ReligareReligare asas aa globallyglobally trustedtrusted

brand brand inin thethe financialfinancial serviceservice domaindomain andand present presentitit asas thethe ³Investment³Investment GatewayGateway of of India´India´..

MissionMission:: ProvidingProviding financialfinancial carecare drivendriven by by thethe

corecore valuevalue of of diligencediligence andand transparencytransparency..





DEMAT ACCOUNTDEMAT ACCOUNT

DematDemat isis refersrefers toto aa dematerializeddematerialized accountaccount..

AsAs youyou havehave toto openopen anan accountaccount withwith aa bank bank if if youyou

wantwant toto savesave your your money,money, makemake aa chequecheque payment payment etcetc..

Nowadays, Nowadays, youyou needneed toto openopen aa DematDemat accountaccount if if youyou

wantwant toto buy buy or or sellsell stocksstocks..



DOCUMENTS OF DEMAT DOCUMENTS OF DEMAT

ACCOUNT

ACCOUNT

PANCARDPANCARD

PHOTOGRAPHPHOTOGRAPH

CHECKLEAFCHECKLEAF

ADDRESS PROOFADDRESS PROOF



PRIMARY AND PRIMARY AND

SECONDARYSECONDARY

MARKETMARKET



PRIMARY MARKETPRIMARY MARKET

SERVICES

PUBLIC

ISSUES

RIGHT

ISSUES

PRIVATE

SUBSCRIPTION

INITIAL PUBLIC

OFFERING



SECONDARY MARKETSECONDARY MARKET

SecondarySecondary marketmarket isis aa marketmarket for for secondarysecondary

salesale of of securitiessecurities.. SecuritiesSecurities whichwhich havehavealreadyalready passed passed throughthrough thethe newnew issueissue marketmarket

areare tradedtraded inin thisthis marketmarket.. SuchSuch securitiessecurities areare

quotedquoted inin thethe stock stock exchangeexchange andand itit provides provides aa

continuouscontinuous andand regular regular marketmarket for for buying buying andandsellingselling of of securitiessecurities..



MUTUAL FUNDMUTUAL FUND

InvestmentInvestment companiescompanies or or investmentinvestment truststrusts

obtainobtain fundsfunds fromfrom largelarge number number of of investorsinvestors

throughthrough salesale of of unitsunits.. TheThe fundfund collectedcollected fromfromthethe investorsinvestors areare placed placed under under professional professional

managementmanagement for for thethe benefit benefit of of investorsinvestors..

TheThe mutualmutual fundsfunds areare broadly broadly classifiedclassified intointo

openopen--endedended schemescheme andand closeclose--endedended schemescheme..



continuedcontinued

OpenOpen--ended schemes:ended schemes:TheThe openopen--endedended schemescheme offersoffers itsits unitsunits onon aa continuouscontinuous basis basis andand acceptsaccepts fundsfunds fromfrom investorsinvestors continuouslycontinuously..HelpingHelping thethe investorsinvestors toto withdrawwithdraw their their moneymoney atat anyany

timetime.. TheThe openopen--endedended schemescheme hashas nono maturitymaturity period periodandand theythey areare notnot listedlisted inin thethe stock stock exchangesexchanges..

ClosedClosed--ended schemes:ended schemes:

TheThe closedclosed--endedended fundsfunds havehave aa fixedfixed maturitymaturity period period..TheThe firstfirst timetime investmentsinvestments areare mademade whenwhen thethe closeclose endendschemescheme isis keptkept openopen for for aa limitedlimited period period.. TheThe unitsunits arearelistedlisted onon aa stock stock exchangeexchange.. InvestorsInvestors cancan buy buy andand sellselltheir their unitsunits onlyonly throughthrough stock stock exchangesexchanges..



COMMODITIESCOMMODITIES

CommodityCommodity areare transactiontransaction hubshubs andand depotsdepots

for for physical physical goodsgoods.. CommodityCommodity exchangeexchange dealdealinin variousvarious quantityquantity andand qualitiesqualities of of goodsgoods..

CommodityCommodity exchangeexchange assumesassumes thethe rolerole of of

buyer buyer toto thethe seller seller andand seller seller toto thethe buyer buyer..



Research methodologyResearch methodology

ResearchResearch referencereference toto aa searchsearch for for knowledge,knowledge,

itit cancan alsoalso be be defineddefined researchresearch asas aa scientificscientific

systematicsystematic searchsearch for for pertinent pertinent informationinformation ononaa specificspecific topictopic.. InIn factfact researchresearch isis anan artart of of

scientificscientific investigationinvestigation.. RedmanRedman andand MoryMory

defineddefined researchresearch asas aa systematizedsystematized efforteffort toto

gaingain newnew knowledgeknowledge somesome people people consider consider

researchresearch asas aa movementmovement.. AA movementmovement fromfrom thethe

knownknown toto unknownunknown..



The major research steps are asThe major research steps are as

follows:follows: Formulating the research problem.Formulating the research problem.

Choice of research design.Choice of research design.

Determining sources of data.Determining sources of data.

Determining data collection form.Determining data collection form.

Determining sampling design and sample size.Determining sampling design and sample size.

Organizing and conducting field survey.Organizing and conducting field survey. Processing and analyzing collective data.Processing and analyzing collective data.

Preparing the research report.Preparing the research report.



FORMULATING THE RESEARCHFORMULATING THE RESEARCH

PROBLEM:PROBLEM: TheThe firstfirst stepstep of of process process isis formulatingformulating thethe problem problem.. InIn

order order toto identifyidentify thethe researchresearch problem problem threethree categoriescategoriesof of systematicsystematic situationssituations namelynamely over over difficulties,difficulties, andand

unnoticedunnoticed opportunitiesopportunities shouldshould be be studiedstudied.. Over Over difficultiesdifficulties areare thesethese whichwhich areare quitquit apparentapparent.. LatentLatentdifficultiesdifficulties areare thesethese whichwhich areare notnot soso apparentapparent..UnnoticedUnnoticed opportunitiesopportunities indicateindicate thethe potential potential for for

growthgrowth inin aa certaincertain areaarea;; suchsuch opportunitiesopportunities areare notnotclearlyclearly seenseen somesome efforteffort isis requiredrequired toto exploreexplore themthem.. AAresearcher researcher maymay recognizerecognize twotwo or or moremore problems problems atat aatimetime..



RESEARCH DESIGN:RESEARCH DESIGN:

TheThe FormidableFormidable problem problem thatthat followsfollows thethe task task of of

definingdefining thethe researchresearch problem problem isis thethe preparation preparation of of

thethe designdesign of of thethe researchresearch project, project, popularly popularly knownknown asas

thethe ³research³research design´design´.. DecisionsDecisions regardingregarding what,what,

where,where, when,when, howhow much,much, by by whatwhat meansmeans concerningconcerning

anan inquiryinquiry or or aa researchresearch studystudy constituteconstitute aa researchresearch

designdesign.. AA researchresearch designdesign isis thethe arrangementarrangement of of

conditionsconditions for for collectioncollection andand analysisanalysis of of datadata inin aa

manner manner thatthat aimsaims toto combinecombine relevancerelevance toto thethe

researchresearch purpose purpose withwith economiceconomic procedure´ procedure´



SOURCES OF DATASOURCES OF DATA

TheThe task task of of datadata collectioncollection begins begins after after aa

researchresearch problem problem hashas been been defineddefined areare researchresearchdesigndesign chalkedchalked outout.. WhileWhile decidingdeciding aboutabout hehe

methodmethod of of datadata collectioncollection toto be be usedused for for thethe

studystudy thethe researcher researcher shouldshould keepkeep inin mindmind twotwo

typestypes of of datadata thatthat isis primary primary andand secondarysecondary..



Primary data:Primary data:

TheThe primary primary datadata areare thosethose whichwhich areare collectedcollected

aa freshfresh andand for for thethe firstfirst time,time, thusthus happenedhappened toto

be be originaloriginal inin character character.. ThereThere areare severalseveralmethodsmethods of of collectingcollecting primary primary data,data,

particularly particularly inin aa surveyssurveys andand descriptivedescriptive

researchesresearches importantimportant onesones areare::

Interview method.Interview method.



Secondary data:Secondary data:

TheThe secondarysecondary data,data, onon thethe other other hand,hand, areare thosethose

whichwhich havehave alreadyalready been been passed passed throughthrough thethe statisticalstatistical

process process.. WhenWhen thethe researcher researcher utilizesutilizes secondarysecondary datadata

thenthen hehe hashas toto look look inin toto variousvarious sourcessources fromfrom wherewherehehe cancan obtainedobtained themthem.. SecondarySecondary datadata maymay either either be be

published published datadata areare availableavailable inin.. VariousVarious publications publications

of of foreignforeign governmentgovernment oneone of of internationalinternational bodies bodies andand

their their subsidiarysubsidiary organization,organization, TechnicalTechnical journals, journals,Books,Books, magazinesmagazines andand newspaper newspaper reportsreports andand

publication publication of of variousvarious associationsassociations connectedconnected withwith

business business andand industry,industry, banks banks stock stock exchangeexchange etcetc..



SAMPLE DESIGNS:SAMPLE DESIGNS:

AA samplesample designdesign isis aa definitedefinite plan plan for for

obtainingobtaining aa samplesample fromfrom aa givengiven population population.. ItIt

refersrefers toto thethe techniquetechnique or or thethe procedure procedure thetheresearcher researcher wouldwould adoptadopt inin selectingselecting itemsitems for for

thethe samplessamples.. SampleSample designdesign maymay asas wellwell laylay

downdown thethe number number of of itemitem toto be be includedincluded inin thethesamplesample thatthat isis aa sizesize of of thethe samplesample.. SampleSample

designdesign isis determineddetermined before before datadata andand collectedcollected..



FINDINGSFINDINGS

AccordingAccording toto ReligareReligare broking broking houses,houses, mostlymostlyclient¶sclient¶s objectiveobjective isis futurefuture safetysafety andand securitysecurity..

Kotak,Kotak, Karvy,Karvy, Religare,Religare, ApolloApollo Sindhoori,Sindhoori,IndiaIndia InfolineInfoline andand ArihantArihant stock stock broking broking househouseinin Bilaspur Bilaspur citycity..

GenerallyGenerally 3030--4040 ageage groupgroup of of clientclient investinvest ininshareshare marketmarket..



continuedcontinued

MostlyMostly ReligareReligare broking broking houses,houses, followfollow better better serviceservice promotional promotional strategystrategy atat Bilaspur Bilaspur marketmarket..

ReligareReligare BrokingBroking HouseHouse provide provide both both typetype of of servicesservices onlineonline..



RECOMMENDATIONSRECOMMENDATIONS

BrokingBroking househouse mustmust consider consider investor investor investinvest andand

gaingain rather rather thenthen staff staff centralizationcentralization..

Broker Broker shouldshould provide provide allall thosethose serviceservice whichwhich isis beneficial beneficial for for thethe investorsinvestors..

BrokingBroking househouse shouldshould provide provide newnew schemesschemes andandofferingoffering toto their their clientclient inin order order toto provide provide satisfactionsatisfaction..



LIMITATIONLIMITATION

II havehave completedcompleted thethe project project inin limitedlimited time,time, inspiteinspiteof of allall difficultiesdifficulties oneone hashas toto dependdepend onon somesome whatwhatlessless reliablereliable..

UpUp toto mymy extentextent II havehave collectedcollected thethe primary primary datadatafromfrom variousvarious sourcessources..

Time consuming process.

SomeSome customer customer notnot awareaware aboutabout investinvest plan plan..



conclusionconclusionInIn thisthis projectproject anan attemptattempt toto studystudy thethe shareshare

marketmarket andand toto gogo forfor thethe comparativecomparative analysisanalysis of of

ServiceService providedprovided throughthrough ReligareReligare SecuritySecurity LtdLtd..

HereHere th

eth

ec

omparativec

omparative analysisanalysis isis donedone onon th

eth

e basisbasisof of primaryprimary andand secondarysecondary datadata andand thusthus

increasingincreasing thethe authenticityauthenticity of of thethe resultresult obtainedobtained..

TheThe ReligareReligare companycompany suggest suitable services

for their investors acc

ording to their needs whic

hsatisfy their wants.



Thank You Thank You



BSE & NSEBSE & NSE

BSEBSE ± ± The Bombay stock exchange has introduced screen basedThe Bombay stock exchange has introduced screen based

trading called BOLT (BSE ontrading called BOLT (BSE on--line Trading). The BOLT is designed to getline Trading). The BOLT is designed to get best bids and offers from jobbers book as well as the best buy and sell best bids and offers from jobbers book as well as the best buy and sellorders from the order book. The Bombay Stock Exchange developed theorders from the order book. The Bombay Stock Exchange developed theBSE Sensex in 1986, giving the BSE a means to measure overallBSE Sensex in 1986, giving the BSE a means to measure overall performance of the exchange. performance of the exchange.

NSE NSE ± ± The National Stock Exchange of India (NSE) isThe National Stock Exchange of India (NSE) is

India's largest Stock Exchange &W

orld's third largest Stock India's largest Stock Exchange &W

orld's third largest Stock Exchange in terms of transactions. Located in Mumbai, NSEExchange in terms of transactions. Located in Mumbai, NSEwas promoted by leading Financial Institutions at the behest of was promoted by leading Financial Institutions at the behest of the Government of India, and was incorporated in November the Government of India, and was incorporated in November 1992 as a tax1992 as a tax--paying company. paying company.

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Lcm Summer Training Project Religare Broking House

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