Professional Documents
Culture Documents
Objective
Company
Customers
Competitors
Technology
Terminology
SWOT Analysis
Objective:
The Initial report comprises of complete overview of the company.
In this report there are three C’s, one E and two T’s .The three C stands for the
Company, Customers and customers. In company we give the company profile i.e.
companies history, about the management, about his products, about the services
provided by the company etc.
The third C is for the competitor’s means the other companies who
are doing the same or similar type of business or providing similar type of services.
This is useful to keep the track that how the other companies and what are their
strong points in which our company is lagging and has to do improvements.
There are two T’s out of which first stand for the terminology and
second consist of the technology. In terminology the various terms which are used
in this business are given which help new user to under stand the business and the
different technologies used in the company through which company do their day to
day transactions.
Hierarchy of Sharekhan: -
C.E.O.
Country Head
Cluster Head
Regional Head
Branch Head
Dealer
Sales Executives
Trainee
Offerings of the Sharekhan:-
Sharekhan offers both Offline and online trading account. But now a days it
mostly concentrates on online trading account through which a customer can
buy and sell shares in an instant from any part of the globe trough website. It
does not take into account any type of physical restriction of going to the
broker for carrying out a transaction or any type of settlement of payment. It
facilitates the customer a speedy and hassle free transaction. Share khan’s
product consists of a 4-in-1 concept, which integrates:
D-mat Account
Trading Account
Bank Link
Dial-N-Trade
For doing a trading of shares everyone need D-mat A/C. In his D-mat A/C one can
kept his shares. Then Sharekhan provides a Trading A/C Through this trading
account, a Sharekhan customer can directly transfer his funds from his savings
account i.e. from bank account to Sharekhan to his trading account without any
paper work. He can buy and sell shares from the website and also view the market
prices of the shares he trades on the terminal.
Sharekhan.com allows trading at present only on NSE. BSE trading will be
shortly available. To open an account a customer requires filling up a form
consisting of 12 agreements, a passport size photograph, a residential proof, a
photo id proof and a cheque drawn of respective amount in favor of S. S. Kantilal
Ishwarlal securities Pvt. Ltd. & from 22 March , 2007 cheque is drawn in favor of
Sharekhan LTD. it self.
After opening an account with Sharekhan, a customer will be given User id,
Membership password and trading password, which will enable him to access his
account and trade.
Share khan Services
Share khan, one of India's leading brokerage houses, is the retail arm of SSKI. With
over 510 share shops in 170 cities, and India's premier online trading portal
www.sharekhan.com, our customers enjoy multi-channel access to the stock
markets.
Products of “SHAREKHAN”:-
Sharekhan offers 2 types of products according to the volume-based requirements
of the investors that are as follows:
CLASSIC ACCOUNT:-
This account allows the client to trade through the website and is suitable for
the retail investors.
Here maximum scripts that can be shown on the terminal are only 25.Also
the technical charts are not available.
It’s a JAVA BASED APPLET, which allows trading only through website
and see latest prices of the scripts of your choice which is attached below.
This account also allows trading in Derivatives.
The lifetime registration charge for this account is Rs.750 and there is no
constraint of minimum turnover.
DIAL-N-TRADE:-
It is also an exclusive service available to all Sharekhan customers for trading in
shares via the telephone. On dialing the toll free number 1800-22-7500 the
customer will be directed to a tele-broker who will buy or sell shares for him.
Trade in Commodity: -
Sharekhan also trade in commodities like Bullion: Gold / Silver and Agricultural
commodities through Sharekhan Commodity Pvt. Ltd.which are a wholly owned
subsidiary of its parent SSKI.
Research Team of Sharekhan: -
Research and in-depth knowledge of markets provide better than speculations or
reacting to rumors. Research team provides knowledge to their customers about
market condition.
In morning they provide “Eagle Eye” which tells about how the market will
be in whole day.
In afternoon they provide “High Noon” which tells that up to that time how
was the market and what about the remaining time what will be the
condition of the market.
After the market they analyze the market summery of the whole day and
give idea about next day market.
Mobile-N-Trade facility: -
Now Sharekhan is providing the facility that their customers can do trading
with the help of their mobile handset. For tat purpose they have to pay some
extra charge to activate that facility.
Customers:
In now days each and every person is the customer of Sharekhan.
All the Business Man, Shopkeepers, Young Generation i.e. students ,
Adults,Housewife and the person who have money and likes to take risk are the
potential customer of the Sharekhan. The person who likes to invest their money in
share market is also the customer of Sharekhan.
But mostly the customers are divided into two types depending
upon the transactions they do or money they invest in the share market. They are
Investor or Traders.The investors are those who Invest their money in the market
once when they have money in excess after fulfilling their needs and wants and the
traders are those who daily do the share transactions as their business and called as
Intraday transaction and the previous is called as Delivery transaction.
Competitors:
Sharekhan is one of the major player in on line Trading. In Mumbai the
main competitors of Sharekhan are ICICI Direct, India bulls, Kotak Securities,
HDFC Securities, Anand Rathi, and Motilal Oswal.
1. Religare Enterprises
2. India Info line
3. ICICI DIRECT
4. INDIA BULLS
5. RELIANCE MONEY
6. Kotak Securities
7. MOTILAL OSWAL
Environment:
Professionally managed companies are those that are managed by
employees. In such companies, the chief executive officer often does not even have
a financial stake in the company. He is at the helm of affairs because of his ability
and experience. The professional manager is a career employee and he remains at
the seat of power so long as he meets his targets. Consequently, professional
managers are result-oriented. They are not necessarily influenced by loyalty to the
company. As a professional he is usually aware of the latest trends in management
philosophy and tries to introduce these. They try to run the company like a lean,
effective machine striving for increased efficiency and productivity. As a
consequence, professionally managed companies are usually well organized,
growth oriented and good performers. The companies that come readily to mind
are ITC, Infosys, HDFC and Hindustan Lever. However, there is often a lack of
long term commitment and sometimes a lack of loyalty. This is because the
professional manager has to step down in time, to retire, and he cannot therefore
enjoy the fruit of his labors for ever. Nor will his sons succeed him although some
may try to see that his happens. He sell his services to the clients, and such
individuals are consequently not usually know for their loyalty. Companies are
now to promote or create commitment offering employees stock options. These
devolve on employees after a specified period of service and are given to them on
performance. The employee thus becomes a part owner and becomes thus involved
in the profitability of the enterprise. Additionally as these devolve on the employee
only after a time, he tends to stay till it does. As these options are given, often
annually, the employee remains with the company for a significant period of time.
It is a win-win situation for both. The company gets the services of a loyal
competent employee. The employee builds his net worth. In many professionally
managed companies there is also a lot of infighting and corporate politics. This is
because managers are constantly trying to climb up the corporate ladder.
The management is open, innovative and also has a strategy. It is prepared
to change when required. It is essentially know where it is going and have a plan of
how to get there. It is receptive to ideas and be dynamic. A company that has many
layers of management and is top heavy tends to be very bureaucratic and
ponderous. There are "many chiefs and few braves". They do not want change and
often stand in the way of change. Their strategy is usually a personal one.
Technology:
Electronic Contract Note (ECN) :
We are providing the facility of Electronic Contract Note to our clients on their
registered Email Id. The same can also be accessed on this website under Services
menu.
We once again reiterate our commitment for providing state-of-the-art technology
and services to our customers so as to add ease and convenience in their day-to-day
trading.
Terminology:
Terminology is the study of terms and their use — of words and compound words
that are used in specific contexts.
AMC
An Asset Management Company is the fund house or the company that manages
the money.
The mutual fund is a trust registered under the Indian Trust Act. It is initiated by a
sponsor. A sponsor is a person who acts alone or with a corporate to establish a
mutual fund. The sponsor then appoints an AMC to manage the investment,
marketing, accounting and other functions pertaining to the fund.
NAV
The Net Asset Value is the price of a unit of a fund. When a fund comes out with
an NFO, it is priced Rs 10. Later, depending on the value of the investments, this
price could rise or fall.
Load
This is a fee that is charged when you buy or sell the units of a fund.
When you buy the units of a fund, you pay a percentage of it as a fee. This is
known as the entry load.
Let's say you are investing Rs 10,000 and the entry load is 2%. That means you
pay Rs 200 as the entry load and Rs 9,800 is invested in the fund.
Now, let's assume you are selling the units of your fund. And the Rs 10,000 you
invested initially is now Rs 15,000. Let's further assume the exit load is 2%. So
you pay Rs 300 and get back Rs 14,700.
Generally, if funds charge an entry load, they will not charge an exit load. Or vice
versa. Only one of the loads is charged. The load is a percentage of the NAV.
Portfolio
This is the term given to all the investments made by the fund as well as the
amount held in cash.
Corpus
Let's assume a very small mutual fund has an initial investment of 1,000 units and
each unit is worth Rs 10. Hence, the total amount with the fund is Rs 10,000. This
is referred to as the corpus. Later, some other investors invest Rs 2,000. Now the
corpus will be Rs 12,000 (Rs 10,000 + Rs 2,000).
The total amount invested (Rs 12,000) is called the corpus or the total amount
of money invested in the fund.
AUM
Assets Under Management is the total value of all the investments currently being
managed by the fund.
Let's say the corpus is Rs 12,000 but, due to a rise in the price of the shares it has
invested in, the value of the units has increased. So the Rs 12,000 invested is now
worth Rs 15,000. This figure is referred to as AUM.
Diversified equity mutual fund
This is a mutual fund that invests in stocks of various companies in various sectors.
ELSS
Equity Linked Saving Schemes are diversified equity mutual funds with a tax
benefit under Section 80C of the Income Tax Act.
To avail of the tax benefit, your money must be locked up for at least three years.
Balanced fund
A fund that invests in both equity (shares) and debt (fixed return investments) is
known as a balanced fund.
Debt fund
These are funds that invest in fixed return investments like bonds. A liquid fund is
one that invests in money market instruments, these are fixed return investments of
a very short tenure.
NFO
A New Fund Offering is the term given to a new mutual fund scheme.
SIP
A Systematic Investment Plan refers to periodic investing in a mutual fund. Every
month or every three months, the investor will have to commit to putting in a fixed
amount. This will go towards the purchase of units.
Let's say that every month you commit to investing, say, Rs 1,000 in your fund. At
the end of a year, you would have invested Rs 12,000.
If the NAV on the day you invest in the first month is Rs 20, you will get 50 units.
The next month, the NAV is Rs 25. You will get 40 units.
The following month, the NAV is Rs 18. You will get 55.56 units.
So, after three months, you would have 145.56 units. On an average, you would
have paid around Rs 21 per unit. This is because, when the NAV is high, you get
fewer units per Rs 1,000. When the NAV falls, you get more units per Rs 1,000.
SWOT Analysis:
Strengths Weakness
Global parentage and expertise. Less visibility in Indian
market.
Experience senior management.
Opportunities Threats
To grab the growing Indian Global economic slowdown.
market.
The Indian capital market is
fluctuating.