project report ON

working and trading procedure of Indian stock market with reference of ANAND RATHI

Presented by Kamlesh kumar maurya

About the Anand Rathi

Anand rathi is an India ‘s leading brokerage co.

This company founded by Mr. ANAND RATHI in 1994

Mr. Pradeep Gupta (Co-founder &Vice chairman) Mr. Amit Rathi (Managing Director) Anand rathi works for their investor benefit. Anand rathi provides many products and

services.

Anand rathi indore Hierarchy management

Anand Rathi Products

Anand rathi services

stock market

Where the publicly held company’s shares and associated financial instrumentsEx , bond ,debenture etcTwo type of market- primary and secondary market

Primary market deals with the new issue of securities

Secondary market deals with the trading of securitiesEx -

There are nationalized exchanges BSE in 1875 (sensex listed 30 co) NSE in 1995-96(nifty listed 50 co.)

SEBI formed sebi act 1992To protect the interest of investors in securitiesTo developed and regulate security market

Demat accountThat a/c in which you can held your shares in electronic formLike a bank account1-Demat application form2- KYC application form3-A copy of pan card4-address proof, bank proof5-Cancelled cheque 6-Passport size photograph

Demat a/c opening charges 525Rs+2000 (closing a/c refundable) 10000Rs (closing a/c refundable)) Annual maintenance fee: 299 .RS/year

Remat a/c

Rematerilisation is the process by which electronic shares in the demat can be converted into physicalCertificate.

Depositories and depository participants

CDSL- promoted sensex index 30 listed company(ABG, CIPLA,HDFC)

NSDL- promotedNiffty index 50Listed company (vedanta res, godrej)

Offline Trading

•Broker use trade rights•Deal for the client benefits•Direct broker and indirect client involve •Involve some contracts attorney contract•DIS slip•Linked by phone

Online tradingClient direct connected by internet, which provided by the DP with a/c user id and password..For the position trade Real time trade Trading secure

Derivatives Financial instruments whose value derives from some underline variable. Ex- sugar future price drived from present priceTypes of derivatives Future-specified future time,place,quantity and price of assets .for ex buying a reliance future of December in NSE 100 share @ 1200 Rs.

Forwards –An agreement to buy or sell specified time,quantity.Ex-after one month wheat 20 kg @ 20 Rs.Option – two option –call and put call put Buyer right to buy right to sell

Seller obligation to obligation to buy sell all assets buy and sell with the specified price

Commodity A physical or virtual marketplace for buying, selling and trading raw or primary products.Two type of commodities Hard soft(Agree(Resources) culture and gold, rubber livestock), oil, wheat, coffee , MCX-metal comm. exchangeNCDEX-National commodities derivatives exchange

Mutual fund A pool of funds collected from many investors for the purpose of investing in securities such as stocks, bonds, money market instruments. Mutual funds are operated by AMC, who invest the fund's capital and attempt to produce capital gains and income for the fund's investors.Type of investment-lump sum, SIP, S withdrawal plan, S transfer plan

Insurance

• Insurance = collective bearing of risk• A promise of compensation for specific potential

future losses in exchange for a periodic paymentLife insurance-It is part of family financial plan

Two parameters for investment risk and returns • Early death• living too long• risk cover• tax planning•Regulated by IRDA 1999

general insurance-which comes as a great relief to secure all that and give you peace of mind when everything assets is secured against future loss. Fire insurance

Med claimMotor vehicleRegulated by GIC 1999Both regulated by insurance act.1938

Portfolio management

Portfolio-collection of something's portfolio management- Art and science of making decisions objective to investment balancing of risk performance against risk maximize the returns

How to Select Good Portfolio AnalysisFundamental Balance sheet profit & loss EPS

Global currency rates interest rates War

Own economy Inflation Budget Agriculture Rates

Industry Industry growth rates R & D Performance

SWOT Analysis

India Leading broking houseOff and online trading facilityProducts -mutual fund,insurance

Financial sector boomOpening new branchesClient satisfaction

Not having own unique product same product all broking firm

Many new brokers entered in this fieldPrice war according competitors( karvy , share khan)

CORPORATE LEARNINGS

• A practical exposure of Financial world.• Time management• How to open DEMAT & MUTUAL FUND A/C• Grooming• How to fill ledger a/c• How to handle word excel• Some knowledge about STOCK MARKET