som 230 il&fs investment securities

7/31/2019 SOM 230 IL&FS Investment Securities

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Service Model Study of

By

Vijayendra Roy (Roll 230)


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Description:

Infrastructure Leasing & Financial Services Limited (IL & FS) is one of Indias leading

infrastructure development and finance companies. IL&FS has a distinct mandate

catalyzing the development of infrastructure in the country. The organization has focused on

the commercialization and development of infrastructure project and creation of value added

financial services.

IL&FS Investsmart securities limited (IISL) was created by IL&FS as an arm to take part in

growing Indian capital market. However, later on the company was taken over by HSBC in

the year 2007 to gain an entry into the Indian financial market.

IL&FS Investsmart securities limited (IISL) is one of Indias Leading financial services

organizations. IISL, through its subsidiaries in India and Singapore, provides a wide range of

investment products to its retail and institutional banking, insurance broking & distribution,mutual funds distribution and related financing services.

Concept:

A person who has an account with IL&FS Investsmart is benefited in the following

ways:

The internet can provide a new sense of control over financial future. The amount of

investment information available online is truly astounding. Its one of the best aspects of

being a wired investor. For the first time in history, any individual with an internet

connection can do the following activities:

Know the price of any stock any time and follow the market events in depth. Receive a wealth of free commentary and analysis about stock markets and the global

economy. At Investsmart, customers can get real time stock quotes, daily roundups of

the stock market, expert commentary, and a deep community of fellow investors.

One of the greatest appeals of using an Investsmart online account is the fact that theaccount belongs to the customers, and is under their direct control. When they want to

buy or sell stock, they no longer need to call their broker on the phone, hope that thebroker is in office to place their order; possibly argue with the broker about the order;

and hope that the transaction is executed immediately.

Investsmart specializes in the technique that offers the best price for the best buy andsell orders of the investors and traders. Also due to the high level of transparency with

regard to display of information relating to the specific stocks and company profiles,

customers get the best quote for their orders.

Online trading offers the customers greater transparency by providing them with anaudit trial. This involves a complete integrated electronic chain starting from order

placement to clearing and settlement and finally ending with a credit into their

depository account. All these stages are subject to inspection, thus bringing in


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transparency into the system. Online trading integrates the customers bank account,

their trading account and their Demat accounts, which leads to easy and paperless

trading for them.

Investsmart online customer will be able to execute the entire trading transaction,right from logging on to the site, to the execution and settlement of customers bank

account, in a very short period. An Investsmart Online client has an option of banking

with five financial banks that provide the option of online fund transferHSBC,

HDFC, Citibank, Axis and Corporation Bank.

Design:

Retail Offerings

ADVISORY SERVICES mutual funds, portfolio management services (PMS)IPOs insurance advisory etc.

TRADING SERVICES equity and derivatives, etc. The company no longerprovides trading in commodities as according to regulation foreign financial

institutions cannot take part in trading of commodities.

IL&FS investsmart services its clients through two types of interfaces for clients interested in

online trading. They are:

Smart Invest

Features:

This trading platform is a browser based system designed for customers who transact

occasionally. It is ideal for investors who believe in the buy and hold approach towards

investment in equities. It is very user friendly.Smart Invests capability as a browser based trading platform gives you the benefit of real

time streaming data with the flexibility of trading on any internet capable system. With

access to both the NSE and BSE, the customer is in the drivers seat when routing your order

to the best price on either of the exchanges. Smart Invests sophisticated yet easy to use point

and click order entry interface allows you to react more quickly to the markets and make

better decisions.


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Smart Trade

Features:

This platform can be accessed on any internet-enabled network. They can be accessed even

from the work place. Following features are available -

Instant Loading The browser-based applet system allows access to clients account with no

wait time, unlike other system that takes a few minutes to load.

Live streaming quotes-Color-coded price changes help customers to spot trends and in turn

help the customer to react faster.

Multiple watch - list allows the customer to create up to 10 groups of watch list with each

group accommodating 15 scripts. Each watch list can be personalized by the customers

according to their choice of scripts. It provides the facility of trading on both NSE and BSE

via a single screen.

Single order form for Cash and F&O offers the customers the convenience of transacting

in various segments of the market without having to switch between multiple windows.

Point and Click order entry makes order entry quick and simple with a click on thesecurity, the same is inserted on the order form in the trade screen.Using a single keystroke

(hotkey) function the customer can achieve important task very similar to a brokers

terminal. Accessing important reports is also one keystroke away.

Market depth window gives an immediate at a glance information about the stock they

are following. The view provides the best 5 bids and offers quotes and the outstanding order

quantities.

Back office access allows one to view segment wise ledger bills and contract notes, trades,

positions, account balance, realized/unrealized profit and loss, and buying power all in real

time. This account is an EXE based desktop software designed for active traders who transact

frequently to capture favorable short-term price movements.

Fully customizable display allows the clients to save their created trade screen layout, so the

next time they access the application the created layout is not lost.

Dynamic charts with indicators provides the clients with a wealth of charting capabilities

and timing indicators, which allow them to go right into the action with real time daily charts,

and intra- day charts. Watch price movements by minutes, days or weeks.


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ServiceBlueprint:

Physical

Evidence

Customer

Actions

Onstage

Contact

Employee

Actions

Backstage

Contact

Employee

Actions

website Pamphlet

employees Attire of employees office

Seek

Information

Give

Appointment

Add/Del Scrips

Meet ExecutiveSign Up the

formsTake Calls

Make Calls/Send e-mail

Take

A ointments

Give demonstration

Meet Clients Get the form

Signed up

See the

Demonstration

Submit

Documents

Collect Documents

Call the Relationship

Manager

Transactions

Make Calls Process the Forms &

forward for activation

Take Calls/e- mails

Inform Onstage Contact

Emp about deficiencies

Fix Appointments for

Onstage Contact

Employees

Clear Deficiencies

Process the Forms

Advise the

Client

Generate leads


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Support

Processes

Train Contact

Employees

Inform

about

deficiencies

Process forms and

look for Deficiencies

Activate Clients

Account