INTERNSHIP REPORT

Submitted by
GAURAV MOTWANI
Reg No: 2016MBA045
Under the guidance of
PROF. RAVI LAKHANI

Submitted in Partial Fulfillment of the requirements

of Jagran LakeCity unversity for the Award of the degree in
Master of Business Administration

Jagran LakeCity Business School

JAGRAN LAKECITY UNIVERSITY
BHOPAL-462001
2017

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 ACKNOWLEDGEMENTS

This project is not solitary effort of mine alone. Its successful accomplishment is the result of
many distinct people to whom I owe a debt beyond repayment. Therefore, I would like to
extent my token of thanks to those who have helped me directly or indirectly in making my
project work an incredibly pleasant task and giving it a final shape.
My sincere thanks towards my project guide Prof. ravi lakhani, Research Associate at Jagran
Lakecity University University for her constant guidance. Without her kind support this
project would have never been possible.
I offer my sincere thanks to Mr. sudeep singh , Director-Marketing, for giving me incredible
opportunity to do my project at Edelweiss broking limited and for his valuable inputs and
guidance to encounter upcoming challenges in the long run of my career.
Unfortunately, it wont be possible to acknowledge my indebtness individually to everyone. I
owe a big thank you to whole marketing team, and my friends who have been supportive
throughout the journey of this internship.

GAURAV MOTWANI
2016MBA045

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 CONTENTS

CERTIFICATION ................................................................................................................................ 2
ACKNOWLEDGEMENT ..................................................................... Error! Bookmark not defined.
BASIC INTRODUCTION OF THE PROJECT ................................................................................ 6
EDELWEISS FINANCIAL SERVICES ............................................................................................ 7
COMPANY PROFILE ......................................................................................................................... 7
DEPARTMENTS IN EDELWEISS .................................................................................................... 8
ORGANIZATIONAL HIERARCHY ................................................................................................. 9
SENIOR MANAGEMENT EDELWEISS .................................................................................................. 9
SHARE HOLDING PATTERN ........................................................... Error! Bookmark not defined.
EDELWEISS APPROACH ............................................................................................................... 10
APPROACH 0F EDELWEISS BROKING LIMITED .................................................................... 11
ADVANTAGES OF EDELWEISS OVER ITS COMPETITORS ................................................. 12
PLATFORMS FOR TRADING IN EDELWEISS .......................................................................... 13
BENEFITS OF ONLINE TRADING ................................................................................................ 14
PRODUCTS OFFERED BY EDELWEISS ..................................................................................... 15
BENEFITS OF EDELWEISS PRODUCTS ..................................................................................... 16
DETAILS OF TASK PERFOMED IN EDELWEISS ..................................................................... 17
REPORT OF MARKET SURVEY ................................................................................................... 18
MARKET SURVEY TASK OUTPUT.............................................................................................. 19
DATA ANALYSIS OF MARKET SURVEY ................................................................................... 20
RECOMMENDATION AND SUGGESTION FOR BRAND PROMOTION .............................. 21
CONCLUSION ................................................................................................................................... 22
BIBLIOGRAPHY ............................................................................................................................... 23
QUESTIONNAIRE............................................................................................................................. 24

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 ABSTRACT

Without practical training, management education is meaningless so

long with the theory; practical training is provided to management students to
expose them to the actual working environment of any organization. Such
training provides a framework of knowledge relating to the concepts and
practices of the assigned topics in the organization.
The summer training is an integral part of the course curriculum of
Post Graduate Diploma In Management. In this the student is in the position to
analyze the integral working of an organization with mature eyes and
understand the dynamics in a much better manner.
This particular project has been conducted at Edelweiss Broking
Limited. In the first phase of the research project, there is an introduction of
Share Trading, company profile and products of Edelweiss are given. After that
a market research is performed with a sample size of 100 customers. The
research study was limited to Pune city only . Here, in my survey, I have
contacted the respondents through personal interviews with the help of
questionnaires.

The main objective of the research is to know the awareness among

the customers related to equity market which is done by Edelweiss by selling
Financial products of Edelweiss.

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 BASIC INTRODUCTION OF THE PROJECT

My main aim during the internship was to do the survey to know, small retail
investors preference over different asset classes and another motive was to
pitch companys name and profile into the mind of the respondents in order to
promote the company.

The task was assigned to make fill up the questionnaire by the small retail
investors and at the same time to make them aware about the company and what
does company basically do.

Edelweiss is one of the leading names in the field of financial services with
relation to stock markets and related financial services.

Edelweiss has a variety of financial products to cater to the need of the

customers. Edelweiss is a research driven company which prides on the research
that it provides to its client for safe investment in the stock markets. Before
entering into retail Edelweiss used to provide research to different companies
working in this field. Edelweiss is relatively new in the market as compared to
its competitors but is rapidly making progress and catching up with them.

The Main area that Edelweiss gets most of its revenue is through its advisory
services in the area of Merger and Acquisitions.

India is one of the fastest growing economies in the world and there is lots of
potential to grown in the market. The Indian market is largely untapped as only
a small section of the population invests
in the stock market. There is very little awareness of the stock market among
the population. People have a negative perception about the stock market and
the stigma attached to it.

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 EDELWEISS FINANCIAL SERVICES
COMPANY PROFILE

Edelweiss financial Stock codes

services
National stock edelweiss
exchange(NSE)
Bombay stock 532922
exchange(BSE)
Bloomberg EDEL.IN
Reuters EDEL.BO

Edelweiss started its journey in Mumbai in the year 1995, by two IIM
graduates, Mr Rashesh Shah and Mr Venkat Ramaswami. Edelweiss was
incorporated on November 21, 1995 as a public limited company and received
its certificate for commencement of business on January 16, 1996.

Its businesses are broadly divided into Credit including Retail Finance and Debt
Capital Markets, Commodities, Financial Markets, Asset Management and Life
Insurance.

The groups research driven approach and proven history of innovation has
enabled it to foster strong relationships across corporate, institutional and
individual clients. The Life Insurance, Retail Finance including Housing
Finance, Mutual Fund and Retail Broking businesses both online and offline
formats, have paved the way for Edelweiss to cater to the large retail client
segment.

Edelweiss presence now covers 216 offices in 118 cities in India and abroad
with 4,285 employees. Together with 5,000 strong network of Sub-Brokers and
Authorized Persons, Edelweiss group has presence across all major cities in
India catering to over 532,000 clients across various businesses in retail and
wholesale segments.

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 DEPARTMENTS IN EDELWEISS

The organization have enriched culture of setting agenda for the day through
morning meetings in the meeting room and after that each and every employee
works on that agenda.
Edelweiss have three department in Siddharth tower Kothrud branch which
comprised of:
1. Marketing department
2. Administrative department
3. Finance department.
They do not have HR department in their branch office because they have
centralised HR department who sits over in head offices.
1. Marketing department: Marketing department of any financial firm
plays an important role for their sustenance. Marketing department of
Edelweiss is subdivided into two category. One is working as for sales
and another is working as for promotions.

2. Administrative department: Administrative department work for all

paper works for business brought down by the marketing team.

3. Finance department: Finance department have some employees who

sits in trading room of the company and monitors the price fluctuations in
the stock markets. They also do client service by calling them and advice
related to BUY HOLD SELL decision.

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 ORGANIZATIONAL HIERARCHY
SENIOR MANAGEMENT EDELWEISS

Rashesh Shah
Chairman & Ceo

Venkat Ramaswamy
co-head

Himanshu Kaji Rujan Punjwani

Chief operating
Executive director
officer

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 SHAREHOLDING PATTERN OF EDELWEISS

Edelweiss financial services

Non institutions Indian & foreign

39% 37%

Institutions
24%

A.PROMOTERS & PROMOTERS GROUP Indian & foreign

B.PUBLIC SHARE HOLDING
Institutions Non institutions

Source: http://economictimes.indiatimes.com/edelweiss-financial-
services-ltd/shareholding/companyid-19100.cms

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 EDELWEISS APPROACH

The company practice this core thought of Create Ideas, Create Values that
has led to Edelweiss becoming one of the leading financial services company in
India. Its current businesses include investment banking, securities broking, and
investment management. It provides a wide range of services to corporations,
institutional investors and high net-worth individuals. The core inspiring
thought of ideas creating wealth and values are protecting it is translated into
an approach that is led by entrepreneurship and creativity and protected by
intellectual rigor, research and analysis. The company is leading provider of
financial services products and solutions to many HNI around the country.

APPROACH 0F EDELWEISS BROKING LIMITED

Client Focus Edelweiss is driven by the emphasis I place on building

long-term relationships with their clients. They work closely with our
clients to equip them with the ability to address large, fast growing
market opportunities.

Execution Orientation focuses obsessively on delivering high quality

execution through our experienced team of professionals. Each team is
led by senior personnel and is highly research and ideas driven. It places
strong emphasis on confidentiality and integrity in a sensitive business
environment.

Culture Edelweiss fosters a culture that is entrepreneurial and results-

driven and that emphasizes teamwork and intellectual rigor. The team is
encouraged to display higher levels of initiative, drive, and hunger for
learning and taking on additional responsibility.

Professional Integrity place a strong emphasis on confidentiality,

honesty and integrity in their business dealings. They expect our people
to maintain high ethical standards, both in their professional and personal
lives. They strive to be fair in all our dealings. I respect our competitors.

Research Driven All businesses are built on a research and analytics

foundation. Our understanding of underlying market trends and strong
analytical expertise has resulted in a demonstrated ability to identify
emerging trends and themes early. They seek to provide the highest
quality research and investment opinions to their clients.

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ADVANTAGES OF EDELWEISS OVER ITS COMPETITORS

Actionable research and strategies relevant to your current stock holdings and
investment goals.

An easier way to trade with simplified trading pages, brokerage plans

based on your trading patterns, live terminal experience and single click
execution. The web pages are very easy to navigate and to do
transactions

Intelligent portfolio tracking by creating multiple sub portfolios

according to financial goals, track investment across assets and
personalized advice based on your financial goals.

24 x 7 access through mobile services and desktop tools stay updated on

stocks portfolios strategies.

Secured site to make investments, robust systems to handle traffic.

Xtreme trader the next generation online trading platform with Dow
Jones newswires.

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 PLATFORMS FOR TRADING IN EDELWEISS

Sr. PLATFORM MODE BEST FOR:

No.
1 Edelweiss.in Web For all users to trade and self-service

2 Xtreme Trader Desktop Professional trader who need speed

3 Mobile Trader Mobile Trade on the go on smartphones

application

4 Mobile WAP Mobile Trade on the go on all phones

5 Xpress Web java Especially for office goers who cannot

applet install .exe file in the office premises
and want a terminal like experience on
web.
6 Call and trade Phone Central number for service and trading

7 Dealer/RM Phone Local branch number for service and

trading

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 BENEFITS OF ONLINE TRADING

1. Fees and commissions are much lower in comparison with traditional ways of
trading

2. An opportunity to act on price movement immediately

3. Direct access to information on real time prices and charts

4. Absence of broker gives any trader an opportunity to take his/her own

decisions without hurry

5. Completing or denying a trade can be performed within a few seconds so it's

easier to manage your investments and shorten your losses.

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 PRODUCTS OFFERED BY EDELWEISS

Equity Mutual fund

IPO Derivatives

Currency Commodities

Financial Insurance
planning

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 BENEFITS OF EDELWEISS PRODUCTS

BASIC EXPECTED DELIGHTED

Transaction Advise/Advisor News

Platforms Reporting Alerts
Types of order Portfolio Tracker
Service Funding
Call center Algos
Cheque handling Financial planning

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 DETAILS OF TASK PERFOMED IN EDELWEISS

The basic task assigned by the company is to do a market survey in the form of
close ended questionnaire on small retail investors to know their preference in
different asset classes and also promote the name of the company in front of the
respondents in order to place the name of the company in mind of customer.

I started my work with sample survey in different areas of Pune. The target
places were Sharda centre, Hinjewadi, S.B road because there were many
offices and office goers and it was easy to get maximum respondents out there.

I also targeted the shops of Deccan corner and F.C road in Pune to have the
opinion of small business owner.

I performed the same task for complete one month winter internship and got the
idea of customers preference in different asset classes and also learned how to
pitch companys name during the survey.

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 REPORT OF MARKET SURVEY

Total number of respondent in market survey = 500

Number of respondents taking financial assistance = 133 or 26.6%
Number of respondent know edelweiss = 187 or 37.4%

ASSET CLASS INVESTORS PREFERENCE

Bonds 52

Fixed deposits 189

Equity 78

Mutual funds 135

Insurance 81

Gold 87

Real-estate 78

Currency 13

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 MARKET SURVEY TASK OUTPUT

This market survey helps me to develop my interpersonal skills to interact more

and more people and collect required information. The survey helped me to
make small retail investors aware about what Edelweiss financial services is
and what are the things that they do like they provide advisory services to their
clients when and where to invest, BUY, HOLD, SELL decisions etc.

It also helped me to know the investors preferred area of investment in

different asset class.

I learned how to pitch and promote the brand in two minute conversation with
the respondents.

The assigned task helped me to learn how to prepare questionnaires and extract
out datas from the provided information by respondents.

Number of people approached for 750

survey
Number of people responded in the 500
survey
Time taken to complete the 25
task(excluding Sundays and holidays)

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 DATA ANALYSIS OF MARKET SURVEY

The market survey that has been carried out provides certain inferences that
retail investors are averse to invest in equity market.
NUMBER OF PEOPLE TAKING NUMBER OF PEOPLE KNOW
FINANCIAL ASSITANCE EDELWEISS
133 or 26.6% 187 or 37.4%

NOTE: Total number of people is 500

There is gap of 11 % between number of people taking assistance and number
of people know Edelweiss. It can become opportunity for Edelweiss to acquire
business from the market.
The brand awareness is also low 37.4 %, company should adopt aggressive
marketing strategy to gain more and more customers.

INVESTORS PREFERECE IN DIFFERENT ASSET CLASSES

CURRENCY
2%
BONDS
REAL ESTATE
7%
GOLD 11%
12% FIXED DEPOSITS
27%
INSURANCE
11%

EQUITY
MUTUAL FUNDS 11%
19%

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 RECOMMENDATION AND SUGGESTION FOR BRAND
PROMOTION

Edelweiss must showcase their profits in different newspapers as news

which will create strong brand name

Edelweiss must place their hoarding especially in the office locations in

order to promote awareness of brand edelweiss

Edelweiss must go in good colleges for business seminars.

Increase the frequency of digital advertisements in the prime time slot

Edelweiss must be associated with small events happening in Pune at

regular intervals throughout the year.

In print media advertisement they must focus on easy application support

rather than product.

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 CONCLUSION

The one months that I have spent in my internship period would be a golden
period of my life in which I learned a great deal about the stock market and its
functioning. Earlier I had very little knowledge about the stock market but now
I can say that I have fair knowledge about the company and the stock market.
I got fair knowledge about how to work in a corporate environment and how to
absorb pressure.

I learned things that are not found in books and those can only be learned when
you are out in the field, talking to people. I believe this will help me in the
future. The best part was the training sessions that were taken by senior persons
in the company to let us know how to interact with the customer and make them
understand the purpose of meetings.

The basic conclusion drawn during this project is that company is very good at
their financial and one of those finance companies who turned profit at the
times of recession also but the company have very low brand awareness among
general public. The company should adopt aggressive measures for their brand
promotion in different media like print and digital media to get more customer
response and business.

Overall I would say that the one months of my internship was full of learning
and wonderful experience and I will always keep in mind throughout my life.

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 BIBLIOGRAPHY

Company profile and

information www.edelweissfin.com

Primary data collection Areas covered:

1. Sharda centre : Tech Mahindra and
Persistent employees(175 respondents)

2. Hinjewadi: Infosys and Wipro

employees( 200 respondents)

3. Deccan and F.C road: Small shop

owners(125 respondents)
Shareholding pattern of the http://economictimes.indiatimes.com/edelweiss-
company financial-services-ltd/shareholding/companyid-
19100.cms

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 Edelweiss financial services

QUESTIONNAIRE

Customer Name:
Age:
Contact No:
Email Id:
Profession:
Company:

Q1. Do you invest?

Yes No

Q2. Are you aware of current Indian economic growth?

Yes No

Q3. Do you get/require any professional assistance over investments?

Yes No

Q4. Are you aware about Edelweiss financial services?

Yes No

Q5. Your preferred area of investment?

1. Bonds: 2. Fixed deposits: 3. Gold: 4. Insurance:

5. Equity: 6. Mutual fund: 7. Real-estate: 8. Currency:

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