Академический Документы
Профессиональный Документы
Культура Документы
INTRODUCTION
INDUSTRY PROFILE
Stock market is a market where trading of company stocks, other securities and derivatives takes
place. Stock exchanges are corporations or mutual organizations, which are specialized in trading
stocks and securities. All sorts of company stocks are enrolled in the stock exchanges.
•National Stock ExchangeMumbai (Bombay) stock exchange is India’s first stock exchange. It
was founded in 1875with total number of listed stocks being more than 6,000. In India there are
total 22 stock exchanges operating across the country. The National Stock Exchange (NSE) is
situated in Mumbai The small and medium sized companies can list their stocks in Over The
Counter Exchange of India (OTCEI).The Securities and Exchange Board of India (SEBI)
regulates the functioning of capital market and protects the interests of the investors. It is situated
in Mumbai.
Some functions of SEBI are as follows: -
(i) Shares, scrip, stocks, bonds, debentures stock or other marketable securities of a like
nature inor of any incorporated company or other body corporate;
(ii) Government securities; and
(iii) Rights or interest in securities.
History of stock market in India
The working of stock exchanges in India started in 1875. BSE is the oldest stock market in India.
The history of Indian stock trading starts with 318 persons taking membership in
NativeShare and Stock Brokers Association, which we now know by the name Bombay Stock E
xchange or BSE in short. In 1965, BSE got permanent recognition from the Government
of India. National Stock Exchange comes second to BSE in terms of popularity. BSE and NSE
represent themselves as synonyms of Indian stock market. The history of Indian stock market is
almost the same as the history of BSE. There are 23 recognized stock exchanges in India
Bombay Stock Exchange ,National Stock Exchange, Ahmadabad Stock Exchange, Bangalore
Stock Exchange, Bhubaneswar Stock Exchange, Calcutta Stock Exchange, Delhi Stock
Exchange,Guwahati Stock Exchange, Hyderabad Stock Exchange ,Jaipur Stock Exchange,
Ludhiana Stock Exchange, Cochin Stock Exchange, Coimbatore Stock Exchange, Madhya
Pradesh Stock Exchange, Magadha Stock Exchange, Madras Stock Exchange, Mangalore Stock
Exchange, Meerut Stock Exchange ,
OTC Exchange Of India Pune Stock Exchange , Saurashtra Kutch Stock Exchange,
Uttar Pradesh Stock Exchange,Vadodara Stock Exchange
COMPANY PROFILE
Share khan Ltd. (Established in the year of 1922) is founded in February 2000, by Mr.Shripal
Morakhia at Mumbai, India (Headquarters). The parent company of Share khan is BNP Paribas.
Operating in the Financial Industry as a retail broking industry and leveraged on the first wave of
digitalization, it introduced the electronic trading system when dematerialization (Demat) of
securities came into existence in the country. Now the Share khan has more than 4800 employees
all over the country and is present in over 575 cities through 150 branches, more than 2600
business partners. Share khan has 1.6 Million clients and on an average, executes more than 4
lakh trades per day in India.
Share khan is the India’s 3rd largest brokerage firm after the ICICI Direct and HDFC Securities
in the terms of customer’s base. Share khan is good in online trading in India. It offers broad
range of financial products and services to the clients like securities brokerage, loan against
shares, ESOP financing, etc. Share khan provides a user friendly online trading facility.
The share khan is started in 2000 and it is a hold by BNP Paribas since November 2016, Share
khan was the first brokers to offer online trading in India.
Registered with NSE and BSE for capital market, futures and options and currency
segments and CDSL and NSDL for depository services.
A full-service stock broking firm providing online services right from online account
opening to trading and investments.
Created India’s best online trading platforms: Website (www.sharekhan.com), Trade
Tiger (the ultimate desktop trading software), Share khan App (available for Android and
IOS devices) and Share khan Mini (a low bandwidth website especially for mobile
browsers)
A strong brick-and-mortar network with over 2600 outlets in 575+ cities
Research-based financial advice on all asset classes to suit all investing and trading styles
Dedicated Education and training courses for investors and traders in association with
Online Trading Academy
(www.bnpparibas.com and www.sharekhan.com)
Share khan was founded by Mumbai-based entrepreneur Shripal Morakhia in 2000. Share khan
pioneered the online retail broking industry and leveraged on the first wave of digitization, when
Dematerialization (demat) of securities came into effect and electronic trading was introduced in
the stock exchange.
AWARDS
The best brokerage firm for Overall Service Category for Liquidness Management, India
The best Working Capital Clarification, India for Novateur Electrical & Digital Systems
Private Limited
The best Cash Administration Result, India for Publicis Group
The best financial website award
OUR DREAMS
We have many dreams. We dream of charming India's leading digital savings and investment
partner. 10 principles to guide our vision 2020
Vision:
To be the best retail brokering brand in the retail business of stock marketing.
Mission:
To educate and empower the individual investor to make better investment decisions through the
quality advice and superior services.
Quality policy:
Excellence is all about the quality of work. We strive for delivery that is 100% error free and yet
at lightning speed. Excellence deals with the quality of work.
PRODUCT/SERVICE
Demat account
Trading account for cash calculator
Bank account for fund transfer
Products:
Kotak Securities
India bulls
ICICI direct.com
RELIGARE
MOTILAL OSWAL
BAJAJ CAPITAL
RELIANCE MONEY
HDFC Securities
India Info line
II. Expenses
MCKINSEY 7 S FRAMEWORK
The 7 S models are better known as McKinsey 7-S. This is because the two persons who
developed this model. Tom peters and Robert Waterman has been consultant at McKinsey and
company. They published their 7s model in their article “Structure is Not Organization” (1980)
and in their books “ The art of Japanese Management” (1981) and “ In Search of Excellence”
(1982).
The model starts on the premise that an organization is not just a structure, but consists of
seven elements namely,
These seven elements are distinguished as to called hard Ss and soft Ss. The hard
elements are feasible and early to identify. They can form strategy statements, corporate plans,
organizational charts and other documentation.
7s model is divided in two S’s they are:
1. Strategy.
2. Structure.
3. System.
The soft S’s are
1. Style.
2. Staff.
3. Skills.
4. Shared values.
STRUCTURE:
Share khan is flexible in terms of makingtemporary structural changes to cope up withspecific str
ategic tasks without any hassles. If need arises, the top management can assign therole to any of i
ts employees which it considerscapable and skillful.
ORGANAIZATION STRUCTURE of Share Khan LTD:
CEO
COUNTRY HEAD
REGIONAL HEAD
BRANCH HEAD
DEALER
SALES EXECUTIVES
SE 1 SE 2 SE 3 SE 4
SYSTEMS:
This constitutes of all the training anddevelopment systems, estimating budgets and theaccountin
g system of Share khan.
STYLE:
Style refers to all the symbolic actions undertakenby top managers of Share khan and its influenc
eon the subordinates.
STAFF:
Share khan values its employees as its assets andtherefore carefully trains and motivates them by
giving them incentives at regular intervals.Talented employees are assigned as mentors andgive
n real responsibility and moved into higher positions.
SKILLS:
The term skills refer to those activitiesorganizations do best and for which they areknown. Share
khan is known for its timely advice(suggestions/tips), which it caters to its customersand it boast
s of 70-90% strike rates in bookingrecommendations.
This refers to guiding concepts, values andaspirations that unite an organization in somecommon
purpose. It provides the customers thebest service as it believes in customer satisfactionand rete
ntion.
SWOT ANALYSIS OF SHAREKHAN:
STRENGTHS:
The Number one registrar and transfer agent and dealer of investment products in India.
The Good co-operation between employees.
WEAKNESS:
OPPORTUNITIES:
THREATS:
Objective of PMS
There are the following objective which is full filled by Portfolio Management Services.
Safety Of Fund
The investment should be preserved, not be lost, and should remain in the returnable position in
cash or kind.
Marketability
The investment made in securities should be marketable that means, the securities
must be listed and traded in stock exchange so as to avoid difficulty in their encashment.
Liquidity
The portfolio must consist of such securities, which could be en-cashed without any
difficulty or involvement of time to meet urgent need for funds. Marketability ensures
liquidity to the portfolio.
Reasonable return
T h e i n v e s t m e n t s h o u l d e a r n a r e a s o n a b l e r e t u r n t o upkeep the declining value
of money and be compatible with opportunity cost of the money in terms of current income in
the form of interest or dividend.
Appreciation in Capital
The money invested in portfolio should grow and result into capital gains.
Tax planning
Efficient portfolio management is concerned with composite tax planning covering
income tax, capital gain tax, wealth tax and gift tax.
Minimize risk
Risk avoidance and minimization of risk are important objective of portfoliomanagement. Portfol
iomanagers achieve these objectives by effective investmen planning and periodical review of
market, situation and economic environment affecting the financial market.
Review of literature
In this paper we provide a review of the current state of research on Portfolio Management with
the support of Multiobjective Evolutionary Algorithms (MOEAs). Second we present a
methodological framework for conducting a comprehensive literature review on the
Multiobjective Evolutionary Algorithms (MOEAs) for the Portfolio Management. Third, we use
this framework to gain an understanding of the current state of the MOEAs for the Portfolio
Management research field and fourth, based on the literature review, we identify areas of
concern with regard to MOEAs for the Portfolio Management research field.
The current study provides a categorised bibliography on the application of the techniques of
multiple criteria decision making (MCDM) to the problems and issues of portfolio management.
A large number of studies in the field of portfolio management have been compiled and
classified according to the different multicriteria methodological approaches that have been used.
Except the in-depth presentation of the MCDM contributions in the area of portfolio
management, the outmost aim of this paper is to stress the inarguable multiple criterion nature of
the majority of the problems that modern financial management faces.
Livio Stracca
This paper provides a selective review of the theoretical literature on delegated portfolio
management as a principal–agent relationship. The main focus of the paper is to review the
analytical issues raised by the peculiar nature of the delegated portfolio management relationship
within the broader class of principal–agent models. In particular, the paper discusses the
performance of linear versus nonlinear compensation contracts in a single‐period setting, the
possible effects of limited liability of portfolio managers, the role of reputational concerns in a
multiperiod framework, and the incentives to noise trading. In addition, the paper deals with
some general equilibrium dimensions and asset pricing implications of delegated portfolio
management. The paper also suggests some directions for future research.
2) Data collection
Primary data
Primary data is collected for the 1st time it includes interview, observation.
Secondary data
Secondary data is already published data it includes NSE(National stock
exchange), money control website, annual reports of the company and
journals.
HYPOTHESIS
STATEMENT OF PROBLEM
The securities market is highly volatile in nature, due to this most of investors face difficulty
while identifying investment opportunities, investors fail to predict when to buy and sell
securities and performance of industries. So this analysis is directed towards the use of
technical analysis tools which help investors when to buy and sell securities.
The problem that exist the investors has a problem of holding the securities and how much
amount to be invested. The Markowitz model permits AN capitalist to show up at AN
optimum portfolio, the only index model is useful in avoiding the difficulty of knowledge
input and time price thought.
The analysis has been done to construct an optimal portfolio for selected sectors
Selection of companies are restricted based on Sensex index only
This Analysis involves using of only technical analysis tools