Ppt on angel

Risk Management &

Surveillance

Dp

Demat Banking

Dealing

Dispatch & Contract

Notes

KYC

Accounts

Membership Management

QAIT KYC

Mar

ketin

g &

Sal

es

Advisory

Branding Resea

rch

PERSONALIZED SERVICE

Legal & Compliance

PRESENTATION ON ANGEL BROKING

PRESENTED BY : PRESENTED TO:RAHUL SINGLA Dr. KIRAN MEHTACUN120550069 (MENTOR) 1

CONTENT• Company Introduction• Achievements• Five Pillars• Membership & Distribution Model• USP’s of Angel• Awards & Recognition• Specialized Products & Value Added Services• Projects Undertaken Budget Report Analysis of different sectors Survey on different broking firms Feedback from clients Frequency of Trading

`Angel Broking Ltd 2

Angel Broking – A JOURNEY IN TIME

MR DINESH THAKKAR, CHAIRMAN & MANAGING DIRECTOR, ANGEL GROUP, Started this Journey as a SUB-BROKER in 1987 With 3 Employees and 25 Clients.

Our Motto

To have complete harmony between quality-in-process and continuous improvement to deliver exceptional service that will delight our Customers and Clients.

The Journey continues……….

Angel Broking Ltd 3

Angel Broking Ltd 4

THE MOST TRUSTED RETAIL CENTRIC BROKERAGE HOUSE WITH SERVICE TRULY PERSONALIZED

1st to concentrate

on on retail-centric

research…….with a focus on small & mid-cap

segments

1st to adopt the Branch

concept .... so that it

could offer

personalized

services to all retail clients across India

1st to launch the

web-enabled

Back office

software ... so that

customers can track

their stock holdings

24x7

Highest number of registered

sub-brokers on

NSE

Awarded the 'Major Volume Driver'

trophy by the BSE

for 5 years - 2004-05, 2005-06, 2006-07,

2007-08 & 2008-09.

Awarded as Best Retail

Broking House and Broking House

with the Largest

Distribution Network at D&B Equity

Broking Awards

2009

Five Pillars

Angel Broking Ltd 5

Angel Broking Ltd 6

Angel Broking Ltd 7

ANGEL BROKING LIMITED LUDHIANA BRANCHADDRESS: Shanghai Tower 1st Floor

Feroz Gandhi Market Ludhiana

TEAM:REGIONAL MANAGER - Mr. EJAZ MOHYIBRANCH MANAGER - Mr. DEEPAK CHAUDHARYSALES MANAGER - Mr. ASEEM DODA (Left)TRADING DEALERS - 15 MEMBERSSALES TEAM - 10 MEMBERS

PUNJAB RANKING

Chandigarh 1st

Ludhiana 2nd

Jalandhar 3rd

Ambala 4th

Angel Broking Ltd 8

Our Memberships

Angel Group Memberships:

BSE- Cash and F&ONSE- Cash and F&ONCDEX & MCX – Commodities & Currency Futures

Angel has the largest no. of sub-brokers registered on NSE

Angel has the largest volume on BSE

Angel has the highest number of Trading Terminals.

Angel Broking Ltd 9

Our Distribution Model: Hub & Spoke

RO

CSO RORO

RO

Branches

Clients

Clients

Clients

SB

Branches Clients

Clients

Clients

Angel Broking Ltd10

Our Business

Angel Broking Ltd 11

USP’s of Angel E-broking

Multiple exchanges on a single screen- BSE,NSE, NSE - F&O, MCX

& NCDEX

Hot keys similar to broker’s terminal

Products / Software / Back office training for all E-Broking Clients

In-depth research & technical charts, Intra-day calls

24x7 Back-office

Viewing Ledger, Bills, Contracts, Sauda Summary, Open position,

Holdings, DP Transactions, Auction Details

Auto pay-in of shares & Online Securities Pay-out

Instant transfer of funds & Online Funds pay-out request

Highly secure & confidential

THE MOST TRUSTED RETAIL CENTRIC BROKERAGE HOUSE WITH SERVICE TRULY PERSONALIZED

Awarded the coveted 'Major Volume Driver‘

trophy by the BSE for 6 years

2004-05

2005-06

2006-07

2007-08

2008-09

2009-10

Awards & Recognition


Broker with Best Commodity Research of the Year

(Angel Commodities Broking Pvt. Ltd.)

Best Contribution in Investor Education & Category Enhancement of the Year

(Angel Broking Ltd.)

Bloomberg UTV Financial Leadership Awards 2011


Zee Business Financial Market Conclave

Award 2010

Special Contribution

Best Sector Analyst

Best Technical Analyst

Zee Business Financial Market Conclave Award 2010 | 2011

Best Sector Analyst

Zee Business Financial Market Conclave Award

2011Angel Broking Ltd 14

Margin Funding Facility to allow clients to take higher

exposure Instant Liquidity for Clients Margin is deposited in Cash as well as Cheque

Pre-Paid Brokerage Zero Account Opening Charges Attractive Brokerage Rates Free AMC for 1 year Assured gifts worth thousands with every account Easy & Fast Recharge

Specialized Products


M-Connect Service Market News/Analysis &

Expert Views 24X7 Stock Updates & Market

Statistics Real time Equity, F&O,

Commodities and MF rates on a single screen

Back-office Data i.e. Ledger, Open Positions, Holdings, PMS

Value Added Services


SWOT Analysis17

SWOT ANALYSIS

SWOT Analysis 18

STRENGTH:

Experience player in marketBrand Image Customer OrientationWell maintained infrastructure Known for transparent functioning Large retail customer products Best research & reports

WEAKNESS:

Software problem Less penetration in rural areas

SWOT Anaylsis 19

OPPORTUNITIES:

Growing Rural Market Emerging new technology

THREATS:

Entry of Foreign Firms Decrease the rates of brokerage by competitors Less awareness of technology (Computers)

Projects 20

Projects Undertaken During Internship Period

1) Highlights Of Budget 2013-2014 (28 Feb)

2) Analysis of different sectors3) Survey on different broking houses4) Feedback from clients5) Currency Derivatives6) Frequency of Trading among people

Budget 2013-2014 21

1. Highlights of BUDGET 2013-2014

*No change in income tax slabs

*Relief of Rs 2,000 for tax payers in tax bracket of Rs 2-5 lakh

*10 pc surcharge on persons with taxable income of over Rs 1 crore

*Tobacco products, SUVs and mobile phones to cost more

*Income limit under Rajiv Gandhi Equity Savings Scheme raised to 12 lakh from Rs 10 lakh

Budget 2013-2014 22

*New taxes to collect Rs 18,000 crore for government

*Commodity transaction tax of 0.01 per cent

*Duty free limit of gold import increased to Rs 50,000 for male passengers and Rs 1 lakh for female passengers

*India's first women's bank to be set up by October

*Securities Transaction Tax brought down to 0.01 per cent

Analysis of Different Sectors 23

2. Analysis of different sectors

Major sectors that are being studied for the purpose of analysis are as follows – Auto sector Cement sector Construction sector Banking sector FMCG sector IT sector Media sector Metals and Mining sector Oil and Gas sector Pharmaceutical sector Healthcare sector Power sector Real Estate sector Telecom sector


Recommended sectors with analysis and comparison

In my view following are the sectors which are and will be growing and must be taken into consideration for investment purposes. A comparison is also being made with the peer sectors for a better and overall view. Recommended sectors in preferential order – 1. FMCG sector 2. Banking sector 3. Auto sector 4. Information Technology sector


Sector YTD 1 year 2years FMCG 40.14% 34.70% 60.50% Banking 50.04% 17.60% 11.20% Auto 33.02% 10% 23.70% IT 22.73% 14.20% 12.60%

YTD (year-to-date) – Return so far for this year, beginning January 1 until today’s date.


Sectoral closing values on 12-03-2013

S & P BSE FMCG – 5655.10

o 52 week high – 6176 o 52 week low – 4143

S & P BSE Bank – 13733.93


S & P BSE Auto – 10832.79


S & P BSE IT – 7059



Conclusion

Since there is a negative correlation between Information Technology sector and the other three sectors, thus one must look for a good composition of IT sector stocks along with the stocks of other sectors.

This will make one’s portfolio a bit more stable even in crisis like conditions.

Survey on Broking Firms 28

3. Survey on Broking Houses Objectives

To know the customers preference in different sector of investment and to know what are the factors consider most important in order to choose their broking firm.

To know the different companies Activation and Other charges.


Different Players in the Industry


Findings According to the data that have been collected all the broking houses give their best services to clients . Survey shows that the nearly 79% people prefer the online trading rather than offline trading through broker. People like to invest more in equity rather than other investment sectors. The best preferred broking firm among the people is Angel broking ltd than other broking firms. Friends, News paper and Internet are the most preferred mode for awareness of the broking firms and share trading.

Feedback from Clients 31

4. Feedback from Clients

Clients not doing trading from last 6 or more months

Purely feedback on calls ( Telephonic Survey)

Sample size was 500 clients

Given Ludhiana region

Completed the survey in 5 days doing 100 calls each day

Very unsatisfied got from clients

Frequency Of Trading 32

5. Frequency of Trading ( Primary Data)

OBJECTIVE:

The objective is to know the frequency of investors to trade in stock market.

Sample Size 150

Males – 106 Females – 44


Demat A/c


When Demat A/c was Opened


What are you?????


Where Investment is done (Stock Market)


Frequency of Trading


Company


Reason for low frequency

Recommendation 40

Recommendations

Services should be improve by broking houses

Priority should be given to clients

Proper installation of PC & Mobile Software

Should call client twice a day for market updation

Should provide software training to their clients

Should give required Research reports to clients

Conclusion 41

Conclusion

Investment is made in physical form of gold

Poor Services from broking houses

No market updation is given

Not giving proper reports

Lack of knowledge

Investment made for long term period (FD)

END 42

THANK YOU