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7/25/2019 101327303 Marwadi Shares Finance Ltd
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ORGANIZATIONAL STUDY
OF
MARWADI SHARES AND FINANCE
LIMITED
Submitted By !ubmitted t"
Ni#u$%!i$& !"d&A'm""()*+ d, -ITENDRA
SHARMA
2014-16
PGP-GBM Company guide-Mr. Bhavik Shah
./e00"$ i$!titute
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MARWADI SHARES AND FINANCE LIMITED
(
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DECLARATI!
I undersigned !I"#!$SI!% SD%A .a student ! "#"-#$M
SEM-2 de%&ares t'at I 'a(e )re)ared t'is )r*e%t re)rt n
+RGA!I&ATI! ST#D' ( MAR)ADI S%ARES A!D
(I!A!ACE LTD*.,nder guidan%e ! MR. B%A+I" S%A%.
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Signa,ure
H.NE/ LAN#ALI/A
AC"!)LEDGEME!T
Let us egin ur a%3n&edge5ent t'an3ing Mr B%A+I" S%A% and MR7ITENDRA
SHARMA t )r(ide us su%' an ))rtunit and a )&at!r5 'ere e %an 3n ' t
a))& ur 5anageria& s3i&&s and e8)ertise in t'e %r)rate r&d
T r3 at MAR)ADI S%ARES A!D (I!A!CE LTD is a (er nder!u& e8)erien%e
'i%' )r(ided us t'e 3n&edge aut st%3 5ar3et and a&s an at5s)'ere 'ere e %an
e8)&re urse&(es
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I u&d &i3e t t'an3 5 a&& !riends 9 !a5i& 5e5ers t guide 5e in ea%' and e(ert'ing
'i%' gi(es 5e dee) sense ! stud and t'e understanding ! t'e su*e%t and !ind ut
a))r)riate resu&ts ! 5 stud 'i%' gi(es 5e !ruit!u& resu&ts and a&s en'an%es 5
3n&edge at t'e sa5e ti5e
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PRE(ACE
T sur(i(e in a %5)etiti(e en(irn5ent: t'ereti%a& 3n&edge 5ust e su))&e5ented it'
)ra%ti%a& 3n&edge $eing a student: )r*e%t stud !r5s an essentia& )art ! ur %urse and
ridges t'e ga) eteen t'ereti%a& 3n&edge and )ra%ti%a& 3n&edge
Finan%ia& 5ar3et is 5st interesting and dee) su*e%t t stud and ana&sis It is 5st
!&u%tuated 5ar3et s it %reates sus)ense e(er 5(e5ent Mutua& !und is in e5erging trend
T'is 5ti(ated us t ta3e u) t'e stud ! !inan%ia& 5ar3et T'is )r*e%t dea& it' (arius
as)e%t ! st%3 5ar3et &i3e I".: .n&ine trading: Regu&atr !ra5e r3 et%
T'is )r*e%t ga(e 5e an ))rtunit t raise ur &e(e& ! 3n&edge aut !inan%ia& 5ar3et
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I!DE
Sr N "arti%u&ar "age N
A E;EC,TI
C RESEARCH 1?
D .R#[email protected] 9 ITS HIST.R/ 1>
E DETAILS .F DE"ARTMENTS ?
F "R.D,CTS 9 SER0
I SW.T ANAL/SIS .F .R#[email protected] >?
7 FINDIN# 9S,##ESTI.N >>
B SI" LEARNIN# 2
L C.NCL,SI.N 6
M $I$LI.#RA"H/ >
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E/e0u,ive Summary
T'e Maradi #ru) 'as e5erged as ne ! t'e t) 20 st%3 r3ing 'uses in India:
'a(ing 5e5ers'i)s n $SE: NSE and t'e t &eading %55dit e8%'anges in t'e %untrie NCDE; and MC; Mar1adi Share2 and (inan0e L,d.is a&s registered as a de)sitr
)arti%i)ant it' CDSL
Maradi 'a(e ui&t u) %ust5er trust and %redii&it t'rug' ua&itati(e ser(i%e and
)r5)t redressed ! ueries Maradi 'a(e 5re t'an 100000 %ust5ers: 'se (arius
in(est5ent needs Maradi are ser(i%ing: (indi%ates t'eir inde8 ! %ust5er %redii&it T'e
%5)an 'as a&as een dri(en a desire t %reate (a&ues !r its %ust5ers %ust5er
First a))ra%': et'i%a& and trans)arent usiness )ra%ti%es: re(eren%e !r )r!essina&is5 and
i5)&e5entatin ! %utting-edge te%'n&g T'ese 'a(e ena&ed t'e5 t !&uris' int ne !
t'e t)-20 st%3 r3ing 'uses in India
MSFL strengt' &ies in its tea5 ! ung: ta&ented and %n!ident indi(idua&s ua&i!ied
and e8)erien%ed )r!essina&s are t'ere t %arr ut di!!erent !un%tins under t'e &eaders'i)
! its )r5ters (iG Mr. "e,an Mar1adi3 Mr. Deven Marvadi and Mr. Sandeep
Mar1adi
I ')e t'at a&& t'e suggestins and !indings 5ig't )r(e i5)rtant and 'e&)!u& t a&&
' ant t in(est
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In,rodu0,ion
I! e &3 a%3 in 1?0sr60s: t'e Indian !inan%ia& 5ar3et as nt s strng and t'e)e)&e ere !a%ing t'e )r&e5s regarding in(est5ent a(enues In !a%t t'e sa(ings ere t &ess
and its 5i&iGatin as nt adeuate Furt'er: Indian !inan%ia& 5ar3et as nt stru%tured e&&
t rganiGe t'e sa(ings and its 5i&iGatin
Ne(ert'e&ess: a!ter 160s: t'e Indian !inan%ia& se%tr 'as di(ided int t rad
seg5ents rganiGed and unrganiGed T'e rganiGe seg5ents in%&udes %55er%ia& an3s:
de(e&)5ent !inan%e institutins: insuran%e %5)anies: and t'er nn-an3 !inan%ia& institutins
in%&uding 5utua& !unds: unit trusts et% A5ng a&&: Mutua& !unds are t'e !astest gring
institutins in t'e 'use'&d sa(ings se%tr
Due t t'eir 20ien,i4i0 inve2,men,a))ra%' and a nu5er ! in(estr-riented ene!its:
5utua& !unds 'a(e e5erged as t'e 5st ))u&ar in(est5ent (e'i%&e in t'e de(e&)ed %untries
In India: t'e aareness !r 5utua& !unds as (er s& due t s5e )&iti%a& and e%n5i%
!a%trs Ti&& 1>6->=: t'ere as a sing&e institutin t'at %ntr&&ed t'e 5utua& !und 5ar3et in
India: na5e& ,nit Trust ! India ,TI
Tda: t'ere are t'ree di!!erent t)es ! )&aers )erating in t'e Mutua& !und 5ar3et,TI: "u&i% se%tr 5utua& !unds and "ri(ate se%tr 5utua& !unds in%&uding 5an !reign )&aers
T'e Indian 5utua& !und industr 'as %ntinuus& gring sin%e &ast 6-= ears It is
!!ering a !ar greater %'i%e t in(estrs ranging !r5 internatina& !unds t e5erging
))rtunities !und T'e Indian 5utua& !und %5)anies 'a(e de(e&)ed attra%ti(e 5ar3eting
strategies it' an *e%ti(e t in%rease t'e #D" and #N" ! t'e %untr resu&ts in t de(e&)ed
%untr
As an in(estr: e itnessed t'at 5utua& !und is ne ! t'e e5erging in(est5ent )tin
during t'e &ast 4-? ears T'is %u&d e )ssi&e due t e!!e%ti(e 5ar3eting strategies ad)ted
(arius 5utua& !unds E(en t'e g(ern5ent is a&s tring t )r5te t'e 5utua& !und t'rug'
&iera&iGed )&i%ies and re&ie!s )r(ided t t'e in(estrs ' are 3een t in(est in 5utua& !unds
Mar3eting ! 5utua& !und %nsist ! (arius t&s &i3e dire%t se&&ing r t'rug'
inter5ediaries ,TI: t'e initiatr ! t'e 5ar3eting !ra5er3 ! t'e 5utua& !und industr:
de(e&)ed a 'uge agent netr3 t'at s)read ut a&& (er t'e %untr t se&& its !unds: )ri(ate
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!unds t T'ere!re: !%us as n t'e distriutin %'anne& it' 3ee)ing a %nstant *e%t t
5a3e a gd re&atins'i) it' t'e5: 'i%' resu&ts int: st t'e sa&es
At !ina&& et i5)rtant&: t'e !uture &3s rig't !r t'e industr in India ging a
re%ent stud %ndu%ted t'e Ass%iated C'a5er ! C55er%e and Industr Ass% 'a5 and
AMFIHe(er: t'e industr is !a%ing it' %ertain %riti%a& issues and iggest ne is t edu%ate
t'e in(estrs
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E5e0,roni02 4orm o4 S,o0k E/0hange6
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BSE 7T%E STC" EC%A!GE ( M#MBAI8
T'e St%3 E8%'ange: Mu5ai: ))u&ar& 3nn as 9BSE9as esta&is'ed in 1>=?
as 9The !a,ive Share and S,o0k Broker2 A22o0ia,ion9.It is t'e &dest ne in Asia: e(en
&der t'an t'e T3 St%3 E8%'ange: 'i%' as esta&is'ed in 1>=> It is a (&untar nn-
)r!it 5a3ing Ass%iatin ! "ersns A." and is %urrent& engaged in t'e )r%ess !
%n(erting itse&! int de5utua&iGed and %r)rate entit It 'as e(&(ed (er t'e ears int its
)resent status as t'e )re5ier St%3 E8%'ange in t'e %untr It is t'e !irst St%3 E8%'ange in
t'e Cuntr t 'a(e tained )er5anent re%gnitin in 1?6 !r5 t'e #(t ! India under
t'e Se%urities Cntra%ts Regu&atin A%t: 1?6
T'e E8%'ange: 'i&e )r(iding an e!!i%ient and trans)arent 5ar3et !r trading in
se%urities: det and deri(ati(es u)'&ds t'e interests ! t'e in(estrs and ensures redressa& !
t'eir grie(an%es 'et'er against t'e %5)anies r its n 5e5er-r3ers It a&s stri(es t
edu%ate and en&ig'ten t'e in(estrs %ndu%ting in(estr edu%atin )rgra5 and 5a3ing
a(ai&a&e t t'e5 ne%essar in!r5ati(e in)uts
A #(erning $ard 'a(ing 20 dire%trs is t'e a)e8 d: 'i%' de%ides t'e )&i%ies
and regu&ates t'e a!!airs ! t'e E8%'ange T'e #(erning $ard %nsists ! e&e%ted
dire%trs: ' are !r5 t'e r3ing %55unit ne t'ird ! t'e5 retire e(er ear
rtatin: t'ree SE$I n5inees: si8 )u&i% re)resentati(es and an E8e%uti(e Dire%tr 9 C'ie!
E8e%uti(e .!!i%er and a C'ie! .)erating .!!i%er
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!SE 7!ATI!AL STC" EC%A!GE8
NSE as in%r)rated in 12 and as gi(en re%gnitin as a st%3 e8%'ange in A)ri&
1 It started )eratins in 7une 14: it' trading n t'e W'&esa&e Det Mar3et
Seg5ent Suseuent& it &aun%'ed t'e Ca)ita& Mar3et Seg5ent in N(e5er 14 as a
trading )&at!r5 !r euities and t'e Futures and .)tins Seg5ent in 7une 2000 !r (arius
deri(ati(e instru5ents
NSE 'as een a&e t ta3e t'e st%3 5ar3et t t'e drste)s ! t'e in(estrs T'e
te%'n&g 'as een 'arnessed t de&i(er t'e ser(i%es t t'e in(estrs a%rss t'e %untr at
t'e %'ea)est )ssi&e %st It )r(ides a natin-ide: s%reen-ased: aut5ated trading sste5:it' a 'ig' degree ! trans)aren% and eua& a%%ess t in(estrs irres)e%ti(e ! gegra)'i%a&
&%atin T'e 'ig' &e(e& ! in!r5atin disse5inatin t'rug' n-&ine sste5 'as 'e&)ed in
integrating retai& in(estrs n a natin-ide asis T'e standards set t'e e8%'ange in ter5s
! 5ar3et )ra%ti%es: "rdu%ts: te%'n&g and ser(i%e standards 'a(e e%5e industr
en%'5ar3s and are eing re)&i%ated t'er 5ar3et )arti%i)ants Wit'in a (er s'rt s)an !
ti5e: NSE 'as een a&e t a%'ie(e a&& t'e *e%ti(es !r 'i%' it as set u) It 'as een
)&aing a &eading r&e as a %'ange agent in trans!r5ing t'e Indian Ca)ita& Mar3ets t its
)resent !r5 T'e Indian Ca)ita& Mar3ets are a !ar %r !r5 'at t'e used t e a de%ade
ag in ter5s ! 5ar3et )ra%ti%es: in!rastru%ture: te%'n&g: ris3 5anage5ent: %&earing and
sett&e5ent and in(estr ser(i%e
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Re2ear0h Me,hodo5ogy
Resear%' in%u&%ates s%ienti!i% and indu%ti(e t'in3ing and it )r5tes t'e de(e&)5ent
! &gi%a& 'aits ! t'in3ing and rganiGatin T'e resear%' 5et'd&g 'as gne t'rug'
'i%' )at' t s&(e t'e resear%' )r&e5 and 'i%' t&s 'a(e een ad)ted t a%'ie(e t'e
desired *e%ti(e and 5re i5)rtant& it te&&s ' n& t'at )at' r t&s 'a(e een %'sen
and n t'erJ
Resear%' in %55n )ar&an%e re!ers t a sear%' !r 3n&edge In !a%t resear%' is an
art ! s%ienti!i% in(estigatin Resear%' is an a%ti(it and as su%' t'e ter5 s'u&d e used in a
te%'ni%a& sense Resear%' is an rigina& %ntriutin t t'e e8isting st%3 ! 3n&edge
5a3ing !r its ad(an%e5ent
De4ini,ion6
T'e Ad(an%ed Learners Di%tinar ! Current Eng&is' &a dn t'e 5eaning !
resear%' as +a %are!u& in(estigatin r inuir s)e%ia&& t'rug' sear%' !r ne !a%ts in an
ran%' ! 3n&edgeK
Red5an and Mr de!ine resear%' as a :2y2,ema,i;ed e44or, ,o gain ne1 kno15edge.*
Type2 o4 re2ear0h6
I Des%ri)ti(e (s Ana&ti%a& resear%'
II A))&ied (s Funda5enta& resear%'
III uantitati(e (s ua&itati(e resear%'
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Here Maradi e&%5es t t'e Maradi .n&ine Resear%' Hait- t'e s)e%ia&
resear%' %e&& 'ere s5e ! Indias !inest !inan%ia& ana&sts ring u intensi(e resear%'
re)rts n ' t'e st%3 5ar3et is !aring: 'en is t'e ti5e t in(est: 'en t e8e%ute ur
rder and 5re Stud re)rts n Ca)ita& Mar3et: C55dit Mar3et: Mutua& Funds: I".s
and E%n5 n dai&: ee3& r 5nt'& asis And &ast: ut nt t'e &east: u %an get t'ese
e8)ert ti)s and re%55endatins as SMS n t ur 5i&e )'ne Fr !urt'er detai&s %a&& us
r E5ai& us at resear%'5aradin&inenet
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rgani;a,ion = i,2 hi2,ory
CMPA!' DETAIL
%ISTR' ( MAR)ADI
MAR)ADI STR'
CMPA!' P%ILSP%'
MISSI! = +ISI!
MILEST!ES
RGA!I&ATI! STR#CT#RE
BRA!C%ES
%IG%LIG%TS
CMPA!' I!(RMATI!
BARD ( DIRECTRSTIME-"EEPI!G S'STEM = MEMBERS%IP
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CMPA!' DETAIL
Maradi #ru) is a ide& renned !inan%ia& ser(i%es gru) in Sauras'tra It 'ad its
genesis in t'e ear 12 it' t'e in%r)ratin ! Maradi S'ares 9 Finan%e "(t Ltd
MSF"L In t'e ear 16: it e%a5e a %r)rate 5e5er ! Natina& St%3 E8%'ange !
India Ltd ))u&ar& 3nn as NSE: 'i%' as t'en an untested )&at!r5 !r se%urities
trading MSF"Ls )ers)i%a%it 'ad it t'at in !uture t'is ne )&at!r5 'i%' as 'ig'&
&e(eraged n te%'n&g u&d e t'e 5ain &iuidit )ur(er in se%urities usiness
Maradi #ru)s
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Indian St%3 Mar3ets are ne ! t'e &dest in Asia Its 'istr dates a%3 t near& 200
ears ag T'e ear&iest re%rds ! se%urit dea&ings in India are 5eager and s%ure
$ 1>0s usiness n %r)rate st%3s and s'ares in $an3 and Cttn )resses t3
)&a%e in $5a T'ug' t'e trading &ist as rader in 1>: t'ere ere n& 'a&! a dGen
r3ers re%gniGed an3s and 5er%'ants during 1>40 and 1>?0 T'e 1>?0s itnessed a
ra)id de(e&)5ent ! %55er%ia& enter)rise and r3erage usiness attra%ted 5an 5en int
t'e !ie&d and 1>60 t'e nu5er ! r3ers in%reased int 60
In 1>60-61 t'e A5eri%an Ci(i& War r3e ut and %ttn su))& !r5 ,nited States !
Eur)e as st))edO t'us: t'e S'are Mania in India egun T'e nu5er ! r3ers in%reased
t aut 200 t 2?0 He(er: at t'e end ! t'e A5eri%an Ci(i& War: in 1>6?: a disastrus
s&u5) egan !r e8a5)&e: $an3 ! $5a S'are 'i%' 'ad tu%'ed Rs 2>?0 %u&d n& e
s&d at Rs >= At t'e end ! t'e A5eri%an Ci(i& War: t'e r3ers ' t'ri(ed ut ! Ci(i&
War in 1>=4: !und a )&a%e in a street n a))r)riate& %a&&ed as Da&a& Street 'ere t'e
u&d %n(enient& asse5&e and transa%t usiness
In 1>>=: t'e !r5a&& esta&is'ed in $5a: t'e PNati(e S'are and St%3 $r3ers
Ass%iatinP 'i%' is a&ternati(e& 3nn as PT'e St%3 E8%'angeP In 1>?: t'e St%3
E8%'ange a%uired a )re5ise in t'e sa5e street and it as inaugurated in 1> T'us: t'e
St%3 E8%'ange at $5a as %ns&idated
T'us in t'e sa5e a: gradua&& it' t'e )assage ! ti5e nu5er ! e8%'anges ere
in%reased and at %urrent& it rea%'ed t t'e !igure ! 24 st%3 e8%'anges
An i5)rtant ear& e(ent in t'e de(e&)5ent ! t'e st%3 5ar3et in India as t'e
!r5atin ! t'e Nati(e S'are and St%3 $r3ers Ass%iatin at $5a in 1>=?: t'e
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)re%ursr ! t'e )resent-da $5a St%3 E8%'ange T'is as !&&ed t'e !r5atin !
ass%iatins Qe8%'anges in A'5edaad 1>4: Ca&%utta 10>: and Madras 1= In
additin: a &arge nu5er ! e)'e5era& e8%'anges e5erged 5ain& in uant )erids t
re%ede int &i(in during de)ressing ti5es suseuent&
In rder t %'e%3 su%' aerratins and )r5te a 5re rder& de(e&)5ent ! t'e
st%3 5ar3et: t'e %entra& g(ern5ent intrdu%ed a &egis&atin %a&&ed t'e Se%urities Cntra%ts
Regu&atin A%t: 1?6 ,nder t'is &egis&atin: it is 5andatr n t'e )art ! a st%3 e8%'ange
t see3 g(ern5ent re%gnitin As ! 7anuar 2002 t'ere ere 2 st%3 e8%'anges
re%gniGed t'e %entra& #(ern5ent T'e are &%ated at A'5edaad: $anga&re: $arda:
$'uanesar: Ca&%utta: C'ennai:t'e Madras st%3 E8%'anges : C%'in: Ci5atre: De&'i:
#ua'ati: Hderaad: Indre: 7ai)ur: Ban)ur: Lud'iana: Manga&re: Mu5ait'e Natina&St%3 E8%'ange r NSE: Mu5ai T'e St%3 E8%'ange: ))u&ar& %a&&ed t'e $5a
St%3 E8%'ange: Mu5ai .TC E8%'ange ! India: Mu5ai T'e Inter-%nne%ted St%3
E8%'ange ! India: "atna: "une: and Ra*3t .! %urse: t'e )rin%i)&e urses are t'e
Natina& St%3 E8%'ange and T'e $5a St%3 E8%'ange: a%%unting !r t'e u&3 ! t'e
usiness dne n t'e Indian st%3 5ar3et
W'i&e t'e re%gniGed st%3 e8%'anges 'a(e een a%%rded a )ri(i&eged )sitin: t'e
are su*e%t t g(ern5enta& su)er(isin and %ntr& T'e ru&es ! a re%gniGed st%3
e8%'anges re&ating t t'e 5anageria& )ers ! t'e g(erning d: ad5issin: sus)ensin:
e8)u&sin: and re-ad5issin ! its 5e5ers: a))int5ent ! aut'riGed re)resentati(es and
%&er3s: s n and s !rt' 'a(e t e a))r(ed t'e g(ern5ent T'ese ru&es %an e
a5ended: (aried r res%inded n& it' t'e )rir a))r(a& ! t'e g(ern5ent T'e Se%urities
Cntra%ts Regu&atin A%t (ests t'e g(ern5ent it' t'e )er t 5a3e enuiries int t'e
a!!airs ! a re%gniGed st%3 e8%'ange and its usiness: it'dra t'e re%gnitin t'e tas3 !
regu&ating t'e st%3 e8%'ange t t'e Se%urities E8%'anges $ard ! India
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MAR)ADI STR'
Maradi is a #u*arat ased !inan%ia& ser(i%e gru) dea&ing in euitiesQ%55dities
r3ing and )rt!&i 5anage5ent ser(i%es In t'e &ast 1? ears e 'a(e grn int a
netr3 ! 5re t'an 4= ran%'es it' 6?0 %55itted )r!essina& )e)&e and 4=?
%'anne& )artners a%rss India MARWADI 'as 3e)t t'e !ait' ! (er 1? &a3' in(estrs and
its gring A!ter esta&is'ing su)re5a% in #u*arat
We are n e8)ending Natina& ide and t !ue& ur grt' )&ans: e re%ent&
raised %a)ita& !r5 ,B - ased in(est5ent %5)anies
Gu>ara,i-Mar1adi
"e,an
Mar1adi
Sandeep Mar1adi
7Managing Dire0,or8 7)ho5e Time Dire0,or8
#u*arati irt' Maradi surna5e t'e 'a(e gt t'e est ! t' %u&tures An
entre)reneuria& strea3 a ne(er- sa-die s)irit a dee) sense ! rt'er'd and a&& t e&&-
3nn s'ar) 5ne senses dri(e ur usiness
(2
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CMPA!' P%ILSP%'
TRADITI!AL I! +AL#ES6 !T I! B#SI!ESS
W'at 5a3es Maradi #ru) di!!erent !r5 an t'er r3ing !ir5 is ur ai&it t
rr !r5 t'e isd5 and (a&ues ! ur )ast 'i&e 3ee)ing an eag&e ee n t'e !uture
T'is is ' u i&& !ind t'e &atest in )r%esses in!rastru%ture: and te%'n&g und&ed tget'er
is ser(ed u at ur drste) ut 5re t'an t'at u i&& !ind a )ersna& tu%' W'i&e e
(a&ue ur 5ne trust us e i&& d e(ert'ing t 5a3e it gr $ut e (a&ue ur
re&atins'i) 5re A&& ur %&ients !ee& at '5e 'i&e trading it' us: 3ning !u&& e&& t'att'ere !inan%ia& as)iratin is eing 'and&ed it' %are We ')e u i&& &et us 'a(e t'e 'nrs
! ser(ing u sn
(3
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MISSI! = +ISI!
9 T e a
r&d- %&ass
!inan%ia& ser(i%es
)r(ider arranging a&& %n%ei(a&e !inan%ia& ser(i%es under ne-r! at a!!rda&e %sts
t'rug' %st e!!e%ti(e de&i(er sste5s: and a%'ie(e rgani% grt' in usiness adding
neer &ines ! usinessK
(4
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(5
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MILEST!ES
T'e %5)an %rssed t'e !&&ing 5i&estnes t rea%' its )resent )sitin as t'e
&eading retai& r3ing 'use in India
(6
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?@@.Maradi S'ares And Finan%e "(t Ltd as in%r)rated
?@@...$e%a5e a %r)rate 5e5er ! Natina& St%3 E8%'ange .! India - NSE
?@@.$e%a5e a 5e5er ! Sauras'tra But%' St%3 E8%'ange SBSE
?@@@...Laun%'ed De)sitr ser(i%es ! De)sitr "arti%i)ant under Natina&
De)sitr Se%urit Ltd NSDLC55en%ed Deri(ati(e Trading a!ter taining registratin as C&earing and
Trading Me5er in NSE
. MC$"L $e%a5e a %r)rate 5e5er ! t'e Natina& C55dit and
Deri(ati(es E8%'ange ! India Ltd
. MC$"L $e%a5e a %r)rate 5e5er ! T'e Mu&ti C55dit E8%'ange !
India Ltd
F...$e%a5e a %r)rate 5e5er ! $5a St%3 E8%'ange Ltd $SE
F.Laun%'ed De)sitr Ser(i%es ! De)sitr "arti%i)ant under Centra&
De)sitr Ser(i%es India Ltd.Laun%'ed "rt!&i Manage5ent Ser(i%es
MSF"L %n(erted t "u&i% Li5ited Maradi S'ares And Finan%e Li5ited
HT'e C5)an raised !urt'er )ri(ate euit !r5 Ca&ednia In(est5ent )&%
17
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RGA!ISATI!AL STR#CT#RE
MANA#IN# DIRECT.R
DIRECT.RS
CHIEF E;EC,TI
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BRA!C%EST'ere are Main& ?2 ran%'es ! Maradi in di!!erent %ities &i3e
A'5edaad 7a5nagar A5re&i 7unagad'
Anand Bes'd
$arda Mana(adar
$'a(nagar Mit'a)ur
$'u* Mu5ai
De&'i .3'a
D'ra*i "randar
D'angad'ra Surat
#nda& Surendranagar
#and'id'a5
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MSF"L ide %&ient ase gi(es an e8%e&&ent ))rtunit t %rss-see t'ird )art
)rdu%ts su%' as Mutua& Fund: and Insuran%e
In t'e Insuran%e Se%tr: e 'a(e 5a*r )resen%e in Sauras'tra as e8%&usi(e Cr)rateAgents ! TATA-AI# t' !r &i!e and nn-&i!e usiness
MSF"L 'a(e a re)utatin !r eing !irst 5(ers in ad)tin ne )rdu%ts and )utting
it t t'e %ust5ers
MSF"L 'a(e rust ris3 5anage5ent sste5: 'i%' is )r(en t'e !a%t ! (er &
re%(era&e utstanding at an )int ! ti5e
MSF"L ser(i%e de&i(er sste5s are &e(eraged te%'n&g and t'ere!re MSF"L'a(e esta&is'ed g&a& rea%' at )ti5a& %st MSF"L re%gniGe t'at t'e u&ti5ate in
tt5 &ine is t'e e!!i%ien% ! de&i(er sste5 It is t'ere!re MSF"L 5tt t
%ntinuus& u)grade de&i(er sste5s t'rug' state-!-art te%'n&g
In t'e 'eart ! Ra*3t %it MSF"L 'a(e 10:000 s !t ! ui&t-u) area in 'i%'
MSF"L 'a(e 'used &atest state ! t'e art arti!a%ts and gadgets !r %55uni%atin
and netr3ing MSF"L 'a(e 00 )&us %5)uters in t'is ui&ding running n t'e
a%3 ne ! &eased data %ir%uit &ines: ISDN &ines and
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)ut tget'er arund Rs 220 t'usand Crre: t'ere!re a5unt ! 1 t t'e Natina&
A(erage Dai& Trading (&u5e
C#RRE!T SCE!ARI
Ser(i%ing 5re t'an 1: 00:000 %&ients
Ran3ed a5ng t)-?0 r3ing 'uses
Ser(i%ing 5re t'an 6> )in %des
Ha(ing 5re t'an 400 Fran%'iseeQSu-r3ers 9 aut'riGed )ersns netr3
Mre t'an 00 e5)&ees strengt'
In!rastru%ture s)reading 10000 S Ft int ? stried ui&ding
1)
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CMPA!' I!(RMATI!
NAME Maradi S'ares 9 Finan%e "(t Ltd
RE#ISTERED .FFICE 9
C.R".RATE .FFICE Maradi Finan%ia& Centre
Nr Bat'iaad #53'ana
Dr Rad'a3ris'nana Rad
Ra*3t 60 001
HEAD .FFICE Maradi Finan%ia& Center
Nr Bat'iaad #53'ana
Dr Rad'a3ris'nana Rad
Ra*3t 60 001 "H.NE N. 24> 1 1
WE$ SITE 5aradin&ine%5
5s!)&%5
DIRECT.RS Mr Betan Maradi
Mr De(en Maradi
Mr Sandee) Maradi
CE. 7ea3u5arAS
DE",T/ #ENERAL MANA#ER Mr Hares' Maniar
C.M"AN/ SECRETER/ Mr Tus'it Mangu3ia
EMAIL s5aradi't5a&%5:
"ius'5aradi5aradin&ine
12
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BARD ( DIRECTRS
MANA#IN# DIRECT.R Mr Betan Maradi
WH.LE TIME DIRECT.RS Mr De(en Maradi
9
Mr Sandee) Maradi
CE. Mr B S 7a 3u5ar
#ENERAL MANA#ER Mr "aras Maniar
C.M"AN/ SECRETER/ Mr Tus'it Mangu3ia
D/ MANA#ER Mr Hares' Maniar
D" MANA#ER Mr Ar(ind #a5t
H R MANA#ER Mr A3s'a #sa5i
ACC.,NT MANA#ER Mr 7aant and Mr $'arga(
MARBETIN# MANA#ER Mr Mi'ir 3t'ari
13
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TIME "EEPI!G S'STEM
T'ere are nu5ers ! e5)&es r3ing in t'is %5)an Maradi 'as a s'i!t !
r3 and t'e !&& t'e sste5 ! )un%'ing %ard sste5 Maradi 'as n& ne s'i!t ! >
'urs starting !r5 0 AM t =0 "M during r3ing 'urs t'e 'a(e &un%' rea3 !
ne 'ur start !r5 100 "M t 200 "M T'e !&&ing are t'e ene!its ! t'e ti5e3ee)ing
sste5
1 It 'e&)s in nt'ing ! )resen%e and asen%e ! e5)&ess
2 It 'e&)s in re%rding arri(a& ti5e ! e5)&ess
It 'e&)s in nt'ing ! e5)&ess &ea(e t'e rganisatin during r e!re dut ti5e
4 It a&s 5a3es t'e nte ! e5)&ees ' d r3 !r (erti5e
T'is in!r5atins are a&s gi(en t age and sa&ar ad5isistratin
MEMBERS%IP
Trading %u5 %&earing 5e5ers !r %as' 9 deri(ati(e seg5ent
Natina& St%3 E8%'ange ! India Ltd
$5a St%3 E8%'ange
Sauras'tra But%' St%3 E8%'ange
.(er t'e Cunter E8%'ange India
14
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15
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DETAILS ( DEPARTME!TS
?. PERATI! DEPARTME!T
. (I!A!CE DEPARTME!T
. MAR"ETI!G DEPARTME!T
F. %#MA! RES#RCE DEPARTME!T
16
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PERATI! DEPARTME!T
I!TRD#CTI!
.)eratin 5anage5ent: 'i%' as !r5er& %nsidered as 5anu!a%turing
5anage5ent n&: n it: is 3nn as )eratins 5anage5ent Man nn-5anu!a%turing
rganiGatins )r(iding ser(i%es &i3e 's)ita&s: an3s: trans)rtatin: !ar5ing: are'using
et% are n %(ered )eratin 5anage5ent
An )eratin !r5a& de!initin is a )r%ess ! %'anging in)uts int ut)uts: it'
t'e %reatin r adding ! (a&ue t s5e entit T'e )r%esses ! a&teratin r trans)rtatin r
strage r ins)e%tin r an %5inatin t'ere! add (a&ue t an entit is rig't& %a&&ed
)eratins T'e grt' ! ser(i%e industr 'as rug't it' it t'e ter5 .)eratins
Manage5ent
MARWADI SHARES is a ser(i%es se%tr industr 'as s5e uniue !eatures: di!!erent
!r5 t'se: 'i%' 'as 5anu!a%turing ase T'ese are
Nn-in(entria& ut)ut ! ser(i%e: sin%e genera&& n st%3 is )rdu%ed
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Less ser(i%e %st and
It 'e&)s t redu%e distriutin %st
Layou, de,ai52
T'ere 'as an )ti5u5 arrange5ent ! )&anning and 'as a )r)er !& ! 5an and
5ateria&: )erating eui)5ent &i3e "C: strage s)a%e: 5ateria& 'and&ing eui)5ent and a&&
t'er su))rting ser(i%e a&ng it' t'e design ! est stru%ture t %ntain a&& t'ese !a%i&ities
Main,enan0e
In!r5atin Se%urit 'as e5erged (ita& in tdas !ast 5(ing: te%'ni%a&& !ragi&e
usiness en(irn5ent T'e 3n&edgeQaareness ! se%urit 5easures is (er %riti%a& and
%ant e %5)r5ised n T'e )&i% 'as een !ra5ed t sa!eguard against a&& )ssi&e
t'reats (iruses: ugs: s)a5s et% t'at )se a 5a*r t'reat t t'eir r3 )r%esses
T'e se%urit )&i% is a )&an ut&ining t'e 5et'ds ad)ted t )r*e%t t'e %5)ans
%riti%a& assets T'is addresses t'e !&&ing
1 D nt run an !i&es it'ut !irst s%anning t'e5: n 5atter 'at t'e !i&e e8tensin
eg e8e: at: %5: d% et%2 D nt dn&ad an !i&es !r5 un3nn sur%es D nt )en atta%'5ents: nt e(en
t'se sent a !riend: it'ut s%anning t'e5
D nt run an )rgra5 u 'a(e !und n dis3ettesQCDs arund ur des3 i! u are
nt %5)&ete& sure t'at t'e are urs
4 "&ease ensure t'at ur sste5 is s%anned at &east n%e a ee3 it' t'e s%anning
s!tare t'at is eing used t'e %5)an
)*
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STRE MA!AGEME!T
In t'is de)art5ent in!r5atin regarding %ust5er B/C Bn /ur C&ient a !r5
'i%' is registratin !r5 t *in MARWADI SHARES AND FINANCE LTD a&s
in!r5atin ! t'at %&ients ID and )assrd addresses: %nta%t n : t)e ! )rdu%t using:
et%
Fr t'is %5)an 'as CIS Cust5er In!r5atin Sste5 a %5)uter ased
)rgra55ing sste5 'i%' 'and&e a&& t'is in!r5atin it' t'e 'e&) ! t'is sste5 it is eas
!r %5)an t s&(e uer ! %ust5er &i3e !rget )assrd It a&s 'e&)!u& t 5a3e e
a%ti(e re&atins'i) it' %ust5ers s t'at t'e %an re5ain it' t'e %5)an and a&s 'e&)!u&
t generate &ead r re!eren%e 'i%' r3 as an ad(ertising ! Maradi in t'eir gru)
C5)an 3ee) it' %) ! !r5 %a&&ed B/C %a&&ed Bn /ur Cust5er it' its
'ead !!i%e 5ini5u5 = ears s it i&& e use!u& as and 'en it reuires
)(
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(I!A!CE DEPARTME!T
As MARWADI is a Ser(i%e )r(ider !ir5 and it is a&s )ri(ate %5)an S a%%rding
t t'e %5)an )&i% t'e d nt )r(ide t'e !inan%ia& detai&s ! t'e %5)an and 'en%e nt
5u%' in!r5atin is a(ai&a&e in t'is de)art5ent !r5 t'e %5)an
)1
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I!TRD#CTI!
Finan%ia& 5anage5ent is t'at 5anageria& a%ti(it 'i%' is %n%erned it' t'e
)&anning and %ntr&&ing ! t'e !ir5s !inan%ia& resur%es It is an integrated de%isin 5a3ing)r%ess %n%erned it' a%uiring: !inan%ing and 5anaging assets t a%%5)&is' t'e (era&&
ga& ! a usiness rganiGatin It %an a&s e stated as t'e )r%ess ! )&anning de%isins in
rder t 5a8i5iGe t'e s'are'&ders ea&t'
+Finan%ia& 5anage5ent dea&s it' t'e )r%ure5ent ! !unds and t'eir e!!e%ti(e
uti&iGatin in t'e usinessK
+Finan%ia& 5anage5ent %5)rises ! !re%asting: )&anning: rganiGing: dire%ting:
C-%rdinating and %ntr&&ing ! a&& a%ti(ities re&ating t a%uisitin and a))&i%atin ! t'e
!inan%ia& resur%es ! an underta3ing in 3ee)ing it' its !inan%ia& *e%ti(eK
IMPRTA!CE
Finan%ia& 5anage5ent is a&& aut 5anaging e8)enditure it'in a &i5ited udget It is
aut a&&%ating 5ne t t'e ne%essar ite5s !irst I! a!ter t'at 'a(ing s5e 5ne
&e!t: it 5ust e used t )a !! t'e dets I! t'ere is sti&& s5e 5ne &e!t it %an e used
a%%rding t t'e &i3ing ! t'e !ir5
Finan%e 5anage5ent 5eans 5anage5ent ! a&& 5atters re&ated t an rganiGatins
!inan%es
Finan%ia& 5anage5ent is use!u& in deter5ining t'e siGe ! t'e enter)rise: t'e
%5)sitin ! assets ! t'e enter)rise: t'e 5i8 ! enter)rises !inan%ing and
ana&Ging )&anning and %ntr& ! !inan%ia& a!!airs ! t'e enter)rise
))
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AC
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MAR"ETI!G
DEPARTME!T
I!TRD#CTI!
+A 5ar3et 5a e %nsidered as a %n(enient 5eeting )&a%e 'ere uers gat'er and
se&&ers gat'er !r e8%'ange ! gds and ser(i%esK
Mar3et 5a e de!ined as t'e )r%ess ! e8%'ange eteen se&&er and uer It in(&(es
a nu5er ! inter-re&ated a%ti(ities designed t )&an: )r5te: distriute And )ri%e a )rdu%t r
ser(i%e in rder t 5eet t'e ants and needs ! t' t'e )arties in e8%'ange transa%tin (iG:
%nsu5er and )rdu%ers In s'rt: 5ar3eting dea&s it' identi!ing and 5eeting 'u5an and
s%ia& needs .ne ! t'e s'rtest de!initins ! 5ar3eting is +5eeting needs )r!ita&K
MAR"ETI!G SCE!ARI
Seg5enting 5eans t identi! t'e gru) ! )e)&e ' 'a(e si5i&ar needs: ants:
de5and W'i%' 'e&)s %5)an t deter5ine t'e )rdu%t )rt!&i Seg5enting a&s
!a%i&itates t )r(ide %ust5iGe ser(i%es t t'e %ust5ers "r)er seg5enting &eads
%5)an t 'ig'er )rdu%ti(it Seg5enting )r(ides %5)etiti(e ad(antage in t'e
5ar3et
Indian st%3 5ar3et is ne ! t'e 'ig'est (&ati&e 5ar3ets in t'e r&d St%3 5ar3et
!&u%tuates (er 5u%' in intrada seasn T'is (&ati&it ! t'e 5ar3et &eads t &ss and
)r!it ! t'e in(estr Nr5a&& t'is (&ati&it a!!e%ts t'e dai& traders rat'er t'an &ng
ter5 in(estrs
)3
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T'ere are 5an t)es ! in(estrs in t'e 5ar3et &i3e &ng ter5 in(estrs 5ediu5 ter5 r
s'rt ter5 t'at 'at di!!erent t)e ! ad(i%e !r in(est5ent S'rt-ter5 in(estr r 'at
e %an %a&& dai& trader ants ti)s !r dai& trading MARWADI SHARES 'as n
resear%' de)art5ent T'ere are 5an resear%'ers are r3ing in t'is de)art5ent t'edai& %&&e%t in!r5atin t'rug' internet: T
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T understand t'e strategies eing a))&ied %5)etitrs
Chara0,eri2,i0 o4 Marke, Segmen,a,ion
Measura&e
A%%essi&e
Di!!erentia&e
A%tina&e
Sustantia&
)5
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Approa0he2 o4 Marke, Segmen,a,ionFr seg5enting a 5ar3et in e!!e%ti(e 5anner 5ar3eters ad)t a))ra%'es -
Mass Mar3eting
Target Mar3eting
Cust5iGed Mar3eting
"ersna&iGed Mar3eting
In $r3ing Huse: ear&ier t'e )rdu%ts ere designed 3ee)ing in (ie t'e %n%e)t !
5ass 5ar3eting $ut as a %5)etitin a))eared r3ers are !r%ed t design )rdu%ts in su%'
aa: 'i%' i&& ta3e %are !: t'ere target 5ar3et r e(en indi(idua&s %ust5ers Fr t'e
)ur)se ! 5ar3eting ! r3ing )rdu%ts in India 5ar3et %an e seg5ented in a a t'at i&&
ta3e %are ! %ust5er ! di!!erent se%tins
Marke, Segmen,a,ion 4or purpo2e o4 Marke,ing Broking
Produ0,2
Agri0u5,ure Se0,or
Far5ers
Indu2,ria5 Se0,or
Large Industries
Mediu5 Industries
S5a&& S%a&e Industries
Trade = Commer0e Se0,or
W'&e Se&&er
Retai&ers
Trans)rters
E8)rters
Servi0e Se0,or
Se&! E5)&ed
D%trs
C'artered A%%untant
Laers
In2,i,u,ion2
Trust
C5)anies
%ou2e %o5d
)6
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Sa&aried "ersns
"ensiner
(a0,or2 In45uen0ing Marke,
De5gra)'i% Fa%trs
"s%'-gra)'i% Fa%trs
E%n5i%s Fa%trs
Te%'n&gi%a& C'anges
Lega&: Cu&tura&: "&iti%a& Fa%trs
Demographi0 (a0,or2
")u&atin #rt' Rate
Le(e& ! Litera%
S%ia& &ass
27
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P2y0ho-graphi0 (a0,or2 Li!e St&e
"ersna&it
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TARGET MAR"ET
Target 5ar3et is t'e se%nd ste) a!ter seg5entatin In MARWADI %5)an tr t
)r(ide %ust5iGe in!r5atin t t'eir %ust5ers T'e are !%using n t'se %ust5ers ' are
read t in(est in t'e 5ar3et and ant trading and in(est5ent indi%atin C5)an )r(ides ti)s
t t'eir %ust5ers (arius 5ediu5s &i3e t'rug' %'at: SMS: 5ai&: et% C&ients a&s %a&& !r
uer Intrada trading: t'e in(estrs ' d nt ant t in(est ut ant t earn )r!it in (er
s'rt )erid t'rug' intra-da trading are getting dai& trading ad(i%e !r resear%' de)t As sn
as %&ients re%ei(e %a&& i55ediate& t'e )i%3 u) t'is st%3 9 se&& it at 'ig'er &e(e& t'at a
t'e earn )r!it
PSITI!I!G
MARWADI are )r(iding enug' reard !r ur in(est5ent C5)an %&ai5s t'at t'e
are )r(iding est ad(i%e !r in(est5ent Fr t'at %5)an is (er 5u%' %ns%ius aut t'e
resear%' de)art5ent 'i%' is 'and&ed t'e 5ar3eting e8)ert Mr Ra*es' 7ain C5)an
!%uses n %&ients s)e%i!i% )rdu%t
W'i&e Maradi !!ers re%55endatins !r in(est5ent %5)an ser(es t'e in(estrs
ai&it t ta3e ris3: t'eir in(est5ent *e%ti(es: )ersna& !inan%ia& situatin: in(est5ent ti5e
'riGn
2(
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C%A!!EL ( DISTRIB#TI!
DISTRIB#TI! MDELMARWADI SHARES use 5u&ti-&e(e& 5ar3eting %'anne& !r in(est5ent )rdu%t
distriutin MARWADI )r(ides !ran%'isees at t'e (arius regins $r3er r3s
inter5ediaries eteen in(estrs and %5)an C5)an a&s )ens its ran%'es in t'e 3e
%enters C5)an 'as t' !rard and a%3ards !& ! a%ti(it t'rug' t'e %'anne&
C5)an distriutes statinar: r3erage and in!r5atin !rard t its su-r3er T'e su-
r3er sends !i&&ed !r5s: ueries: and a5unt ! in(est5ent: et% a%3 t t'e %5)an
A&&(er 4=? !ran%'ises and (er t) 2? r3ing 'uses 5re t'an 6?0 e5)&ees
strengt': ser(ing aut 1? &a3' %&ients and ser(ing 5re t'an 1100 )in %des
21
AMC
Individual
Agents
Banks and Large
Distribution
Companies
Institutional
Brokers
Corporate
Investors
Retail
InvestorsHNIs
Customer
Segments
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PRICI!G PLIC'
"ri%ing )&i% ! t'e %5)an is ne ! t'e 5st i5)rtant !un%tins ! t'e 5anage5ent
"ri%ing 'as its n i5)rtan%e in t'e 5ar3eting
At MARWADI SHARES t'e )ri%e ! t'e )rdu%t is de%ided t'e t) 5anage5ent
Maradi )rdu%t )ri%ing are %5)etiti(e !r t'eir %5)etitrs
2)
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%#MA! RES#RCE DEPARTME!T
22
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Tda e(er %5)an understand t'e i5)rtan%e ! HR De)t in t'e rg 'et'er it is ig
r s5a&& E(er rganiGatin need 'u5an e!!rt t %n(ert in )ut int ut)ut r in t'er rds
e %an sa t dne t'e rganiGatin a%ti(it e need 'u5an )er A gd Hu5an Resur%e
De)t &eads t 'ig'er )rdu%ti(it and 'ig'er )r!itai&it HR De)t !a%i&itates rig't nu5er !
)e)&e: at rig't ti5e: and rig't )ersn t %5)&ete t'e tas3s
Anagra5 'as a&s HR De)t ' )&as a 3e r&e in t'e rganiGatin t )r(ide
"e)&e !r (arius *s HR 5anager is %ntinuus& in %nta%t it' t'e (arius de)ts
A%%rding t t'e de)art5ent needs 'e a))ints t'e )ersn !r t'e *s HR de)t 'as t'e
!&&ing !un%tins
Manpo1er P5anning
Man)er )&anning is t'e asi% !un%tin ! HR In t'e 5an)er )&anning HR de)t
Re%gniGe t'e need ! t'e e5)&ee at t'e (arius &e(e&s in t'e rganiGatin In Anagra5 t'e
5an)er )&anning is ta3e t'e s'a)e it' t'e 'e&) ! (arius de)t 'ead: r 'e 3e )ersn in
t'e de)t De)t 'ead r t'e 3e )ersn arrange 5eeting it' t'e HR 5anager T'e are
dis%ussing aut 'i%' t)e ! )ersn t'e ant !r t'eir de)t
Man)er )&anning a&s dne n t'e asis ! t'e !uture )&an ! t'e %5)an i! t'e
%5)an 'as !uture e8)ansin )&an a%%rding t it 5an)er )&anning 'as een dne Fr
e8a5)&e ' 5an ne ran%'es ! t'e %5)an are &i3e& t e )en in t'is earJ T )en
a ne ran%' 5ini5u5 t'ere are t'ree t !ur )e)&e are reuired in%&uding t'e ran%'
5anager N dut i! t'e ran%' )ened in ig %it 5an)er i&& e 5re S a%%rding t
ran%' siGe 5an)er )&anning is dne
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Re0rui,men,
Re%ruit5ent is t'e !irst ste) ! 'iring )e)&e A!ter 5an)er )&anning %5)&etes
re%ruit5ent )r%ess is started In Anagra5 re%ruit5ents are dne n (arius 5et'ds
F&&ing are t'e sur%e ! t'e re%ruit5ent
T'rug' %nsu&tant
Dire%t !r5 %&&eges
Re!erent ! t'e e5)&ees
T'rug' *s esites
Ad(ertising in &eading nes)a)ers
Anagra5 usua&& ta3es t'e 'e&) ! (arius HR %nsu&tants At t'e sa5e ti5e t'e are
re%ruiting !r5 t'e %&&eges &i3e s5-&a&it institute ! 5anage5ents: $BS%'& !
5anage5ent: HLInst .! Manage5ent Et%
Se5e0,ion6
Se&e%tin is t'e se%nd ste) !r 'iring )e)&e In se&e%tin t'e a))&i%atin 'i%' are
%5e int t'e re%ruit5ent are srt ut 'ere T'e %andidates: ' are nt 5at%'ing it' t'e
* )r!i&e: are re*e%ting 'ere T'en !r5 a))r)riate %andidates are %a&&ed !r inter(ie In
inter(ie t'ere are di!!erent )ersns sit t ta3e inter(ie: In !a%t a )ane& is 5ade !r it T'e
)ane& in%&udes t'e HR 5anager: res)e%ti(e de)t 'ead: ne e8)ert ! t'eir !ie&d: 9 s5e ti5e
ard 5e5er !r t'e 'ig'er-&e(e& * in t'e rg W'en t'e %andidate se&e%ted int t'e
inter(ie: t'en 'e 'as t )r(ide (arius re!eren%es HR 5anager %'e%3s t'e re!eren%es i!
t'e are adeuate: 'e sends t'e !ina& rder t t'e %andidate T'en %andidate 'as t sign t'e *
agree5ent
Training6A!ter se&e%tin 'en 'e %5es t *in t'e rganiGatin: Maradi arranges t'e
indu%tin )rgra5 !r t'e ne e5)&ees $ t'at a ne )ersn %5e t 3n t'e
rganiGatin )e)&e: its en(irn5ent: and rganiGatin %u&ture Ne )ersn tries t ad*ust
it' t'e rganiGatin en(irn5ent T'e intrdu%tin it' t'e ard ! dire%trs: 'ead ! t'e
de)t: su)erir: and %&&eagues are t'e )art ! t'e indu%tin )rgra5 T'e )ur)se ! t'e
indu%tin )rgra5 is t si5)& intrdu%e t'e ne )ersn t 'isQ'er r3ing en(irn5ent
24
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Maradi e&ie(es in n * training ne e5)&ees dire%t& g t t'eir * W'en
'eQs'e !a%es an di!!i%u&t t'e %an as3 t'eir su)erir r t'eir %&&eagues $ t'at a
anagra5 e&ie(es e5)&ees &earn !ast and get t'e )ra%ti%a& e8)erien%e ! t'e * 'e&)s t
i5)r(e t'e 3n&edge It !a%i&itates e5)&ee t ad*ust it' t'e r3ing %nditin ui%3&
Per4orman0e Apprai2a56"er!r5an%e a))raisa& is t'e i5)rtant !un%tin in HR In anagra5 t'ere is annua&
)rgra5 is arrange !r t'e )er!r5an%e a))raisa& ! t'e e5)&ee Fr )er!r5an%e a))raisa&
t'ere are %ertain !r5ats in anagra5 T'e a))raisa& is dne n t'e asis ! e5)&ees
di!!erent attriutes: 'isQ'er su)erir assess5ent t'eir %&&eagues )inin: and t'eir e'a(ir in
t'e rganiGatin A))raisa& is a&s dne regina& asis S5eti5e ard ! dire%trs
assesses t'e t) 5anagers )er!r5an%e T'e )er!r5an%e a))raisa& %n%erned it' t'e
e5)&ees initiati(e at t'e r3 )&a%e: 'isQ'er attendants: tea5r3: and 'is Q'er e'a(ir
it' 'is su)erir and t'eir %&&eagues
La,e2, pra0,i0e26
Wit' t'e %'anging usiness en(irn5ent an usiness rganiGatin 'as t ad)t t'e
%'ange As t'e ne HR t'er and )rin%i)&es are %5ing anagra5 a&s 5di! t'e
re%ruit5ent )&i% N t'e are !%used n t'e +3n&edge assess5ent ! e5)&eesK: '
5u%' e5)&ee is aare !r5 t'e &atest 3n&edge Anagra5 %nsiders t'e e8)erien%e and
3n&edge eua&&
25
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PRD#CTS
37
COMMODITIS !"IT#
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It is as&ute& ne%essar !r an %5)an t 'a(e distin%t )rdu%t in t'e )rt!&i
T'is strateg )r(ides %5)etiti(e ad(antage Tda 5ar3et is e%5e
#&a& s it is in%reased %5)etitin in t'e 5ar3et A %&ient ants di!!erent ser(i%e tget'er
s %5)an !!ers di!!erent ser(i%es t %&ient
In t'is %5)etiti(e 5ar3et MARWADI SHARES !!ers (arius )rdu%ts tget'er
MARWADI )r(ides )rdu%t &i3e trading ! euit s'ares: F 9 .s: and %55dities
?. E
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. In2,i,u,iona5 Inve2,or2
Institutina& In(estrs in%&ude an !ir5s: an3s: %5)anies: and trust In s'rt an a
)ersn ' in(est n e'a&! ! an rganiGatin r in(est n t'e na5e ! t'e rganiGatin
%a&&ed institutina& in(estrs
3(
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CMMDITIES SEGME!T
C55dities 5ar3et is 5ing rig't n C55dities 5ar3et in%&udes di!!erent
t)es ! %55dities &i3e guar: %ttn: a&u5inu5: 5eta&: %))er: Gin%: et% T'ere areasi%a&& t t)es e8%'anges !r trading ! %55dities ne is MC; Mu&ti C55dities
E8%'ange .! India Ltd and se%nd is NCDE; Natina& C55dities and Deri(ati(es
E8%'ange ! India MARWADI %55dit r3ers )(t &td MC$"L is a 5e5er !
t' t'e e8%'anges At MC$"L: e nte n& 'a(e sund g&a& in!r5atin and 3n&edge
ased ut a&s %5ined t'is it' e8%e&&ent &%a& 3n&edge 'en it %5es t %55dities
Wit' t'eir e8tensi(e natina& ide )resen%e and netr3: t'eir )rdu%t and 5ar3et
3n&edge en%5)asses di(erse %55dities and 5ar3ets
DEPSITR' PARTICIPA!T
De)sitr )arti%i)ant is des%ried as an agent ! de)sitr T'e are inter5ediaries
eteen t'e de)sitr and t'e in(estrs MARWADI SHARES in t'e D" 5e5er ! NSDL
Natina& Se%urities De)sitr Ltd S MARWADI is t'e re%gniGed 5e5er ! t'e NSDL
In MARWADI %&ient %an )en t'eir de5at a%%unts C5)an )ens de5at ! euit as e&&
as %55dities
31
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M#T#AL (#!D
Mutua& Fund is t'e idea& in(est5ent (e'i%&e !r Tdas %5)&e8 and 5dern
!inan%ia& s%enari T'e sur%es ! re(enue &i3e !i8 in%5e instru5ents: rea& estate: deri(ati(es
et% $ut due t &ess in!r5atin a(ai&a&e it %annt e understd easi&
A Mutua& Fund is t'e anser t a(e a&& t'e situatins N das a 5utua& !und is a
strng t& t )u&& a &arge a5unt !r5 t'e 5ar3et T'ere are se(era& s%'e5es t in(est
5ne and get 5re re(enue Wit' t'e 'e&) ! Mutua& !und an in(estr %an in(est t'eir
5ne indire%t& in s'are 5ar3et
Mutua& Fund industr as started in India it' esta&is'5ent ! ,TI 16: 'i%' is
n& )&aer in t'e 5ar3et ! 5utua& !und u) t 1>= During t'at ti5e 5utua& !und 5ar3et
re!ers t'e unit &in3 s%'e5es &i3e Master S'are and Master #ain
Mutua& Fund )r(ides (arieties ! s%'e5es !r di!!erent 3ind ! %ust5ers t suit t'eir
ga&s Mutua& !und 'a(e )en-ended and %&se-ended s%'e5es: %'i&drens )&an: di(ersi!ied
euit !und: a&an%e !und: &iuid !und: in%5e !und: s'rt ter5 !und: se%tr !und: ELSS
euit &in3ed sa(ings s%'e5es and )ensin )&an
3)
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Passed Pool their
Ba0k ,o Money 1i,h
Pro0e22
4
Mu,ua5
(und
Genera,e2
Inve2, in
Advan,age2 o4 Mu,ua5 (und2
T'e ad(antages ! in(esting in Mutua& Fund are
"r!essina& Manage5ent
Di(ersi!i%atin
Cn(enient Ad5inistratin
Return "tentia&
L Csts
Liuidit
Trans)aren%
F&e8ii&it
C'i%e ! S%'e5esTa8 $ene!its
32
(und
Mana er
Inve2,or2
Se0uri,ie2
Re,urn2
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SER+ICES ((ERED B' T%E CMPA!'
Ca2h Marke, Deriva,ive ,rading
In,erne, ,rading
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Commodi,y roking Ini,ia5 Pu5i0 44ering2
Por,4o5io Managemen, Servi0e2
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?. STC" BR"I!G
CAS% MAR"ET
Maradi !a%i&itates uing and se&&ing ! se%urities n Natina& St%3 E8%'ange:
Mu5ai T'e tr and 5a3e it sea5&ess !r t'eir %ust5ers !!ering t'e ser(i%es t
trans!er se%urities t'rug' t'eir De5at ser(i%es Cust5ers are a&s !!ered t'e !a%i&it !
trading t'rug' --: t'ere 5a3ing it a drste) ta3ing ur ser(i%e t %ust5ers drste)
T'e !!er integrated -- ser(i%es und&ing a&& )eri)'eries ser(i%es tget'er t'ere 5a3ing
se%urities r3ing a sea5&ess e8)erien%e
DERI+ATI+E TRADI!G
Deri(ati(es are ne ! t'e 5st %5)&e8 instru5ents De&i(er %ntra%ts: stating 'at
is t e de&i(ered !r a !i8ed )ri%ed at a s)e%i!ied )&a%e n a s)e%i!ied date T'ese %ntra%ts
ere underta3en eteen !ar5ers 9 5er%'ants t e&e5ent t'e ris3 arising ut ! un%ertaint
!uture )ri%es ! grains A deri(ati(e is a %ntra%t 'se (a&ue is deri(ed !r5 (a&ue ! ant'er
assets: 3nn as t'e under&ing: 'i%' %u&d e a s'are: a st%3 5ar3et inde8: and interest
rate: a %55dit r a %urren%
Deri(ati(es are (er si5i&ar t insuran%e Insuran%e )rte%ts against s)e%i!i% ris3s:
su%' as !ire: !&ds: t'e!t 9 s n Deri(ati(es n t'e t'er 'and ta3e %are ! 5ar3et ris3s
(&ati&it in interest rates: %urren% rates: %55dit )ri%es: 9 s'are )ri%es Deri(ati(es !!er
a sund 5e%'anis5 !r insuring against (arius 3inds ! ris3s arising in t'e r&d ! !inan%e
I!TER!ET TRADI!G
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T'e rganiGatin a&s )r(ides t'e !a%i&it ! trading t'rug' Internet N das it is
t'e !astest and t'e ra)id !r5 ! dea&ing in a&& t'e se%trs T'e %5)an )r(ides t'e !a%i&it
! net trading t'rug'-
A))&i%atin ased 9
S!tare ased Sste5s
C5)an is )&anning t start t'e $rser ased trading in s'rt s)an
Maradi 'e&)s t'eir %ust5er in 3ning t'e %5)&ete detai&s aut t'eir $an3: De5at
and e-r3ing a%%unt 'i%' i&& e a(ai&a&e t t'e %ust5ers 24 'urs a da t'rug' t'e
Internet A&s t'e %ust5er i&& e a&e t a%%ess a&& t'e detai&s regarding t'eir rders and trades:
trading %n!r5atin: !inan%ia& state5ents: transa%tin state5ents: '&ding state5ents: n&ine
Mre(er: NRI: .(erseas %r)rate dies and FIIs: in%&uding a&& Indian
ResidentsQ%r)rate %an a(ai& t'is !a%i&it !r5 an %rner ! t'e r&d
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. CMMDIT' BR"I!G6-
Co,,on Long S,ap5e 3
Co,,on Medium S,ap5e3
Co,,on Shor, S,ap5e3Co,,on 'arn3"apa2
Chana3 Ma2ur3Tur3 #rad3 'e55o1 Pea23
Ba2ma,i Ri0e3 Mai;e3Ri0e3Sara,i Ri0e3 )hea,
Bren, Crude i5, Crude i5, (urna0e i5 Midd5e Ea2, Sour
Crude i5
Are0anu,3 Ca2he1 "erne53
Ruer
%igh Den2i,y Po5ye,hy5ene 7%DPE83
Po5ypropy5ene 7PP83 P+C
Guar Seed, Guar gum3Gur0haku3Men,ha i53Po,a,o3Sugar
M-3Sugar S-3
C55dit 5ar3et in India is gring India: eing an agr-ased e%n5: 'as 5ar3et
!r 5st ! t'e agr-ased %55dities India is t'e &argest %nsu5er ! g&d in t'e r&d:
'i%' i5)&ies a 'uge 5ar3et !r t'e e&& 5eta& India 'as 'uge s)t 5ar3ets !r a&& t'ese
%55dities Indr !r 'uge 5ar3et !r Sa: A'5edaad !r %astr seed and
Surendranagar !r %ttn et%
47
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India 'as a &ng 'istr ! %55dit !utures trading: e8tending (er 12? ears In 5id
160s: due t ars: natura& %a&a5ities and %nseuent s'rtages: !utures trading in 5st
%55dities ere anned A!ter &iera&iGatin )&i% #ATT agree5ent in t'e ear& nineties:
t'e g(ern5ent rea&iGed t'e need !r !utures trading t strengt'en %5)etiti(eness ! Indian
agri%u&ture and t'e %55dit trade and industr
Commodi,y deriva,ive marke,6
As na5e suggest: %55dit deri(ati(es 5ar3ets trade %ntra%ts !r 'i%' t'e
under&ing asset is a %55dit We %an su di(ided in !&&ing 5eaner
A Agri%u&tura& %55dit &i3e 'eat: seans: ra)eseed: %ttn et%
$ "re%ius %55dit &i3e g&d and si&(er et%
C .t'er 5eta& %55dit &i3e stee& et%
D Energ %55dit &i3e %a& et%
rgani;ed marke,6
In rganiGed 5ar3et a&& t'e transa%tin dne t'rug' stru%ture !r5 s it is sa!er and
5re %n(enient In rganiGed deri(ati(e %55dit 5ar3et t'ere are e&& 3nn e8%'anges
su%' as NCDE;: MC; and et%
Maradis are )r(iders ! r3ing ser(i%es in Ca)ita& Mar3et Wit' t'e )ening u) !
%55dities se%tr and t'e %nseuent !e&t need t )r(ide )ri%e stai&iGatin ser(i%es: t'e
#(t 5andated 'st Natina& &e(e& C55dit E8%'anges: as )art ! ur e!!rt t rad
ase ser(i%es t ur %ust5ersO e 'a(e ta3en 5e5ers'i) ! Natina& &e(e& %55dit
e8%'anges
A ne in(est5ent )tin is %55dities ,nti& a !e 5nt's ag t'is u&d nt 'a(e
5ade sense: as t'ere as n a(enue !r trading in %55dities Maradis 'a(e ta3en t'e
)ineering ste) ! ringing t'is t ur drste) #d ness 5et 'istri%a&& )ri%es in
%55dities are &ess (&ati&e t'an euities and nds: t'us )r(iding an e!!i%ient
di(ersi!i%atin )tin
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. DEPSITR' PARTICIPA!TS6 -
Maradi ere t'e !irst %r)rate D" in Sauras'tra As n date it ser(i%es
a))r8i5ate& 6?000 %&ients t'rug' a e&&-eui))ed ran%' netr3 It !!ers n&ine
ser(i%es !!ered NSDL Q CDSL T'e are a!!i&iate t t' NSDL and CDSL in rder t
gi(e )ti5u5 %st s&utin t ur %&ients 3ee)ing in (ie t'e in(estrs needs It )&a%e a 'ig'
)re5iu5 ur %ust5er ser(i%e and )r5)t re)rting in rder t ensure integrit !
transa%tins Its %ust5er %entri% s%'e5es 'a(e een designed t address t'e in(estrs needs
re&ati(e t e&e5ent su%' as trade e8e%utin de5ateria&iGatin and re 5ateria&iGatin
e%n5i%a& )ri%es
We are gi(ing !&&ing ser(i%es it'ut an %'arges
De5at Cn!ir5atin
Re5at Cn!ir5atin
Re*e%tin ! Instru%tin
S)e%ia& Transa%tin State5ent as ur desire
A&&t5ent ! S'ares under I".
E(er uarter e send t'e Ledger t ea%' C&ient
We in5ates t'e renea& ! a%%unt
S)eed - e ser(i%es %&ient it'ut an additina& %'arges
We are !!ering s)e%ia& retentin ser(i%e under 'i%' %&ient des nt need t gi(e t'e trade
and %'arges )er trade 1 Rs
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Speed-e
NSDL !!ers e-ena&ed !a%i&it ! 1 (ieing &atest a&an%es and transa%tins t'at
'a(e ta3en )&a%e in t'e &ast !i(e das and a&s dn&ad ! t'e s%reen t'rug' IDEAS
Internet ased De5at a%%unt state5ent and UU su5itting de&i(er instru%tin s&i)s in
)a)er !r5 T'e users ! S)eed-e %an a&s 5nitr t'e status ! t'eir instru%tins He(er
!r a(ai&ing ! t'ese !a%i&ities t' t'e D" and t'e %&ient 'a(e t u )a u) %ertain ne ti5e
and re%urring %'arges
. IP S#BSCRIPTI! SER+ICES6 -
Maradi S'ares 9 Finan%e Ltd a&s )r(ides t'e ser(i%e ! sus%riing I".s
T'e I".s ! a&& ut t'e s5a&&est ! %5)anies are usua&& !!ered t t'e )u&i%
t'rug' an Punderriting sndi%ate:P a gru) ! underriters ' agree t )ur%'ase t'e
s'ares !r5 t'e issuer and t'en se&& t'e s'ares t in(estrs .n& a &i5ited nu5er ! r3er-
dea&ers are in(ited int t'e sndi%ate as underriters and s5e ! t'e5 5a nt 'a(e
indi(idua& in(estrs as %&ients Mre(er: sndi%ate 5e5ers t'e5se&(es d nt re%ei(e eua&
a&&%atins ! se%urities !r sa&e t t'eir %&ients
T'e underriters in %nsu&tatin it' t'e %5)an de%ide n t'e asi% ter5s and
stru%ture ! t'e !!ering e&& e!re trading starts: in%&uding t'e )er%entage ! s'ares ging t
institutins and t indi(idua& in(estrs Mst underriters target institutina& r ea&t'
in(estrs in I". distriutins ,nderriters e&ie(e t'at institutina& and ea&t' in(estrs are
etter a&e t u &arge &%3s ! I". s'ares: assu5e t'e !inan%ia& ris3: and '&d t'e in(est5ent
!r t'e &ng ter5
$ t'eir nature: in(esting in an I". is a ris3 and s)e%u&ati(e in(est5ent $r3erage
!ir5s 5ust %nsider i! t'e I". is a))r)riate !r indi(idua& in(estrs in &ig't ! t'eir in%5e
and net rt': in(est5ent *e%ti(es: t'er se%urities '&dings: ris3 t&eran%e: and t'er
!a%trs A !ir5 5a nt se&& I". s'ares t an indi(idua& in(estr un&ess it 'as deter5ined t'e
in(est5ent is suita&e !r t'at )arti%u&ar in(estr
E(en i! t'e !ir5 de%ides t'at an I". is an a))r)riate in(est5ent !r an indi(idua&
in(estr: t'e r3erage !ir5 5a se&& t'e I". n& t se&e%ted %&ients Fr e8a5)&e: e!re
u %an )ur%'ase an I".: s5e !ir5s reuire t'at u 'a(e a 5ini5u5 %as' a&an%e in ur
a%%unt: are an a%ti(e trader it' t'e !ir5: r sus%rie t ne ! t'eir 5re e8)ensi(e r
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P)re5iu5P ser(i%es In additin: s5e !ir5s i5)se restri%tins n in(estrs ' P!&i)P r
se&& t'eir I". s'ares sn a!ter t'e !irst da ! trading t 5a3e a ui%3 )r!it I! u !&i) ur
I". s'ares: ur !ir5 5a re!use t se&& u t'er I".s a&tget'er r )re(ent u !r5
uing an I". !r se(era& 5nt's /u %an !ten !ind t'ese restri%tins n t'e !ir5s esite
F. PRT(LI MA!AGEME!T SER+ICES6 -
I! ne earns 5ne in ag!u&s: ut dnt 'a(e t'e ti5e r in%&inatin t 5anage it I!
t'is des%ri)tin !its ne: d %nsider entrusting ur 5ne t a )r!essina& )rt!&i
5anage5ent ser(i%e "MS In return !r a !ee: )rt!&i 5anagers !!er t %ra!t a as3et !
st%3s: nds r e(en 5utua& !unds t'at u&d !it ur )ersna& in(est5ent ga&s and ris3
)re!eren%es
T'ug' a !e )rt!&i 5anagers !!er standardiGed )a%3ages !r a su5 as s5a&& as Rs
?-10 &a3': it 5a ta3e a 5ini5u5 in(est5ent siGe ! Rs 2?-?0 &a3' t !et%' u a %ust5iGed
)rt!&i A)art !r5 %as': u %an a&s 'and (er an e8isting )rt!&i ! st%3s: nds r
5utua& !unds t a "MS t'at %u&d e re(a5)ed t suit ur )r!i&e
PMS R M(26
$ut ' s'u&d u )t !r "MS instead ! a 5utua& !undJ Here are a !e as)e%ts n
'i%' )rt!&i 5anagers sa t'e s%re (er t'e standardiGed )rdu%ts !!ered 5utua&
!unds
A22e, a55o0a,ion6/u 5a 3n 'at st%3s: euit !unds r nds u u&d &i3e
t n: ut d u 3n ' 5u%' ! ur sa(ings u s'u&d a&&%ate t ea%' !
t'eseJ T'e de%isin n asset a&&%atin i&& e %ru%ia& in deter5ining in(est5ent
returns (er t'e &ng ter5 Wit' "MS: an asset a&&%atin )&an is tai&r-5ade !r u:
a!ter a detai&ed %'e%3 n ur in(est5ent ga&s: sa(ings )attern and a))etite !r ris3
Timing6 Ha(e u e(er 3i%3ed urse&! !r sit%'ing ur entire )rt!&i int
euities *ust e!re t'e tan3edJ I! u 'a(e: u )ra& need 'e&) it' regard t
ti5ing ! in(est5ents .n%e u 'ire a )rt!&i 5anager: u %an e8)e%t assistan%en 'en u s'u&d e in(esting 5re 5ne int euities and 'en u s'u&d e
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ai&ing ut A )rt!&i 5anager 5a a&s sit%' a )rtin ! ur )rt!&i int %as':
i! 'e )er%ei(es a ig ris3 t st%3 )ri%es T'e !%us is n )reser(ing (a&ue
(5e/ii5i,y6/u are u&&is' n FMC# st%3s: ut !ind t'at euit !unds 'a(e 5argina&
e8)sures t t'e se%tr In a "MS: u %an e8)e%t t'e )rt!&i 5anager t
a%%55date ur se%tr )re!eren%es 'en 'e in(ests $ut dnt e8)e%t t %5)&ete&
di%tate 'at st%3s r se%trs ur )rt!&i 5anager i&& u !r u: as 'e i&& e
t'e est *udge ! t'at
A&s: )rt!&i 5anagers d nt 'a(e t sti%3 t an rigid ru&es n 'at )r)rtin !
ur 5ne i&& e in(ested in ea%' se%tr r st%3 T'e %an a&s use &iera& dses ! %as'
r deri(ati(e instru5ents t )e) u) ur returns Mutua& !und 5anagers 'a(e t'eir 'ands tied
n t'ese as)e%ts SE$I regu&atins
+a5ue added 2ervi0e26
C5)an )r(ides (arius (a&ue added ser(i%es t t'eir %&ients
1 C5)an Resear%' Re)rts ased n in-de)t' stud and ana&sis ! a
%5)ans usiness
2 Se%trs Re)rts Regu&ar: Detai&ed re)rts %(ering a&& se%trs
Fa5us Fi(e Wee3& se&e%tin ! !i(e %5)anies !r 5ediu5-t &ng ter5
in(est5ent
4 Latest Resu&ts Ana&sis Detai&ed ana&sis ! !inan%ia& resu&ts
? SMS Ser(i%es SMS u)dates n 5ar3et in!r5atin trading %a&&s
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Bu2ine22 Ana5y2i2 o4 organi;a,ion
OMPETITORS
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7?8 S%ARE"%A!6
S'are 3'an: Indias &eading st%3 r3er is t'e retai&er ! SSBI n riginatin it' (er
eig't ears ! t'e e8)erien%e in t'e st%3 5ar3et S'are 3'an !!ers de)sitr ser(i%es and
trade e8e%utin !a%i&ities !r euit: deri(ati(es and %55dit a%3ed it' in(est5ent ad(i%e
te5)ered de%ades ! r3ing e8)erien%e
Its tea5 ! dedi%ated ana&st is %nstant& at r3 t tra%3 )er!r5an%e and trends
S'are 3'an runs Indias &argest %'ain ! s'are s')s arund 2?0 ut&ets in 11 %ities
78ICICI SEC#RITIES LTD6
ICICI We Trade Li5ited IWTL 5aintains i%i%idire%t%5and ns t'e &i%ense
t use T'is site gi(es t'e !a%i&it ! in 1 a%%unt ie t'e in 1 a%%unts integrates ur
an3ing: r3ing: and de5at a%%unts T'is ena&es u t trade in s'ares it'ut ging t'rug'
'ass&es ! tra%3ing sett&e5ents %%&es: riting %'eues and trans!er instru%tins: %'asing urr3er !r %'eues r trans!er instru%tins et%
(3)"TA" SEC#RITIES:
Bta3 Se%urities Ltd is a strategi% *int (enture eteen Bta3 Ma'indra $an3 and
#&d5an su%' is Indias &eading st%3 r3ing 'use it' a 5ar3et s'are ! ? t 6 Bta3
Se%urities Ltd 'as een t'e &argest in I". distriutin It as ran3ed ne in 200 -04 as
$3 Running Lead Managers in )u&i% euit !!ering "RIME data ase It 'as a&s n
t'e $est Euit Huse Aard !r5 Finan%e Asia in A)ri& 2004
T'e %5)an 'as 42 ran%'es ser(ing arund 100000 %ust5ers Bta3street%5 t'e
n&ine di(isin ! Bta3 Se%urities Ltd !!ers Internet $r3ing Ser(i%e and a&s n&ine I".
and 5utua& !und in(est5ents Bta3 Se%urities Ltd 5anages assets (er 1=00 %rres under
"MS 'i%' is 5ain& t t'e 'ig' end ! t'e 5ar3et Bta3 Se%urities Ltd 'as &aun%'ed Bta3
In!init as a dire%t dis%retinar "MS 'i%' &3s int t'e 5idd&e end ! t'e 5ar3et
7F8 I!DIA I!(LI!E LTD6
?)aisa is t'e trade na5e ! India In!&ine Se%urities "ri(ate Ltd: 5e5er ! NSE and
$SE ?)aisa is '&& ned susidiar ! India In!&ine Ltd Indias &eading )&aer in e
r3ing s)a%e in India It !!ers t t)es ! )rdu%t
7a8 Inve2,or Termina52 7IT86
In(estr Ter5ina& is re%55ended !r in!reuent in(estrs: ' !a&& int u and
'&d s%'& ! in(esting
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78Trader Termina5 7TT86
Trader ter5ina& is !r t'e dedi%ated da traders: ' %'urn t'eir )rt!&i n 5inr
5(e5ent in t'e 5ar3et: s5eti5es se(era& ti5es a da
(8 I!DIA B#LLS LTD6
India u&&s are Indias &eading retai& !inan%ia& ser(i%es %5)an it' == &%atin s)read
a%rss 64 %ities W'i&e its siGe and strng a&an%e s'eet a&& t'e5 t )r(ide ne it' (aried
)rdu%ts and ser(i%es and ser(i%es at (er attra%ti(e )ri%es: (er =?0 %&ients re&atins'i)
5anagers are dedi%ated t ser(ing uniue needs
India u&&s is &ed 'ig'& regarded 5anage5ent t'at 'as in(ested %rres ! ru)ees int
a r&d %&ass in!rastru%ture t'at )r(ides %&ients it' rea& ti5e ser(i%es and 24Q= a%%ess t a&&
in!r5atin and )rdu%ts T'e !&ags'i) Indiau&&s )r!essina& netr3 !!ers rea& ti5e )ri%es:detai&ed data and nes: rig't at nes !inger ti)s T'is )er!u& te%'n&g is %5)&e5ented
3n&edgea&e and %ust5er !%us re&atins'i) 5anagers +We are %reating a r3 ! s5art
in(estrsK T'is is 'at India u&&s are saing India u&&s !!er a !u&& range ! insuran%e t
en'an%e %ust5ers ea&t' and 'en%e: a%'ie(e t'eir !inan%ia& ga&s
78 A!GEL BR"I!G6
T'e Ange& #ru) 'as e5erged as ne ! t'e t) ? retai& st%3 r3ing 'uses in India:'a(ing 5e5ers'i) in $SE: NSE and t'e t &eading %55dit e8%'anges in t'e %untr ie
NCDE; and MC; Ange& $r3ing is a&s registered as a de)sitr )arti%i)ant it' CDSL
As n date t'e gru) i8 5anaged a tea5 ! 1?0 )r!essina&s 9 =00 su))rt sta!! and
a natinide netr3 %5)rising 40 ran%'es: (er 2000 su r3ers and usiness ass%iates
and 6000 ter5ina&s 'i%' %ater t t'e reuire5ents ! 5re t'an 100000 retai& %&ients
Ange& $r3ing is )ri5ari& int retai& st%3 r3ing: it' a %ust5er ase ! retai&
in(estrs: 'i%' 'as een in%reasing at a %5)unded grt' rate ! 100 e(er ear T'e
%5)an 'as 'uge netr3 ! su r3ers in Mu5ai and t'er )&a%es utside Mu5ai:registered it' SE$I: ' a%t as %'anne& )artners !r t'e %5)an T'e %5)an 'as tta& sta!!
strengt' ! arund 1200 e5)&ees ' are s)read a%%rding& a%rss t'e 'ead !!i%e and a&& t'e
ran%'es As ! n Ange& $r3ing Ltd is )resent in t'e %untr t'rug' its 12 Regina&
.!!i%es
Ma>or a0hievemen,26
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A5ng $SEs t) ten (&u5e Dri(ers in t'e euit seg5ent during t'e
ear 200=-0>
Ran3ed ?t'&eading $r3erage Huse ! India Dun 9 $radstreet in
200>:
A5ng $SEs t) ten (&u5e Dri(ers in t'e F 9 . during t'e ear 2006-
0=
Ran3ed at 2 a5ng t'e 5st trusted %5)anies ! #u*arat SARA in
ass%iatin it' @ee $usiness
ur Pre2en0e
Tea5 ! Mre t'an 1100 dedi%ated e5)&ees
Netr3 ! Mre t'an 6 ran%'es
Ser(ing 5re t'an 1=?0 )in %des
Ha(ing 5re t'an =6> Fran%'iseeQ Su-r3ers
Ser(ing aut 120000 $r3ing C&ients
Ser(ing aut 141000 D" C&ients
Ha(ing ?> Cn%urrent Trading Ter5ina&s
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5*
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I!D#STR' A!AL'SIS #SI!G PRTERJS (RCES MDEL
5(
PTE!TIALE!TERA!T
In(est5art
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?. S#PPLIERS
NSDL 9 CSDL are t'e regu&atr dies !r De)sitr "arti%i)ants &i3e MSFL:
IL9FS "(t Ltd: ICICIdire%t%5: et% A&s t'ese regu&atr dies 'a(e gt an u))er
'and as t'e argaining )er st%3 r3ing 'uses &i3e MSFL: et% u&d e &ess
NSE 9 $SE are )&agrunds 'ere %55n an in(estr trade t'rug' st%3 r3ing
'uses: !r 'i%' t'e 'a(e t ta3e )er5issin !r5 NSEQ$SE
NSE 9 $SE are under t'e )ur(ie ! SE$I: t'ats ' st%3 r3ing 'uses &i3e
MSFL: 'a(e & argaining )er $ut 'ere t'ere is ne ad(antage t'at NSEQ$SE
'a(e ie t'e %annt g !r !rard integratin
MC; 9 NCDE; are st%3 e8%'anges 'i%' trade in %55dities and deri(ati(es
Here again st%3 r3ing 'uses 'a(e t !&& ru&es and regu&atin ! t'e sa5e
We 5aintainers are %5)anies 'i%' 5aintain e sites 9 te%'ni%a& as)e%ts ! t'e
sa5e Here st%3 r3ing 'uses &i3e MSFL %an 'a(e 5re argaining )er due t
sti!! %5)etitin a5ng e 5aintaining %5)anies
We 5aintainers are %5)anies ' 5a3e and 5aintain s!tares !r st%3 r3ing'uses I! sa !r e8a5)&e st%3 r3ing 'uses sit%'es (er t t'er e
5aintainers t'en t'at %5)an %annt understand t'e 5e%'anis5s ! s!tares S it
is uite 'ig' sit%'ing %st
. B#'ERS
T'ere are (arius t)es ! in(estrs ' trade t'rug' st%3 r3ing 'uses &i3e
MSFL: 'i%' in%&udes in(estrs &i3e s5a&& in(estrs: 5ediu5 net rt' in(estrs:
usiness )artners: institutina& in(estrs and 5utua& !und %5)anies
Here t'e argaining )er ! st%3 r3ing 'uses de)ends n ' ig t'e in(estr
is
S 'ere e %an sa t'at argaining )er ! st%3 r3ing 'uses is 'ig' in %ase !
s5a&& in(estrs 9 H,F
W'i&e its 5derate in HNIQMNIs and usiness )artners
W'i&e its &ess in %ase ! 5utua& !und %5)anies and institutina& in(estrs
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T'ere is %5)etiti(e uGG in st%3 r3ing industrO %5)etitrs are !!ering &
r3erage and est ser(i%es it' added !eature S sit%'ing %st is )rett 5u%' &ess
S t'e uer %an easi& sit%' (er t %5)etitrs )rdu%t
?. En,ry Barrier2
Huge %a)ita& - Ca)ita& is ne%essar nt n& !r !i8ed !a%i&ities ut a&s !r %ust5ers
%redit and asring startu) &sses T start a st%3 r3ing 'use: ne needs 'uge
%a)ita& !r te%'n&g u) gradatin and s3i&&ed 5an)er
Te%'n&g - Te%'n&g !r st%3 r3ing 'uses is &i!e sa(ing de(i%e St%3
r3ing reuires 'uge %a)ita& t 5a3e t'eir )rdu%ts user !riend&: 'i%' in turn
reuires %a)ita& t e5)& s3i&&ed 5an)er T'us: te%'n&g %u&d e ne ! t'e
entr arriers
Regu&atr Cnstraints - .taining a &i%ense is a tedius * !r a st%3 r3ing
'use It s'u&d %5)& it' t'e regu&atin ! t'e g(erning dies &i3e SE$I:
NSDL: et% Fr a st%3 r3ing 'uses t )&unge int t'e st%3 r3ing industr: it
needs t 'a(e s5e 3ind ! !inan%ia& a%3grund and e8)ertise T'us: regu&atrs
%nstraints %u&d e an entr arrier
E8)erien%e %ur(e - T'e %re %5)eten% in t'is industr is t'e ser(i%es 'i%' are
)r(ided t t'e end-users and t'e resear%' ased a%ti(ities 'i%' in%&udes +TI"SK:
!unda5enta& as e&& as te%'ni%a& s%ri)t ana&sis A&s t'e 5st i5)rtant t'ing 'i%'
'e&)s a&read esta&is'ed !ir5s is-+TR,STK 'i%' )e)&e u&d e 'a(ing n !ir5s
&i3e MSFL : Mti&a& .sa&: et% t'is is (er di!!i%u&t !r ne %5)anies t i5itate
Netr3 - t'e +Rea%'K t t'e %ust5er is t'e 3e !a%tr in t'e industr T'e netr3
! t'e %5)anies &i3e Mti&a& .sa&: Maradi: and ICICI is (er e!!i%ient and s)read
a&& (er India It i&& ta3e ti5e !r a ne entrant t esta&is' su%' a 'uge netr3 eg
Ang&e: 'i%' sa t'at: +Netr3 %an %5e u) as 5st di!!i%u&t entr arrier t
(er%5eK
E8)e%ted Reta&iatin - 'ene(er a ne )&aer %5es in t'e industr: t'e &d%5)anies 'a(e an )tin t redu%e t'e )ri%es ! t'eir )rdu%t T'is 3ind ! )ra%ti%e
is %a&&ed e8)e%ted Reta&iatin 'i%' is a&s )ssi&e in t'is industr in ter5s ! &ess
r3erage rates and redu%ed a%%unt )ening %'arges
5)
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. CMPETITRS
T'e %5)an is !a%ing t'e %5)etitin !r5 &%a& as e&& as natina& &e(e& )&aersT'e &%a& )&aers )r(ide !a%i&it !r !!-&ine trading 'i&e t'e natina& )&aers &i3e
ICICIdire%t%5 and Bta3street%5: HDFC Se%urit )r(ide n&ine trading
ser(i%es
T'ere are a&s t'er ig na5es &i3e India u&&s: Mti&a& .sa&: ?)aisa and Bar(
en%ir%&es t'e %5)an !r5 t' t'e sides )r(iding n&ine and !!-&ine trading
it' %5)etiti(e ser(i%es
F. PTE!TIAL E!TRA!T
T'e entrant 'i%' 5a ta3e aa t'e s'are ! %urrent )&aers
T'e )tentia& entrant in Ra*3t %it &i3e In(est5art: ge*it and Ci)'er 'i%' are
%5ing in near !uture
Natina&iGed an3s are a&s t'in3ing t enter in t'is !ie&d ting u) it' r3ing
'uses Eg $an3 .! $arda
. S#BSTIT#TES
Here sustitutes are su%' instru5ents 'i%' %an e used instead ! in(esting in s'ares
T'e instru5ents &i3e $an3 FD: insuran%e: 5utua& !unds are t'e sustitutes
I! t'e use ! t'is instru5ents in%rease t'is 5a e disad(antage !r t'e st%3 r3ing
'uses
T'e %5)anies and an3s 'i%' are 'a(ing t'ese instru5ents %an )&unge int t'is
industr $an3s are )&anning t *u5) 'i&e t'ers 5a %5e
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S)T A!AL'SIS
During t'is training at Maradi: I 'ad %5e t 3n t'e Strengt's Wea3nesses
.))rtunities T'reats !r t'e %5)an and it is (er use!u& !r a %5)an t ana&Ge t'e5
T'ere!re: t'e SW.T ana&sis is )resented 'ere and t'e suggestins !r 5aintaining strengt's
and re5(ing ea3nesses are e8)&ained
STRE!GT%S6
We&&-5aintained in!rastru%ture
Dedi%ated: Inte&&igent and La& sta!!
.n-&ine trading )rdu%ts
Lest r3erage and t'er %'arges &ess t'an C5)etitrs
T'e est in(est5ent ad(i%e %rre%t u) t =0-0 t'rug' dedi%ated
Resear%' and re)rts
Wide )rdu%t range t ena&e t'e %&ients t %'se t'e est a&ternati(e
.ne ! t'e est D"s in India
A )siti(e i5age in t'e e8isting %&ients
)EA"!ESSES6
Less aareness in t'e 5ar3et
Ti5e %nsu5ing )r%ess !r a%%unt )ening: res&(ing t'e )r&e5s ! t'e
%ust5ers: et%
Ser(i%e ua&it is nt 5aintained a%%rding& ' t'e are )r5ted
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PPRT#!ITIES6
S&)e ! st%3 5ar3et tards de&i(er ased transa%tin
Large )tentia& 5ar3et !r de&i(er and intra-da transa%tins
.)en interest ! t'e )e)&e t enter in st%3 5ar3et !r in(esting
Attra%t t'e %ust5ers ' are dissatis!ied it' t'er r3er 9 D"s
An indire%t ))rtunit generated t'e 5ar3et !r5 its u&&is'ness
Large unta))ed 5ar3et in t'e Sauras'tra regin ! #u*arat
T%REATS6
De%reasing rates ! r3erage in t'e 5ar3et
In%reasing %5)etitin against t'er r3ers 9 D"s
"r 5ar3eting a%ti(ities !r 5a3ing t'e %5)an 3nn a5ng t'e
%ust5ers
A t'reat ! &sing %&ients !r an 3ind ! ea3ness ! t'e %5)an
Lsing t'e unta))ed 5ar3et it' t'e entr ! t'e
C5)etitrs
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(inding2 = Sugge2,ion
(inding26
T'e )rdu%tin: su))& and distriutin ! 5an agri%u&tura& %55dities are
%ntr&&ed t'e g(ern5ent and n& !rards and !utures trading are )er5itted
in %ertain %55dit ite5s
T'e 5st t'ings e 'a(e seen are t'at t'e aareness ! !uture %55dit trading
is sti&& nt t'ere
"e)&e ' 3ns: t'e e&ie(e t'at )eratrs and ig )&aers in t'e 5ar3et dri(e
t'is !uture %55dit 5ar3et
Mst ! )e)&es !ee& t'at t'e ua&ities ! t'e %55dities are nt as )er t'e
reuire5ent
Fr t'e )r%ess ! ta3ing r gi(ing de&i(er in !uture %55dit 5ar3et is &engt':
%st&: and reuired s 5an d%u5ents
T'e )tin trading is sti&& nt a&&ed in %55dit 5ar3et s t'e ris3
5anage5ent )r%ess is in%5)&ete $e%ause e a&& 3n t'at !uture trading 'as its
n &i5its
T'e a%%unt )ening )r%ess ! !uture %55dit trading is &engt' and reuires
5re d%u5ents
T'e de&i(er %enters ! %55dities are (er &ess in India %5)are t t'er
de(e&)ed %untries
"e)&e sti&& %nsidering t'at t in(est in %55dit 5ar3et is (er ris3
"e)&e sti&& %nsidering %55dit 5ar3et !r s)e%u&atin rat'er t'an usiness
)ur)se
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T'e '&e industr is 'ig'& sensiti(e tards natina& and internatina&s
en(irn5enta& and )&iti%a& !a%trs
6*
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Sugge2,ion2
Re2ear0h Ma,eria5
T sur(i(e in 'ig' %5)etitin: Maradi s'u&d )r(ide e&&-ana&Ged and su*e%ti(e
5ateria& in eas &anguage t t'eir r3ers and %&ients
Le22 Charge2T attra%t 5re %ust5ers and %5)ete in 5ar3et: C'arges ! de-5ate a%%unt s'u&d
e set a%%rding t rates )re(ai&ing in 5ar3et
Emp5oyee Sa,i24a0,ionA s5art %5)an %reates a 'ig' &e(e& ! e5)&ee satis!a%tin: 'i%' &eads t 'ig'er
e!!rt: 'i%' &eads t 'ig'er-ua&it )rdu%ts and ser(i%es: 'i%' %reate 'ig'er
%ust5er satis!a%tin: 'i%' &eads t 5re re)eat usiness: 'i%' &eads t 'ig'er
grt' and )r!its: 'i%' &eads t 'ig' st%3'&der satis!a%tin: 'i%' &eads t 5re
in(est5ent: and s n T'is is t'e (irtuus %ir%&e t'at s)e&&s )r!it and grt'
TrainingT in%rease )r!essina&is5: set n rganiGatin %u&ture and a&s t in%rease t'e
)rdu%ti(it and e!!i%ien% ! e5)&ees: t'ere are needs !r a e&& )re)are training
)rgra5 at ea%' and e(er &e(e& ! t'e rganiGatin and its i5)&e5ent t'is )&i%ies
stri%t&
Adver,i2ingMaradi 'a(e t gi(e ad(ertise5ent in 5edia &i3e T
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Read about the Platinum at MCX
Read about Silver at MCX.
Read about the commodity rubber at MCX
Read about the commodity luminium at
MCX
Read about the commodity Co!!er at MCX
"ewellery. #ondon is the world`s biggest
clearing house. $rading session Monday to
%riday &' a.m. to &&()) !.m. Ma*imum order
si+e &' kg. ,ifferent ty!es of gold are there
like -old m -old Petal. %actors influence
the market is /edging interest of !roducers
and Macroeconomic factor such as 0S
1interest rate.
$he #ondon Platinum and Palladium
market2#PMM3which !rovides the industry
benchmark !rice #ondon fi*. India
consum!tion automobile2))43
!etrochemical 25)436ewellery 2&)43 and
electronic 2)43.
Silver chemical symbol is g. #ondon 7ullion
market association 2#7M3 is the global hub
of over the counter trading in Silver. 8earby
9'4 of India Silver`s demand comes from
farmers .%actor influence such as Indian`s
industrial growth recession contract
s!ecification trading unit :'kg. 7ase value
&kg. Ma*imum order si+e 9''kg.
India $hailand China are the ma"or
!roducers. Consum!tion 9'4 trans!ortation
sector. ;erela
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Read about the commodity Iron ore at MCX
Read about the commodity #ead at MCX
Read about the commodity Steel at MCX
Read about the commodity 8ickel at MCX
Read about the commodity $in at MCX
Read about the commodity ?inc at MCX
Read about viation $urbine fuel2$%3
Iron ore demand in automobiles
construction and manufacturing sector.
Ma"or !roducers China 7ra+il ustralia
India. %actor influence inventory stock newmines. Ma*imum allowable o!en !osition
&'''''' M$.
#eadAPb. Main !roducers /industan ?inc ltd.
nd Indian lead ltd. Ma"or !roducers Me*ico
Peru $urkey. $rading units ) tons. 7ase
valueARs.Bkg. Ma*imum order si+eA&'' tons.
$ick si+e ) !aisaBkg.
Steel consumed by trans!ort factories cars.
India steel !rices mostly influenced by
domestic demand and su!!ly scenario. Ma*
allowable &''''' M$. uality s!ecificationA
Mild steel ingots.
Russia Canada and 8orway are the world`slargest e*!orters. Indian demand D'''' M$.
%actors influence fi*es on the basis of the
rates that rule on the internationally s!ot
market. Economy event such as national
industrial growth recession and inflation
effect. Ma*imum order si+eA5DM$
ProducerAChina Peru 7ra+il. #ondon metal
e*change is the ma"or referral market forfuture trading in tin. India !roduce &' tons.
?n. E*!orting countries 7elgium Canada
and ;orea .in 5'&5 India !roduction was
@&&599 M$.ma* orderA&'' tons.
$okyo commodity e*change and CACC=M.
E*!ort from India 5'.@ millions barrels in
5'')A'9 to 5).9 million barrels in 5''FA'
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Read about the commodity Crude oil at MCX
ttended meeting with my guide.
ttended meeting with my guide
%actors included natural disaster interest
rate disru!tions in !roduction due to
e*treme weather or unforeseen events.
Russia Saudi Iran 0S are the to!
!roducing countries. Consumer 6a!an
China India. %actors influence =PEC
out!ut 0S crude and !roducts currency
fluctuations. Ma* order &'''' barrels.
Mr. 7havik sir told me about what Guestion to
be add in Guestionnaire like do you with
e*change trade mechanism if yes thenwhich of the following e*change you !refer
like MCX 8C,EX 8MCEI#. Hhat !roducts
have you traded on this e*change like
7ullions gro Metals. Hhat is your
e*!erience with commodity market.In
which of the com!any you would like to
deal more and more time like Marwadi
;otak street India bulls.
,iscussed about from where I can get
investors like for 7ullions 5) sho!s at C.-.
road 5) PMC market for agri commodity
5) manak chawk.Some Guestion regarding
like are aware about /edging. /ave you
ever done 7adla trading. 7adla trading is
also known as arbitrage. rbitrage means
su!!ose tea vendor selling at rs.) its cost is
rs.D so he making rs.& !rofit but he is not
satisfied with that. So he identifiesgovernment canteen which offered tea at
rs.5. /e could now sim!ly buy tea for rs.5
and sell it at Rs. ) and can make a !rofit of
rs.:.$his buying of thing on one market and
sell it to another market at a higher !rice is
knows as rbitrage. rbitrage o!!ortunities
are short lived. I also learnt about hedging
which mean to eliminate risk by entering into
future forward contract.
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C!CL#SI!
T'is "r*e%t Re)rt is underta3en at +MAR)ADI S%ARES