Final MPS (Group 7)

8/8/2019 Final MPS (Group 7)

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Quick ReturnInvestments

Business Plan Of Broking Firm


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Group members

y Ankur Nandu 63

y Sunny Parekh 67

y Indraneel Patil 72

y Siddhesh Sawant 87y Ankit Shetty 93

y Deepak Shirke 96

y VivekVarier 114


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Vision

y To provide best value for money to investors through

innovative products, trading / investment strategies,

state-of-the-art technology and personalized service.

Mission

y Our mission is to focus on Clients, So that Success itself

will follow us.


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Why sub broking firm?


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Contd

y Booming Economy.

y Shifting of investment patterns from Traditional to Modern

ways.

y Quick Money and High returns associated with Stock

Market.

y Till 2007 Demat accounts were around 2% and in 2009 it

increased to around 5%


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Location

y GalaxyApartment,

Shop No. 13,

Paach Raasta,

Mulund (West).

Reasons:

y More no. of Target audience

y Less penetration of competitors

y Cost efficient


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Why Angel BrokingLtd.???

Market Share ofAngel Broking Ltd.


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Introduction of Angel Broking

y Angel Bookings trust with excellence in customer relations beganmore than 20 years ago.

y Angel Group has emerged as one of the top 10 retail broking houses

in India and incorporated in 1987.

y Today,Angel has emerged as a premium Indian stock-broking andwealth management house, with an absolute focus on retail businessand a commitment to provide "Real Value for Money" to all its

clients.

y It has memberships on BSE, NSE and the leading commodityexchanges in India NCDEX & MCX.Angel is also registered as a

depo

sito

ry participant with CDSL.


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Angel Group Companies

Angel Broking Ltd. Member on the BSE and Depository

Participant with CDSL

Angel Capital & Debt Market Ltd. Membership on the NSE Cash and Futures &

Options Segment

Angel Commodities Broking Ltd. Member on the NCDEX & MCX

Angel Securities Ltd. Member on the BSE

Angels Presence:Nation- wide network of 21 regional hubsPresence 124 cities

6800 + sub brokers & business associates

5.9 lakh +clients


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Angels Milestones

y Awarded with 'Broking House with Largest Distribution Network'and 'Best Retail Broking House' at Dun & Bred street EquityBrokingAwards 2009.

y August, 2008 Crossed 500000 trading accounts.

y November, 2007 Major Volume Driver for 2007.

y

December,2006

Created2

500

business associates.

y October, 2006 Major Volume Driver award for 2006&many more


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Introduction to stock market

y India's premier stock exchange Bombay Stock Exchange (BSE) canalso trace back its origin to as far as 125 years when it started as avoluntary non-profit making association.

yIndia's other major stock exchange National Stock Exchange(NSE), promoted by leading financial institutions, was establishedinApril 1993.

y There are now 23 recognized stock exchanges Mumbai (BSE,

NSE and OTC), Calcutta, Delhi, Chennai,Ahmedabad, Bangalore,Jaipur, Rajkot, etc

y Today, most of the global stock exchanges have become highly

efficient, co

mputerizedo

rganizatio

ns.


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Working of stock market

y There are three people involved in the transaction. They are

o Client

o Broker

o

Sto

ck Exchange.


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Working of the Stock Market

The Client places an order via Phone or thenet by logging onto brokers site

The broker accepts and execute the order, and

places it with the exchange

The Exchange accepts the order afterchecking the share limit for the day

The broker makes the payment either directly viathe clients bank account or pays through his ownaccount and recovers it later from the client

The exchange receives the money andcomplete the settlement


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Management Team

Manager

Finance

Analyst Accountant Boltoperators

Marketing

Promotion CRM


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Target Group

y Age : 21+ yrs

y Income : Rs 25,000 +

y Occupation : Housewives, Student and

office going, Businessmen& Businesswomen.

y Social Class : Middle and Upper Middle.

y Lifestyle : Value for Money.

y Personality : Risk Taking.


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Products & Services

y Online Trading /Call & Trade/Walk-in Clients

o BSE

oNSE

o

F &Oy Commodities

o MCX

oNCDEX.

y DP Services

y PMS (Portfolio Management Services)

y Insurance

y Online IPO

y Mutual Fund


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FUNDAMENTAL RESEARCH SERVICES

y The Sunday Weekly Report:This weekly report is the ace ofall reports. It will also give few top picks based on an in-depth

analysis of technical and fundamental factors. It gives short term

and long term outlook on these scrips, their price targets and

trading strategy.y The Industry Watch: This report provides an in-depth analysisof specific industries which are likely tooutperform others in the

economy. It analyzes their strengths and weaknesses and ascertains

their futureo

utloo

k.y Stock Analysis:The fundamentals of select scrip are thoroughly

analyzed and an actionable advice is provided along with

investment rationale for each scrip.


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TECHNICAL RESEARCH SERVICE

y Nifty Tracker : Nifty Futures is the most traded instrument with

highest volumes in F&0 and excellent liquidity. The team tracks

the Nifty Future and generates calls based on unique trading

system which is a result of their focused research over the past

few years.y Online Chart :An online forum to help clients, specifically day

traders in judging the directions of the market and stocks which

are in the limelight.

y Intraday Calls :For day traders,Angel provides intra-day calls

with entry, exit and stop loss levels during market hours. Thesecalls are flashed on their terminals.

y Position Calls : These calls are for a 10-15 day time span with

stop loss and target levels. These calls are flashed on their

terminals during market hours


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Other servicesy Daily SMS alerts on each segment depending on Market

conditions.

y Dedicated Relationship Manager.

y Online transfer of funds through multiple banks

y Back office facility 18X7

y Qualified advisor helps you evaluate & restructure your portfolio

continuously.

y Dealer /Advisor support during trading hours.


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Charges

Types of trading Charges (Excluding tax)

Intra day (equity) 0.07% whichever is higher (buying or

selling)

Delivery (equity) 0.40%

Intraday (derivatives) 0.07%whichever is higher (buying or selling)

Delivery(derivatives) 0.07% both side (buying and selling)

Demat account 450

Minimum deposit 15000

Trading account Free


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Schemes

y Prepaid Scheme A Rs 2000/- per Annum

TYPES OFTRADING BROKERAGE


Intraday(equity) 0.06%

Delivery(derivative) 0.06%

Delivery(derivatives) 0.06%


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Contd

y Prepaid Scheme Rs 6000/- per Annum

TYPES OFTRADING BROKERAGE


Intraday(equity) 0.05%

Delivery(derivative) 0.05%

Delivery(derivatives) 0.05%


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Finance DetailsParticulars 1stYear 2ndYear 3rdYear

Monthly Yearly Yearly YearlyOffice Rent 15,000.00 1,80,000.00 1,80,000.00 1,80,000.00Electricity Charge 6,000.00 72,000.00 72,000.00 72,000.00Phone Bill 7,500.00 90,000.00 90,000.00 90,000.00

Cable 250.00 3,000.00 3,000.00 3,000.00Peon Salary 2,000.00 24,000.00 24,000.00 24,000.00Miscellaneous Exp. 10,000.00 1,20,000.00 1,20,000.00 1,20,000.00Internet 1,000.00 12,000.00 12,000.00 12,000.00Promotion 60,000.00 60,000.00 60,000.00

Interest on loan @

8.50 76,500.00 76,500.00 76,500.00Brokerage Fee 2,00,000.00 2,00,000.00 2,00,000.00Security Deposit 2,00,000.00Fixed Assets 2,60,000.00

Room Deposit 1,00,000.00

13,97,500.00 8,37,500.00 8,37,500.00


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Contd

LoanTaken9,00,000.00

Initial investment (permember 1,50,000) 10,50,000.00

Rollover Amount &Investing Amount 5,52,500.00

DailyTurnover 4,00,000.00

DailyB

rokerageExpected 4,000.00

MonthlyBrokerageExpected 80,000.00

Yearly 9,60,000.00

BEP within 28 months


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Promotion

y Our employees and agents are doing different kinds of

promotional activities may be in residential complex or in

corporate areas to tap maximum clients in bulk at one spot.

y Advertisement in Local Cable T.V

y Pamphlets Distributions.

y Sponsoring Festive Events.


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Thank You !!!

Documents

Final MPS (Group 7)